Experienced tax preparer. I did use TTax online help screens. I did require screen sharing help via phone assistance just to get TTax Individual Advantage software to download initially. That was frustrating. Phone assistance was 1st Class. I think it was easier in 2024 to import W2s or 1099s. Had to key data in this year.

The turbo tax program worked great as usual. I had a problem with amount of tax owed on my turbo tax state program which I still need to resolve and it may have just been my problem. I also had difficulty activating my turbo tax advantage desktop program.

Everything went well until payment to Intuit from the personal info page. All pages were a good size to work with, however the "continue bar" to pay could not be done because the page was too long. Having to use a Windows 11 laptop for Turbotax this year, I finally figured out how to remove the Task Bar to access the almost bottom of the page. There was a bug in the state payment software last year and the lady on the phone was most helpful correcting the problem; only it was too late to send in a five-star compliment.

TurboTax doesn't work when one person in a married couple is filing in a community property state and another member is filing in a non-community property state. It won't let you attach Form 8958 to the non-community property state tax return. I am filing in Washington and had no difficulties. My wife is filing in Oregon due to my taking care of elderly parents. Oregon says that because Washington is a community property state that I need to file an Oregon Non-Resident tax. No problem because Turbotax works for Washington state. Turbotax won't accept the form being added when my wife prepares her taxes in Oregon though. One needs to complete work arounds to get the forms to populate. Not easy. And there is no way to communicate this software bug back to Intuit.

I was surprised and very disappointed to discover the ItsDeductible functionality was removed from TurboTax 2025! I fell I got less value for my money since you removed this functionality. Even worse, the Individual Tax Return Records prints a blank ItsDeductible table for every charity, with all the cells empty since there is no ItsDeductible data! That seems like sloppy programming to me. If you are going to remove the functionality from the software, you should should remove it from the reporting.

Program is easy to use. But wait times for phone assistance are long. Had to call once already because I was charged twice for a state return. Now I've been charged twice again for another return, so I'll have another long wait time calling again. Very frustrating. Also, I was initially confused by the online option, but phone person helped me with that.

Turbotax has great accuracy and features. It has wonderful guidance for people who are not familiar with preparing their own tax return. The "Forms" section can be extremely helpful. Many tax documents such as W-2's and 1099's can be imported directly into Turbotax. I have told many people to just go through all of the questions and answer them. Several of my friends are now preparing their own taxes with Turbotax. I've used other tax software but none are as accurate and easy to follow to complete and efile a tax return.

I appreciate this product because it guides me through my taxes step by step, often offering helpful information that enhances my understanding of the process. However, I believe the information regarding Arizona state taxes needs to be more detailed. At times, I found myself having to guess or search for information outside of the product. Please consider updating the state tax section to provide more comprehensive information, similar to what is offered for federal taxes.

Disappointing that retirement planning was not available when program was issued. It would have been nice to have that information available to help decide on the amount of RMD to take on IRAs to determine the taxable income and brackets. Another area that needs vast improvement is when entering individual sales of stock. When you need to enter multiple entries with the same stock from different quarterly purchases of dividends and then their sale you are unable to copy and paste the stock description. Typing each entry when there are 50 to 75 entries is both unnecessarily tedious and frustrating. The rest of the program and entry is fairly straight forward and easy to use. I have used Turbo Tax for many years without any other major criticisms.

The software permitted duplicate imports from my financial services company, unbeknownst to me. This artificially inflated my tax burden and caused me much anxiety. There should be some sort of check on this kind of error. The questions can be clunky and confusing. I think you could improve on that. Even it if costs you a bit with respect to purchasing expert advice. I hated the fact that you required TT to be used only on Windows 11. I seriously considered moving to one of your competitors because of this. I think it would be more advantageous to TT to be more flexible.