Experienced tax preparer. I did use TTax online help screens. I did require screen sharing help via phone assistance just to get TTax Individual Advantage software to download initially. That was frustrating. Phone assistance was 1st Class. I think it was easier in 2024 to import W2s or 1099s. Had to key data in this year.

1) Using Turbo Turbo tax for my 2025 on Windows 11 PC, I could not import my 2024 Turbo Tax info which was on my Windows 10 computer nor could I do so via Turbo Tax online, very disappointing and time consuming, especially since I had to buy a new Windows 11 PC just to do my taxes. 2) Using 2025 Turbo Tax for my Hawaii State taxes, with the step by step instructions, there is a very serious software omission to add my quarterly Hawaii Estimated Taxes that I paid every 4 months. Turbo Tax stated that I owed Hawaii $5,300 & when I continued with the step by step interview, Turbo Tax went through the accuracy check & stated that my Hawaii Tax return was 100% accurate when in fact I had to go find the correct State Form to manually input my quarterly equal payments of $1,900 x 4 = $7,600. I was able to receive a refund of $1,766. With such a serious error, I no longer have confidence in Turbo Tax which I have used over 18 years.

very disappointed with not being able to efile through first try. There was no issue on my side and your software wasn't able to identify the issue. As a result, I used up my five efiles very quickly and weren't able to efile taxes for my family. I'll reconsider using turbo tax next year

turboTax is widely considered an excellent, user-friendly option for filing taxes, particularly for its intuitive, step-by-step guidance, high accuracy, and strong mobile app capabilities. It is highly effective for both simple and complex tax situations, including self-employment. However, it is generally more expensive than competitors, with many users noting aggressive upselling

We have always needed more information about the PSO benefits, as we are BOTH retired federal peace officers who should be eligible for the 3,000 deduction, but we cannot tell if we only receive one deduction , or both, and there's no guidance regarding this issue. In the past when i looked it up it appeared we could both take the deduction if we both met all the criteria regarding health insurance costs, but there is no turbotax guidance on this matter. And, need guidance on how to figure out of the PSO is given and how to calculate it to determine that. Although thank you for making the program easier to enter this information about the PSO and that we no longer have to re-enter it over and over each time you come back to it, or when you go out of that area than back in and out, having to re-enter it every time..

Very bad this the 529 needed more information. The bank information didn't go on the State forms had to go back and go into forms and put in. If I had not checked every line, we would have had to wait months for the refund. I paid a lot of money for this program it should have put it in when I put in the information in the Federal Form. It never asked again to put it in for State.

Very poor handling of Canadian retirement accounts. No way to enter foreign tax paid except as 1099-div and that was difficult to find. Not impressed with Win11 requirement. Import from RBC does not work. No entry from Scotia McLeod. Direct entry of Canadian NR4 would be asking too much?

Was extremely difficult to transmit e-files, as the program kept telling me to change items, and when changed, told me to change them back. For some reason, which I don't know why, EVENTUALLY, the returns got e-filed! Spent (and wasted) a lot of time because this was happening.

It mostly was simple and good, but the nags for upsells are slightly annoying. A few prompts were also slightly confusing but thankfully I ran into no issues. forcing windows 11 though on it's own deducts a star regardless, since I had to wipe my computer just to file my taxes. Better than being completely forced online or on a subscription. (which is being pushed too)

VERY upset that Turbo Tax slides in Santa Barbara Tax Products when you pick how to pay the filing fee and now because we picked for filing fees to be deducted from our return it will go through Santa Barbara Tax Products and they will charge a fee. Totally unnecessary and very misleading in the user interface. BE SURE TO PAY WITH CREDIT CARD to avoid getting SCAMMED like we did. VERY disappointed in Turbo Tax!