TurboTax proved to be a mixed experience for me this year. While generally helpful, certain sections were incredibly confusing, forcing me to rely heavily on AI tools to decipher what was being asked and how to proceed. My biggest issue, however, was a critical failure in the payment process. Despite setting up direct debit, TurboTax failed to deduct the taxes I owed from my bank account. As a result, I'm now facing hundreds of dollars in penalties, which is incredibly frustrating and costly.

Very complicated to manuever in and out of the forms and tasks. I have multiple business interests and multiple income streams and sometimes I discover something I have to amend previous work; it is SO HARD AND TIME CONSUMING to have to go back and work your way through a multitude of questions you already answered to make 1 change. I think it doubled my time doing it. If it was on paper it would take 20 seconds. On Turbo-tax it takes 5-7 minutes. Horrible

Turbo tax should be able to include 'passive income' for foreign assets and not defer to only stock income. We had to go through a lot of hoops to make the system generate 1116 form for foreign rental income that is not stocks! Also, continuously asking if we want turbo tax advice and having to uncheck the box EVERY SINGLE TIME we started the program. Need to save our option.

Usually, there are no problems. The only thing I have a problem with is that I bought the software and was supposed to receive a $10 discount on filing the state taxes. However, while processing, the cost went back up to $25 instead of $15. I did not get what I paid for.

First year I've had to file an extension. The process and layout / structure was changed this year. Noticed several times when re-addressed (finished filing) later in the year that several fields were changed and my California state taxes did not seem right... We re-entered some of the entries and then the data fixed itself. This "shot down" my confidence in using Turbo in the future because after all the work done, I no longer feel confident about Turbo Tax because of the increase in problems and difficulties. I wanted to use the new feature "ASK AN EXPERT ", but not sure how helpful it would be with the new problems showing up this year... I am also gathering that this new money maker for your company (ASK AN EXPERT = $60) is different than last few years of the "FILE WITH EXPERT) which I have purchased every year

When the IRS rejects a return due to the previous year AGI provided by Turbo Tax from the previous year return not matching the IRS record of the previous year AGI Turbo Tax needs to be able to resolve the problem. Me confirming the AGI and IRS rejecting the return again is a waste of time. TT needs to be able to determine the cause of the mismatch and either correct it or provide me the information I need to correct it.

Entering data for 1116 is a mess and not intuitive. It would be nice if the account number is shown in in the imported 1099 forms along with the financial institution as I have multiple statements issued from the same financial institution. The user interface is neither intuitive nor user friendly. It would also be nice to get a detailed summary of all the income sections and tax sections in one page.

speciallist answered all my questions and resolved the issue quickly

Easy to use. I am not going to add anything else to the survey.

I did speak with a Specialist once and they were helpful with my questions.