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 think it's the best general public tax prep software available. However, purchasing the annual Turbo tax product now and for some time has required that I use my Intiut password. Since I used TurboTax for many years, the need to use an Intuit password when that presented itself posed an insurmountable challenge since I never had one and the 'forgot your password' function is circular. I asked to change it, was not given a chance to do so, and was immediately returned to the login screen and asked to enter my password. HR Block has stolen a march from you because I'm sure that many others have faced the same challenge as I did. Please fix your 'change password.' I'm sure that I speak for many who would appreciate that and use TurboTax again because it really is the better product.

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.

The one thing I really, really need is to be able to calculate my estimated tax payments based upon the previous tax year. As I foresee changes to my tax situation, I need to be able to make the corresponding changes to the previous tax year to be able to calculate how that will change my estimated tax payments fo h current year. It may well be possible, but it is nigh on impossible to figure out how to do it. As well, even if nothing has changed I should be able to quickly find the 1040-ES at any time so as to be able to pay my estimated tax without having saved the forms themselves. That is why I have this "great" software, isn't it?

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.

I have used TurboTax for many years and it is always excellent. The prompts for complete information and to fix errors is an important and excellent part of the process. Even with moderately complex returns, TurboTax deluxe has been excellent, especially with the ability to automatically download from Investment advisory services, the details of multiple investment accounts with many investment transactions. The time that saves is measured in at least 6 to 8 hours of input time.

This year was the worse that I've experienced with Turbo Tax instructions. The 1st state filing should have been free. I ended up paying $25 for both Virginia and Georgia. I will follow up for refund. Overall experience was not well. Maybe I'll pay someone to file next year,

Software started to endlessly loop during the State return. Also, it failed to transmit electronically (error 2). I searched the internet and tried to fix the problem by adjusting my own security settings but nothing worked. So I had to print everything.

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

This was the most bug-ridden version of TTAX I have ever seen. Every time I opened it, it used another activation. Several screens were completely blank, and the investment module seemed to not have been loaded at all. I finally uninstalled and loaded a new clean version (at the cost of another activation) and struggled for 2 more days trying to get it to handle an HSA issue. Looking online, it's apparent there are number of known issues.