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.

I uploaded my 2024 returns to start my 2025 returns and found that turbo tax entered information regarding my 2024 health savings account showing that I deposited double the amount of money in my health savings account, which was incorrect. I was not able to find and remove the error immediately which caused me to file an extension.

TurboTax gets the job done. I have some complexities like K-1s that raise topics that aren't fully covered in the TT Home & Business product but it gets me close enough to find other answers myself. It also makes it easy to cover my wife's small business. I have used the product for years and am comfortable with the user interface and process for completing my return. I will continue using this product in the future.

To much trying to sell services. Where is print only what needs to be filed? Why do you change the flow of the software every year? Like I said before, I spend more time wrestling with the software and it's changes rather than concentrate on tax matters.

Accuracy: when I imported files from Schwab, it created multiple empty files. In another return, it seemed to interpret my composite 1099-R as four different forms. I doubt this year's TurboTax is accurate. Compatibility: it required about five attempts to import my forms from by brokerage. It wouldn't let me import a PDF of my W-2. Compatibility was poor. Features: it's hard to figure out where the numbers are going and why. It's difficult to navigate. Interface: I had to manually enter my W-2. When I imported my composite 1099-R form, it seemed to generate four files in TurboTax, but the program wouldn't let me view the data in the files to see if they were identical. Reporting: I don't know what that means. I dislike the AI features in TurboTax. I paid for TurboTax to do things myself. T

I filed my federal taxes with Turbo Tax and needed to file an amended return but TT would not allow me to e-file the amended return because it said I had not filed my 1040 with TT. The IRS has already accepted my original return but TT said I had not filed it.

I'm a Turbo-Tax customer for over 20+ years. This is the first time that the software failed miserably. 1) The first problem was it wouldn't report what the error was. I contacted Technical Support (twice) for help. Although the technicians diligently worked with me to ascertain what was wrong, they both concluded that I had to start over. 2) During the second attempt, I was not able to IMPORT any of the 1099s from financial institutions for the search mechanism would not report any of the them.

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.

Intuit forced me to sign in multiple times - every time I opened TurboTax on my computer, even though it was already downloaded. In addition, TurboTax doesn't correctly calculate the max employer contribution to a sole-proprietor 401K that also has a defined benefit pension plan. There are specific rules for that, and you should easily be able to program those into the software - I've been waiting years for this.

Overall it was good. Some annoyance when returning to the exact spot I left without having to click through prior questions. The CA form for filling out driver license information didn't allow me to input expiration date, so I had to skip that section.