Somehow you made it a bit more complicated than it needs to be or has been in the past. The E-filing is not good this year. Between the AGI and h format required for driver's licenses, I had go out and get more instructions outside Turbo Tax. I think I need to try another software next year and I've been with Turbo Tax forever.

Changes to the program from 2024 have made it LESS user friendly, particularly the process for entering stock sales! The "File" section is clunky when trying to print the state return for filing by mail vs efile. This option is buried to far down in the selection tabs. All these options/combinations should be shown on ONE page!

First time user. Mostly ok but : editing information after a certain point seems impossible, K-1 forms did not mimic the actual K-1 I received from the accountant making finding the proper info somewhat difficult. Also, I got a thumbs up ready to file, hit the file now button and then it's whoops there's an entry not complete and have go back and rectify it. Lastly, add said one free state return. Mine cost $25.

The worst ducking software that exists. Great idea but the number of upsells throughout, along with it promising that it will be able to efile but does not do it. Had to spend 2 hours with customer support to realize that if you need an attachment that needs to be included with your return, it won't Efile! Print it.

The application is getting worse every year. This year it closed up opening several times. Also, my touch screen could not be used on several - but not all - screens. Clearly a programming issue. And a testing issue. As for tax calculations, I hope it is right. But why would you say I planned very well when I applied all of my refund to estimated taxes? I didn't plan all that well, so get over it. Also, filling in this survey, the "suggested review topics" keeps bouncing all over the place and trips up what I'm typing.

Eileen, the tax expert I worked with, was knowledgeable, professional and thorough. She quickly resolved the issue I experienced. It was a question about reporting RMD distribution requirements. She was able to give me the answer that allowed me to complete my return. I highly recommend Eileen as a valuable asset to TurboTax.

To transfer 2024 info to 2025, you might tell us to update 2024, open and save the return, and relaunch 2025. Very frustrating when 2024 is dropped into place and it is rejected. UPDATE: after 2 successful returns, the 3rd revealed a BUG in the program, which I solved while on the phone with TT support. The SAVE command caused the program to crash. The SAVE without password worked but still there's a bug for those that prefer password protection.

Long time TurboTax customer. I have used the full service a couple of times, but I find that I spend 80 5 of the total time gathering and getting documents ready for the entry. So this year I did it myself after the 2 prior years of the full service. A couple of way the programmers could improve: 1. Form 8938 i incredibly tedious to populate. I have a bunch of accounts all at the same bank. I need to key in name and full address for each account. PLEASE improve this so that I can import last years info and just update the bank balance. That would save me 30 minutes 2. The entire process of filing with validation where the data is not carries forward year to year. Same thing. Give me last years info, its all still the same. Then I don't have to key in bank routing numbers, account numbers, drivers license numbers etc. This would save me 20 minutes 3. The big Kahuna.....I have a schedule K1 package from an investment company. It takes an hour to key in all the details - its incredibly tedious. and the amounts for me are very small - like under $10 in many cases. It is such a burden. Why an't this be automated?

Brokerage Section was done terribly as it asks 169 times if the securities were digital assets. the fact that this section was done in a stock and brokerage section should've answered the question 169 automatically. This was my worst Turbo Tax experience yet.

Nothing works with Turbotax desktop. Does not accept previous year's returns PDF file despite showing ways to import. Ironically, I did the returns last year with the same turbotax desktop software. Import feature for for 1099 int also failed. Practically I landed up entering everything by hand