I was frustrated on several occasions with my Turbo Tax experience this year. I had to call CS because you let me download the software without paying for it, but required an access code to use, that I then had no option to pay to get. I tried the online version first and could not get some screens to resize so I could enter information because the enter button was at the bottom and I couldn't see/access it. I had the feeling that real people did not vet this software before sending out into the world. I will have to decide next year if the trouble I had is worth the satisfaction of doing my taxes myself.

I have used Turbo Tax for many years now. However, this year has been a disappointment. problems with forgetting the IP PIN. now it looks like I have to mail in paper documents. Download from my financial group did not work, requiring a call to your help desk. ( they were helpful) Overall things did not flow well.

Entering the RMD should come before entering the 1099-R information. I had 2 1099-Rs from the same account and I had to redo the entries because the RMD was asked twice and became erroneously doubled. The work-around was to enter zero RMD for the second 1099-R.

I liked it better when I actually had a CD. Would like to be able to back up the return to the TurboTax site for redundancy. I have used TurboTax for decades and feel the software offers less and less. I also feel the state return should be included. I feel like the package is becoming less and less valuable did NOT include all the forms when saving Did NOT provide information on estimated taxes. Had to pay a penalty for under payment even though recieved a large refund.

We were unable to skip the state. When we clicked continue, TurboTax made us select a state. We live in Washington State, which has no income tax. We finished our filing by selecting finish state tax later. We couldn't get rid of Washington State. We bought the 2025 TurboTax Federal & 1-State, so that our son, who lives in Washington State, but works in Oregon, which does have income taxes, could use our TurboTax to complete his Federal & State taxes. If we're forced to buy another state package, since we couldn't skip selecting a state when we filed, that not right! We also struggled with out-of-country out-of-country social security. We had none in the states listed, but were forced to fill out info for Canada or delete, which we deleted. Not well explained either.

First time filing Married filing jointly. Last year both filed Single. On the Federal Worksheet for 2024, it combined our income for our AGI and showed the wrong filing status for 2024. It showed (2) MFJ. When I electronically filed my federal and two (2) states all three (3) were rejected because couldn't correctly identify me because the wrong AGI was populated. Did I do something wrong, or is this an issue with the Turbo Tax program. I would like to be advised of the resolution of this issue. I corrected the error and am now going to re-electronically submit only my federal at this time. Once it is accepted I will re-electronically file both of my states. I've tried several times to go back over the Step-by-Step instructions, but can't find where I populated my AGI for 2024.

Navigation is STILL horrible. If you need to check "continue", you have to scroll to the bottom of the page. Put "continue" at the top! Forms do not save answers, especially if you check "none". When you go back in to review, the box is no longer checked. Printing is terrible. There is no way to print the return without certain pages, like vouchers. This review page is a pain-you have to type very slow or it drops letters! I will be looking at other programs next year!

I have used Turbo Tax for years and have been impressed with how well things are explained and how information is placed in the forms. I'm still not totally comfortable with the online version. I was not able to use my cursor to move around the forms, but needed to either use touch (which did not always work) or tab.

Software is buggy. After many errors it finally froze when I was near the end of my return. I had to use AI to learn how to recover my work, because the application found no saved copy. The help files are missing or just not helpful. This product needs a thorough review for bugs and poor quality help files.

Turbotax covered everything for completing schedule A, but it would be even better if the deduction section had a list of each deduction category. I found that I had to write each section down so I wouldn't include things that should be in another upcoming section.