having the side by side numbers from the previous year really helped me fill out this years return. It helps me consistently put the correct amounts in the correct sections. please keep providing this side by side. this is part of the reason why I keep using turbo tax year over year.

The software was easy to use but I had to call twice for some explanation/help. Both times all went smoothly and the reps were very helpful and answered all questions. Only issue was when printing certain forms, the system set up for that seemed confusing. Other than that, the TurboTax system went well.

There is no federal or state tax law that prevents withholding income taxes in excess of 50% of wages. Form IRS W-4, Employee's Withholding Certificate, Step 4: Other Adjustments (C), Extra withholding. Enter any additional tax you want withheld each pay period, allows for withholding up to 100% of your wages. For "supplemental wages" (like bonuses) exceeding $1 million in a calendar year, the IRS mandates a flat withholding rate of 37%. When combined with FICA (7.65%) and potentially state/local taxes, the total withholding can easily exceed 50%. The IRS does not penalize you for overpaying your taxes. Any amount withheld that exceeds your actual tax liability for the year will be returned to you as a tax refund after you file your return. Unfortunately, TurboTax software assumes the information on the W-2 is incorrect if withholding exceeds 50% of wages and therefore will not electronically file federal and state tax returns. Why your software doesn't asked the taxpayer to confirm the W-2 information rather than preclude electronic filing is unconscionable. Is there anything you can do short of forcing me to physically mailing income tax returns?

I had a very difficult time getting Turbo Tax Home & Business to download. It took multiple attempts and changing my browser twice before I could get it to load. Once loaded it did not pickup my last year return from Turbo Tax. I had to enter all info not able to import not see prior years comparison. This years program did not seem as good as last year. I have been a Turbo Tax user for over 15 years. I found the 2025 to be the least friendly i have ever used.

The experience is good, I trust the accuracy of TurboTax, and I've used it for at least a decade. I did not need the extra tax help, but it's good to know it's there. It's Mac-friendly and acts like I would expect it to, on my MAC machines. The interface is a little non-intuitive at times, and I say that mainly for new users. But I come back for it year after year because I trust it. I think even if I used an accountant, TurboTax could certainly help you pull everything together for that meeting.

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.

Every year my taxes are rejected the first time. it is the same issue every year. Although I don't have children I qualify for a small EIC credit but this requires form 8862 and for some reason turbo tax doesn't automatically fill this form out and I have to go to "open form" , fill out manually, resubmit my taxes.

I have confidence in the accuracy of The product. Compatibility suffers by requiring Windows 11 to run on the desktop. Invest in other versions for people who don't have or want or afford Windows 11. Features and reporting are smooth and confidence building in an accurate returns.

Have used it for many years with confidence. This year used it for a 529 plan for the first time. Extremely disappointed in calculations. It kept trying to tax me for QUALIFIED distributions and a 10% penalty in the federal return. Ran though it multiple times end to end and pulled somebody in as well to review. Bad interface and calculation for that esp. given 529 has been around for many years.

This is the Ryan Air experience of doing your taxes. It constantly is asking you to buy this or buy that extra thing. It isn't cheap and then it charges even more money to submit a return? What is this garbage? It already auto-renewed without me ever agreeing to that. I will not be using this again.