As a long-time TurboTax user, I remain generally satisfied with the software as my annual go-to for tax filing. The step-by-step interface makes a complicated process manageable — but this past year brought two frustrating situations that cost me significant time, stress, and money to resolve. First, because my self-employment income showed no profit, TurboTax did not generate a Schedule SE — which I still needed for my local Form OR-TM (Oregon Transit Tax). I paid for TurboTax Desktop Live Tax Advice hoping for a solution, but the issue was simply beyond what they could do within the software. I requested a refund and ultimately had to download the Schedule SE directly from the IRS and complete it manually. Second, TurboTax flagged a local tax form as incompatible with electronic state filing, blocking my entire electronic submission rather than simply setting that one form aside for separate mailing. I had to manually remove the form myself, file my state return electronically without it, and submit the local form separately — a workaround I should never have had to devise on my own. TurboTax works well for straightforward returns, but users with less common tax situations may find themselves having to devise their own workarounds when the software falls short.

In my turbotax, all the icons at the top are greyed out even I followed all the suggestions online. - after I e-filed and accepted both by federal and state, I am not able to view my bank account info. - during filing, not able to see the worksheet and forms.

It was exasperating. Even such highly simple things such as entering my credit card information was impossible. My card expires in September, but I COULD NOT enter "09". How ridiculous is that? There were many, many more miserable experiences with the program. I am not happy with it.

You seem to be moving the UI towards one optimized for phones and suboptimal for desktop. Giant buttons instead of simple items to click. Just making the buttons smaller would help a lot. I'm using a 24" monitor and the buttons are huge. I've using TT for many years and this is the first year where I felt your UI was making it harder for me. I can't be the only person left using a desktop system.

The Alabama state tax computation never seems to be accurate. I have to do a detail review every year and figure out how to fix. This year it did not handle our Roth conversions correctly. It was adding them to the 1099-R resulting in double taxing.

We have used TurboTax for many years. My husband always prepared our taxes for us. Sadly, he passed last year, and I needed to prepare our taxes. I was absolutely dreading the task, but TurboTax walked me through every aspect of our extensive tax preparation. And since my husband had passed, TurboTax was able to guide me to receive even more deductions as the surviving spouse.

This was difficult to use. I cannot get to creating a PDF copy of my returns. I still have not figured out how to do a second return on the desktop even though the advertising says I can do 5 returns on the same computer. It was way easier last year. you just made it more difficult. I have spent fruitless hours trying to maneuver through printing and trying to get to the next tax form.

1. I had completed my taxes and TurboTax said i needed to update for my state taxes. i updated ad my tax record was not saved. TurboTax did not say to save my file. when TurboTax came back up my return was gone. I had to re-enter all my data again. I when from a refund of $800+ to owing $379. I was very upset. TurboTax should save after each section automatically so this doesn't happen. 2. AMT section should instructions how to enter the amount. I was very confusing and i had to keep entering numbers until TurboTax would accept the entry. I don't know if it was correct of not. 3. Why do additional state returns cost so much? I'm not happy about that.

Very difficult to use this year compared to previous years. AI help not very helpful. Should not need to log into a Intuit account to get help from the software. Was very confusing to navigate when questions arose. I will compare various tax software next year rather than assume that Turbo Tax would be the go to.

I've been using TurboTax for over 25 years and found it to be a very accurate software compared to other brands used earlier. It is always been compatible with my Windows computers. Feature-wise, it covers all of our different tax scenarios and the interface is very easy to use. Reports are accurate and easy to read.