Absolutely the WORST TurboTax experience in over 30+ years for New Yorkers with 1099-R form. JPMorgan Broker did not populate Box 16 State Distribution, but they did fill "Box 14 State Tax Withheld" and "Box 15 State/Payer's state no." and "Box 1 Gross Distribution". Both Federal & NYS income tax forms were filled accurately with this data . . . but when you go to file, it aborts because Box 14 "can not be greater than or equal to gross distribution OR state distribution". TurboTax's software logic REQUIRES BOTH Box 1 AND Box 16 be greater than Box 14! The software even told me to file "manually" if I couldn't resolve the issue. If you are a Retired New Yorker with a 2025 Required Minimum Distribution (RMD) and you had NYS tax with held . . . make sure you enter the value in 1099-R Box 1 into Box 16. I've been filing 1099-R forms for over 10 years in NYS and never had this problem.

Had a credit card billing issue when processing payment for my son's tax return. $20 state return fee processed and provided a confirmation online and by email but upon returning to the turbo tax application received a message that the payment did not go through. Verified it did go through on my Chase account. Ended up using the $40 fee payment using his federal refund to insure it processed, and was charged the $20 state fee from the federal refund for a $60 total. Plus I have the $20 credit card payment that did process. I hope to cancel the initial $20 fee that was paid.

Some time ago I must have mistakenly created a second account and have never been able to eliminate it, although I tried. That glitch aside, I've found each succeeding year of your product to be better, and more comprehensive then the last. Some features that have been added have been particularly helpful as I and my wife have gotten further in our retirement and rely on our retirement instruments and investments. That being said, this current version might very well be my last. Even with the tools and logic built into the program, my cognitive skills make it difficult to find my way through the forms as easily as I once did,

Problem with your Print Center area, it kept giving me the STATE DOCUMENTS page instead of the normal computer PRINT page. Definite GLITCH in the software. I worked around it as it did not start doing that until after I had input all my data and had my tax result.

I did work with one of your online experts who patiently worked through the entries that were causing the problem. Together we found the entries that needed to be corrected. We have both sent you suggestions for improvement next year. I've use Turbo Tax for the past 20 some years and appreciate all the auto carry forward totals that would be impossible to keep track of manually. Thanks again.

Very easy to use, the walkthrough helped alot in the process. the help feature was easily understandable. accuracy was spot on (since i have friends that know about taxes and double check your work) but overall it helped me get through this season quickly and no hassle.

This was my first year using the desktop version instead of the online. I found the UI to be clunky and often glitchy in responding (often had to click twice to move to next screen). It was also very disappointing that I wasn't able to upload a PDF for the program to process. I had closed an account last year so the only copy I had of my forms was physical and I had input all the information manually. It also makes you reduntantly click to move on to modules instead of just seamlessly moving to the next topic to evaluate.

In a sane country, we would have access to a free e-file system that would obviate this dated software. Instead, we get the annual pleasure of paying an unnecessary and disinterested middleman increasingly brazen fees to be constantly harassed to move to an online version. They even have the audacity to hide a handful of fees inside the application, so you're never fully certain if the product you bought is a complete one, or just an introduction to a world of microtransactions and fearmongering. What a world!

Donations were not up to speed. Had to guess at donations amounts because the table to get better accuracy wasn't there. Other things were difficult. Then I purchased the desk top version so I could file five returns as I help my nephew, brother, and sisters. After filing two returns it said I reached my limit and I was supposed to have five returns to file and did not reach my limit. So frustrated as I feel like I am getting ripped off.

Everything was great with Turbo Tax until I tried to fill my returns. I wanted to use my credit card, but couldn't select the month of December (12). I read online and this is a known issue, and has apparently been for a couple of years, but Intuit has not resolved it. I have numerous credit cards with a December expiration dates. For an otherwise pleasant and helpful experience using this software, this date issue caused a lot of unnecessary frustration in the completion of my tax return and a delay in filing my taxes. Please fix it! Thank you!