i found turbo-tax easy to use. the instructions are simple and easy to follow. you just have to come prepared to respond to all the questions...in other words, have all your annual records to income, investments, forms, govt forms etc.....as long as you are fully prepared, the system if easy to use and you should only need an hour or so to fill out all the necessary information and have the system file for you.

I've been using TurboTax for years and have been happy with it, with only occasional minor hiccups. But this year, there were multiple issues. Forms that were not available when I wanted to file my taxes, and the annoyance of not being able to go back into my medical expenses to update them, for example. I was also shocked that they tried to charge me another $40 for deducting the state filing charges from my federal refund. This year, I had to learn to go look at each of the forms because I could not trust what TurboTax was doing. I am not sure that will be using TurboTax again in the future.

I used the Desktop Mac version for TY 2025. I have used TurboTax for many years. I like how it imports all my previous personal information so I don't have to re-enter it. I also like how it shows me last year's amounts next to the current year's. This year I noticed a problem. After starting TT and progressing through the 2025 return, I saved my work and quit the program. The next day (and every day thereafter), after starting up the TT program, I could only begin a new return. It would not let me resume the return I had already begun. The only way I was able to resume it was by double clicking on the saved return, which is what I did.

As always you need to default to what the person has entered when they go back to access a completed topic. You should not have to select none, etc if you already have done it. Makes no sense. Seems to me to increase the chance of a mistake because someone will rush thru entering the answers to the questions to be to a numeric entry, etc.

The primary reason I use TT is because I'm a US citizen living overseas and married to a non-US citizen and I want to e-file. However if your spouse doesn't have a US Social Security Number or ITIN you can't e-file. The advice from TT is to print the forms and write in Non Resident Alien (NRA) in place of the Social. That kind of defeats the purpose. And after reading the FAQ's from TT, this issue is only one of data validation in the field for Social Security number. And it's been an issue for years. Why doesn't TT simply modify the data validation to allow NRA as a valid entry?

There are some things that aren't explained very well. I had to go to AI for answers. Other than that it's great. It finds last year's info. and inserts it. It reviews and asks for added information. (this is where I wasn't sure at first what to fill in). It shows what we put in last year so it's hard to miss anything. It does all the math so I don't have to. I've used TurboTax for years and really appreciate it knowing what forms I need to fill out.

In 2025, I paid approximately $37K in estimated taxes in quarterly installments, plus another $20+ in pension and IRA withholding. The Federal refund of overpayment, because of the increased standard deduction was $8.8K. Your software which prepared the tax return for 2025 did not show any estimated taxes due, even though nothing is expected to have changed. No vouchers were produced, even though I will probably still have to pay about $8.5K quarterly. This is a serious flaw in that some may think they do not have to pay any estimated tax for h current tax year, This will obviously result in a major interest penalty. If you need to discuss further, please contact me.

Please improve your error handling: if/when you flag an error to correct, take the tax reviewer to the exact error and be more precise about why it is occurring. For example, if the issue is the new IRS IP PIN, state which dependent is affected, rather than making a general comment. More precisely, when opening the application, place the reviewer in the "Other" section and highlight the erroneous dependent.

there are a few glitches in the program, specifically when I was trying to get the tax credits for installing new windows, and it would not let me continue without the QMID number which was a pain to find/get. Not as useful without It's Deductible online. Please bring that back for next year.

After using Turbo Tax and its predecessors for over 30 years, I am truly considering finding another program. This year's program was extremely difficult to follow. I am an accountant and file taxes for the corporations I previously worked for, so I am at least familiar with things. I had to read and re-read instructions multiple times before, I hope, I put in the correct numbers. This is the first year you haven't included "It's Deductible". When you give frequently to charitable organizations non cash items, that was a God send. If I wanted to price every single item, I would have had a yard sale!