For the most part, doing my Federal (with Schedule C) and NC state returns were simple. Places where improvement could be made are: * Handling of K1s on both Federal and State returns * Being able to view forms in a separate window. When doing estimates for next years income and expenses, it would have been helpful to look at the forms with this year's values at the same time. When doing state K1, it would have been helpful to look at Federal K1 worksheets. * In printing for review, it says it will only print the forms being submitted to the govt, but it printed all the worksheets as well. Give us a choice of only the forms or everything before filing and after. * In printing a long return (mine was 110 pages with worksheets), double sided is best, but the estimated tax coupons print 1 to a page, so all are on 2 pages (back to back) and I have to reprint. Why not print them all on one page and save paper. * Don't push to online only

Unfortunately this 2025 year, the California State Tax Return couldn't be e-filed due to several unsupported forms, that could not be removed and then persist as removed (appeared back after deleting). This was on Windows 11. Customer support helped to identify the bug and/or unsupported feature problem. The symptom was choosing credit card payment kept failing with the "Try again" screen. Deleting the form didn't help. Had to mail the printed form instead.

Turbo tax desktop kept prompting me to switch to online. I did so and determined that it couldn't handle my complex tax situation. I had to be on the phone for 6 hours to finally get switched back and filed without getting charged a second time. Customer service was a nightmare, nobody knew how to help me until I finally spoke to my 7th representitive who actually could help.

I have used TurboTax on Window pc over a decade. It is the first time using TurboTax on a MacBook. The interface is quite different than previous Windows versions. Previous Window versions are intuitively obvious. Mac version is harder to navigate. The worst is that it automatically saves the tax file every few minutes. Users should have the control when to save the file.

TurboTax said that I had to paper file my federal return because of signatures needed on form 8283, but also that, because of the Massachusetts state Schedule 4% Surtax, I had to eFile my state tax. This is impossible to do in TurboTax. I had a PDF version of form 8283 with signatures that I could have inserted into the federal forms, but TurboTax does not let me do this.

I am happy with how thorough TurboTax handles our situation, even with foreign income and accounts. Our tax situation is somewhat complicated, but I feel TurboTax handles it well. There was a snag this year with the fact that I have to file Forms 3520 and 3520A--TT didn't allow efiling, even though those forms are filed separately anyway.

i RAN INTO SEVERAL SYSTEM ERRORS AS I WAS FILING MY RETURNS. TURBOTAX CRASHED, THEN IT SAID THAT I NEED TO MAIL FORMS TO THE GOVERNMENT AFTER E-FILING, BUT, THE ADOBE ACROBAT FILE OF WHAT NEEDED TO BE MAILED WAS CORRUPTED AND I COULD NOT OPEN IT. YOUR LIMIT OF 3 STATE RETURNS VIA E-FILE IS INCONVENIENT AND INCOMPREHENSIBLE - WHY DO YOU LIMIT THEM?

You stopped providing the worksheets with the online version so I had to buy the Desktop version. Then you ended Windows 10 support before it was actually expired which made me switch to a different computer. TurboTax Desktop did not pull all related data from last year's taxes like it should have. It was also missing quite a bit of guidance that should have been included.

You have made it more difficult to enter the interest and dividends by not just having them appear, one after the other, for input. You have the list - use it as you did before. Do not mix interest and dividends in alpha order. That's not the way they are worked with. Why ask me for totals that are in the already input data to determine estimated payments when you are going to give me the options with percentages related to last year? I paid for the state filing, but the explanation only said the federal had been filed. I guess I wait and see if you filed the state. Overall, the product was a step down from last year.

I've used TurboTax for many years and always have found that the process is very understandable and thorough. It is easy to file federal and state returns, and I'm kept informed of the progress. Every time I check the prepared file, I find it complete with all entries totally accurate.