I use TurboTax because of my investments. Investments illustrates the good and the bad of TurboTax from my point of view. Assuming that TurboTax is correct in choosing to fill out the numerous schedules and worksheets that it does, then that is a good point because I would never have had the patience to do that. On the other hand, in investments as well as other categories, there is no way for me to check on the numbers that TurboTax generates until the return is completed, so I have t have faith that they are correct as I proceed through the data entering phase.

I have a lot of trouble filling in Form 3840 (Like-Kind Exchange). I sold 2 properties, each in exchange for 2 other properties and the online version does not allow me to enter this properly. Due to this Im forced to use the desktop version where I can key in manually

Had an issue when entering the license code - Turbo Tax was reporting it was invalid. The instructions indicate Windows 11 is required. What the instructions don't advise is that ALL system updates also need to be performed. I used the 800 number to contact support and the woman who connected was very patient, walked me through the updates, and stayed on the phone until Turbo Tax was ready for me to start my return. I am very grateful to her.

My return actually went smoothly this year with very little frustration with TurboTax for once. Mostly because I've learned what to watch out for. My only disappointment is that they changed the charitable donation form for donated goods. You have to enter a search query for every item donated instead of there being a nice list where you can enter the quanties. e.g. (4) pair of women's dress pants and it would keep a running total of all of the donations and give you a total value. I had to write the values all down on my list, then add it myself. I will be honest, I still feel like I can't trust TT based on previous experiences, but it seemed to go well this year.

It is extremely frustrating when working on state taxes. There are aways screens where I am asked to enter information from fields on the federal forms. TurboTax has the information yet it is not integrated enough to import this information. Likewise it will ask for information from the previous year's forms that I also created using TurboTax.

Your module on charitable public stock contributions is screwed up. And your module on energy efficient home improvements is also screwed up, which you apparently aren't going to fix until March 6, 2026, so I will have to wait another few weeks for my refund, because you guys don't have your ducks in a row.

I was NOT able to designate a distribution from a traditional IRA to a ROTH conversion . Turbotax erroneously called it an inherited IRA. We were taxed appropriately, but I wonder how TurboTax will remember it next year. Also, I was not able to designate 100% of my refund to pay forward for the next tax year. Once I put one dollar amount in the box, I was NOT able to edit it to a different amount..

This software is very easy to use. I purchased a more expensive version because we have rental property in another state and have gone through extensive renovations which we could not use as a deduction before. This version allowed me to list money spent on my rental property, but I found it difficult to do the same with my primary residence. I renovated three bathrooms in my primary dwelling, but I couldn't find where to list this expense($9000). I also replaced my gutters for $6500 and again I had no easy resolution to deducting this expense. In spite of this problem, I am sure that my regular deduction covered most of this situation.

I like using Turbo Tax it is usually very easy but sometimes there are grey areas and no help available, I tried chat support, community help and FAQ my questions were not there. I called 4 times on 800 number and was very frustrated with the automated assistant questions prior to forwarding me to a specialist. Two of the specialists were very vague and did not answer, the other 2 were absolutely fabulous. Helpful, polite and the reason I gave a better rating.

I have been using TurboTax sense it started (originally call Mac-In-Tax) and have been very happy with the product. However, this year they have been extremely late with their product which did not allow me to use it for early planning and analysis of my tax situation before 2025 year end.