Was extremely difficult to transmit e-files, as the program kept telling me to change items, and when changed, told me to change them back. For some reason, which I don't know why, EVENTUALLY, the returns got e-filed! Spent (and wasted) a lot of time because this was happening.

The interview process is unreliable; e.g., we had to check many times to see if what we had entered in the interview actually held, because after we had saved and closed Turbo and then returned to it we found many times that we had to repeat our entries. There were other inconsistencies, such as: 1) Turbo asking us for in-put on a (mystery) Canadian retirement plan which we not indicated we had; and one of the tax summaries having data which was inconsistent with the correct data. We wonder if Turbo had gone over board with AI; and was getting back hallucinations.

turboTax is widely considered an excellent, user-friendly option for filing taxes, particularly for its intuitive, step-by-step guidance, high accuracy, and strong mobile app capabilities. It is highly effective for both simple and complex tax situations, including self-employment. However, it is generally more expensive than competitors, with many users noting aggressive upselling

I have used TurboTax Desktop for many years and have always found it to be excellent--5 stars. This year was different. One of my 1099-Rs had an amount in box 2a that was less than the amount in box 2. The lesser amount was also included in box 16 (State distribution). This form is no different than all past forms since I have been retired and yet Turbo Tax would not accept this number as correct and kept calling it an error. I tried to correct this supposed error multiple times but still kept getting an error notice for the amount listed in box 2a. I finally just ignored the error notice and submitted my return with the correct numbers from my 1099-R.

I kept getting a software error when trying to enter one of the forms. Needed to reach a live person for help, but Turbo Tax made that quite difficult to do. After I finally found the customer service number, the AI prompt doesn't transfer me to live person and kept saying it doesn't understand my answer to its question. Once I get a live person to help, we spent close to two hours on the phone to work around that software error, but ultimately fixed my issue though.

You need to allow an override of "issues" for efiling. Last year I reported that having two EIN entries with the same number sometimes happens with home care work (both parents) but your software doesn't allow efiling with this situation. NOT FIXED!! I will need to print return again to file.

Previous year TurboTax offered features that would assist in doing deductions as related to household goods, clothing, and other miscellaneous donations not specific to cash. Additionally, the accuracy of some questions and detail guidance could be enhanced, specifically when it comes to mortgages and refinance.

Didn't catch the error of me incorrectly checking boxes for ss income as that I lived outside the country. Funny that the IRS caught that error and TT didn't. My mistake but come on, my original info. indicated that I only lived in the USA, not some other country, ever. I would have thought that TT would have had a qualifying question regarding that issue as it greatly affected my return, instead of getting over $9000 back, I got less than $1600 because I did have to pay taxes on 85% of my SS income. Greatly disappointed in TT this year, this little error of inadvertently checking those boxes as yes instead of no has caused me many many hours of extra work to pursue it with the IRS in getting a transcript and copy of the corrected return to figure out why such a difference in my refund amount. A simple mistake that could have been avoided by TT asking are you sure you lived outside the USA as this is highly unusual, or something similar. Disappointed in TT.

It always works really well. Use it every year. Problem i have this year is the direct deposit requirement. It did not tell\force me that it required banking information now. i always just got a printed check. I got a notice last week from IRS i have 30 days to update my direct deposit info. UGH. I created an ID.ME account, its taken a week and they still have not approved it. i am stuck. I am in the hopper but had i know i would have made sure to put the banking info in ahead of time.

The font of turbo tax is too small / light. Should be a bolded font and larger. instructions for reporting foreign tax paid, dividends, interest and foreign income is weak and non helpful. Suggest automatic handling of fidelity downloads for foreign income and taxes paid.