I would give it zero stars if I could. Made it all the way to file my taxes and then it said I couldn't file because an update was needed. When the program closed for the update I lost all of my work and had to start completely over!! Terrible and will consider another platform next year.

I had to call for support because you could not toggle between the "Step by step" and the "forms" without completely losing my place. For example I made and error in entering the RMD amount (because of lack of guidance) Saw the error on "forms" and could not get back to step by step to correct it. Working with the support person we finally found it after 20 plus minutes or so. The point is that it should not be necessary. I've using TurboTax since the 1980s and it has been harder to use during the last several years.For example, it is now very confusing to enter RMDs that have had partial distributions via Charitable Donations. There used to be questions about that to guide entering the data. Now I did not see that. I thought TurboTax kept a record from year to year of the "Basis" for my IRAs. Is that form 8606 or something like that. Now could not find it and Turbo Tax asked me for it ---- it is gone!

I really like using TurboTax each year, but I will say I have had challenges with inputting information regarding my child and the use of the 529 plan. I really think there should be functionality that questions if something seems odd or not. In my case I didn't realize if did not include the right about for room and board. I entered one month versus 12 times that monthly amount. Seems like there should have been an error or call out to ask is that correct? I did something similar last year. I catch it after I file because the advice section has triggered me to go back and look back on the feedback. It highlights that I paid a penalty which then tells me I made an error. Can you look into adding some functionality. Thanks!

this year I had a trouble with the updates. Don't know weather its Windows 11 or you, the updates took forever to complete. one night i went to bed and in the morning the update had a error message. so I updated again and it went thru. Had to ask ChatGPT how to enter my IP pin, I used the desktop version.

TurboTax is generally quite excellent. I find just about everything easy to use, with one exception. A couple of years ago, a change was introduced in the 1099-DIV/1099-INT/1099-B section. This section is now very clunky and hard to use. From the "I'll choose what I work on" page, when you click on any of Dividends, Interest, or Stocks buttons, it takes you to the same page where you have dividends, interest and stocks all intermixed. Then, if you want to see the details of stock sales, it takes you to a table which is VERY clumsily depicted, with column widths that you cannot change and text that wraps around to next line making it very hard to see. (I use a MacBook Air computer with TurboTax downloaded). What I would LIKE to see: when I click on Interest, I want to see only 1099-INT forms. When I click on Dividends, I want to see only 1099-DIV forms. When I click on Stocks/Bonds, I want to see only 1099-B forms, and when I click to see the details of stock transactions, I want to see a table that is formatted nicely.

It was a bit confusing when efilie both h the Fed 1040 and CA 540 income tax returns. I saved the forms in one file. Does Turbo Tax only send the IRS the IRS forms, or did they transmit my Federal and Cal forms to the the IRS? Also do I receive a second confirmation showing when the Fed and Cal Tax returns were sent to both taxing agencies?

I have used Turbo Tax since it's beginning when it was on many small disks I would load into a very small Mac. It has greatly improved over the many years but can still use more improvement. It needs to handle K=1 forms better. Also there are many financial institutions that cannot download info directly to Turbo Tax. Some information from the previous year such as prior depreciation does not carry over to the new year.

If I use Turbo tax year after year, why do I need to look up past years information, the software should be able to do that for me. Also, I don't like the fact that once I answer a question in a section and I revisit it I have to answer the same question again, please fix this.

Overall, the software guides you through every key step. There is some repetition in asking for information, but it's probably to avoid errors. I had to do a little trial and error to download 1099 data from my financial institutions. My biggest disappointment was that I paid for a state income tax return, but TurboTax made me pay for it again.

I'm filing a joint return. Why is the s/w asking if my wife filed a return? Why did I have to enter my DL and my wife's DL twice?! For some reason my 2024 tax return was not saved, probably my fault, but when I tried to download my 2024 return from TurboTax, I got a file I could not open: jcdooling_TaxReturnFromTTO. Had to then go to the IRS for my 2024 AGI. Too much time wasted!