I was not as happy this year, as in the past. I had downloading from brokerage firms difficulties, and had to process a couple times. It seems some numbers "changed" from one to the next. I had to do a careful review with records (hard copies) against what downloaded. I'm not sure how that was possible, and could have been "user error," but instructions seem less clear this year, somehow.

Sometimes it's too difficult to use the search function and find where to go into the program to change numbers that are not correct. Also, your glitch back in around 2021 or 2022 where my carryforward short term capital gains doubled from the correct amount (this is a glitch you gus apparently know about), caused me a lot of hours last night trying to figure out if my AMT carry over was really zero or not. Using AI I found an explanation of that issue plus a good discussion about how short term capital losses should count against my AMT this year and so I, through hours of work, reduced my taxes by $65,000 by finding the error caused by Turbo Tax and fixing it in my Federal Tax form and CA tax form, but it caused my a lot of pain, anguish, and lack of sleep.

One thing didn't work this time...every time I tried the security options for the PDF file, it did not work. It only saved the "untitled" (instead of what I tried to name it and did not have it password protected. Instead, I had to do it on my own computer after downloaded from TT. That didn't used to happen in previous year.

Everything is very good except 2 things need to be improved : 1. NJ State case: There is one special case: In TIAA Retirement funds (403B), retirees already paid the state tax, however, the software has difficult to understand it, even more difficulty to handle it clearly (adjust cost, and decide taxable and excludable pars). 2. The speed and accuracy, the overall quality to respond/answer customers' questions are not very good. For many cases, the AL tools such as Gemini and ChatGpt are much better.

I have used Turbo Tax for well over 10 years without any problems, confusion or need for Tech Support. Not true this year! First there was a problem and confusion with importing from my financial institution. While I received no errors, it kept taking me through the same process over again as I tried to moved on to the next steps. I then realized was it was performing the same import over again but as I proceeded it was not pulling in any of the info such as interest, dividends, etc. I finally contacted Tech Support who spend well over 40 minutes on this issue. Though Windows was at the current level of update, she had me apply Advanced Updates to my system and then clean up all the duplication that occurred with the previous attempts for import. I was now past that problem but found this year to have many more ambiguous or repetitive questions. At one point I skipped the step where I had to enter the sales tax for my area. I later learned that I needed to answer that question but when I stepped back though, that option was no longer included in the steps. I had to go to forms to find the line where it needed to be added. When I was completely done, all the review checks for both federal and state ran clean. However, when I hit the final button to submit my taxes, an error then popped for the state. It said that on my 1099-R, which was imported, that the "State tax withheld", line 14, could not be greater or equal to the "State Distribution", line 16. Line 16 has always been blank every other year without getting this error. I learned from a friend, who was also struggling with Turbo Tax issues this year, that I needed to enter my Gross distribution figure on this line to solve the problem and allow my submission. I also later learned from someone who uses other tax preparation software, that there was a new federal tax benefit called The Enhanced Deduction for Seniors. There was nothing in Turbo Tax to explain this benefit or give me the opportunity to see if I could have taken this benefit. The one good thing I can say is that the Tech Support person was very professional, knowledgeable and easy to work with. However, my experience with Turbo Tax this year was so much more time consuming and frustrating that I am seriously looking to go elsewhere next year.

Turbo Tax anticipated my needs with an easy to navigate interface. Once I got a hang of it the features were complete and meaningful. I trust it accurately transmitted the information from one form to another. Next year this will be an even easier experience.

Congratulations on continuing to make this product better and more accurate every year. In previous versions, you had a brief tutorial at the beginning of the filing process that gave you a tour of what has changed compared to the prior year. I miss that. Also, a great feature to add would be to somehow to a side-by-side comparison of the prior year return which is something I always do to ensure I didn't miss something from the prior year. I realize this might be hard to execute in software given that the line numbers and format of tax returns change each year.

Edward was awesome! He was very helpful and thorough. He was polite and spent time to review the situation and help us through the process. It was nice to be able to have a good experience with someone who was knowledgeable and professional. You should hire more people like Edward!

This was the worst version of TurboTax I have ever used and I have used TT since the first version came out. The new Brokerage download and review is horrible. Had trouble finding information within forms when thigs were questionable. This is the first time I do not think my taxes are accurate.

I have used Turbo Tax for years to file taxes for myself and my mother's rental properties. The software is so user friendly and helpful. I will never go back to paper and pencil or a tax service that charged me too much for something the is so easy to do.