During the process of downloading information from investment companies, a screen came up that the connection had been made. There was nothing on that screen to tell me what to do next. I called customer service, and Ralph told me to just click on the Turbo Tax icon in the task bar and it would go to a screen that showed that the download had been completed. It would have been helpful if that instruction appeared on the screen that said the connection had been made.

More confusing this year than other years. I had some issues with things showing up on a worksheet, and there was no obvious way to fix the problem or get out of the section. Also, a lot of pages do not let me use my finger to scroll the page (only the narrow scroll bar) and many things are just barely below the bottom of the page, always requiring scrolling, like the help section needing me to scroll to get to the box where I type.

Too many attempts to get me to purchase add-on services. From the outset to each change in section, I am asked again to buy live help, or audit defense, etc. ENOUGH!. Also, there needs to be a way to adjust the fonts, size in the application, as the letters are so small it is hard to read!

Hi, I had one small problem regarding Arizona Estimated tax payments. The Federa Review function / audit application kept referring me to the amount and state of a 2024 refund that I rolled into my Arizona 2025 estimated Tax payments. I never applied any refund into a future year as an estimated tax payment. Took me a few hours to identify and correct. I misread a question in which I indicated that I had elected to apply a 2024 AZ refund to my 2025 AZ taxes. MY MISTAKE, NOT YOURS. Your TurboTax worked GREAT. I'll use it again next year !!

Have used Turbo Tax in past with no issues but had multiple problems this year. First my the state part of my program wasn't working. The system even said everything was all set but the no state income that form generated. I went into help and it told me to restart everything so I did and it worked correctly. Then my e-filing was rejected and it turns out that I needed and IP PIN. Why was I not asked for this when I was filling out the form? Then why was this not caught when the program did my final review.

Filed my federal return early as I was owed a refund and the process was great. I had to wait to file the state return but when I reopened the software it won't let me continue but instead tries to get me to refile the federal return. I've been unable to efile my state return. I didn't have these issues in past software versions. Federal and state often have different due dates - I should not be forced to file them together.

This product gets a little more difficult each year. Explanations are minimal and movement between "forms" is often illogical. Product could be improved by allowing "standard deduction" as a choice before requiring all deduction information. I think I'm not alone in needing securities forms - which requires this version - but never having enough deductions to to override using the standard deduction. Also, if you move to a web based only product ( which it appears you are trying to do ) you will lose a long time customer.

It insisted that I checkmark a box about high deductible health plans on tax form 8889. I did NOT have a high deductible health plan. I had a good health insurance plan with low deductibles and good benefits with a HSA from my large company. VERY annoying!

Pre-purchased the deluxe edition and still seem to get hit with fees at the end. Also spent two hours getting a virtual machine up and running so I could use the desktop software I purchased. why I can't use the license in the browser or why "Windows 11 Required" isn't anywhere on the package beats me.

A very good product; it handles the tax code's complexity very well. It flagged as an error a zero value in Sch. C, Line 27a, and it would not let me e-file the tax returns. A TurboTax representative helped to resolve the problem, although I had to ask an AI agent to find the TurboTax help telephone number.