1 - The aggressive upselling for tax advice is very annoying. Ask me once, not repeatedly. 2- I'm lucky enough to live in a state with no state income tax. Turbo tax knows this. Why was I repeatedly harassed about a state return. My experience "Do you want to do a state return? NO! Are you sure you don't want to do a state return? NO! NO! Are you really really sure you don't want to do a state return? NO! NO!! NO!!!!....a few minutes later...We notice you didn't do a state return...are you sure...." What is wrong with you people????

I've been using the TurboTax for so many years, but this year's TurboTax has so many defects or bugs, It's not friendly at all. Lots of pages indicated has Edit, Review, Delete, but there is no button or options to do so. I don't like this at all. When transferred from previous Tax return, some fields are miss matching. When deleted one Student dependent, then the next none student dependent will replace the deleted student dependent. It's so bad. Also took me so many hours to resolve different kinds of issues.

One challenge we had was in importing data from Fidelity. The 1099-R forms were ready before the 1099-Div, 1099-Int and 1099-B for capital gains. When we imported the second set it would knock out the 1099-R so we would have to go re-import that and then fix errors. We had to create a spreadsheet to check which forms stayed and which were knocked out. We have several accounts at Fidelity.

Interview process was not as good as 2024. Summary only show limited info not full form. The auto download added account that was empty even though confirmed 2024 accounts. Download unclear what was downloaded in interest / div section. Adding QCD donations from RMD not clear. To review account as requested had to select manual download.

Completed and filed tax return by e-file using a desktop version. Received a refund. Needed to amend the tax return. Turbo tax is telling me that I have not e-filled the taxes and I have to print it. Cannot get to preview or print the amended state tax return. Some field that may be left "blank", Turbotax is telling me there is an error. There is no enough information how to fill or avoid filling these lines (Schedule C). I would like to see the real form to review, not just questions.

I was able to follow the questions and find and answer with my information. I felt like most of the questions covered all my needs. I would request that your questions be more specific regarding Long Term Care Insurance payments and loss from investments.

I have been using it for many years, I am confident it does its job. You had a happy customer, but don't increase the license fee. I bought Premier copy of Turbotax this year, but it turns out to Deluxe version on my Mac. Support Center cannot find out why..

TurboTax is efficient but needs to be a little more user friendly. Interchanging terms such a refund and overpayment can be confusing. additionally, if you are providing an opportunity to use an online and/or a desktop platform, they need to be seamless. The filing pin for online is 5 numbers, whereas the pin for desktop is 4 numbers. I changed to desktop when I had to verify my identity by confirming my 2024 AGI. This wasn't a problem but gave me pause to consider that there may be other inconsistencies if I continued with the online format. I also received an email that I didn't finish filing my return. I opened the email and noted that it was related to my not completing the online filing process. I completed filing with the desktop format after choosing not to use the online format and have confirmed that my returns were accepted by both State and Federal. However, I did not receive an email to that affect, again assuming that there is not a seamless transition between the two formats.

When I clicked to transmit my federal and state returns (like dropping them in the mailbox) I got a message asking for more information. It took me to the state return (MO-A) indicating the need to fix a couple of entries. The fix was not at all friendly. After a couple of hours or more of trial and error and reviews I returned to the transmit and the retrurns were successfully filed. No explanation of what happened.

The software asked for some extra information right before the last step of e-filing. This should have been done at the review stage/check stage. The software should show an underpayment penalty with an alert or warning, instead of just burying it with tax due.