This is the first time in over 12 years of using Turbo Tax to do my taxes that I've hit a brick wall. I kept getting an error about needing to uncheck the total distribution box in order to make the 1099-R entry valid. Eventually, I had to file an extension. The error never went away, so I finally coughed up $60 to speak with a Turbo Tax expert. She just kept reading the error to me (as if I haven't been doing that for 6 months) and I was finally able to get her to listen to the things I've tried. I sent in a diagnostic file, and after some research, the person I spoke to pinned down the problem. There was a field in the 1099-R that said $0.00 and yet I had left that field in Turbo Tax blank! Fixing that solved the error and allowed me to e-file. But I honestly believe the extremely misleading error message should be examined/changed to catch the use case of "expecting a number in box..." in which case I wouldn't have had to call for $60 and delay the submittal of my return for so long!

We have used Turbo Tax for many years and appreciate the ease of use and the accuracy we can always count on. They make it easy to navigate and address any questions we may have. Their products are fairly priced as well. It is a relief knowing that we have the most up-to-date information and error checking to ensure that our tax return is accurate. Keep up the good work Turbo Tax!

I've used TurboTax to file my taxes almost every year for the last 31 years. I use the forms view, not the interview, which saves me time since I pretty well know what I'm doing. I used competitor's products a couple times but was happier with TurboTax, particularly once I got used to it, which saves me time versus changing products periodically. You still need to know what's applicable and carefully review the results, but TurboTax makes the job manageable. Overall, 2 thumbs up!

CD ROM DISK WANTED. I HAD TO LOG IN THREE (3) DIFFERENT TIMES WITH THREE (3) DIFFERENT PASSWORDS AND 3 DIFFERENT MFA NUMBERS: IT WAS A FUBAR & BOHICA DISATER ! i HAVE BEEN USING TURBOTAX CD ROM DISCS SINCE 1993 AND NEVER EVER HAD THIS MUCH TROUBLE!

AI makes it impossible to get a fast answer to a simple question, like "What form lets me enter my bank deposit information?" Instead, I receive a long, garbled, completely unresponsive answer. Please return the simple search bar that previously existed, where I could simply search for "bank deposit" and quickly locate the form.

For initial entries on different types of income and expenses, going through the page by page to edit your entries for first time OK. When you go back and change or add additional items for income and expenses, you should be able to go directly to the entry page and not go through the verification pages for the income or expense that you are adding to. This is very time consuming and irritating if you are entering your info on a day to day or time to work on basis. It's very redundant.

I have been using TurboTax for over 10 years and this year, 2024, was the hardest. Investment data was not transferred from previous year. Charitable institutions were not transferred. Data from form 8606 not transferred. Many error messages given over the word various on contributions forms - sometimes it had to be in single quotation marks and sometimes it did not- ridiculous.

The system is pretty predictable--like death and taxes, I suppose. But it really hasn't changed much in many years. I think it's time to inject more context sensitive AI and a bit more understanding about the client using it by looking at past returns, both things a decent tax preparer would do. The final review is clumsy. For instance, if you have an estimated amount in the What-if form, it flags it as an error. How does this affect the accuracy of current year taxes? Another example is an override on estimated withholding for calculating future estimated tax. How is that an error? Other parts for more complicated returns are difficult to use as well, particularly K-1s, computation of QBI, etc. It's a fine product, but it could be a lot better for the money. The company needs to feed the cow more and milk it less.

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.

Lots of additional charges in addition to the $80 software fee for Turbo Tax. Despite repeated attempts to take these additional charges off (charges such as $40 premium service, $40 audit defense, $25 efiling state), it still comes back to the final charges. Customers such as myself have no option but to go ahead and pay because I had already paid for the software and spent few hours doing my taxes. Very predatory and deceptive. Customers may file a "Class Action Law Suit" and I may begin one after legal consultation because thousands of customers are impacted by this deceptive charges.