Experienced tax preparer. I did use TTax online help screens. I did require screen sharing help via phone assistance just to get TTax Individual Advantage software to download initially. That was frustrating. Phone assistance was 1st Class. I think it was easier in 2024 to import W2s or 1099s. Had to key data in this year.

I have used Turbo Tax for many years with difficulty. This year I have had some gliches after the usual updates that load upon restarting my return. After the update the program would fall back to starting a new return or not start at-all and I would have to start the program by selecting the last save document. The program functioned normally after that action.

Eileen, the tax expert I worked with, was knowledgeable, professional and thorough. She quickly resolved the issue I experienced. It was a question about reporting RMD distribution requirements. She was able to give me the answer that allowed me to complete my return. I highly recommend Eileen as a valuable asset to TurboTax.

I do not like this online download version. I have purchased a disk before and it easier to use. To do this year tax, I bought a laptop specifically to prepare our tax returns and could not use my desktop to do so. In addition, there are too many ads and especially having to fill in this survey before I can file. This requirement is too much. The software could be improved to get more friendly and helpful tips in doing the tax returns. I often get frustrated to have to download or update the software when turning the software ti view tax returns. How many times it need to be updated? If I haven't used Turbo Tax software for more than 30 years, I would search for alternative friendlier ad helpful software, Please cut down you ad to subscribe more of your services as I am not interested to purchase them. It is ridiculous to have us type our experiences while not providing auto corrections of spellings.

I have used Turbotax for 25 some years. For the first time I could not download by state return. Your professional agents spent the hours needed to diagnose the problem, make the corrections needed, and get my PC to working order. All at no extra charge. THANK YOU ALL.

We have used the TurboTax programs for a few years now and we have been absolutely pleased with the accuracy, features, and online assistance if needed. Additionally, the check for errors is a great feature if you missed or inaccurately entered the wrong information.

I'm only annoyed/upset with the estimated state taxes NOT being listed when doing the state return. I hunted thru the state forms several times, then went back to the federal forms looking to see if it was entered there, which I finally saw that it was. I'd appreciate having the estimated state tax field and number shown so it' be a reminder and check that it was done already. Sometimes there isn't time to go end-to-end in getting the federal & state taxes done in a single session. Thank you.

I've used and promoted Turbotax for many years. This is the first time I've been disappointed with it. I spent several hours trying to import my investment information from Schwab and actually contemplated buying another tax software to resolve the issue. I finally found a suggestion on the blog and tried using Edge instead of Chrome as my default browser. Worked the first time. Lack of communication is a poor trait. I hope it does not reoccur.

Did not engage with the experts. The product should ask for the date of a ROTH conversion. No underpayment penalty might occur if done in the fourth quarter. Could not actually let PA determine under payment penalty even though this was identified as an option. Did not have compatibility issues.

I have used Turbotax for last several years without any issues. However, this year my experience in installing the software on my Windows PC was a nightmare. I kept getting error messages asking me to switch user, without giving anymore real info to solve the problem. The few suggestions were useless. After wasting a lot of time, I had to install the software on another PC and it worked.