Guidance is poor, hence accuracy is equally poor, as respects RMD when you have multiple 1099-R (s) and you need to take additional dollars from one payer to make up for the shortfall in another payer. As a result of TT calculations not recognizing that I actually did take all the RMD, a 10% tax penalty was accessed. So, I am still trying to figure out what I need to input to correct the total amount, thus eliminating the penalty.

FORM 6262 PART 3 LINE 19 NEEDS TO BE UPDATED TO ALLOW FOR CORRECT GROSS PROFIT % LESS THAN 1. I NEEDED TO USE OVERIDE TO PUT IN 0,9664 AS MY PROFIT % BUT THE SOFTWARE DEFAULTS TO 1. THIS MADE THE CALCULATION ON LINE 24 INCORRECT. AND CAUSES MY CAPITAL GAINS TO BE MORE THAN IT SHOULD BE. I WAS NOT ALLOWED TO E-FILE WITH THE OVERIDE FOR CORRECT AMOUNT ON LINE 24. IT DID ALLOW FOR ME TO PUT THE OVERIDE CORRECT AMOUNT ON SCHEDULE D- HOPE IT IS STILL ACCEPTED BY IRS ALSO SOME FORMS THAT HAD DROP DOWN BOXES FOR THE STATES DID NOT HAVE THE STATE OF WASHINGTON. (WA) ON THEM.

Had to "fudge" my return by entering amounts in form 1099-R Box 16 "State Distribution" for forms that were received with that box blank. For NY State return, TT stated State Tax withheld cannot be greater than Gross Distribution or State Distribution. As Gross Distribution is always greater than State Tax withheld, TT should compare State Tax Withheld to Gross Distribution for acceptance.

I've used Turbo Tax for well over 20 years and this year was awful. First, too many superfluous questions and comments regarding upselling me. Second, I was asked questions regarding my 1099's that I could not answer (and had never been asked in years past) was not on the 1099 itself. Third, during the review part of my return, I kept having to fill out missing information and did --- I CORRECTED ABOUT 5 TIMES. It would not e-file my return. I had to go back and reenter stuff that was already there before my taxes could be e-filed.

I appreciate that TurboTax gives insight into the information provided the previous year as it helps me identify the items to focus on as the information I have to enter is pretty consistent from year-to-year. One area I'd like to see improvement is for the add-ons that come at additional cost. It's frustrating to have to go through checkout multiple times. Rather, it'd be nice to combine all of the items I'm interested in purchasing into a single transaction but also provide an itemized receipt as what's available when I click Print today only shows the price and no additional information unless I go to the email that comes later.

Overall, Turbotax is an outstanding product. I always have Turbotax guide me through every question so that I don't miss anything. When finished, I am confident that my return is complete and accurate. My only complaint is this: I must take an RMD from my IRA. During the year, I use QCD's to support my charities. Turbotax does not specifically ask about QCD's. To enter QCD's you need to check a box among many other boxes and the description that follows that box does not use the word "QCD". I had to use Help to find out where to key in my QCD's.

I've used turbo tax online for the past 10 years, but this year, I believe I will go elsewhere as this "download" is NOT available to use online %26 the online rates have become ludicrious - "in person rates" for doing the work yourself online. This SHOULD BE an e-mailed "code" that can be used "online" so you don't have to have space taken up on your harddrive AND so you can log into the intuit - turbo tax online account to retrieve your taxes in the future. @samsclub - make this a redeamable code to use online vs a downloadable program to your computer to INCLUDE electronic filing of federal %26 state returns %26 audit defense. I gave a 3 star due to turbo tax being a great tax program (5 star) but 1 star due to the downloadable email code (previously a CD) AND all the "extra fees" for audit defense, electronic filing, etc.

I waited after having my State of Wisconsin efile rejected until February 13th after the updates to the State were uploaded and resubmitted them only to have them again rejected. I just resubmitted them again and fully expect another rejection which will force me to mail them in after paying $25 for the ability to efile them. Very disappointed, and I would expect to be reimbursed

Used web version of turbo tax last year(2024). Used local install (windows) version for filing 2025. I switched back to the local install because the web version was full of bait and switch pricing. And other lame issues. No useful documents could be found on Intuits website/portal/account (my account) for tax year 2024. Zero. Long story short I now have to mail both federal and state instead of E file. Is the dev team for the web version of turbo tax still run by a bunch of fourth graders?

I've been using Turbo Tax almost since the beginning of Turbo Tax, and no I'm not a tax person. Just an everyday individual. Each year it becomes so much easier than the last. Thank you for helping to keep my sanity during this stressful time of the year. Your explanations are clear and concise, and I'd recommend Turbo Tax to anyone.