Love Turbo Tax! Always and great product, thorough, and easy to use. Only knock for 2025 edition is this: Fix the digital asset question! This year even if you answered no to the question, you still had to go into the open form and manually check the box. Should be an easy fix to integrate for next year

I had installation issue this year and last year. The problem is the same that when I tried to do the verification and log into my existing Intuit account via your TurboTax App, it kept saying "Access is denied" without even present me a web interface requesting password. By the way, I have no problem to log into my Intuit account via web browser (using Edge or Chrome" So the issue is definitely not about my authentications but rather something about the handshake between my request for log in to your TurboTax Server. Last year's problem I fixed on my own. This year's problem I opened 3 support tickets with your Support Center. None of the 3 support Rep really understood the root of the issue. The last one (which is supposed to be handled by an Escalation Engineer is among the worse. I already explained to her that we have tried all the following in the first two troubleshooting sessions such as: - disable the VPN and all anti-virus - updated MS last patches - verified the license code. But I told her that the "Access is denied" issue is happening even before the need of presenting the license code. But she kept saying my license code was not the right code and started questing me all the questions about where and when I purchased the software. I gave up tried to convince up and let her repeated all the stuff that we already did it multiple times in the first 2 troubleshoot sessions and sure enough none of that help. She then promised me that she will escalate the case further up and let me know the status. But I have not heard from her at all. Not even with an email saying what is the support case number. I think she just did not file anything to prevent your company know how bad she did. I finally go around the problem by using my wife email address to create a new Intuit account in order to bypassed the "Access is denied" problem. I am not sure how I would fix the same problem if it comes up again next year since I already used my email and my wife email to create two Intuit accounts.

Some helpful features but lazy software in some ways. Should make live advice free when software has no explanation or steps. CA state capital loss carryover question for example. Divide between desktop and online products is mysterious and frustrating EVERY SINGLE YEAR. I should be able to use both for one price. Can never remember which one to use. Tedious, especially state return which you barely help with yet charge extra to file?

Turbo Tax is an easy to use program for most tax situations. I used it 4 times this year for our filing and for family members. I've used it for over 30 years, so I am a fan. Once you get into more complex tax situations it starts to fall short. I have two examples: Annualizing income to reduce estimated tax penalties and foreign tax credits. Most people will not encounter these situations. It is very complicated to calculate all the dividends, short, and long term capital gains etc to enter the required data for 3 different time periods. Since I downloaded my broker transactions the information is actually available to the program, at least for the most complex cases which are the stock sales. It would be great if Turbo Tax did the hard work and performed this calculation. The second is in claiming the credit for foreign taxes (specifically the foreign taxes paid on dividends from non US company investments). An "explanation" is required for one field but it is totally unclear how the number is calculated so writing an explanation is impossible. I had to ask Google, and their AI tool was helpful.

I don't want to e-file my state return because of the $25 charge. I need to send a check for my state tax return, but Turbo Tax did not give me the proper instructions to do this. It gave me the instructions after e-filing which is absolutely useless to me. I had to go to the FTB website in order to get the correct information.

I have used Turbo Tax for over 15 years, but your product is no longer user friendly. I am simply trying to priint my state taxes but I keep getting sales pitches, and this is VERY FRUSTRATING. It would be great if the product did it basic job, but I still have not been able to print and file my Ohio state taxes. Last year I sp[enty hours trying to figure out how to print from my Mac as did a number of your users. Next year I'm not sure I will use TurboTax.

It seems this year the interface was not as clean as normal. Entering imported documents took you in circles. Maybe the support of Windows 11? Never saw this on previous versions. Make the page that requires you to enter your state ID OPTIONAL. The information is not required to file your Taxes.

TurboTax Premier - Desktop had improvements in ease of use this year, particularly with bringing in forms electronically. However, TurboTax initially assumed that getting a federal refund would mean that I would get a state refund and encouraged me to proceed with the state taxes to get it, when instead I owed a fair amount. A minor point, but annoying.

All of the pre-set questions and guidance in the TurboTax program really helped guide me through the entire process. I've used TT for many years now and I've learned to navigate the process pretty well. There were two or three points where I had to stop and read the directions and requirements for certain areas again to refresh my memory of my proper filing information. But these notes and details helped me resolve my issues without having to reach out for additional assistance. That's why I like TT so much. It guides me through the process and helps me enter the right information. Several years ago I was concerned I was missing information because my numbers seemed off. So I took my files to an accountant who charged me $275 to review and confirm my information!! My returns were basically correct, with the exception of one are I had entered incorrectly. This proved to me that TT was right on target and I've never looked back and I've been doing my own taxes with full confidence ever since. The program features are easily compatible with my system, although I did have to upgrade to Windows 11, but no further support was needed. I started on the Internet version this year, but transitioned to the desktop interface, simply because this was the format I was accustomed to.

I have been using Turbo Tax for many years. This edition has been quirkier (e.g., difficult of pay for extra state on website), downloading from brokerages was a nightmare and ultimately fruitless and 'help' less so. Will have to rethink next year.