As I say below, everything worked well except when I got to electronically file, it seemed to want something new that wasn't needed before in the State Income Tax area, and since we live in Washington with no income tax at my level, I have never had to worry about this before. But it would not let me electronically file until I did something more about the State tax and it took quite awhile to figure out what the program wanted me to do that I never had to do in all the previous years of living in Washington and using Turbo Tax. Something has changed in the program that is not clear what it wanted.

3 mayor blunders you have made for this 2025 year. # 1 - Discontinuing the CDs # 2 - Incompatibility with windows 10 and below, forcing you to purchase windows 11 or a new pc # 3 - Forcing you to buy the Audit Defender either up front with program purchase or at the end when final filing.

I have used TurboTax software for several years to prepare my tax returns and a small number of returns for family members and close friends. It is the best tax software program available in my opinion. You don't need to be a tax expert to use TurboTax. You just need to be able to answer questions about yourself and your income and expense situation.

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

I have used turbo tax for years. It is becoming more and more a pain in the butt to just get the return to print. I still have not got it to print but have saved it as pdf. Also, why am I paying for a state filing fee when you package says that one state return is free????

TurboTax 25 Home and Business is almost great, but carries over some annoying problems from 2024. I'll start with the IRA RMD issues. Apparently, everybody and their brother knows, except for TurboTax, that if one holds IRAs from multiple entities one DOESN'T have to take an RMD from each one. Rather, the entire RMD can be taken from one or any combination as long as the total RMD is satisfied. In my case I took all my RMD from one source, and when I entered my second source as a zero withdrawal TurboTax tried to charge me with a non-withdrawal penalty, even though I had satisfied my yearly RMD through my other withdrawal. Took some finagling, but I got around it. TurboTax needs to fix this issue, as it's ongoing. Another issue carried over fro 2024 is the self-employed health deduction. The easy-step simply won't let me enter it in the process and the edit button won't let me get to it in the review stage. Clicking the review button directs me to return to the business that is related to the deduction, yet there is no was to do that. I have to manually go to Schedule C and enter it there. Again, another ongoing problem that needs to be fixed. There are likely other such issues in the software, but none that affect my particular situation.

Overall, 5 stars. My tax time is soooo much easier since I started using TurboTax years ago! However, I was frustrated by the need to cycle through the download option every time I wanted to enter 1099-DIV, INT, B form information manually There should be an option to bypass all download in favor of all manual entry. Additionally, I think there should have been a warning about Executive Order14247 - an e-filed return was rejected because the option for a physical mailed check was chosen.

I have used TurboTax for over 40 years. Each year now it seems they make it harder and longer to input the data. I have asked 4 times for the form PATR-1099 to be included in forms. I find the Step-by-Step could be more precise and streamlined with more copied from the prior year information. Last but not least, they need to update it sooner for tax planning purposes and lower the price.

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.

GREAT PROGRAM!!! HOWEVER, THE BUTTON TO CHANGE DEDUCTION STATUS, DID NOT WORK. FORCED TO CALL TECH SUPPORT WHO WAS GREAT AND MADE A WORK AROUND BECAUSE HE COULD NOT GET THE BUTTON TO WORK EITHER. SPENT MORE THAN 1 HOUR ON THE PHONE WITH THIS ISSUE?!!