After completing federal return and getting the Turbo Tax clean bill of health with zero due so I transmitted my 2024 federal return. Three days later an update to Turbo Tax was completed (2/20/2025) and now the federal return shows $499 tax due related to form 5329.

Ads have become irritating; too many, too often. We already paid for the program! In effort to collect ALL your passwords, TT wants to import everything. So it continuously asks for import; no way to avoid; just more irritation. Items that last year you could easily type in manually, now require more clicks, more time, more ads. After 10 years I'm switching

Use to pay a tax filer.....would spend days compiling all the info, then pay them to punch in the numbers....looking back that was boneheaded. Now I do the same thing, only in the digital world with last year as the template, in hours, not days, for fraction of the cost and coordination with a tax filer. Turbo makes it super easy, and provides guidance along the way. Crazy simple, even when your taxes are hard & goofy.

My wife and I are on Social Security. Finding where to input our data was not easy to find. Got up to the W-2 area - Delete or Enter - eventually chose Delete and found it. A bit more instruction on that page would have helped. Otherwise, everything was quick and easy.

Turbo Tax is the best do it your-self tax filing application on the market. I have been using this application for 5+years and so glad I found this tax choice. Is always easy, walks you through the process and I feel that it has always gotten me back the best results in deductions as well as refunds. Thank you to all at Intuit that make this wonderful tool available and current each year.

You should add a check to turbo tax for if someone has entered the exact same about from W-2 step 12 under a Roth IRA. This would mean that they did not realize the amount on the W2 was entered automatically into the system and they should not enter the info again under the Roth IRA because it is a 401K Roth not an IRA Roth. I caught it in time this year. I might have to amend my return from last year for this.

All is good for the Federal return. There is a problem with the State return for Illinois (and probably other states). Technically the return is fine but it lacks a connection to the State Instructions. As it is, there is a glitch that is only resolved but going to those instructions. Only by digging into those instructions will you discover that if the AGI is over 500K on the fed return then various exemptions are voided. The return blocks these but with no explanation.

Input interface was significantly inferior to prior years. Combination of Interest, Dividend and Investment data on one screen was unnecessarily confusing and time intensive (cursor jumped back to top of page with each selection). Lack of saved input made review extremely difficult. When data is put in once it should persist until changed. I will definitely be looking at competitive products for next year's return.

I liked being able to scan in tax documents and have them imported into the program. I inexplicably had 3 blank 1099-R forms added, and then at the validation check it is asking me to fill in each missing value for each form. I kept looking for these bogus forms and could not find them through the normal walk-through process. I was finally able to locate them and delete them by using the Forms menu option. The truly frustrating part is that everything on my tax return has been filed with the gov. I shouldn't have to pay $50.00 and spend time with TT. The govt. should send me a bill instead.

As usual, it was easy to complete and covered all the bases. However, there was one issue. I owed money ($15) to turbo tax for filing with the state, and tried to pay it with my American Express. All went well until I had to list the expiration date of my card which was in 2025. The block for Turbo Tax which identifies the expiration year starts in 2026. No matter what I did, it would not recognize 2025 as a valid year with AMX. I had to use a different credit card that expired in a later year past 2025. Strange that 2025 was an issue with AMX.