A bit redundant but overall easy. Filing fee to e-file? That just seems ridiculous. $10 maybe. Especially after paying more for a state return from the get go.

Great guidance most of the time, but I wasted 95% of my time on just a few places with little guidance. This typically relates to some entries in K1, S-Corp, etc. Also, too many logins, too many verifications of phone number/emails, too many re-entries of bank checking account and routing numbers. This could be automated.

TurrboTax 2024 was the first year which asked for separate RMD amounts for each account. I entered incorrect amounts and had to file an amended return. The IRS accepted the return but has yet to send me additional refund. The IRS requested additional information (twice) which I provided. I have yet to hear more. Can you help?

I have used TurboTax for two consecutive tax filings, and plan to use for the next two filings. Once my tax situation becomes more complex, then I will consider a more robust software with perhaps more detailed filing instructions and guidance. For a large majority of Americans this software is adequate and very user-friendly. I highly recommend TurboTax, especially for novice tax preparation.

TurboTax enters the taxable portion of Social Security and Railroad Retirement on Line 6b of the 1040 SR. Social Security and Railroad Retirement are not taxable in Oklahoma and are a subtraction from income. When data is transferred to the Oklahoma Schedule 511-A, Oklahoma Subtractions, Social Security should go on Line 2 and Railroad Retirement should go on Line 7. But TurboTax does not split them, and the total of both is entered on Line 2 al the subtraction is for Social Security. My Mother-in-Law receives only Railroad Retirement. When the Oklahoma Tax Commision saw a subtraction for Social Security when my Mother-in-Law did not receive Social Security, an audit was called. It took several hours to determine the problem and two months of correspondence with the Tax Commission to fix it all. TurboTax should be fixed to properly split Social Security and Railroad Retirement for Oklahoma taxpayers. No additional tax was due.

I REALLY appreciate the consultants who respond quickly, especially to Turbo Tax-related disfunctions - even when they're "user-related!" Only one area remains weak (but a little better): Form 1116 and multiple countries being reported for their taxes that can be credited to our income tax. Those forms are really obscure and could use a lot more systematic thinking.

I have been using TurboTax for my tax returns for more than 20 years now. I would like to see more specific instructions or guidance for parents who prepare their minor child's tax returns and pay any taxes due from their (parent's) bank account, since most minors may not have yet their own bank account or credit card accounts.

Impossible to engage in a live expert. When using multiple states, only the Federal and one state appears at the top bar. Have to switch back and forth with forms to see other states. Get multiple printing errors about debugging. I am working on NY and in the final review it pops up with an error with my MD tax form that already been filed and didn't surface when I did a final review of my MD taxes. I am working on states and keep getting a message that I need for file an additional Federal form for capital gains disclosure

Turbo Tax has a long-known problem handling 529 to Roth IRA conversions, that really needs to be fixed already. When you enter the 1099-Q, even checking the trustee-to-trustee box, TT doesn't ask if the distribution was a qualified (nontaxable0 529 to Roth conversion, but instead treats it as a taxable distribution. Most people aren't even going to notice that error, and as a result, will be paying substantially too much tax. For my son's return, with a $7K 529 to Roth IRA conversion, TT originally set his tax liability $1,117 too high. Fortunately, I generally know what I am doing, and caught that. But again, most people wouldn't have.

I've used TurboTax to complete my personal income tax returns for over twenty years. I find the software quite user-friendly and generally easy to complete my taxes. I decided to pay a fee for the availability of a tax expert, as I had some questions with regard to one of the K-1s that we had. Smart move! The tax person was superb. They walked me through, step-by-step, filling in the forms in the TurboTax software. I definitely recommend using this service.