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.

I didn't care for the format changes made this year, as I was used to the previous format and the new step-through entry process kept making me feel that I missing things. Found myself going back to recheck entries. Also import from my e*Trade account never worked as I have a 2-step verification and it kept telling me that info returned from the institution said that I was entering incorrect login/password info. I was able to log in via my cell, so I knew that my entries were accurate.

BAC / TurboTax (Intuit): The interface between Merrill and INTU failed during importing data from Merrill into TurboTax. After brief time, TurboTax displayed message saying the data import failed try later. I retried many times; created new TurboTax files again but still failed. Eventually, I entered the Merrill data by hand. Not only was the manual process tedious but the chance of error was greatly increased. Note: TurboTax was able to import data from Merrill Edge successfully. Note: Each attempt to import data from Merrill, I received email from Merrill, “We received your consent to share your account info with Intuit”.

Filing was easy. I had some apprehension that things would get complicated when I discovered that because had not included a required K-1 in my original return (received it too late). TurboTax made filing an amended return just as easy as the original. Wouldn't use anything else!

I did my taxes with the new online version but I reverted back to the old App version for my kids. It took me over 4 hours to complete my taxes and about the same for my son. we had issues with TurboTax adding 2 1116 forms due to a foreign tax credit and carryover from previous years. I deleted both and tried to add one back with both but the form online looks very different to what we printed in prior years so couldn't reconcile where various figures should be entered. I will just give up the benefit (354 + 14.40) since my son is a minor and doesn't pay taxes yet. Also, to have to go in and adjust every sale of GLD and SLV due to sales for fees to cover management expenses. I had over 4 hours into doing the taxes of a teenager that made under $4000 so at some point I had to stop the time attempting. I am very analytical and don't like failing to figure things out, so congratulations on getting me to give up.

Tax returns for my wife and I are relatively simple - just pensions, social security, stocks, dividends, and interest. TurboTax was very good about guiding me through the various topics and downloading the pertinent information from my broker. I did have a question about the home energy tax credit because I had purchased energy efficient sliding glass doors, and TurboTax's explanation about qualifying for the credit were sufficient for me to determine that I did not qualify for the credit. Unfortunately, I did not ask the vendor or manufacturer whether the doors were Energy Star-rated, so that meant that I did not qualify for the credit.

I have used TurboTax for over 25 years and am disappointed in limitations in the current software including: 1) No ability to "search" your current return. 2) No "in program" help (must now go to online help or chat) 3) Fewer topic help "balloons" within Q&A program Unless corrections are made I will be searching for a more user friendly tax program to switch to.

Questions asked to make it easy to complete tax return. Various Help options are always available for unique situations. I import from Quicken which sometimes duplicates data like charitable contributions, which is easily rectified. I have been using Turbo tax Premier for many years. Never had an issue with Federal returns.

The estimated tax section for federal taxes could be GREATLY improved by making it like the NC estimated tax section, which shows the $ values from last year, so you KNOW what where data was entered, and can enter the same $ value, plus any expected changes. I could find NO WHERE to put my social security earnings. My ROTH Conversions went buried under other income, which I could not find without asking help. Please...make this simplier.

I love Turbotax. I have used it for over 25 years. I continue to hate your website, and I have reported this every year but it's still horrible. Why can't you just have a menu item to go directly to the program for download. I know you want to keep pushing paid services but there are people who know how to-do taxes without needing help. PLEASE make your website more user friendly. Other than that comment, i would give you 5 stars. One more thing, charge to file state is a bit excessive.