I use Turbo Tax for the ease to import my financial information which is still great. But I also use Turbo Tax for 'ItsDeductible' for its valuation feature. If 'ItsDeductible' is not going to be available for valuation assistance in the future I may be trying other tax prep software.

I have used TurboTax Deluxe for several years; it always did a great job, But, this year my daughter is in graduate school overseas. She does not have a loan through the school, but we are using 529 funds for tuition and related expenses. The school does not have an EIN; there should be a means to allow for this, but TurboTax insisted on having this before it would efile.

TurboTax easily install with frequent updates throughout the tax season. The question stems can be confusing at times. The guidance/help topics are of limited value. Might be better to make a query on an AI site. Would be nice to see how some of the aggregated numbers from forms/schedules are calculated by double-clicking on the number on the form of a statement of where the value originated from.

I choose Turbo Tax mostly because I don't have to enter all the data I entered before, and I am familiar with it. Generally it is helpful and clear. Sometimes the check for errors functions do NOT adequately explain the concern when one is identified. But mostly it works well.

For the second year in a row, I'm disappointed that Turbo Tax doesn't have NY forms IT-661 and IT-661-ATT. Having to manually calculate these forms, make modifications on IT-201-ATT & IT-201, and then snail mail the tax return because the lack of these forms prevents me from electronic filing --is a huge consumption of time.

TurboTax used to be an excellent product for 'normal' taxpayers. I no longer think this is the case. If I wanted to consult with an accountant I wouldn't use TurboTax, yet the product is headed towards that very eventuality. Make it easy for the average taxpayer and stop trying to sell 'professional help'. It used to be a GREAT product that I used to highly recommend to friends; that is no longer the case.

Confusing guidance on mailing address. I am his tax preparer (legal letter of testamentary for deceased). I live in NY but he lived in Texas. The Turbo Tax software now prints/lists my address in NY as the deceased HOME address. This may cause NY to come after him for state income tax. Happened to me before.

TT kept crashing at startup. Popup appears, but before you can select the form to continue, TT application disappeared. Very fustrating. Dont like the idea cant download TT from Microsoft Store because Intuit wont collaborate with Microsoft to allow Windows S (Secured) OS systems to use TT. DOnt like recommendation to disable Secured. (3rd year complaining about this.

As with last year (2024), I feel Turbotax has become a platform for revenue streams like tax advice, product upgrades, and audit insurance policies. The product has lost most of its in-program help features as if to steer users to live tax advice. It is easier for me to google the help I seek such as where to find K1 forms than look at the program's kaleidoscope help section on line.

One 1099R did not have an entry for State Distribution. I left it blank. The FED return passed all tests, and I went on to eFiling. No Errors. During eFiling processed if stopped with error that distribution could not exceed the distribution and highlighted the blank field as empty of data. Shouldn't the tests at the end of the Fed tax portion have caught this?