The process is extremely simple and no room for errors. It guides step by step and it shows all the options and the likelihood of them being applicable to you. It also explains- in a different window what they mean and how they apply with examples. Extremely easy system. It does an error check at the end and takes straight to any discrepancy, if there's any so you can revisit it immediately without having to search for it. It's compatible with my desktop pc and downloads quickly. It also informs you as soon as the IRS and state accept you return transmission. I have been using it for over 20 years and I save 100's of dollars annually on preparation.

Turbo Tax is usually flawless but I found a few hitches this year: 1) First transfer of data from 2024 forms missed previous home office data. Second transfer to a new file worked. 2) The interface for reporting dividends, interest, etc. was jarringly different from the rest of the app and I had to spend some time figuring out what I was supposed to do. Why didn't you stick with reporting all 1099-INT or 1099-DIV separately? 3) First time I prepared to print, I was given the option of creating estimated payments and related forms for future State taxes. I stopped and saved the file at that point. When I re-opened the file, I could no longer see that option or find it.

TurboTax is overall a good program but for the third year in a row you have made it a requirement to file the federal return by paper if you file a form 3520. The 3520 is required to be filed separately from your 1040 and the requirement to file it by paper doesn't require a paper filing of the 1040. You had this correct for years but now prohibit it. Also the step by step version of the non-resident NJ return did not flow well. Otherwise the program seemed good.

The new display of interest, dividends, and brokerage is a disaster. Having multiple accounts with the same brokerage form, I was not able to identify which account I was accessing. I hope they revert back to showing a list of accounts with enough details to identify the account. If I see the same layout next year, I'll probably switch to another tax software.

Lots of bugs this year. It tells me I have not yet filed but I am being asked to review. I already shut it down and rebooted twice today. I will need to print and snail mail. This stupid AI keeps creating spelling errors. I can't even review you guys.

Very difficult to use this year compared to previous years. AI help not very helpful. Should not need to log into a Intuit account to get help from the software. Was very confusing to navigate when questions arose. I will compare various tax software next year rather than assume that Turbo Tax would be the go to.

Form 4684 is non-compliant. After about 6 hours and at least that many different calls, I was told that E-Filling isn't available if using that form if loss is due to Ponzi. This will be my last year with TurboTax. If you can't support better than that, I'll go elsewhere

I have been using TurboTax since 1993 and this is probably my last year using TurboTax. WHY WOULD INTUIT DESIGN TURBOTAX NOT TO RUN ON WINDOWS 10 ??? Win11 is not secure and because of that is banned for use in many government and industry organizations in Europe. I will be transitioning to Linux later this year. Maybe Intuit will design a version of TurboTax to run on Linux. This year I had to borrow a Mac to run TurboTax, but I don't care for the Mac OS or the extremely high cost of their notebook computers. Another topic is that I do not want my financial data "in the cloud". I want all my data to stay on my computer. I just want a Tax program that will download the tax forms and instructions, then calculate the taxes. Just as TurboTax did years ago before they started the online tax prep. I don't need the typical letter that regrets to inform me that there was a data breech and how sorry that the system they swore was secure somehow was breeched!......but don't worry we are offering you credit monitoring!!! NO THANKS, I will go back to pencil & paper if I have to.

I tried to do my taxes this year on line (at turbotax encouragement). When I got almost done something was missing. I am a long time used of turbotax and have always used the previous years return to catch any thing that I might have missed. Since I could not see the forms like in the desktop version I attempted to go back to that mode. I tried everything for awhile and then called support. They told me that you could do that but needed to start all over since the information input could not be transferred to the desktop version. It clearly said that if I did not like the online version I could always go back to the desktop version. The material conveniently did not mention but you would have to start all over again. So I ended up doing my taxes TWICE this year. Anything that makes me do things twice in order to complete is going to get a poor rating from me!

got the job done. Desktop preferred because it gives the running result of fed and state at top. I tried online edition and that appeared late in the interview process. And I can do other family taxes on same desktop purchase, not true for online. Desktop cost is lower than online. I see Intuit is pushing online.