I've used your software for over 20 years but every year you include credit for add ons and even free to file state but you always charge me full price. 2024 included $10 credit for in product add ons which stated it was my state e-filing. My total said $15 but when it routed me to the site to pay with credit card the fee was $25 and if I use the option to deduct from my refund the total was $70 adding other add ons I didn't want. DON'T ADD DISCOUNT IF YOU DO NOT PLAN TO GIVE.

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!

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.

You make it hard to do things by making changes that are not needed. An example would be that I signed on to do some trial runs in TT2024 for 2025...to estimate my taxes.... You took me down a new route that has me doing this and then stopping my getting in to TT2024 and the return that I thought I could use for a "what if".

I have a complicated return. When I did the review, it came back with 40+ errors. Many of them were things you could have done and saved me the trouble of figuring out what to do to make it go away. And many of them had no impact on the tax due or refunded. So I spent hours sorting through all these issues that made no difference.

I just finished a tax issue that I had with Expert Joni. She was Excellent. Very Very patient with me throughout the process. She was a pleasure to work with and made me feel comfortable for all the details. The problem being that unfortunately I had not finished the e-file properly and waited all this time ...4 months for a refund that wasn't going to come because of my error. Now I am confident from Joni's Expert help that I have completed the process.

Entry into Form K-1 is confusing. In my case, I had two amounts in Box 20, Code AJ, but the entry form only allowed one. Same for Box 20, Code Z, although I finally was able to enter 3 amounts after TurboTax later asked me if something was missing for Code Z and gave me the 3 captions and boxes I needed to enter my amounts.

Have used TT for many years and always come back. Walk through is always complete and easy to understand. Just wish that the ability to calculate interest and penalties was built in since I missed filing on time and now have to wait for a bill from the IRS.

TurboTax does not handle situations with a court appointed executor filing on behalf of a deceased individual well. Although it is indicated by the customer that the form 1310 with the appropriate court documents have been mailed to the government, TurboTax does not allow the federal or state return to be filed electronically, only allows for it in situations of not having a court appointed executor. Futher TurboTax has the customer pay for a state state eiling fee and then informs them that the Federal and State Return cannot be filed. This needs to happen earlier in the process rather than after paying for efiling.

When I did my 2024 tax return (I had an extension for filing) the 2024 software did not import any data from my 2023 return even though they were on the hard drive. It has always done this in the past. It was very time consuming having to enter so many pieces of information that never change from year to year. Maybe I missed something, but I don't think so.