I bought Turbo tax out right I wanted it on my PC, it was very difficult to download and to avoid any of the other options, I'd make easy to buy the software and get it on the filers PC The person that helped me download the software was very competent and patience

I always find Turbo Tax easy to use and follow. I rely on Turbo Tax step by step guidance giving me the confidence to follow all necessary steps needed for a good return. Furthermore, there are Online advice, if needed or the Help questions. Turbo Tax is the way to go..

I have used turbo tax for many years and have been completely satisfied. All exceptions in my data this year result from Charles Schwab downloaded info. I cannot manually reconstruct the data Schwab has provided me. Either their systems are flawed or turbo tax is substandard (who would you pick). Exceptions noted present zero or otherwise minimal monetary changes to taxable results. I have already spent 50 hours attempting to rectify. Turbotax will not allow me to electronically file as is.

I have always liked Turbo Tax but this year they got sneaky and I was considering switching. I have windows 10 and like to do my taxes with the desktop version and not online. I also don't want to upgrade just yet. This years desktop version only works with Windows 11 which is a huge inconvenience. Why??

When i was preparing the VA state form, TurboTax indicates it will automatically optimize the spouse tax adjustment. When I did the final review, I noticed that TurboTax did NOT do it. It only gave me $179 adjustment instead of the maximum of $279. I had to manually made the adjustment by myself. Also, the program is getting so cumbersome it is taking much longer than necessary to complete the return.

The program crashed and I lost all my data near the end of completing the return; had to re-enter everything a second time. Called technical support and, other than wasting another hour on the phone, nothing was accomplished except for increased frustration.

RMD inputs and guidelines are vague and poorly explained. More specific instructions could include dates relative to inputs. Also could include explanations relative to distributions on 1099-R and how the IRS obtains total RMD numbers when only a single IRA is used to satisfy RMD of multiple IRA accounts.

Turbotax has been a good resource over 20 years of using it. I may continue to use it if Intuit fixes the credit card entry bug that does not allow me to pay for e-File for my state return (requires instead to pay add'l $40 to pay out my Federal return). This is a big dissatisfier to me since I now have to print and mail my state return to avoid paying additional fees. All because I cannot get the desktop software to allow me to choose the correct credit card expiration month to allow e-file of my state return.

1. Forced to use Win11, even with a fully patched and updated version of Win10 2. Print driver for Win11 sucks. No option for double-sided printing 3. After TRIPLE checking my returns, at the very end when I am submitting the return, then it finds THREE real mistakes.

My tax situation is NOT very complicated, yet TurboTax makes it feel VERY COMPLICATED. Here are some of my complaints: - many of the "errors" or "problems" it flags leave you hanging and guessing what to do next (thank goodness for ChatGPT which has been a huge help this year). - Intuit has STILL NOT FIXED the ridiculous treatment of 1099-Q distributions when expenses have been paid - Jumping to a form to fix a problem, you often cannot replace values, and TT doesn't point you to where you can change the value. Then, after you're done, you have no clear way of returning to "where you were" before needing to pull up the form. - All these problems manifest themselves especially under "SMART CHECK" and "Final Forms Reviews" - Then, doing my Virginia state income taxes, TT acts like it has never seen my prior year state tax return. It asks "Did you file a Virginia state return last year?" Well duh - yes - and you have the data loaded! - Then, doing my Virginia state income taxes, TT ASKS ME TO TYPE IN LAST YEAR'S TAX DATA!?!?!? AGI, Deductions, Tax Due, etc. ...OMG just shoot me. BOTTOM LINE: I spend a lot more time trying to figure out what data to put where and dealing with Turbo Tax quirkiness than I should have to.