When I purchased the 2025 Turbotax Home & business I tried to pull in my 2024 filing from may computer and it wouldn't work. Then I couldn't get it to pull in my W2 or pull in my Fidelity investment information. I ended up having do put all my investments in by hand. Then when I completed my taxes, it told me I had a $110 State of Michigan under payment from 2024. I used your software. How is this possible?

Logical flow of questions in "Walk-Me-Through" mode has become more obscure over the years. Will not permit e-filing if a flagged error exists— but it sometimes flags errors in calculated values, with no guidance on how to resolve the error. There is no "intelligence" to take the user to the actual user-entered input that resulted in the error. Even in "I'll Explore" mode, user is walked through questions that don't seem to be necessary.

User friendly than the last yr version. Easy to navigate to a specific topic and then return to the last place where you left to continue Turbo Tax. Well organized and cohesive for easy reference and review. And the reports are great for future reference and continuous improvements.

This is about my 30th year with TurboTax and your software is accurate and user friendly. Your print selection is functional but could use more features like an easy way to print draft pages as you're working on them. It makes reporting to the IRS and Georgia Dept of Revenue very easy due to the great interfaces.

I've used Turbo Tax for years, Turbo Tax is no longer easy to work with! This year I ran into a few things that took me way too long to find out how to get out of or get around; and I'm convinced it wasn't an accident. It seems they have purposely created only options to funnel you into adding on and paying more. I will definitely be looking for other options for tax software to use next year.

Overall, 5 stars. My tax time is soooo much easier since I started using TurboTax years ago! However, I was frustrated by the need to cycle through the download option every time I wanted to enter 1099-DIV, INT, B form information manually There should be an option to bypass all download in favor of all manual entry. Additionally, I think there should have been a warning about Executive Order14247 - an e-filed return was rejected because the option for a physical mailed check was chosen.

I've used Turbo Tax for over 20 years, the Home and Business version as I'm a small business owner. I find it easy to use especially now that I'm familiar with the way it works. However, it is very, very frustrating that I can't file the state tax form for free. I'm owed $40 refund from Iowa but would have to pay $20 to receive that refund. That reduces my refund to $20. If I file by mail, it would be over 30 pages of forms, both federal and state forms. Ridiculous. It does make me rethink using Turbo Tax. But I'm tied to your program with how it gathers my info from previous years which is easy.

I am able to calculate my taxes myself using TurboTax.Have done so for several years. I now use the home-and-business version. The interface is pretty good; handy retrieval from prior year's return. Nice break-out bubbles for explanations in context, helpful on-line community, and easy access to purchase individual help. Didn't need that help this year, but last year the person was knowledgeable and courteous. I will use TurboTax again next year.

In general a good experience. I which the expense categories were closer to reality, so that I didn't have to open the helper windows all the time to see what expense fits where. I also lost lot of time with the broken form 1116 before I researched and became aware that there was an update that had not yet landed.n I would appreciate an extra function that gives the user an overview of the income and expenses as ty go, so that a comparison with my own records is possible. The explanations and input method for the deduction of foreign taxes is cryptic and very difficult so follow. I had no problems the only compatibility I used, the upload from my financial institution which worked seamlessly. The State Taxes section (CA) is overloaded , I wish that the most common cases would be shown first before one has to search through all the dozens of deduction cases.

We were disappointed with how buggy this version of TurboTax is. There were three significant problems. 1. When we tried to import our financial data, everything was attributed to the Taxpayer, even if it belonged to the Spouse, and the numbers were not always correct. We had to delete the imported data and re-enter everything by hand. 2. The state tax review seems to think that Taxpayer and Spouse live in different tax areas. Taxpayer and Spouse have always cohabited and are cohabiting currently. This error could not be corrected, no matter what we did. 3. The state tax piece did not let us apply our refund toward our 2026 estimated taxes, as we have been able to do in the past. We were unable to find out whether or not this was a new state rule. We have directed that our refund be direct deposited instead, which will cause us some financial hardship, as we will not get the refund until after the first estimated tax payment is due.