Some helpful features but lazy software in some ways. Should make live advice free when software has no explanation or steps. CA state capital loss carryover question for example. Divide between desktop and online products is mysterious and frustrating EVERY SINGLE YEAR. I should be able to use both for one price. Can never remember which one to use. Tedious, especially state return which you barely help with yet charge extra to file?

Although I was careful to enter the actual dates of my estimated tax payments in 2025, I noticed when I was printing my state tax return (after filing) that the dates had defaulted to the estimated tax due dates, not the actual dates I paid. That apparently happened last year also, although I did not see it until TurboTax reported I'd paid my 2024 4th installment on January 15, 2025 (which is why I was careful to enter the actual payment dates). Other than that glitch, I am happy with how TurboTax works and its accuracy.

I owned one rental property and wanted to create a hypothetical situation where i sold this property and find out what would be the tax consequences and how much taxes i may owe. I have difficulties finding the functions and unable to get the solution.

Overall, happy with product which I have used for years. Had two issues: 1) when I tried choosing what to enter instead of letting TurboTax walk me through, it got confused and would not let me continue. I had to have it walk me through. 2) Upset that there was no alternative for ItsDeductible. I used the Salvation Army web site estimates.

I am extremely unhappy TurboTax requires I pay a $25.00 fee to file my State Taxes. You cannot print your taxes for submission ion NY, you have to efile if software used. This ieven contradicts statements made in the software that the efile price must be included in the software price according to NY law. If there is any way I can use something else next year I will.

I have been a Turbo Tax customer for many years and have enjoyed and appreciated the function and accurate software. But this year Turbo Tax should have stopped me with a warning that I could not receive a paper check for my Federal return refund. I have just received a letter from the IRS stating that my bank account info had to be updated within 30 days pursuant to Executive Order 14247 "no paper checks". It would have been better to know and easier when filing. Disappointed..

Tax law (and forms) are quirky at best, and hard to follow frequently. To deal with that, TT sometimes collects information is a place not necessarily expected, or hard to find again later. Self employed business deductions are included in the business income section - and once you learn/understand, then it is easier, but easy. Also, reading tax docs from financial institutions is great, but I need to be able to edit the name afterwards to distinguish between accounts. But overall I think I save m oney and understand more when I do it myself with TT.

The new format does not allow for detailed listing of individual items such as specific doctors or Real Estate taxes I paid. I could not itemize my charitable deductions. The old format made it easier to locate where I wanted to go back to. Your expert, Lynn, was very helpful in showing me where to find a way to import data. She understood my problem and solved it for me.

I use TurboTax because of my investments. Investments illustrates the good and the bad of TurboTax from my point of view. Assuming that TurboTax is correct in choosing to fill out the numerous schedules and worksheets that it does, then that is a good point because I would never have had the patience to do that. On the other hand, in investments as well as other categories, there is no way for me to check on the numbers that TurboTax generates until the return is completed, so I have t have faith that they are correct as I proceed through the data entering phase.

My overall experience with TurboTax Premier was positive; however, I encountered a system issue when I needed to log in after ending a previous session. I was asked if I wanted to install the software each time I logged in. In addition, there was a counter that was decremented by one each time I logged in. I was concerned I would not be able to log in if I exceeded the five log ins that were available to me. To avoid program log in issues, I kept the program live on my computer.