This yrs turbo tax NOT as user friendly. For some reason I had to go into investments 1099-xxx and manually select and/or enter data. AL state tax same way. In the past yrs - (decades) TurboTax would guide me thru almost painlessly, this year NO SO.

TurboTax is getting worse and worse each year. It dropped ItsDeductible and has never fixed the issues surrounding Form 1116. It seems to get harder and harder to navigate and find actually what is happening behind the curtain with the tax forms. Being retired, my taxes should be getting easier, but that is not the case with investments, which are getting harder and difficult to decipher with TurboTax. Obviously, some of this is due to the difficultly of the US Tax system, but that is also the whole point of a tax software. I may have to start looking around for other providers.

Federal is fine. Arizona is not. (1) Filing for a deceased person, but the form doesn't give place for preparer; rather, it populates "self-prepared." And it shows occupation as "retired" when in fact the person is deceased. (2) Also, AZ form lines 29a and 29b are exclusions that the TurboTax program doesn't allow for. TurboTax requires me to include those line items in a separate form for other adjustments, where the AZ form does not call for that. (3) Also, the new enhanced senior deduction of $6000 is added into that "other adjustments" total, but is not reflected in a separate line item, so it looks like I am simply adding $6000 with no justification. VERY disappointed with AZ turbotax

I wanted to use the online version for the first time this year (free filing of State return). I didn't because it doesn't include the "forms" method of entry. If you have just a little knowledge of taxes, entering exactly what arrives on each form is a piece of cake. No worthless wandering through a zillion questions unrelated to your own circumstances. It was well worth my $20 to do my return on my desktop and use "forms."

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 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!

Did not use the expert to answer questions feature. It is another expense for people who cannot afford to keep paying for additional things that should already be included in the program for free. That is why most people would prefer to have someone else do it for them.

During the TurboTax powerup process, it went to update TurboTax and then while downloading updates ran into an error and went into the TurboTax application without any warning. When we finished and got ready to send the tax forms, TurboTax informed us that we had to update TurboTax before it could transmit the tax forms. We got out of TurboTax and re-startd it and it immediately went into a 45-minute update process of TurboTax. When it finished, it allowed us to transmit the tax forms. Pretty cool!!

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.

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.