Turbo tax does not download stock information easily. The forms are no longer easy to follow. I ultimately entered the stock info manually. Also the payment information form is so large it is not easy to press the enter key to get to enter the credit card information.

Too many questions. For example, I know I want the standard deduction but I can't just select that as an option. For other categories I have to endure a long list of questions just to select one option. Maybe you could combine related questions and ask about the block, giving the option to skip or select at a higher level.

My experience went as it always has for the past 30+ years until I transmitted my return electronically and it was rejected by the IRS. The reason came back that my wife's AGI in the return did not match the one in the IRS database. It matched my AGI which also matched the AGI in our 2024 return. I have tried several times with no avail. Turbo Tax Help states that I can just mail my tax return. I buy Turbo Tax to file electronically. Mailing it in is not what was advertised for Turbo Tax Deluxe edition as a main feature.

Dude, how many add ons are you going to stop me for? You stopped me AFTER my taxes were filed to ask me if I wanted to sign up for another money pit. This was after I submitted a complaint about you pushing me to the online filing site where I would lose a $10 credit in the small print.

Generally ok, but two continuing issues; 1) I use Turbo Tax because I don't keep up on tax law changes. For the State return, it invariably says to enter something "if your state allows it". That's why I purchase tax software, to answer those questions. 2) If you start a return and indicate you want to use the one free state return but don't complete the return until sometime later, it doesn't remember that and I get the charge.

I have used TurboTax - Desktop for any years, but this year I tried using Online version. I didn't like the Online version as well because I couldn't see the Forms as I was filling them out. All I had was the questions so I wasn't sure where the information was being added to the forms. It made it more difficult for me to do our self-employment sections - Schedule C. I finished with Desktop version because it looked like I couldn't get my refund deposited into my bank account directly. TurboTax has my complete confidence however because I know it is very accurate.

This year was a breeze to install and set up. In years past the download process was very aggravating so this is plus. Keep it up. My return is simple and for convenience I e-file my state return but I think $25.00 is outrageous for this service and I nearly elected just to print and mail it in.

Always helpful using Turbo Tax, except this year I had to upgrade my laptop as I was running on Windows 10. It is a welcome change, but delayed me filing my return a tad. Other than that, Turbo Tax is always super simple to use and a great tool to know my taxes are filed professionally and securely.

Overall, TurboTax was functional for me, though not always easy to use. Switching between Q&A and forms is awkward, without any link or drill from Q&A to the underlying forms and vice versa. The handling of active, materal participation in a vacation home rental business requires forcibly defeating the data entry process and putting in pro-rata amounts as if they were 100% amounts for rental expenses, because the program doesn't understand active, material participation by other than a real estate professional.

TTax used to be fun and easy to use. It is now much more difficult. Many more questions are asked about topics I know nothing about. I was asked if some assets are "digital assets". Heck, I don't know how or where my financial institution invests all of money.