There were sections, like our vehicle information, which ask for the same information that we had to fill out several times. You could save that information and have the repeating fields auto-fill. Also some forms that were imported from external companies still had to be filled out manually. You did not explain that an IRA to ROTH conversion is different (and tax beneficial) from a characterization. You did not explain that rental property should be a schedule E and not a schedule C.

I have used Turbo Tax for over 10 years and this year was no exception. With all of the tax law changes, TurboTax had all updates to make this task easy. There was a small glitch when originally e-filing as it was asking for information for a form that was not applicable to us Form 7205. Reading the help comments you had to find it on line 27 of Schedule C which had a filled in 0. Overriding the 0 to leave it blank resolved the problem, and allowed completion of 2025 taxes. I would not choose another brand of tax software. Turbotax is the most thorough, reliable, and ease of use.

I've been using this product ever since schedule F was no longer included on the product I used to use; it's been a very long time. There is way more in this product than I need since our farm is a very small, family-run operation. I like the fact that there are very little changes (in the program itself, not the federal tax code!) so I can get through my taxes without going up a steep learning curve every year. Taxes in general are exhausting enough as it is, right? I'll use Turbo Tax until I die. It's that comfortable.

Need improvement in few places, one place where, how to select backdoor Roth conversion. A wrong choice can end up paying taxes on this. Need some clarification on if you are doing backdoor conversion, select this option, rather than allowing user select a wrong one and end up paying tax.

Too much pushing for extra costs. Have to repeatedly decline paying extra for services I don't want. The e-filing cost is deceptive. Make it sound line just $15 for state but after agreeing we find there is an extra $40 (?) "filing fee" in addition to what was already stated. Those fees are not printed when I print the tax package and I can see where I can get to them. No receipt!

When I went to e-file my state return the dropdown menu for expiration month of my credit card would only show 01-08. I tried various settings on my computer didn't help. Tried Turbo Tax help and could not find any support without paying a fee. An IT problem like this should always be free. I ended up using a different credit card with an expiration in the allowed range.

While I have used the product faithfully over the past 30 years. Intuit assumed everyone would only opt for the cloud version, NOT ME. I wanted the downloadable version and the management team made it near impossible to find the downloadable version. I think their practice of moving everyone to a cloud based solution is for the birds.

bring back Its deductible . This version of the charitable deductions took a lot of extra typing and mouse clicks. very ineffiencent. The past programming was superior. AI generated topics skipped key questions that were hard to find later for more complicated taxes

Started with the On-Line version this year. Did NOT like it. Almost done and I went back to doing it all over again with the desktop version. Something didn't make sense and found that I had 'imported' vanguard data that I already had entered. Have a big problem with needing a separate field to list what the IRS calculated RMD basis for each account SEPARATE from what I happened to withdraw to achieve the combination of my QCD and my RMD. Has to search for the QCD (it is only listed as Charity - not QCD) entry. No simple way to see total of all my accounts that require an RMD, and what my RMD & QCD were.

My wife and I are members, and I am the manager of our rental property LLC as the trustees of our Family Trust. Even though we file jointly, California considers the LLC as a partnership. It would be nice if turbo tax had the appropriate forms and instructions for this situation for California residents / taxpayers.