I could not e-file my return because of the IP PIN. there is no place to enter a six-digest number. The only place I could find was a five-digest number that was a number of your choice. Very frustrating. I have been e-filing my tax returns for 10 years.

I have used Turbo Tax for quite a few years...over a decade...and I appreciate the "answer these questions" approach to doing taxes. I have the software cover everything even if it doesn't apply to me. It seems to work out just fine...a struggle here and there, but overall it directs you to an accurate result. If I had to give some advice for people just starting out...make sure your computer is updated to the most recent update...since Turbo Tax changes from year to year with the latest upgrades. Second, if you have a very difficult and confusing tax return, I would definitely use the personal tax help...or get a local tax professional to help. The reason I say this is because if you enter information and it confuses the software, or if it claims you made a mistake, it does not give you an exact procedure to remedy the "mistake"...you are left to fend for yourself. So, spend the money and get professional help. Otherwise, for simpler tax returns, you cannot beat Turbo Tax...it works very well.

I'm a long time TurboTax customer and was disappointed to find out I had to upgrade to Windows 11. I Fortunately my wife has a laptop running Windows 11 and I was able to load 2025 TurboTax on her laptop and complete my return, My request to TurboTax would be to supply "step-by-step" instructions on moving TurboTax 2024 files from older platforms over to support previous tax return data. It took me sometime to type in my personal information - that was previously on my desksetop running Windows 10. My desktop runs on Windows 10 and is still working for my needs: I am a long time Quicken customer too and happy I haven't been told I need Windows 11 to keep Quicken, but I fear the day is coming!

It's OK -- what gets me it the lack of insight that an AI could provide. For example, I completed a whole series of questions about energy savings possible deduction. In the end it was still better to take the standard deduction. I took the standard deduction, but it STILL included all that paperwork in the filing and the printed copy. Once I take the standard deduction, ask me if this data can be removed from the filing. It just adds unnecessary confusion.

I filed my taxes on someone else's computer (thanks to your software's incompatibility with Windows 10) and would like to have a copy on my own computer and the ability to print it at my office, however there is no way for me to send a secure copy thru email. Would have cost me twice as much to do online. :( Overall easy to work with. Your screen shows "employer contribution' to HSA and I think this should be 'employee/employer contribution'. Had a couple of instances where we couldn't go back.

I did not use the online version to file my taxes because of the ridiculous sign-in captia. That said, Turbo-tax on my PC works well every year and is very "Intuitive" . It guides me through more complicated forms like the 1099. It allows me to import forms I have scanned in. Having my forms reviewed before I submit them gives peace of mind. I have never been audited thanks to its accuracy. As for compatibility TurboTax runs well on Windows.

The interface and filing to federal and state systems was very good, except as a new filer, defining what type of program I needed and the differences between the programs could have been easier. The TT system kept looping me back to the same page which didn't really answer the questions. Same with the chat bot.

I found this years confusing. I struggled with the Medical part. When you turn 65 thru part of a year it needs to be a drop down whether this causes a problem or penalty. If I didn't have to use Cov Ca all year I should not be penalized the cost all year or even based on a full year income. That part was hard to understand. Property taxes also most pay a year but it is over a 2 year period. Like July 25 to July 26, yet your instructions don't address that like should I divide in half? Then also I do my mom's returns and since she never owes happy to use Efile, i do not want to efile State since cost $25 for no refund is stupid. I click free efile for feds but then it talks about cost for state and I am afraid if I click yes for efile feds I am going to get stuck paying to efile state when I do not want to. Clear that part up with options to efile only one.

Eileen, the tax expert I worked with, was knowledgeable, professional and thorough. She quickly resolved the issue I experienced. It was a question about reporting RMD distribution requirements. She was able to give me the answer that allowed me to complete my return. I highly recommend Eileen as a valuable asset to TurboTax.

I was unable to transfer amounts from three different investment accounts despite the login for each being successful. Transmission failed. As a result, I had to input a lot of amounts by hand. I also had to manually edit a NY State Prior Year Tax worksheet to correct an error that was not of my making. This data should be correctly imported from last year's return.