I called TT customer service to help me with not being able to enter my1099-B data manually. After a half hour on the phone, he could not help me until he finally said close and restart TT ... and this resolved the issue. But I had to restart TT for every 1099-B I wanted to add (for my Mac version)! And I've run into software issues with the Mac version before (for previous years). I've never had any issues with the Windows version. I don't think Intuit spends as much effort on the Mac version to make it run correctly as they do for their Windows version to make it bug free.

I have used turbo tax for many years and have been completely satisfied. All exceptions in my data this year result from Charles Schwab downloaded info. I cannot manually reconstruct the data Schwab has provided me. Either their systems are flawed or turbo tax is substandard (who would you pick). Exceptions noted present zero or otherwise minimal monetary changes to taxable results. I have already spent 50 hours attempting to rectify. Turbotax will not allow me to electronically file as is.

I have been using Turbo Tax for several years and I am pretty happy with it. I like the features which allows one to scan W-2's and quickly import all information into the return. I also like the feature that allows me to import all my tax documents from my brokerage firms, simplifying the filing process. This year I purchase the live tax advice and I am pretty ha[ppy with it. Once I requested advice while preparing my return, I got a phone call in a fairly reasonable amount of time. Overall, pretty satisfied would Turbo Tax and would recommend it to others.

The interface was execrable. I've been using TurboTax for almost three decades. Until this year, the software has been straightforward and easy to use with no issues. This year, I encountered multiple instances where TurboTax led me into software "roach motels" -- situations where I couldn't continue unless I entered a dummy value (after laboriously checking elsewhere to determine that the value didn't actually affect any calculations or the validity of my return). The final insult was the $40 processing fee related to refunds--I finally figured out (again by going to other sources) that it wasn't going to be applicable in my case, but would never have guessed it from the way the charge was described in the TT software. I'm guessing that you used an AI application to design things this year and didn't do sufficient human testing to verify usability. I plan to investigate other tax software next year. You need to fire someone.

The 2025 desktop version is poorly done, made useless changes to the pages for data entry that made it harder to enter, such as Form 1099R's. On top of that, it lists all 1099R's only by the first given entry name, even though I have three seperate/different forms to report (from Fidelity Investments, given as "National Financial Services"), so when TurboTax does an error check and says it needs to be corrected, I don't know which of the three it is talking about!! Also, the import function didn't operate properly, as these 1099Rs should all have been imported when I imported my records from Fidelity, as well as other financial institutions, I had to add them all manually!

Terribly difficult to use. Impossible to use charitable donations (non-money) this year. Last year it was so easy to have non-cash items cost estimated and entered. Impossible to save. I continually lost my saved forms and had to start from beginning. So frustrating.

I had trouble importing from my brokerage firm Wells Fargo. I engaged an expert that told me that I might have to input my data manually. I waited a week and tried again. This time I could not import a 1099B without upgrading to Premier. After the upgrade, everything seemed to run fine. I have been using the product for about 20 years I think perhaps more.

What would be a nice addition is a feature for importing things like a .csv file or an Excel file for areas where were may be a lot of entries like donated items, etc. Also there were several imports from institutions that it then still asked me all kinds of questions on. That's why buy the product and do the import, so IT can handle that from. Not so I can spend hours searching through PDF files of the data it supposedly already imported.

So the Mac version of Premiere seems to cover all the basesSo the Mack version of premiere seems to cover all the bases forSo the Mac version of premier seems to cover all the bases for our particular tax situation. It ensures you cover all the bases and don't skip anythingIt ensures you cover all the bases and don't skip anything that youIt ensures you cover all the bases and don't skip anything that you should.

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.