Given extreme complexity of the tax code, TurboTax makes it relatively easy to enter and calculate, and is highly accurate. Audit Defense gives me peace of mind, and was extremely helpful one year when it was triggered. Downsides are that I have no insight into how the various taxes are actually calculated, it is difficult to estimate or try scenarios for next year's taxes, and I hate that loyal users are charged the highest price, if you choose to auto-renew.

I have used Turbotax on my desktop Mac for almost two decades. This year Intuit tried really hard to get me to do it “online”, but I'd rather not have all this information stored in their servers forever. The number of financial firms who have been hacked is extensive. yes, there are laws and information distributions, and payment for identity theft recovery costs, but no-one ever seems to get put out of business and until they do there will be thefts.

I didn't care for the format changes made this year, as I was used to the previous format and the new step-through entry process kept making me feel that I missing things. Found myself going back to recheck entries. Also import from my e*Trade account never worked as I have a 2-step verification and it kept telling me that info returned from the institution said that I was entering incorrect login/password info. I was able to log in via my cell, so I knew that my entries were accurate.

turbotax need to have a AI capability for users to use turbotax software. I use Gemnini not turbotax instructions during tax return using turbotax desktop software. supposed to use turbotax AI to get info or get answer not using outside AI chatbox like gemini or chatgpt. also turbotax need to allow user to choose the financial institution login in webside address since turbotax does not have the correct login address for some user group like for merrill lynch which has different log in addresses for different user group but turbotax only give one web address so my import not working and talked this representatvie in phone call.

For my 2024 taxes, I had to answer several easy questions about my wife's NC teachers retirement 1099-R. i can't remember exactly what they were... The easy answers were something like "received payments monthly", "not a safety officer" "Yes, received payments for several years", "she did something else with her money", "received money from a qualified plan"..... anyway this tax year the questions for her 1099-R seemed a bit convoluted. also, i imported my 1099-R, -INT -DIV from fidelity. THAT IS SO NICE.... however, I had to some follow-up on the foreign tax credit - that i thought TT sould automatically populate . During "Review", TT did not tell me i failed to update my foreign tax credit under the credit and deductions sections

Been using TurboTax successfully for over 20 years now. There always seems to be one little thing that requires clarification. This time it was concerning the recording of unreimbursed Medical expenses to claim under the itemized deduction rules. It cost me the $60 support fee in order to establish that TurboTax was assuming stupidity on my part by expecting EVERY out of pocket Medical expense be recorded and then removing the HSA distribution on the Medical WKS before entering the total on the Schedule A. The guidance through the EasyStep process needs to be much clearer. I'll take a refund of my $60 please.

no extension available in desktop, online is way to cumbersome. It took me over an hour to find the location in the software, then tried to sell me turbotax...... if I had not been using for years would change to another software package. considering starting over next year with something else

Everything went great except that I started the tax return in December to see if I should make a deposit because I made a few thousand dollars in the stock market. I knew my Quicken program wouldn't be correct, but close, and I knew I would wait until February to finish my taxes. In February, I started my return and deleted my Quicken download and started my return. I finished my return, and it showed I owed $1500.00. I went into Forms and found that there were two 8949 forms that were almost identical. The one from Quicken was not deleted when I deleted the Quicken download. In my final review It indicated that everything was correct. I would have thought that TurboTax would have caught 2 almost identical forms 8949.I actually only owed $233.00, which was in the ballpark of what I figured it would be. I was glad I went over my forms again before sending them.

I wanted to submit a very positive review of TT. Then I read your terms and conditions for submitting a review which take away every right of submission and authorship. I do not give you permission to edit this or use my picture without permission. All submission agreements given expire in 15 days. You may not contact me for marketing purposes.

TurboTax was a bit quirky this year. My first transfer of 2024 data into TurboTax was incomplete and inaccurate, so as I entered tax information as it arrived, the output was not complete and when I looked at the 2024 tax history, it was completely void.... when I called for technical support, there was no means to recover the failed data transfer, so I needed to start from the beginning. Quite frustrating and annoying.