3 mayor blunders you have made for this 2025 year. # 1 - Discontinuing the CDs # 2 - Incompatibility with windows 10 and below, forcing you to purchase windows 11 or a new pc # 3 - Forcing you to buy the Audit Defender either up front with program purchase or at the end when final filing.

This year's edition was just adequate. Primarily since it forced the use of Windows 11 and then was never able to import tax forms (any 1099's including stock trades) from my financial institution. This is a major flaw and unless it is fixed, I cannot recommend the program. This is an essential function that just does not work anymore for my financial institution. And there is essentially no information on a work around except to manually enter the information. Very poor execution.

Generally, the software is user friendly, though sometimes a little more explanation to guide the user in answering a question, would be helpful. Intention was to E-file both federal and state AND to electronically deposit into a bank account. Fed was properly sent to my bank, but state sent me a CHECK. Turbo tax wouldn't let me check to see if I forgot to check the box for electronic deposit. Hmmmmm.

I did not see MAGI calculated for my return. I had to do it myself. As a consequence I found I needed to make an IRA contribution to avoid exceeding the IRMMA threshold for the next tier. That caused me to need to file an amended return. It would be most helpful if Turbo Tax included the MAGOi number and provided a table of MAGI thresholds foestimated IRMMA tier thresholds.

The accuracy of the computations is most helpful and the compatibility of the Program from year to year assists enormously. I did not enter any questions as I prefer speaking to an individual versus typing questions due to the fact that "speech" provides better communication and prevents misunderstanding of inquiries' & answers' detail besides saving time. Additionally, I would like for Turbo Tax to re-institute the use of "Tutorials" as was utilized in earlier versions as I have been using the Turbo Tax Program since 2000.

There were sections, like our vehicle information, which ask for the same information that we had to fill out several times. You could save that information and have the repeating fields auto-fill. Also some forms that were imported from external companies still had to be filled out manually. You did not explain that an IRA to ROTH conversion is different (and tax beneficial) from a characterization. You did not explain that rental property should be a schedule E and not a schedule C.

I am disappointed in how Turbo Tax does not request an option for the user to pre fill in the form 3840 for California State tax return for like kind exchange. Each year I have to go into forms and tell turbo tax to pull in the form but it never pulls in the data. Request a software update please.

Allow one to more easily and quickly get to a knowledgeable tax representative. May return was checked, I went to electronically file the federal and state returns, but it would not allow me to do so until one item was corrected. May attempts did not work. It took me a long time to finally get to a live person named Richard. Richard had me update the software, shared my screen, and successfully directed me in the way to file. He was very, very helpful, and I am very glad to receive his capable 5-star help. Thank you.

I have been a Turbo Tax user for more years than I can remember. I must say I was extremely annoyed, this year, that the software was not backward compatible to Windows 10. I am fortunate that I had a Windows 11 computer at another location, that I had to drag home just to do my taxes. Extremely short sighted on Intuit's part, in my opinion. I've already spoken with a dozen people who found other solutions to TT this year. You folks do your customer base a huge disservice with decisions like this. All because MS withdrew support last October? Wow.

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