I did not need tax advice during preparation. However, there were two issues with TurboTax which were quite vexing. First, I received a warning that I had underpaid Required Minimum Distribution and woudl incur a penalty. But there was no indication from which of three possible accounts I had underpaid nor by how much. I had to figure it out by trial-and-error. Secondly, the Mississippi state return required entering an "Other State" code before it would permit e-filing. There was no "other state" to report. So, I repeated an entry MS as the "other state." I as not pleassed with TurboTax this year.

Turbo Tax seems to have done a reasonably good job with data and calculations. However, the print on screen is very small. There should have been an early warning that the software needed an update to e-file! Instead, it let me go all the way through the e-file process only to alert me that there was a problem and it couldn't continue. That was very frustrating.

To some extent, TurboTax seems to have gone downhill, but that may be due to the emphasis on doing work online (which I won't do). Given the complexity of the tax rules, Turbo Tax does a good job of walking through the items. However, it didn't properly import last year's documents, a review of the paperwork showed I had to go back and clarify something, and filing electronically require shutting down and restarting (unsuggested). Help is now online and not particularly useful.

Until this year, I LOVED TurboTax. It was easy to navigate, and instructions were clear. This year's version is so bad that I am fairly certain I will cancel my enrollment. I am forced to mail my state return, as Turbo Tax is trying to force me to enroll in Audit Defense, even though I declined and removed the form from my federal taxes. The many offers to upgrade or do online or do things I don't want to do are wasting my time. The system is glitchy, and I had to seek help to solve a number of problems. I've wasted more time than I wish to disclose.

Easier than last couple years. Maybe because I'm getting used to the terminology and questions, but it seems to have been a little less hassle this time around especially with the ESPP 1099 Consolidated forms being imported. Last couple years it always said there was something wrong and had to go back and re-enter calculations manually. No issues this time.

I have used turbotax online edition for years. This version is annoyingly complicated. Your abandonment of Win 10 seems motivated by profit only. Many of your customers have not up dated to Win 10 and forcing then to update is complicated and unnecessary. My experience really sucked.

Turbo tax did not include Form 1-A for additional deductions for seniors and filed with that mistake. It is impossible to get any help for their mistake without paying them additional $. They force you to use Windows 11 and their online services are incredibly frustrating and at the end of the day, no actual answers or resources to fix the problem they created for me. I have been using Turbo Tax for 20 years and also other intuit products. This will be my last time with any of the products.

Print Preview doesn't allow you to print before filing, No Print instructions other than Talking to CS for 4 hours, then told to Create a PDF then Print from there! Get your Act together! Where is all the talent to correct these issues? Last previous years, TT lost all my inputted info. This year I was incorrectly told you can you use your downloaded Version and the website at the same time if problems occured!

New format makes it difficult to navigate. Deleted my 2024 Turbotax then told me I already had a key so would not even let me reinstall. Deleted last years titles of investments if not filled out immediately. Hopefully I had all the paperwork to repopulate. Demanded three digit code for state license document even though i have a temporary without one. When it said it would assist transfer for new computer sent to general help screen where incorrect assistance was first to be found

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.