It's a pretty good product. I've been using it for many years. The only reason I don't give it five stars is because I wish TurboTax had a message center where I could ask questions through the message center or email instead of having to take time out of my work day to place a phone call. I don't have time for that. Messaging or email would be much more convenient.

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.

For the in-line tax entry, you have options to compute estimated taxes for 2026. Unfortunately, at that point in the process, the information is not available if I use the 2025 as a guide. So, I will return to that portion after finishing a first cut of the 2025 forms. I think the estimated tax computation should be available after the 2024 is done. Also, some widows for entry of dividend, interest info do not have the name of the current institution being currently done. Adding that may help.

I enjoy using TurboTax! The layout is very easy to understand and navigate. The offers to upgrade to different services throughout the process don't feel over-pushy and sound useful for the ideal customer. Nice to be able to go back and forth and confirm you're comfortable with all the information you've inputted without bothering a tax prep person. Makes you feel confident you've filled your forms out correctly!

After I imported from Charles Schwab with multiple accounts, I selected the missing one ONLY to download. It wiped out the already ones which were downloaded earlier even they were updated. Should there be better interface for a user to control what ones to keep or reloaded.

I am not happy with this version of Turbo Tax. I feel it has tried to force me to use the online interface. The option to request a check upon e-file isn't there? I really didn't want to let the IRS into my bank accounts. If this company doesn't stop trying to force the online option and tax experts on me then I will be going back to filing on paper or use a different software that is not trying to control me. Oh, and the Windows 11 only option was really not a smart choice. Looks like, your company got the "invasive Microsoft's concept" about controlling everything that gets near the software which is out of control.

Your software needs a refresh. There are too many times when forms are labeled untitled and included when not needing to be completed. also, qualified business income and deductions needs to be cleaned up. since a person's name appear in the name for the business it gets really hard and nearly impossible to know which business is under the drop down options of NAME NAME NAME or NAME. all being identical!

MA tax filing continually kicking out an error and refusing to file the form, tho it is correct. The error occurs as a final step, after you have paid to file electronically, and you can only file manually. Searching for help finds the same error with pension payments occurring for many years

Lost most of my information sometime after a save. Re-entered it. Things that used to be included in the version I bought now require an upgrade for more $$$$$. Can't remember bank account information between Federal and State Versions. Buggy imports from my financial institutions required manually reviewing and correcting line after line. Never prompted me for my IP PIN even though I have used one for years with Turbo Tax.

I had just about finished my Federal return when the program locked up. I waited for the spinning wheel to stop but it just did not. I had to force quit the program and all of my data was lost. I would recommend that for the desktop version that Turbo Tax would put a BOLD reminder to save the progress as you go along. Even better would be to auto save every few minutes.