I love TurboTax but encountered a few problems this year. First, since I still have a Windows 10 computer, I was unable to download this year's program. Fortunately I could go to my Mac; however it was unable to retrieve info from a previous return produced on my PC. Second problem: Computer locked up before I had saved my return, and I lost and had to re-enter the info. Third problem: TurboTax offered to take my state filing fee from my federal refund. Only at the last screen did I find out that it was going to cost me $40 to process the $20 fee. So, I checked online and found out there was no fee if I paid with a credit card. That meant going back and changing the payment option. Why didn't it tell me this before I got so far along? That feels sneaky. That last issue is why I didn't give 5 stars. Do better, my friends!

Got my 2025 Taxes, Federal & State finished, finally!! If you're drawing money from your 401-k and have created QCDs to reduce your taxable income, YOU WILL have a difficult time finding all the RIGHT boxes to check. You WILL have to go through all the steps at least 3-6 times! BEWARE: make sure you only have 1 version of the previous years taxes on your computer (I run simulations, to calculate next years taxes early, to determine how much to withdraw from 401k without going to the next tax bracket). If Turbo Tax grabs a "simulated tax return, not the actual 2024 Tax return, it uses those numbers for ALL your year to year comparisons. Very confusing, I tried to edit Turbo Tax history, wouldn't work!!

I've used Turbo Tax for well over 20 years and this year was awful. First, too many superfluous questions and comments regarding upselling me. Second, I was asked questions regarding my 1099's that I could not answer (and had never been asked in years past) was not on the 1099 itself. Third, during the review part of my return, I kept having to fill out missing information and did --- I CORRECTED ABOUT 5 TIMES. It would not e-file my return. I had to go back and reenter stuff that was already there before my taxes could be e-filed.

i feel it provides me with a good & accurate way to do taxes. I like the idea of downloading documents from my financial institutions. i like that the program guides me through the return. Federal taxes have become very hard to understand and do. it seems to me they used to be easier to file at one time, because at one time I actually sis taxes by hand.

This was my first year to use Turbo Tax. I found it hard to find and review the income items (1099div) that I entered myself. The ones automatically imported were easily found. If I did the entries correctly, this product will be a big money saver compared to what my accountant charged. :-)

One reason that I use TurboTax is for the ability to download brokerage information; instead of having to load it manually. There was a problem with this feature (2nd year in a row). I was not able to use this feature. Hopefully, this can be fixed going forward.

I have multiple accounts with Schwab and Morgan Stanley. The new screen for entering financial institution 1099s listed the multiple accounts but did not distinguish between them by displaying partial account numbers. It was confusing and frustrating.

The help on Turbotax is horrible. I asked CoPilot questions and got much better and quicker answers. Example; Where do i enter state estimated income tax, where do i enter QCD. I also have found its much harder to find where information on my return came from. Would be nice if you clicked on the amount in say line 4b it would take you back to where you entered that number. I have been using Turbotax since 1997. Long time. Plus the $40 processing fee isn't nice. I might start mailing in my return. Someone is making a ton of money on the process fee.

Good experience filing out the federal and state return information. BUT, the process of charging a $25 fee for filing my state return was exceptionally difficult. In the end, I had to open an Intuit account. No one else makes it so hard to charge $25 to Discover Card. Please fix this for my 2026 return!

Every year filling out the tax returns is always a dreaded experience where I seem to drain my friendship capital. TurboTax helps me step by step to pull out and organize files and receipts that stack up "that" drawer. I can find my personal solitude to work through each tax season with TurboTax.