Filled out two returns. Other than transferring in from 2024, no problems on the first as I never made an error. The second one I did not answer correctly on RMD or on WI rent paid without heat. Took hours to correct RMD info and now showing up as pension instead of RMD. The WI $300 credit does not show up on return. So here I go again, trying to fix myself.

After finishing the federal and state returns i tried to file and ent through the steps first fo federal and then the state. all my data seemed to be accepted for federal and then I went to the state filing process. I went to the link for South Carolina which took me to a State website to make the payment and I did and received a receipt. However, I could not get back into turbo tax to see if the returns were filed. They weren't. I had to use the page where you file federal alone. Then I had to go to state and chose that I would mail a check with a voucher. That worked and the returns have bee accepted.

As to accuracy, fed & state returns are similar to previous years'. Guidance is generally good; entering modest income from royalties as academic author requires very close attention, and I am not at all aware of all the information Schdl C requires, but T'Tax seems to handle it OK.

For the most part OK and easy to use for Federal. The State form (CA) experience was buggy and annoying - some screens (e.g. healthcare expenses) direct you back to the Federal form but then there was no way to see that screen again or find out what was done with the information entered (as far as I can tell, never used). The biggest annoyance was at the end. There is no longer an option to print a state return - just "efile now or later"..After efiling the federal return it does NOT proceed to print or file the state. I had to save the state form as a PDF then print from there. And, luckily I reviewed the form before mailing - TurboTax did NOT populate the bank routing/account numbers for the refund. Sloppy and annoying.

I have obtained a 6 digit PIN from IRS+ID.ME, however, the version of Turbo Tax only allows for a 5 digit pin. I used the PIN from last year and my return was rejected. Turbo Tax is trying to force/push us into paying for the other versions. I'll just file directly from the IRS website or take it to an accountant.

The import process didn't work correctly in populating the RMD from one of our brokerage accounts requiring our key entry of information across multiple funds for the both of us. The way we discovered ti error was that the federal tax owed amount was far beyond reasonable.

I have used TurboTax for many years. This year I experienced several issues. (1) Changes to the input of interest and dividends is confusing and forces the user to add back payers that have been used in previous years. (2) TurboTax made a mistake in the calculation of my Oklahoma tax that had to be corrected manually. (3) The input functionality from financial institutions did not work and 1099 data had to be entered manually.

1. Synchronize the font size among all modules. 2. Synchronize all dialog boxes. 3. If there is not that much of selections (i.e. 1099-???), contain them in a single page that Users do not need to scroll down. 4. Missing the Senior bonus deduction from the Big & Beautiful Bill.

Having used TurboTax for years, I can say that the program has improved in accuracy, features, and guidance over time. I prefer to do my own taxes and TurboTax allows me to do so rather than paying someone to fill in the forms after I have already had to do all of the legwork. Step-by-step guidance with the option to toggle between forms and the step-by-step is helpful, especially since I now have to go to forms to add supporting documents (I used to be able to do that in step-by-step by right-clicking on the relevant box). Additional help pop-ups are helpful as well.

Used to be better. This year I had several issues: 1. I kept getting an error on final check, but it wouldn't take me to the form necessary to fix it, nor was the error helpful. 2. Tried to use the help to find out about my car excise tax, but the help didn't actually provide any useful information. 3. There was information on the federal form (re: donations of goods vs cash) that was not transferred to the state return.