I always find Turbo Tax easy to use and follow. I rely on Turbo Tax step by step guidance giving me the confidence to follow all necessary steps needed for a good return. Furthermore, there are Online advice, if needed or the Help questions. Turbo Tax is the way to go..

I do my return as well as my daughters. Turbo tax confuses the states and I lost out on my one free state because it drew from my daughter's return - a state where I don't file. When I go to e-file my returns the list includes the state my daughter lives in and when I go to e-file her returns the list includes the several states I file in. The returns should be maintained completely separately.

I do not like how you handle investments (1099-R, -Div, -Int) after the initial input. The summary boxes do not show the account number, only the vague name. I have to go to Forms to figure out and input for each box that i am working on. Edit screen also does not show total title and account number of the investment. It's very confusing with 15 accounts to clarify. Arizona state is very confusing, too.

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.

This is the first time I have used TurboTax. It was a chore, BUT I had a cadre of amazing people helping me throughout my ordeal. I am sold on the ease of use with the caveat "after the first time". The format is simple, straightforward, and if you're well prepared, easy to navigate. I am fully committed to the 2026 program. The internal features are well articulated, and the compatibility with IRS forms is very accurate. I'm glad to have had the experience. It will be repeated.

Program generally works well. Easy to save and file. Forms I didn't know I needed get automatically added and calculated. Updates continuously come in, which makes me wonder if I should file or wait for ny more updates. Reviewing the entries seems to regenerate the already answered questioins about foreign bank acoounts.

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.

The third-party access authorization process was not clearly explained and required several trial error steps for me to complete the process properly. Reporting interest paid on my HELOC was frustratingly difficult. The IRS does not require lenders to issue 1098 if interest paid in the year is <$600. The software said intructions say: "if you have not received a 1098, request one from your lender." I contacted Turbo Tax for assistance on the HELOC process; the agent, Kristy, was very helpful but did not know how to resolve the issue. After spending several hours, again trial & error, I was able to input the information and complete the return with no errors reported and the information reflected as appropriate. I strongly suggest review and improvement to input of HELOC interest payments when the IRS does NOT require the lender to issue a 1098.

I use it every year. If anything, the simplicity me question the accuracy, but each time I go back to review specific items it is always correct. It is also comforting to know I can get professional advice and audit protection if peace of mind is a priority.

I've been using TurboTax for many years, but this year I got no CD, and I found it very difficult to transfer data from the 2024 TurboTax file stored on my computer. I felt as though I was being forced, by your software, to use the online vs the desktop option. It took me hours of screwing around before it seemed to me that I was getting the same ease of use from the 2025 software version as I had become used to when using prior years CD based software. I will likely not be using TurboTax again.