This is the first time I have used TurboTax. It was a chore, BUT I had a cadre of amazing people helping me throughout my ordeal. I am sold on the ease of use with the caveat "after the first time". The format is simple, straightforward, and if you're well prepared, easy to navigate. I am fully committed to the 2026 program. The internal features are well articulated, and the compatibility with IRS forms is very accurate. I'm glad to have had the experience. It will be repeated.

I do my return as well as my daughters. Turbo tax confuses the states and I lost out on my one free state because it drew from my daughter's return - a state where I don't file. When I go to e-file my returns the list includes the state my daughter lives in and when I go to e-file her returns the list includes the several states I file in. The returns should be maintained completely separately.

Fairly difficult to use, does not import all data from various 1099 forms. Help is often not available or does not address the topic at hand. There is no summary of all data from 1099 forms, so I can't easily compare the data it imported with my 1099 forms. Other things are confusing, like why are estimated state taxes paid entered in a different place than state taxes paid?

I've used TurboTax for decades and this year was disappointed to see it had misleading information about Massachusetts bank interest. It also put dividends from an irrevocable charitable trust into Schedule B without informing me so I had to search around online to find out why there were no numbers in Schedule E. I expected better from TurboTax (I was using the Premier desktop version.)

IT WOULD NOT TRANSFER FROM MY 2024 TURBOTAX RETURN IT WOULD NOT EFILE. UPDATE NEEDED. IT SAYS TO GO TO THE "online menu" FOR UPDATE. BUT GIVE NO CLUE AS TO WHERE THAT MENU IS LOCaTE ONLINE IT CHARGE $15 FOR EFILE OF STATE RETURN, WHICH IT FAILED TO TRANSMIT I AM A 15 YEAR CUSTOMER OF TT

Federal is fine. Arizona is not. (1) Filing for a deceased person, but the form doesn't give place for preparer; rather, it populates "self-prepared." And it shows occupation as "retired" when in fact the person is deceased. (2) Also, AZ form lines 29a and 29b are exclusions that the TurboTax program doesn't allow for. TurboTax requires me to include those line items in a separate form for other adjustments, where the AZ form does not call for that. (3) Also, the new enhanced senior deduction of $6000 is added into that "other adjustments" total, but is not reflected in a separate line item, so it looks like I am simply adding $6000 with no justification. VERY disappointed with AZ turbotax

The tax software is complete. I usually have some difficulty entering the K-1 forms as yhou always force me to make an entry for code AE manually. I always have to search your help section or on-line blogs to find the answer. Would help if this we handled electronically. Also K-1 for Limited partnership is difficult and Turbo Tax only provides limited help. Otherwise I really like the software and how it flows and help make sure all areas are visited.

Entering income was cumbersome requiring 4 steps for each entry including skipping auto obtaining income numbers Could not follow step by step to e-file Fed and State returns - stuck on screens showing NY 2026 payment - estimated tax patmentys were calculated and scheduled properly in State section under Other Forms, Estimated taxes, but would not transfer to NY State File section screens preventing reaching the transmit e-file screen. Called support with problem - theexpert I talked with was great but employed a workaround to e-file the Federal and State returns. For the State return we had to enter undesired options to get to the e-file transmit screen.

the software / program is terrible. The experts were great. I spent over 15 hours on the phone resolving program issues. I want full refund. I have used Turbo Tax for more than 14 years but never again! Turbo tax should pay me over $1,500 for the time I had to waste due to program issues!

No, I am not engaged to any of your Live TurboTax experts, although I'm sure that they are all wonderful individuals and I just realized the question was - DID, I engage a Live TurboTax expert? No, but I'm still sure that they are all wonderful people.