As usual the program was pretty easy to work, the step-by-step process was a bit more cumbersome, not sure why it a changed from the 2024 version. Most of the questions I had were not answered with useful information and I had to search on the web for clearer responses, the main problem seemed to be the "suggested topics," it seldom took me to the actual answer to a question.

I bought the desktop version and was offered free filing for my State form if I tried th online version. I started online verson but couldn't find my way through it and went back to the desktop version. I really though it would transfer the information I had already entered.! BUT NO. I ended up completing my tax forms twice and no free State filing!

It takes entirely too long to update. I am running very high internet speed and a modern computer. It should take that long to update software. I think Turbotax knows that there is a issue because it puts comments while updating like "we know it is taking a little longer than usual".

TurboTax Premier should offer more detailed advice on topics such as how to determine RMDs, whether RMDs are even required for defined-benefit pensions, how to deal with the foreign dividend tax, etc. Also, it would help a lot to include an introductory set of questions about whether the hassle of itemizing deductions is worth it. This would have saved me a couple of hours of data entry this year and last. And I live in a state with no income tax, so all of that is a waste of time.

Overall, Turbotax is easy to use and is my annual go-to software for filing my tax return. However, I give it only 4 stars because I believe it can do a better job on Form 8606. The way the prompts are designed creates inaccuracies, specifically as it relates to tracking prior year basis in a traditional IRA, which then causes a filing error and makes it harder in subsequent years when you do a Roth IRA conversion.

I had to call twice, and the in-person help was excellent both John and Elliot helped me solve my problems. Finding out how to call was extremely difficult. One was a software error that occurred during download. The other was trying to navigate back to change how I wanted to apply my refund, part to next year's taxes. It should not have been that hard to figure out. The AI help is 100% WORTHLESS!

Not very user friendly. There should be additional guidance or an explanation on each page. Biggest complaint is when filing in multiple states. I have a rental in another state. I had to keep switching back and forth from the federal return to the other state return so I could manually input information on the state return that was already included on the federal return.

I had trouble at the very end when it required a final version update which disallowed my return submittal. I did not realize this until a number of weeks later when my credit card tax payment or my tax refund could be verified. Fortunately, this was before tax deadline.

An underwhelming product for the price. Tax software that does not support some required tax forms? That's your whole job! TurboTax doesn't support Form 7217 at this time. It also meant that I had to print the form from the IRS website and fill it out manually, Because of that I also couldn't e-file and had to print both federal and state forms and pay for mailing them. Too many questions in some sections. Unclear questions with little or no help in others. Navigation was not great. No progress status meter to know how far along you are. Audit defense software sign-up form was too big for my screen. You could not see the submit button and thus it was nearly impossible to submit it.

I AM CONFIDENT THAT MY TAXES HAVE BEEN CALCULATED CORRECTLY THIS TIME. I WAS ABLE TO VERIFY THE CALCULATIONS BY SWITCHING FROM THE LEAD ME TO THE FORMS PAGES. I WISH THAT THEY WOULD HAVE A LINK THAT WOULD GO DIRECTLY TO THE IRS INFORMATION AND INSTRUCTIONS FOR BOTH FED AND STATE TO INCLUDE A LINK WHERE THE VALUES CAME FROM ONE FORM TO ANOTHER. I REALLY DO NOT LIKE DOING TAXES AND THIS MADE IT EASY. WORKING FROM MY SPREADSHEET TO TURBOTAX WAS SEEMLESS. THERE WERE NO INTERFACE PROBLEMS AND THE UPDATES BEING LOADED BEFORE WORKING ON THE RETURN NEVER FAILED. COMPATIBILITY GOOD.