Turbo tax is generally good, but thre are some really annoying things. It is slow and cumbersome to deat with my account to pay, etc. When printing things to .pdf, the program stalls. Why are bank account numbers required to be re-entered multiple times--for example once confirmed twice for an account already in the file for federal it needs to be done again. Make the annoying administrative things better. it seems to take longer to deal with turbotax account features than actually do taxes.

TurboTax is a great product for self-prepared returns. There are a few bugs here and there this year. This particular year (2024) it was not printing a copy of the federal return with the state return but printing an extra state copy. When you file a federal extension, it is not checking the box on the SC State return that a federal extension was filed. It required a manual override. Overall, pleased.

Turbotax used to be much more supportive of its users. I have used it for 30 years and the tax information provided has become much more sparse over the past 5 years. As I tried to send this, my nickname of Charles was rejected because someone else has it. How stupid is that.

The software is invaluable but requires more work than necessary. Example one: application for automatic extension of time to file is a nightmare. This is pretty much an insult. Example two: managing capital gains is much more awkward and confusing/opaque than it should be. There is zero guidance as to what qualifies for reporting via 1099-Bs only. Example three: your explanation of California adjustments is inadequate: I had to leave about $5000 of excluded foreign source or other state income unclaimed because there was insufficient guidance for deducting this.

It wouldn't add my ECA credit on my AZ tax return --- like it's done EVERY other year. I've used TurboTax for over 30 years. It gets harder and harder to use this TurboTax -- especially when you have rental properties and have assets to depreciate -- I couldn't figure out how to account for the trade in of our vehicle and then add the new car in 2023 and I with not giving me the ECA tax credit on my AZ return. I'm DONE with TurboTax -- heading over to my CPA, after Oct 15th so he can fix my 2023 return and this 2024 return. I'm so disappointed.

Every year for the last 30 years I fight with TurboTax on depreciation. This year was another headache. Key forms were missing and I had to review every worksheet to correct many things. Inheritied IRAs are yet another headache. Found out when I called the IRS that only my tax id was protected by an extension. My other half's tax id was not protected by the extension filed through TurboTax. This comes into play when filing Married filing separate. The IRS stated two filing extensions need to be - one for each tax id. TurboTax, you are paid to know all federal and state laws.

I've been using TT since the 90's, it has gone down in ease of use and ability to corollate input from different sections. The latest issue that I found was the $10 credit for use on add-ons to TT. Even though I had just done a complete update to the software before filing my 2024 return that was due for my requested extension it showed a $10 credit towards my $25 state e-filing. Only after completing the transaction did I see I was charged the full $25. After much time/research I discovered the credit had expired! Why would the software continue to show a credit after it has expired and the software was updated? TT, you need to do better.

The software walks me through the questions, provides guidance and prepares a good return but the follow-up, i.e., fixing a rejected return, is horrendous. It was a simple fix...I mistakenly entered last year's IPPIN instead of the current year so just needed to update that item. But, despite telling me why it was rejected and an email assuring me TurboTax would walk me through the fix, it did nothing to help me when I opened it up again, just showed the efiling status as "rejected' and told me where to go (IRS site) for a current IPPIN. Fine, I got the right IPPIN but TurboTax wouldn't take me to the place to update it, just re-filed with the same IPPIN error in it...not helpful.

There were a lot of things that I did not understand. But I consider our taxes complicated because we have a business that is multi-member LLC, and we have some real estate rentals. I do not blame Turbo Tax for my misunderstanding; it is just doing taxes in general. I did contact a support client whom Mira was extremely helpful, patience, and gave me the assurance to keep going.

There are about 10 questions that must be answered before you get to filling out expenses for Sch C and another 5-10 before you can fill out office in home, and probaby another 5-10 before you can fill out auto exp. These questions are the same every time. Once you have answered them it would so much easier if you could select to skip those questions and get right in inputting your numbers.