I spent a lot of time with your experts on several occasions as my computer was put in a safe mode and could only be recovered by reinstalling windows. I needed help in getting Turbotax downloaded since I had already downloaded it last Nov. I ran into several problems and they were very helpful in walking me through fixes.

TurboTax is generally very good, but it has a significant weakness for people like me who are retired and living off our investments. My returns for tax years 2023, 2024, and 2025 all had problems related to using the "annualized installment method" for calculating whether I had paid my estimated taxes correctly or not. All three years, Turbotax calculated that I owed a significant penalty for underpayment of taxes, and gave me *no warning* that it had put that penalty onto my 1040 form. If the software had warned me that it was adding a penalty, and suggested that I should go through the TT process for assessing underpayment penalties, I wouldn't have had to file amended returns after discovering the problem. Furthermore, in tax year 2024, TT didn't fill out the Colorado estimated tax payment form (form 204) correctly, which led to Colorado penalizing me, and me having to go through an appeal process.

Turbo Tax never included the direct deposit mandate by the IRS! Now my son has to jump through hoops to get his refund. Turbo Tax washes their hands with this requirement. They should negotiate with the IRS to release the paper check immediately in accordance with their software and lack of the IRS requirement~

TurboTax worked well this year, except for one problem. Processing 1099-R forms from two different institutions encountered a problem in TurboTax. Box 14 contained a value, but Box 16 did not. When entering these two 1099-Rs, TurboTax tagged this as an error. Researching this via TurboTax Help Center suggested replicating the value from box 2A into Box 16. This satisfied TurboTax. But either TurboTax has a flaw in this processing, or multiple institutions issuing 1099-Rs have a problem. You should research and resolve this flaw.

Every year turbo tax has problems transferring treasury interest, which is state tax free to my state form, even though I've entered it correctly on the federal form. It also says I will may owe a state penalty for underpayment of just $101, which is not correct. They always hook you in on paying for a state filing separately and almost get you with a $40 fee if you opt to deduct the fee from your federal return. This is very distasteful and gives the consumer a bad feeling about the company

Tax software works well but you have to pay attention and know something about whats needed to file. I almost missed reporting my SS income because I expected the software would prompt me for this info. I would not recommend this for complete novice as basic filing knowledge is required.

Turbotax makes it easy to enter information with the interview questions, so I don't forget anything. Also it is a great help that all the information entered from last year is transferred into the new tax year. I have been using Turbotax for years and find the enhancements made every year are great.

USED IT NOW FOR SO MANY YEARS. THIS YEAR I WENT TO DO IT ONLINE VS THE APP ON MY IPAD AND THEY DON'T SEEM TO TALK TO ME ON THE APP NOW? YET MY INFO CAME IN FROM LAST YEAR.. WHY WOULD THE APP NOT PULL UP THE NEW RETURN. VERY INCONVENIENT. DO BETTER. NO REASON FOR THE DISCONNECT TO THE TURBOTAX APP. TSK TSK

Product works fine for basic tax filing. It does NOT import information from prior year's tax filing which would have been very helpful. It does not cover things like foreign taxes paid. It asks for some information but does not adequately explain what it is asking for or how to enter it correctly. When the check return function is used, it asks for additional info but it does not explain what it needs. Where it asks for information from prior years' returns, it should be importing this info from prior year's Turbo Tax filing.

I love Turbo Tax but this year decided to pay one of the MD Tax return fee with a credit card. all went fine until I had to enter the expiration Date which was 12/29. I could enter everything else except the 12 in the expiration date. I could go up to the 08 month but could not enter anything after 08. I ended up using another credit card that was 05/29 and it worked fine. Possible bug?