I have always found TurboTax to be confusing and not very intuitive. Some suggestions: 1. Under "personal Income", the screen for dividends and interest listed by financial institution, does not specify "who" the income belongs too. You have to click on each item to see who it belongs to (for joint return). Would be helpful to display the name on the first summary page. 2. RMD entry is not very obvious. 3. There are many places where you check a box and when you go back the box is unchecked??

Turbo Tax saved the day ... We sadly lost our cherished brother in law who graciously provided our entire family with tax preparation services ... so we decided to do ours this year. As a long time user of Quicken and a previous user of TurboTax (not to mention the same software used by my BIL), I found it very straightforward to use. It was easy to enter the information and it provided simple explanations for the "legalese" of our tax language. I also liked that it took care of the math ... reducing the mistakes I know I would be making using paper and a calculator. While I did take advantage of the compatibility with Quicken as much as I would like, I can see that for 2025 I will be more prepared to use that feature. Thanks for a great product.

Used TTax many years. First year I have had multiple errors stating "Hmm looks like we've hit a snag", then "we recommend you visit the last topic...". Then I was not allowed to enter info! This happened many times in many areas! Never had any problems like this before after many years. No, I was not the problem! I had to enter info with "forms" pages! Ridiculous!

Got my return filed just in time minutes before the extension deadline. Was actually done with the return an hour earlier, but the e-File function generated an error when I tried to pay my State e-File fees by credit card - it never even let me input card information, it timed out on the way to that page with an error stating "Hmm... we seem to have hit a snag. Please try again later." Tried checking online help, which suggested re-running the error checks now that TTax knew I wanted to e-file, and that did catch a couple very minor errors/omissions, but it still didn't solve the e-File error when I tried yet again. What finally worked was selecting to pay the State e-File fee out of our Federal tax return, which I believe is going to cost me an additional $40, so I'm very annoyed that I had to resort to this payment method to get my return to e-File. I really would like to see Intuit refund that $40 since there's no good reason payment by credit card should have been rejected (not rejecting my card - I never even got to enter that info! It rejected the attempt to even select Pay by Credit Card) while payment out of the refund was accepted. Also, TTax clearly doesn't know how to handle (or how to correctly ask and have you input) new address information if you move after the reporting tax year but before you file your return - ie moving in 2025 and then attempting to file your 2024 return including informing TTax about your move. It won't let you change the address without indicating your move date; and it won't accept a move date later than 12/31/2024. I did eventually find another place to change my "current contact info" and altered my address there, but later on in the process of completing my return, that caused other errors (TTax insisted on trying to include the new state in the information for TY2024 resulting in erroneous attempts to fill out a number of forms differently. I finally decided to go back and remove all traces of the move information since I was going to eFile anyway). I already dread TY2025 filing since that will be the move year and we'll need to file two state returns and report sale of a house, as well as special tax info about the new house.

I've been a TurboTax user for DECADES now. The product has NEVER let me down, (except for me taking too long to install my 2019 version, which I then couldn't install/register/use). Other than that, it's always been reliable, instructive, informative and accurate. My one critique of the software though, is that under many circumstances, if you back out of a section, that you've already completed and go back in, you'd expect that it would save the data you already input, but, instead it makes you reinsert the data. I've basically used it on Windows machines, though I have downloaded and used it on a Mac as well. The links to tax publications are extremely helpful, although it "tells you" what you "need" to know. I actually like going to look for the additional details that can be found in the publications. But, the software never led me wrong. It's an easy to follow, very intuitive interface. If you pay an attorney or other tax preparation entity, you're PROBABLY wasting money.

I've been working on this for three days and have to stop because it stops. Finally realized I should try and see if it needs another update. That got me going again. Would have been nice to be notified of that. Then it duplicated the pages and froze the back one. UGH. It didn't transfer info from Fed to State forms. Now, it contradicts itself on the final pages with state. It says one more step to filing then goes in this loop. First is asks for Name and SS number for state...then says it's not needed and keeps that loop going. Then says the Fed and State don't match with SS numbers. BUT they are correct! Then it says I have to pay $40 to process the FED and $25 for State. I thought FED was included...it says so on one of the last pages.

When I tried to e-file my State Return, there was no place for me to enter the credit card information, and then it said my payment did not process--which I knew, because the system did not give me the opportunity to enter that information. I now have to print and mail my state return, which is a tremendous inconvenience.

Entered form 1095-A information related to self-employed business however the insurance premium wouldn't show up correctly on the self-employed health insurance form unless I deleted and manually entered in Schedule C. Also wasn't able to get Form 8962 to generate after entering in all the information from form 1095-A. Federal tax return was rejected, now I have to paper file because of the issues above.

Due to the passing of my wife and family problems, I was delayed in preparing income tax. With less than a week prior to the tax deadline I was able to prepare the return and submit for processing two days prior to the deadline. Thanks to Turbo Tax!!

it's disappointing that the I-401k calculations didn't pick up the profit sharing component when calculating the amount that could be contributed and that the description said Keogh/IRA or SEP instead of the proper terminology. The program didn't pick up depreciation items correctly and this required correction within the forms section. The bigger issue is that there was ZERO explanation about how to do this, what the proper methods were for correction. Additionally, historical data from the 2023 return should have ALL been transferred into the program however there were items that required me to go into the physical return to find numbers to input into the 2024 program-- this was confusing, difficult, time consuming and should have transferred automatically-- please fix these issues