This year it was terrible. I could not install it until I talked with customer service. Then I could bring in 2024 Tax information. So I had to talk customs service again. This process took many hours.. When I finally was able to bring in 2024 info the program said it did but actually nothing was imported .

Pros: Great walking through everything and checking for additional deductions I love that you can now take a picture of a document and upload it. Cons: I filed my return and efile status shows accepted, but when I log into TurboTax desktop, it wants me to finish my taxes I cannot find a place to check that money was sent from my account to Fed govt when I filed my taxes.

I got $30 returned, just to pay $25 to re-file my state taxes because your software was wrong. I filed incorrect taxes because of you and had to pay $150. And you think a measly $5 was enough to cover the inconvenience? You should have refunded my original fee that I had to pay to e-file for my state, and pay for me to re-file. That would have been appropriate. Not to mention providing me your paid service to protect me if I get audited for free, which I paid the first time. THAT would be good customer service, and be a display of a true apology for the inconvenience.

Sometimes it's too difficult to use the search function and find where to go into the program to change numbers that are not correct. Also, your glitch back in around 2021 or 2022 where my carryforward short term capital gains doubled from the correct amount (this is a glitch you gus apparently know about), caused me a lot of hours last night trying to figure out if my AMT carry over was really zero or not. Using AI I found an explanation of that issue plus a good discussion about how short term capital losses should count against my AMT this year and so I, through hours of work, reduced my taxes by $65,000 by finding the error caused by Turbo Tax and fixing it in my Federal Tax form and CA tax form, but it caused my a lot of pain, anguish, and lack of sleep.

The inability of TurboTax Premier to distinguish between a Joint Filing or a Married Filing Separately recommendation is a problem. I recognize the difficulty of a definitive recognition-- due to what needs divided between spouses with separate filings -- but at least the program might say something like "We recommend that you consider separate filings due to the incongruity of your spouse individual finances."

the software all seems to work pretty well overall. the document imports especially were a lot nicer than how I used to just manually transcribe everything over, since I was being cheap. but, for the last few parts where I had to enter in the date and my state and stuff, please change the dropdown lists to comboboxes. also, (and this one is really nitpicky, even for me), there was a piece of the UI saying "we found this deduction for you", but it was just the standard deduction. so yeah, where would I be if it weren't for you helping me out there, right? also, I think that the "AI-generated review topics" card above this text box is stealing focus when the selected review topics changes, and it's eating my keystrokes. I am probably a faster typist, so it is really noticeable for me. also, why are you requiring me to enter in a review title and nickname? come on, there is no way you are getting anything useful there. and you didn't even set a max length on the nickname field, for shame.

I had to install windows 11 to be compatible. I was not thrilled about that. I had saved the last 7 years of turbo tax shortcuts on my desktop, but they vanished in the upgrade process. I can find the appropriate files in my document folders, but when I try to open them the applications offered to do that all choke on the assignment.

I was unable to file my State Return in the online interface. I finally had to open the app which was I glad I had downloaded. I knew how to use because I had before. Finally my State Return went through. You need to fix the online interface for state returns. It sucked.

I find the data down loads cumbersome. Use the same on line app log on each source uses for every day access. Provide sufficient error messages when something goes wrong. I wanted to download data from Interactive Brokers which was a non IRA account with hundreds of transactions I directly downloaded. Interactive interface said it was completed' Turbo Tax never identified down load completion. I have no idea what went wrong etc. Gave up, did it all manually.

Very frustrating final steps, after rejection, and attempts to correct a simple omission. I had my return rejected due to a missing CP01A PIN. OK, I have that, but where does it need to be input? I hav gone over every line, and cannot see a place where it is to be input. I found on on-line reference indicating there is a question asking if I, or a spouse, received a CP01A notice, which we have, but I cannot find the place that question s located. I can see the place on the printed forms where that information is requested, but cannot find it with the on-line program. I started this e-file in plenty of time, but now I MAY BE FORCED TO FILE BY MAIL. Many hours wasted. Rod J Issaquah, WA