Don't need the expert advice, because turbo tax is very simple, ease of use, it interfaces with my banks and makes transferring information easier and W2 is a breeze to import the information , Also the features are so simple to use and never for 10 years had any audit issues, accuracy and support is the best, why need experts...

EVERYTHING WORKED FINE UNTIL I TRIED TO E-FILE MY RETURNS. ON FINAL CKECK FOR ERRORS, TURBOTAX PROGRAM KEPT TELLING MY THAT THERE WAS AN ERROR IN CA FORM 540, LINE 12 WAGES OF "9797".. iT SAID TO GO TO THE W-2 WORKSHHET AND FIX THE ERROR. I OPENED THE FORMS TAB AND LOOKED FOR A W-2 WORKSHEET. THERE WAS NONE SINCE I DID NOT HAVE ANY W-2'S OR WAGES. I TRIED PUTTING A ZERO ON LINE 12 OF FORM 540. i GOT THE SAME ERROR MESSAGE TO FIX THE FEDERAL W--2 WORKSHEET. I GOT THE SAME ERROR AGAIN. FINALLY, I DELETED THE 0 ON LINE 12 AND LEFT IT BLANK. I WAS FINALY ABLE TO E-FILE FED AND CALIFOAX RETURNS. THERE IS A GLICH SOMEWHERE IN YOUR PROGRAM.

The estimated tax section for federal taxes could be GREATLY improved by making it like the NC estimated tax section, which shows the $ values from last year, so you KNOW what where data was entered, and can enter the same $ value, plus any expected changes. I could find NO WHERE to put my social security earnings. My ROTH Conversions went buried under other income, which I could not find without asking help. Please...make this simplier.

I appreciate the ease of entering information into the different tax areas. As we move forward in retirement, there are some items that we were novices. Turbo Tax covered these items comprehensively and with ease. There were a few errors but those were on us and corrected as we reviewed our return.

Not my favorite software and not my favorite activity to be doing taxes. I am not thrilled with TurboTax. The interface looks like something that hasn't been updated since Windows 95. It's a bit clunky. I used it because my brokerage account gets complicated and (after significant effort disabling browsers and turning pop-up windows on, with no guidance from within the software, but rather looking up problems other people are having) it's useful to be able to have that part done automatically.

Intuit continues to provide a accurate, easy to use, all in one program for personal income tax return completion and filing. I would appreciate their continued support of the personal user product in a desktop format rather than a cloud based or agent based platform. I did have one issue with form 1099-DIV Worksheet, but deleting the download and entering the 1099-DIV manually fixed the issue. In conclusion, greatly satisfied with the features, accuracy, on-line help, and the compatibility of the desktop product with my pc.

the software all seems to work pretty well overall. the document imports especially were a lot nicer than how I used to just manually transcribe everything over, since I was being cheap. but, for the last few parts where I had to enter in the date and my state and stuff, please change the dropdown lists to comboboxes. also, (and this one is really nitpicky, even for me), there was a piece of the UI saying "we found this deduction for you", but it was just the standard deduction. so yeah, where would I be if it weren't for you helping me out there, right? also, I think that the "AI-generated review topics" card above this text box is stealing focus when the selected review topics changes, and it's eating my keystrokes. I am probably a faster typist, so it is really noticeable for me. also, why are you requiring me to enter in a review title and nickname? come on, there is no way you are getting anything useful there. and you didn't even set a max length on the nickname field, for shame.

I had a significantly higher frequency of looking for answers in the Help menu and on line because your tool tips to explain things are getting fewer and fewer. Since you are using more artificial stupidity this year--that should be more of them than prior years.

I encountered an issue in TurboTax (Premier Desktop) related to reporting a corrected Roth IRA excess contribution. Scenario: In December 2025, I contributed $7,500 to a Roth IRA. In February 2026, I determined that my modified adjusted gross income exceeded the allowable limit. Based on IRS guidance, I promptly withdrew the full $7,500 contribution along with associated earnings prior to the tax filing deadline. When entering this information in TurboTax, the software recognized the contribution but did not prompt me at any point to indicate that the excess contribution had been withdrawn before the deadline. As a result, TurboTax calculated a 6% excess contribution penalty (approximately $450), which should not apply in this situation. Only after extensive research and reviewing IRS Form 5329 instructions—specifically the guidance stating “Enter the excess… (unless withdrawn—discussed below)”—did I realize that the withdrawal needed to be reflected differently in the software. I ultimately had to resolve this outside of the standard TurboTax interview flow. A simple prompt such as: “Did you withdraw the excess contribution and earnings before the tax filing deadline?” would have prevented significant confusion and time spent troubleshooting. I have used TurboTax for many years and have generally found it reliable, which made this experience particularly frustrating. It also raises concern about whether similar situations may have been handled incorrectly in prior years without clear user guidance.

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.