I've been using TurboTax for over 25 years and found it to be a very accurate software compared to other brands used earlier. It is always been compatible with my Windows computers. Feature-wise, it covers all of our different tax scenarios and the interface is very easy to use. Reports are accurate and easy to read.

Overall my experience has been good. However, when I purchased the software, I was told that the Hawaii state return was INCLUDED in the charge. When I checked out to file, I was charged $25.00. I did not have a choice but to pay if I wanted my return to be sent. At this time, however, I must complaint about this "bait and switch" strategy. I therefore demand an immediate $25.00 credit to my credit card of record.

1) Created duplicate forms that I needed to delete one. 2) My 1099-R State Distribution was blank on document. Turbo Tax complains : "withholdings can not be greater than or equal to gross distribution or state distribution." I had to manually enter the box 1 gross distribution amount 3) Asks to re-enter data it could easily get from my last year's TurboTax info.

Turbotax is expensive to begin with. State tax e-filing is additional! This year I realized that the default UI behavior of TT led to a big tax bill. It was so significant that I plan to amend my prior year's tax returns, as I have been using TT for many years. The issue is with backdoor roth conversion, or in general any rollover and state tax filing. In the state filing, it, by default doesn't prompt user that you may have already paid taxes on this rollover.

The person who decided not to provide access to It's Deductible should be terminated, Not only did that decision took away important functionality, but it was done without advising customers of this and lowering the price accordingly for the lost functionality. This is a bad decision which was compounded by the fact that the software offered an alternative methodology for valuing the donations which did not became available until late February or early March. More than half of the filing time was lost and forcing the customers to look for alternative methods for valuing the donations which sometimes indluding incurring in additional expenses. Shame on you

I am able to calculate my taxes myself using TurboTax.Have done so for several years. I now use the home-and-business version. The interface is pretty good; handy retrieval from prior year's return. Nice break-out bubbles for explanations in context, helpful on-line community, and easy access to purchase individual help. Didn't need that help this year, but last year the person was knowledgeable and courteous. I will use TurboTax again next year.

Appalling. Your Form 1116 for Lump Sums is broken. Stops calculating after line 16. Paid to file State a rip off fee and then found out can't file anything electronically because your form 1116 is broken and needs override. Took 8 hours longer because of your broken software.

In general I am happy with turbo tax. What I am not happy with - is its ability to handle military spouses who work in a state with state income tax. There is no state where an Active Duty Military - who state of domicile is elsewhere - that has to pay income tax in a state just because they are stationed there. Having to go create a whole other tax return with just the military spouses information - in order to get a state tax return - which then cannot be filed electronically - because she can't file the federal return that had to be created just makes the state tax return work - is ridiculous. It feels like be discriminated against. Having to file a paper return and wait 12 weeks for a refund is not reasonable.

transferring from previous returns and downloading from brokerage did make things a lot easier. however, it was difficult to find an answer to a question about changing something in the return. I had to go outside of the application, and outside of turbotax help to get the answer. Your AI bot has limited understanding of questions

So, Married filing Jointly, Used Turbo Tax Every year, My husband is 65 turning 66 this year I am on disability. My husband is still working and has earned income, I am fully retired and on disability, per Turbo Tax for 2025 my $17,614 of disability, ZERO was taxable...IRS says otherwise and the Taxed me on 50% and kept our Refund due to mathematical Errors......soooo, now I have to stress and deal with the IRS, NOT HAPPY may switch to H&R Block software in the future.