WIsh it would remember more of what was entered in previous years. Like it should remember information on the type of retirement income. Who remembers five years later. If I entered it was an inheritage IRA, then it should remember it. Not sure why we have to pay to efile state returns. And why purchasing additional states is so expensive, half the price of the entire program!

TT had problems downloading and incorporating the Schwab 1099 composite and it took extra time for me to figure out what was missing and where. it worked much better last year (2024). Also had difficulty adding a depreciation able asset to my rental property.. Additionally i think TT should have done a better job with the Wisconsin tax form. Caused confusion.

Pros: Great walking through everything and checking for additional deductions I love that you can now take a picture of a document and upload it. Cons: I filed my return and efile status shows accepted, but when I log into TurboTax desktop, it wants me to finish my taxes I cannot find a place to check that money was sent from my account to Fed govt when I filed my taxes.

On some screens, I'm instructed to "check last year's return" for an amount. Well, I have always utilized TurboTax, so you should be able to tell me what that "last year's return" amount was. Sometimes you do, but not always. FOR EXAMPLE: You should be able to tell me the amount of the charitable contributions carryover from last year.

I had to use ChatGPT to understand that long term capital gains from the sale of stock of a foreign corporation are considered U.S. income and not foreign source income. Thus, these gains should not serve to adjust passive foreign dividend income reported on a Form 1099-DIV

I love TurboTax. I've been using it almost from the beginning. I love that it can automatically enter all of my investment account information so I don't have to type it all in myself. I've found it to be very accurate and easy to navigate. I do all my family members' taxes on it. I don't like that it limits me to 5 efiled returns. I have more than 4 family members. That seems like an unreasonably low number to me.

It is more important than ever to check every line of your forms and understand what and if bad calculations were added. Intuit won't be paying your interest and penalties when they screw up. And they seem to do that more and more in unexplainable ways. If I didn't have years of taxes done in this format, I don't know if I would keep using it. At some point it probably makes more sense to just outsource this.

It is easy to use and intuitive, except that there are some improvements that I would suggest: Make home office deductions for partners easier to use and track and deduct from self employment income. Note that generally, partners who receive a K-1 do not file a Schedule C. QBI income and deductions should not require manual calculations.

Good basic walkthrough for standard income, deductions, credits. It doesn't give you any specific help or suggestions to cut your taxes or save money - e.g., it doesn't suggest you can file in a certain way for some cases, but it does select standard vs itemized deductions. The "click here" support links just take you to the main support page, not to specfic topic pages. They also make you download and pay for state taxes that do not have state taxes. It kept pushing me for paying for additional WA tax even though Washington does not have any taxes and there was no need for filing there. They make you pay $25 for each state.

Copying & pasting bank information saves mistakes, and saves time. Sending one state return included is the decent thing to do, not nickel & dime us and make us use a reddit card if we do not get a refund from rhe Feds. You should make us want to use you and recommend you, not make things worse, these taxes are enough agrivation We cannot recommend you any longer.