I've used TurboTax for many years (probably top 5% of all your user base) and I love the product and have always found it useful and relatively intuitive. However this year (and I think last as well), I became extremely frustrated with having to enter information in my state tax return that should have been known by TurboTax. This created a lot of additional time flipping back to my 2024 return (128 pgs) looking for info and hoping I got it right. Yes, I know this is the 2024 return, but you accessed this return in order to populate my 2025 return in the beginning - so yes, you do have access to this information.

I think your the software should be self-contained when looking for information about fixing an error. I felt like I was on a wild goose chase trying to figure out what the line item was for that needed correction, and where it was in the return. There was no context for the errors to fix.

I have been huge advocate of TT for many years. This year is different. First I discovered they did away with the "Its Deductible" feature for tracking charitable donations. Then, I found that TT does not accurately allow accept the depreciation and expenses associated with a Short Term Rental (STR) that is used part-time as a vacation home and in which we actively and materially participate in the management of. In order to complete my taxes accurately, I had to over-ride several cells on the forms. Little did I know, by doing so, TT would not allow me to E-File. However, TT was quick to take my $75 to E-File in 3 separate states, then not allow me to E-File. What?! Now I am out that $75, and had to print off 228 pages to manually mail my returns to the IRS and 3 states. I am confident in the accuracy of my overrides and should be allowed to acknowledge the variance and move forward with the E-filing. Not to mention, I shouldn't have to pay to E-file three state returns, only to be told TT will not allow it. Very disappointed and will be looking at all other options next year!

TurboTax updates fail. Why? The "Help" screens have print sizes which are too small. The explanations are not much help. Go back to the TurboTax features and explanations of your software from 30 years ago and incorporate more of those features to explain fine points of tax law. Provide a version of the software on CD or other physical means to install the software. When I copied the previous years' TurboTax on to my Windows 11 computer, I found that I cannot open the previous years' programs to review the returns. This year's TurboTax was able to transfer last year's carryover information, but I cannot reopen the previous year's return to examine. This is a major flaw.

I have been using Turbo Tax for years and it is excellent. I like the way it walks you through topics. This is the first year I had some glitches - it insisted that I had a Canadian social security account. I have researched and there is nothing in my files past or present that would lead it to come to this conclusion. I had to keep deleting the reference.

Perhaps because I am and experienced user, I found too many of the tasks too "mickey mouse" for my liking. Also, as I no longer need the business version, I found myself answering unnecessary questions. Next year, I will drop back to a simpler version that better meets my today needs.

I still like this program, but have the same "complaint" each year... While I know that the math is correct, I never seem to be able to feel confident that I'm covering ALL my bases in terms of my business expenses, etc.! TT used to offer an external review of the return; now they offer "live advice", but I can't see anything that tells me that they actually review my form! It's the little thing like that which keeps me from max-ing out the review.

When you do the FINAL Check for completion of the Federal and State Taxes, if there are areas which need to be corrected, please have a link where we can immediately jump to that area which needs to be corrected. I had to spend alot of time trying to find these areas by searching through the magnifying glass or a drop down list of the FULL Tax Summary!!

I did not see MAGI calculated for my return. I had to do it myself. As a consequence I found I needed to make an IRA contribution to avoid exceeding the IRMMA threshold for the next tier. That caused me to need to file an amended return. It would be most helpful if Turbo Tax included the MAGOi number and provided a table of MAGI thresholds foestimated IRMMA tier thresholds.

I have used Turbo Tax for years. It works fine. My only issue is that when I go back to a section I have to walk through all this steps in the beginning and end such as when I enter rental income and expenses. So this is annoying. Seems that Turbo tax programmers think that you a gong to get all the nubs right the first time. Which would be great in a perfect world. So if I were to suggest a change would be to allow a way to bypass that beyond clicking ot another subject then start the previous subject again. Reduce the clicks.