Simple, easy to use - good instructions, helpful working through new tax situations not previously encountered or thought about that do come with life changes. Calculations have always been accurate even if they pointed to painful amounts of additional taxes due; did have occasional surprise refunds ;-)

Overall TurboTax is very good, although certain areas are not user friendly. Interface on several sections, especially 1099 forms input is awkward, requiring multiple screen selections to move to a specific form input - and then when you get to the input screen, there is no header or other info that lets you know which form input you are working on. It's not obvious because it was 3 screens ago that you selected which form to input. Also specifically in these forms, the payer's tax id number, both Federal and State MUST be entered, whether this information exists or not. Past years you could leave it blank and a simple warning flag/note would appear. In 2025 it is coded as a hard stop "error" - you can't even E file until this entry is completed. The "Help Team" representative (2nd attempt) was very knowledgeable and after a few tries, managed to GUESS what I could enter and get past it, because None, NA, zeroes and several other entries don't work. The only acceptable bypass appears to be N/A, but that little information tidbit appears nowhere in instructions, help screens etc. This little programming issue should be resolved immediately.

I've used Turbo Tax for many years and find it a competent tax prep program. It has made some changes over the last couple of years...some good...some not so good. I like that I can download my information from the previous year's file so I don't have to reenter my personal information again.

I didn't speak with anyone at TurboTax. My concern is that when I was ready to transmit our returns there were 2 errors to fix before I could transmit returns successfully. Why wasn't this corrected in the review section before I got to screen that said everything looked good and ready for sending the returns? I never experienced this fault in all the years I have been using TurboTax. Thank you

Overall, TurboTax is a great. One area for improvement: it would be very helpful to have the option to manually attach brokerage forms when the automatic login/import isn't working (e.g., E*Trade, not sure why it doesn't work). Without that option, users are forced to mail Form 8453 along with the brokerage forms themselves, like me know. I've heard the online version already asks users to upload these forms, which is a great feature. It would be wonderful if that same capability were available in the desktop version. Additionally, allowing work started on the desktop version to be seamlessly transferred to the online version would be a significant quality-of-life improvement as I could not have done so.

I struggle with taxes every year. This year, I noticed changes to the deductible material-goods donations in that the drop-down box for pricing assistance was more awkward and inefficient than it had been in the past (and it was a bit cumbersome in the past). Also, some of the info that was downloaded from my financial institutions seemed to come across incorrectly and I don't know if that is a TT issue or LPL. Once I paid for technical assistance, I did receive help from a very nice gentleman and it helped me get through it. There was a part where it said I had underpaid my “estimated taxes” last year and there was a fine. I have no idea what that was all about as I paid thousands of dollars in taxes last year and I don't do ‘estimated taxes' (my financial planner takes taxes out for me except for dividend and capital gains which are unpredictable). Because my numbers for this year were all messed up at one point, it suggested I should pay estimated taxes moving forward and I signed up for it. As it turned out, after errors and duplications were identified, I wouldn't have needed to consider that but I couldn't figure out how to get back to that to undo it. I will have to work on that tomorrow. What I like is that I have taxes for each year on my computer, that I can get (pay for) live help if I get stuck.

This year's software was awful. Screens were frequently skipped over and if I didn't know what I was already doing would have never known to go back. Information was imported correctly from W-2's or banking data. I was asked questions about last year's return when my previous year's return was already imported. I could go on and on about all the errors this year but the tl,dr is dont attempt this software unless you have some background in doing your taxes

I've used TurboTax for years. Very satisfied. However, this year it was really frustrating completing the State Tax side. When I did the state review for Idaho, there was something to be filled in on one of the state forms. When I opened the form, I was not able to get back to the Step-by-Step. It kept routing me back from the beginning--so even though MOST of the previously filled in amounts were there, I had to answer about 15 questions repeatedly (that is, each time I attempted to go back from Forms to Step-by-Step. No fun!

I've been using computer tax software for decades and have followed the tax s/w through the various acquisitions until we have turbo tax 2025. It has improved with each year making it easier to file taxes. I especially like being able to view help with each entry. However, I wish there was a "what if" for next year to test out different scenarios (i.e should I payoff a loan with 401k or just pay the interest). I know the laws change year to year, but a general "test" return would be nice.

I like TurboTax and have used it for years, since at least 2012. I do not like trying to make me e-file. My state taxes do not require it and Turbo Tax makes it hard for me to mail the State Taxes. I see no reason to pay extra to have my state taxes electronically filed.