Turbotax has made it much harder to import last year's turbotax data into this year's form. When I tried to import, it couldn't find the 2024 Turbotax form. I searched for advice, and finally learned that I needed to remove the encryption on the old form, and also change the name. This import used to be almost automatic, why did they make it harder?

I have used TurboTax for years, first when my husband was self-employed and we had rental properties that we were managing. Our taxes are now a bit easier, without the self-employment income, but TurboTax has guided us through everything that had tax implications over the years, including a fire on our property, and now, retirement income. I can't imagine doing our taxes without TurboTax, since the hardest part is getting all the information together, which I'd still have to do even if I was having someone else prepare our taxes. And TurboTax for Mac OS has become more robust over the years as well. And TurboTax offers all the support you could need or ask for.

TURBO TAX HAS THE OPTION TO CHOOSE DIRECT DEPOSIT OR HAVE A REFUND MAILED. HOWEVER, STARTING FOR 2025 YEAR RETURNS, THE IRS CHANGED THE RULES AND THEY DON'T MAIL OUT REFUND CHECKS. AFTER TALKING TO THE IRS, WHILE NOT STATED ANYWHERE, ACTUALLY WILL MAIL OUT A REFUND IF YOU WAIT 30 DAYS. THAT STIPULATION SHOULD BE AN OPTION ON A REFUND SITUATION AND STATED AS TO SUCH, OR JUST REMOVE THE OPTION TO GET A REFUND BY MAIL.

Not very clear when Form 1095-A is entered, but Form 8962 doesn't appear and there was payment from taxpaper for few months and HRA account was used to pay for other months. Even the community postings are not clear enough. Processing of tax returns was not as smooth as other years, took a long time for the research with no clear direction as to what to do.

I like the importing of my brokerage tax documents. I was a bit disappointed with the help feature. I expected it to have more of an AI feel. I wanted clarification on a schedule B Div item and it was all over the place and useless when it came down to it. I posed the question to Gemini and it gave a perfect response. It won't be long before Gemini is doing taxes. Overall I'm glad I used the product because my taxes are done.

For the first time in many years I had some difficulty with the product. First on download of information, one of the downloads did not fill in all of the information. I had to go and redo that download, Thankfully I caught the mistake prior to filling. The second area is the interface. It was far more user friendly to manually enter data in the past. The new interface is no what I would call user friendly being much more cumbersome to go through. I really saw this when I was attempting to figure out what income I was missing.

My experience was good. I did have a unique tax trap where I received a lump sum payment from SSDI that spanned 2024 and 2025. The instructions were not clear, and I spent far too long trying to figure out why a box was not auto checking. I resorted to using AI to help me, although I briefly wondered if an expert could help. I think I ended up with an accurate form, but would love to see more detailed info and possibly an extensive AI built it.

For many years I did my return by hand, as a former CPA. Once I retired a few years ago, I started using Turbo Tax to prepare my returns. The software is so user friendly and allowed me to check items as I was preparing and inputting my return info. This a fantastic product and I highly recommend.

1. I didn't like having to wait until mid-January to have the "Investment" features updated before I could do a preliminary estimate of taxes. No opportunity to submit estimated taxes before Jan 15. Fortunately, I didn't need to. 2. I didn't like having to remove Tax Audit defense fee from the final pre-submittal screen. It should be an opt-in -- NOT an opt-out. That's a crummy way to treat your users. I pay enough for your software packages without being tricked into paying even more.

Greatly disappointed with this year's (2025) software. Whole sections never worked (ie Social Security - had to enter everything manually), at first transfer from previous year didn't wok, in the end, felt uncomfortable concerning the accuracy of the computations. Went ahead anyway. I've used Turbo Tax for perhaps 30 years ... never had so many issues with it.