Glad to have assistance from a person at the beginning of our return because there was confusion because of the Microsoft 11 requirement in order to do the tax on the computer after downloading so we tried to use TurboTax Online when asked to try it. We said yes because we have paid for the turbotax using the TurboTax Family KEY to begin the product. We weren't allowed to do the taxes online because TurboTax would not show our 2024 Return online although we could see that Turbotax has a record of us buying it last year and the one we purchased this year kept only letting Claudia be the one filing instead of allowing it to be JOINT filing like all the other years. We entered all the data again ourselves using the prior year that we kept and somehow it transferred some of our data. AI WAS A NIGHTMARE IN TERMS OF SENDING US THE PAGE RELATING TO ANY QUESTION WE HAD. WE HAD TO OUTSIDE OF TURBOTAX TO GET ANSWERS. AI WAS A LEAST 75% WRONG AND OFFERED NO DIRECT LINKS TO THE PAGE WE NEEDED.

Had troubles when trying to E-fille. It took me to a business health insurance form 8941. I have no employees, so I don't pay for any health insurance. Then it took me to another from that listed my pension and annuity twice. there is no good help to correct these problems. Even your prep help person had trouble figuring it out.

My experience was good it may have been better as for turbo tax mixes things around in occasions trying to move me out of the program, also the save button needs to be added also needs more self guidance and simplicity also the price for e file and adding states should be lower considering the cost of the program selected

I really like turbo-tax and have been using it since the early 2000's. I sometimes have to question what it is asking and if it is placing items in the correct location. If you aren't experienced with completing personal taxes, this could be a problem.

Although the product appears to do a good job, there is way too much repetition and lack of clarity. For example, when I want to just review my work, I cannot seem to see exactly what I have typed in. Product seems to skip steps. Further, if I want to make a simple change in a number or description I have to go through all the related questions over and over again. This is a very inefficient process.

the software does not do quality checks. Just discovered that my state return was filed with error. Turbo tax never cross-checked my residency with the fact that w2 showed lower amount of wages for my residency state. Or at least could have raised it as a red flag.

Please stop dumbing down the UI. I've used TurboTax for around twenty years. It became better each year up until maybe ten years ago. Now it gets worse every year. I am interested in quick data entry, not flashy and useless visuals. Tabular entry can't be beat for multiple pieces of data. Why take up a whole screen with giant blocks containing one or two words of text in them? It is slow and clunky. ... take the interest and dividend section as a good example which is currently just terrible!

I received a 1099-LTC. I tried to add a 1099 form, but the LTC form was not listed. I had to call Turbo Tax Help and waited on hold for about 25 minutes. When I was connected to Marvin, it took us another 40 minutes to find the Form 8853. MARVIN WAS WONDERFUL! However, the LTC help was incorrect. The first step of the help box was to go to the Federal Tab. There is no Federal Tab on the screen. The customer help screen and the staff's help were both incorrect. Marvin was finally able to get me to the Personal tab, then Personal Income, then 1099 A and C tab, then Other Income/Loss, and final to the form 8853. All this staff time and my time could have been avoided by having a 1099-LTC form.

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.

Some features are not visible unless I run the program as administrator. Depreciation is difficult for me which is part of the reason why I use Turbo Tax, I had to pull the data myself from 2024 taxes which TT has done for me in the past, I also had to figure my own calculations - TT did not do that for me either. Also had to force the American Opportunity credit - TT would not add it even though I qualified for it.