I did not engage an expert. I thought I did not need one given 30+ years using the program. Annual changes to the program can be a pain. Even then, I was able to find everything I needed. Being an ancient one, the nonuse of menus, navigating by icon or swipe drives me nuts. Do not eliminate menus please. Reporting is good.

I had a very....difficult time to figure out my CA state itemized deduction. I took me 2 days and finally I found a Itemized Deduction Worksheet in CA's website. After filling out all the information as instructed, I found the result that matched Turbotax provided. Shouldn't you provide this worksheet in the software? The amount is there but without the worksheet, no way to tell where the amount came from. After finding out, my head-ach is gone right away!!!

Most of it is good and straight. However for self-employment it is not that straight. Also when importing directly from financial institutions, and filing jointly, it is hard to tell whose forms are which. The past year cross reference is great, but one cannot just get to the details of how it got there without opening the past year software and clicking through a lot. Many deductions are buried deep and cannot easily find it. Also, it would be great to have a feature to say what percentage is one being taxed at for a quick personal satisfaction.

i HAD GREAT DIFFICULTY LOADING THE DESKTOP VERSION ON A NEW LAPTOP. I ALSO RECEIVED NUMEROUS OFFERS FOR THE INTUIT TURBOTAX SOFTWARE FROM APPARENTLY UNAUTHORIZED RE-SELLERS OF YOUR SOFTWARE. AND IT MADE IT DIFFICULT TO GET ANY INTUIT PRODUCT EXCEPT THE ONLINE VERSIONS. THEN I TRIED TO LOAD MY 2024 RETURN FROM MY OLD LAPTOP WITH NO SUCCESS. VERY FRUSTRATING!!! FINALLY IT WOULDNT LET ME E-FILE A SECOND STATE RETURN. THE ERROR MESSAGE WAS CLEARLY INCORRECT. I WILL FOLLOW UP WITH TURBOTAX AND IF NECESSARY WITH THE STATE OF INDIANA TO TRY TO E-FILE THAT RETURN.

If could give a zero i would. Trying to force people to use the online that you neglected the desktop version. Been using Turbo Tax for 20 years now. I think this is my last year! Spent hours trying to figure out this maze of crazy! Your help is 0 help, your search is 0 help. Trying to find the 540 ES anywhere was a joke! The only help was ChatGTP.

I started with TurboTax Deluxe in 2007. In later years after I started my small business I switched to TurboTax Home and Business. One year I hired a "Professional Tax Service" who made a basic error and I had to amend with TurboTax. Another year when I was audited, I chose a local CPA with great recommendations online. That was a wasted hour of my money and my life! I had more knowledge from TurboTax, then he had from school.

You no longer allow one free state form/filing? Grrrrr. ALSO, the filing process is long and complicated. What's up with the need to report the AGI??? Please let us know how to write that, with a $, with a decimal point? With a comma or not? I found the AGI easily, but still...a step I'd never seen before. Seemed like a lot of steps in order to file. Double grrrrr. The first time I tried to file, I couldn't because the entire return needed to be updated...please advise me to update at the start of clicking onto the return, rather than interrupt the filing transmittal process.

Kept getting errors when trying to transmit tax returns even though previous checks didn't give any errors. Error messages were very vague and not helpful. Previous years, there was more information on errors with links you could click on to get more information. Now they want you to pay for help when you already purchased their software.

There were glitches in downloading and within the filing process. Several times the updates did not finalize, and I could not get into the form. I had to come back days later to continue working on my return. The new features within the process were off putting and made the process less user friendly, as if you were dumbing down the interface.

I have used turbo tax for years. Never again Had to do taxes 5 times it went back to beginning wouldn't let me fill out forms I needed Said I automatically wouldn't be charged self employment tax on CRP because I am on social security. cost me $675 00. wouldn't let me file