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.

Downloading, which I require, TurboTax 2025 for Windows 11, with McAfee present is a cumbersome disaster. Much on-phone work with Intuit was necessary to even install the program. Intuit needs much more technical coordination of impending issues when operating systems changes are required.

Great for federal and state but oh my. If there is a city involved and you commute in and out of the city Turbo Tax prevents efiling of federal and state. This sucks as Turbo Tax won't take the correct numbers as it thinks something different than my reality.

It was alright until the audit check. I downloaded the investment information directly from my investment firms. During the audit check, before filing, I had to enter made-up information into fields that otherwise had no auto-filled information. Otherwise, I could not get out of the audit loop. Very annoying and inaccurate.

Normally, I do my Turbo Tax on a Mac but this year my Mac wouldn't accept the O/S update to 14 so I transitioned to my Dell laptop. Not sure if that made a difference, but this year was definitely more difficult than previous years. It didn't ask me about my Social Security so when I was done with the income section, I tried to go back into it but the program wouldn't allow it. I had to wait until I got to the final review and then go back and add it. I tried to use your online help feature but the comments in there were years old. Several other instances caused wasted time as the program seemed to jump around and go back to previous sections. All in all I was disappointed with the functioning of the program and whether or not that had to do with Dell version or not, I guess only you can answer. I still appreciate Turbo Tax but will probably update my Mac for next year. Also when I tried to print the final forms, all it would let me do was create a PDF. Couldn't just hit the print button and get a copy.

OVERALL EXPERIENCE VERY GOOD. WHEN TRYING TO USE CREDIT CARD TO PAY TO EFILE STATE RETURN, THE DROPDOWN BUTTON FOR THE MONYH OF MY CARD EXPIRATION DATE PLACED THE 10 0VER THE BQCK BUTTON TO THE INFO WAS NO ADDED TO THE FORM. i HAD TO USE A DIFFERENT CARD WITH A JANUARY EXPIRATION DATE TO ENTER THE INFORMATION

I have used Turbotax on my desktop Mac for almost two decades. This year Intuit tried really hard to get me to do it “online”, but I'd rather not have all this information stored in their servers forever. The number of financial firms who have been hacked is extensive. yes, there are laws and information distributions, and payment for identity theft recovery costs, but no-one ever seems to get put out of business and until they do there will be thefts.

I have used Turbo Tax for almost 15 years and have enjoyed how user friendly it is for me, someone who is neither tax nor computer savvy. There have rarely been hoops to jump through that I couldn't navigate. But the big one this year was asking for an amount in box 16a for the 1099-Rs I was filing when the 1099-Rs had no box 16a and box 16 was blank. Thank goodness for AI giving me an acceptable solution or I don't know how I would have been able to file. In the future I hope Turbo Tax won't have glitches like this for people like myself.

There used to be a table that you could use to calculate the value of items donated to a charity. This year I could not find a table. The only option I found gave values only. Very, Very difficult to use. You could not search by the simple word "dresses". The options in this search section were very limited and did not include all of the individual type of items donated. Using this search and finding any kind of value cost took an extremely long time to use and then were not able to find the information needed.

Have used Turbo Tax for years and getting better at using it as time goes by. It's an excellent product and makes preparing my taxes easier. I especially appreciate the ability to carry over information from prior years taxes which saves a lot of time.