Turbo Tax has helped me for many years. I like that it saves info from previous returns. It is helpful that it guides me through each possible topic, since I may not realize which of all those choices apply. I could not figure out how to import my 1099 from my pension source, though. When I entered that info manually, I accidentally left a zero off of my withholding amount, which would have made a drastic difference in my refund or payment status. Turbo Tax did not notice the drastic difference, but fortunately I did, and corrected it.

The product is good. A few small things here and there but overall good. So the product is a 4. The really one star thing is that Turbo Tax wants you to buy more things from them . More services, everything on line. Upgrade this etc. Very shameful of them. If you have an understanding of taxes, you might consider a different less aggravating product.

All topics were excellent and as well as the Turbo Tax Live Experts Support, i.e. Mr. Alton, Ms. Candice and Ms. Tricia. Albeit, the Inherited Pensions is not taxable both Federal and some States and reported on 1099-R, your program should have some options for Other pensions so we may report the nontaxable pensions and to be populated on Schedule 1 Line z to shows negative amount to reduce the total taxable income. Or in other words Adjustments to Income. Like for example: Nontaxable Medicaid Waiver payments, to have a better accounting reports or easy to reconcile or audits the cited Returns.

I used to love this product. I have 2 1099-Rs from Fidelity Investments that I have not been able to import on my comparatively simple return. Why do I pay for a product that cannot import well into February? I can tell you have been working on it since I often saw an entry for "ZZZ Fidelity Investments - Pilot" which was something was typical of how we used to incorporate real data when troubleshooting products.

The guidance does not cover everything when it comes to self-employment business. I had to download instructions from the IRS and go into the forms directly to ensure everything was correct. TurboTax's Easy Steps did not have narrative to address the issue. I finally found what I needed reading other peoples posting on the Community Blog.

Generally, it is great and I like the features of the program for filing for myself and my wife each year. This year I had a problem when I missed the check box on one of the last few screens dealing with having an identity protection pin. I did not catch this and subsequently had my return rejected twice until I went back through each of the final pages and found the error. They also change this pin each year, which I forgot about. I was able to fix the problem and my return was accepted. HOWEVER - a word of warning. I believe the two rejections may have caused my return to be delayed pending a letter from the identity validation section which required a phone call (with all the usual problems getting through). The online quick ID validation site would not work for some reason with my letter. Once connected a series of questions, which was fine - however then they advised it would be another 9 weeks (up to) to get our refund. What a headache from this mistake. (The IRS person I spoke to said she also made this error on her return!!) Perhaps TT can format the ID protection pin entry in such a way that it is towards the final page or make it harder to miss. Just a suggestion, thanks for the great product.

Every year Turbo tax gets more "user friendly" which is not necessarily a good thing. Instead of just typing in the two numbers on my 1099-Int, it kept asking for me to download. Several screens later, I could just type in my numbers. Also there is a bug this year. On the first page on the 1040-SR, there is now a check box that needs filling if you have lived in your main home for more than half of 2025. Turbo Tax did NOT fill it in. I had to back page it and do it myself. I don't think a lot of people can do that. I have been using Turbo tax since 1995 so I know a few tricks to work around the main interface.

This year is very trying, in all the years lI have used TurboTax no problems. Now for some reason eitjher TurboTax or IRS will not accept my return. The issue is the payers EIN. The numbers are tthe same as usual but the return has been repeatedly rejected, even tho I deledted and manually entered the information.

Interface re RMDs worse than last year, no guidance; last year was at least a simple check box. Overall it looks like the whole application was cobbled together, think cut and paste, little review, not surprising given IRS/Trump chaos, but inexcusable as a released tax return product.

Graphic User Interface changes from last year, in federal return section, made the software more difficult to use, not easier. The VA state section is not much better than using paper forms. The charitable contribution section is still clunky, although a little better than last year. The user should be able to delete all charitable contributions entered at once, instead of each entry one by one. This enables easier comparisons of itemized versus standard deductions. (I want to be able to more easily delete all my charitable contribution information if I end up using the standard deduction.)