Was a great first time experience. Used the expert help service product and found the representatives very helpful. Only complaint was being disconnected from the call when I was transferred to get more help and had to go through scheduling and waiting for another call from a representative.

I have used you for years. You make changes in how you process items and do not alert us...even with a footnote. An example is in the area of IRA Distributions and how RMDs are accounted for in TT. This year, for the first time it was very important to enter ONLY the amount for an RMD for EACH 1099 that you received...not a larger number that might include accounts in another Vendor/Acct. for which you DID NOT receive a 1099. If you put in too much, then you got bounced into a 52xx form that generated additonal taxes (about $18K in my case). I had to figure it out on my own. Not good.

Advertising comes first, actual help 2nd. Some of the fields are laid out poor process to work through requiring reworking due to incorrect questions or information given. (College costs says to list all costs together than later indicates they have to be broken down.)

I'm a senior citizen (78) trying to do my taxes for the first time by myself. Up until now, I've had my accountant doing them, but a friend told me how user-friendly TurboTax is, so I decided to give you a try. I must agree, you are. There were a few things I wasn't sure about, such as my RMD, and AGI, but I got through it. Now I will be all set for next year because I will have the 2024 information in my TurboTax! Thank you.

I have used TurboTax for years. lt seems that frequently their effort to make it simpler just ends up complicating things with more questions. Sometimes it will lead you in a circle when you ask for help. Some fields will appear to be highlighted but when you click continue it tells you to select an option.

The 2024 changes to entering interest, dividends, and 1099B information made it less intuitive. The first panel implies that you can group them by type, but when you go in to enter the data all the types are together and you have to again select if it's 1099 interest, div, etc. Then it goes to the top of the entries and sorts alphabetically. Didn't like that design, but it got the job done. Also in that section you can't change the payor's name once you enter it. If you make a mistake you have to delete and re-enter.

I filled out my return and when I went to e-file it, it failed and told me to go to the online tab to check for updates, I did that and I installed the updates. It still failed after I paid the $25.00 to e-file my state return. I tried it 5 more times and still it failed. I closed down the program and my computer and the next day tried it again. Still failed and I am out $25.00.

Step-by-step is the easiest way to start and complete a return, but ,when you are done, it's a good idea to switch to forms view to make sure all info (mainly deposit info) has transferred correctly. The question icons are good - they open up info in a sidebar that is helpful, and includes hotlinks to IRS info (if applicable).

I have a simple return, interest income, retirement income and social security. You charged me $138 when I tried to use your "free offer" so I bought your Deluxe Federal and I still can"t get my return E-filed. I have used Tuebotax every year as far back as I can remember.

Gave a 4-star rating due to couple factors, the great help I received from expert Suzette, we kept getting disconnected and she would call right back til I got to a point I was able to go through comfortably on my own. As I went through I was impressed with the instructions and information provided to help throughout, some terminologies I couldnt grasp right away, but after so many times of reading I gained a concept. One minor issue was problem due to the year preparing tax return for maybe since is a previous when go to click on publication links for information to help they would not come up had some challenges with a couple sections so input to the best of my ability. Nice advantage to be able to download prior versions to prepare prior tax years helps a lot. Since my first time doing I took a lot of hours to prepare return yet appreciate being able to sit and read through, but dont get discouraged by this. One thing to keep in mind go thru is either research thru a search engine typing Turbotax or Intuit Turbotax ad then look for prior years or you may need to call customer service or expert who maybe able to send a link to you so you can click and get over to a different version of Turbotax in order to do the prior year or years (such as myself) you are seeking to do. After years of denial I finally looked into, got fedup trying to make appointments for free tax prep who isnt answering calls or accountants who are retiring in high volume (at least ones, I called and listened to voicemail greetings for)