I have been using Turbo Tax for a very long time. In the beginning I had to print out and mail my tax forms in but early on I was one of the first users to be allowed to file electronically. It has continued to improve over the years in keeping up with all the changes. I started out with a family of four and now it is down to just my wife and I, on retirement, with the types of incomes that go with that life. Turbo tax makes it very easy for me to do my taxes year to year, especially keeping track of the capital gains/losses. My tax situation is not that complicated. Turbo Tax not only allows me to manually input the W-2 forms but also download all my 1099 forms from my broker directly into it. All the guess work is taken out.

I appreciate the step by step guidance Turbo Tax provides to get my taxes filed. It's the simplified language that makes it very easy to navigate through the returns. I hired a tax preparer one year and I came back with a page full of questions and revisions, after entering my tax return information into Turbo Tax. He agreed with every change/question I pointed out. It was the first year after my husband passed and it was suggested to me that I not try to prepare the return on my own. My husband always took care of that task every year. With the help of Turbo Tax, I have the confidence that I can file, with accuracy, on my own.

It is very helpful. Only odd area is the health insurance coverage questions for my wife. Is just states that it looks like she had a break in coverage when she did not, but there are no ways to address it other than select and "other". My wife and I are fully covered the entire time with my work and family plan. The statement is wrong when it says it detected a break in coverage for my wife.

never had so many issues in the past as I had with this years product. bring back the disk. I think it charged me for e-sending but then told me i had to mail. It kept sending me in circles and i had repeat forms several times. What used to take a couple hours took me 10 hrs this year for a very simple return!

I inquired about how TurboTax calculates penalties on taxes due. I rolled over an IRA in the 4th quarter and paid the taxes due at that time. This roll-over caused a large bump in my income. TurboTax used the bump to calculate the total taxes due but spread them evenly over the year rather than ask when the bump occurred and when were the taxes paid on the bump. This caused a penalty when is shouldn't.

Don't trust the software this year (2024 filing). Before I entered ANY documents AT ALL, the Federal return showed we owed $450.00 (which surprisingly is also the amount showing that we owed at the end!) Also, when I put in the amount I was adding to an IRA this year ($2000), the calculaion showed the we owed MORE in our tax debt. This is an incorrect calculation, as adding to an IRA should LOWER tax debt. I will probably file an amended return, since I KNOW these calculations are suspect.

Even this process is complex. Just wrote whole para and not sure where that went. I was frozen several times, could not import info from Morgan Stanley, was able to use my credit card to pay for California epay. There seem to be lots of bugs in your system. Has been getting harder to use every year.

TurboTax alerted me to some errors they found on my return. After reviewing and fixing them the software still kept alerting me to what it called an error with the information from my 1095-A form. After verifying that what I entered was, in fact, exactly what was on my form it still wouldn't let me proceed with filing my taxes. Because of this bug in their system, I was not able to file my taxes electronically and will have to wait longer for my refund. Some of the forms this year were also hard to understand and Turbotax did not give really good explanations, probably because they wanted people to put their $60 fee for live help. I ended up having to look all of the answers up on the IRS website. Turbotax was much for helpful and easier to use in the past.

not sure who made the updated to Turbo Tax so user unfriendly but if an updated is required after purchasing it should be easier to find the update or emails should be sent with a link to updated. Obviously I am not the first user with this problem because when I did a search on Turbo Tax website the only information found was another customer asking the same question I had but no answers to the problem. The product this year is very disappointing and your website is even worse. Maybe someone should actually look at the page and give helpful information instead constantly trying to sell another product.

Unable to file my state tax return. Wants to save my return and then finish up, but I get a message box saying "Hmm... it looks like we've hit a slight snag Please try again or check back in a bit" Try again button just loops. Later same issue. "x" out of the message says " Your Payment Didn't Go Through", but I was never prompted to enter a card to pay the $25!