I have used Turbotax since the 1990's even as my business and tax situation has become more complicated. I still find it the most efficient way to enter and organize all my financial information. Their calculations and worksheet links are flawless and the prompts for entry and search for deductions is reliable. For me, this saves time and money compared with preparing my data for an accountant and then working with them to file on my behalf.

This was a TERRIBLY frustrating experience. The explanations of what the questions were asking for was not adequate, the BACK button doesn't always take you back to the previous page - sometimes it takes you completely out of the section you were just in and you have to start all over. The submission for taxes was really irritating - it actually will NOT let you file if you don't have everything the program is asking for and when you try to fix it you have to delete the form and start over. Then, when you finally DO get everything fixed and you try to file, you get an ERROR MESSAGE saying that you've already reached the maximum number of filings (up to 5) when you haven't even gotten a single filing submitted. Nope. This was a freaking nightmare and next year I will just hire an accountant. I will say, the people I actually dealt with were exceptional in every way.

TT had yet one more bug this year on form 8829 when you have two businesses sharing the same home office. It was incorrectly adding together the RE Taxes and trying to limit it to $40k Salt Deduction despite the amount being below $40K as TT is adding it together even though the boxes on sharing the home office was correctly checked between the two businesses, Give that 2024 had a lower $10K SALT limit this new edit check makes no sense. As it only is applying the portion of the home office that was split. This cost me 10 hours to troubleshoot and do my own work around to address. I also found a bug in 2024 related to NYS Tuition Deduction that it was picking up incorrectly off the federal form and incorrectly giving me a credit which I do not get as out of state non resident which also was not resolved and had to do a work around that also took hours.

The help system is horrible. I asked several simple questions and the answers were not helpful. Finding forms was a nightmare. I had to manually look as the search never found the form even when I put in the form name. The self-employed healtcare info was terrible. It had me enter my healtcare deductions in two places which resulted in incorrect deductions. I had to manually change the entries to correct it.

I had a problem with an up date that was taken care of promptly. The rest of the tax return was easy to do. With the standard deduction as high as it is, it would be nice to have an option to do the standard deduction without entering all of the deductible items.

Once you get past all the marketing, and scare tactics, the actual tax prep is helpful and makes the process smooth. But your marketing is horrendous! How many time do I have to say no to real time help- at least 20. Very annoying, makes you seem desperate, and wastes my time. It's also difficult to tell which product I need- you should be more specific, not just "rest assured! We can help you" vague language meant to pacify a toddler.

Software works as designed, but I found the additional information feature to be less than adequate. I spent more time looking up information outside of turbotax than being able to rely upon the information. I find the state tax return information to be very sparse.

I like the info brought forward from previous years returns, the guide if you need it, and the check for errors or omissions feature. I am familiar with tax returns, but I would think 98% of American household culd effectively use TurboTax to file their returns. I have been a faithful user for 20 plus years.

I did not find the 2025 Turbo Tax as easy to navigate as in previous years. Also, I encountered a problem at the point of "analyzing return." There were two very insignificant entries to be corrected on the tax payment worksheet and the federal carry over worksheet. No matter what I tried, it would not let me make the change. So I called your help line and waited on hold for 25 minutes. The person I reached came onto my computer but could not correct the problem and put me on hold for about 20 minutes. Then the call disconnected. It was very frustrating.

2 items: 1. Why am I charged $40 to process the direct deposit refund? People have told me that they file online & don't get charged for direct deposit. What gives? 2. The program missed the IRS change of no more refund checks being issued. I file my son's return & requested a check. I got a letter from the IRS stating they can't issue the refund because there wasn't proper info for direct deposit as the IRS is no longer issuing checks.