This is the easiest way to get our tax return done. Was also able to do both adult children with simple returns and a state return under the same Turbo Tax account. I used an incorrect ID number when filing and Turbo Tax immediately let me know the return was rejected and what the issue was. Very nice to use year after year and retain the historical information and not have to retype everything in.

Everything went fine once I found out that Turbo Tax is not compatible with Windows 10. I had to call in because it wouldn't work. I clicked on a link tha it would cost me $5 which I would get back, instead I got charged $70!!! Then I found out I had to move everything to my other computer (Windows 11). The person that I talked to got me through all of that. Once I was on-line in Windows 11, things went ok. Now to get my $70 back is the problem.

I had two special situations that TurboTax did not handle well for me for tax year 2025. Those were: recording of a worthless stock situation and the filing of form 709 (gifting related). I had to do significant research outside of TurboTax to figure out what to do. Form 709 wasn't available in TurboTax and will have to be manually prepared and mailed outside of TurboTax. That was disappointing.

There are issues with the software. Editing of dates could be much better. Why are you allowing users to put future dates in the date fields for estimated taxes. I put the date 11/28/2026 in an estimated tax payment field for the 3rd quarter of 2025. It wasn't flagged and it caused a miscalculation of my state taxes. Also my location information for state return should be automatically imported from last year's return.

My experience with Turbo Tax was pretty good. I have used it for years, so the familiarity helped. I did find that some of the detailed Help pop-ups for the Missouri return contain outdated information. Specifically, there is a pop-up concerning the different tax credits eligible for form MO-TC (Miscellaneous Income Tax Credits) that have outdated eligibility dates and percentages listed in the detailed description. An example of this is for the Pregnancy Resource Center credit. However, I suspect that several other credits have this same issue. Please work with the MO Dept of Revenue to get correct information for this next year. In addition, I would like TurboTax to be modified to e-file MO returns that include form MO-TC. The state is now able to handle e-file with form MO-TC and I believe some of the competitor tax software does this now. Let's get Turbo Tax up to date so that I can continue to rely on it! Doing so will retain customers and generate more state e-filing revenue.

It gets the job done but is often difficult to manage when issues crop up. For example, it wanted me to review something but would not take me to what needed reviewed until I finished and came to the looking for errors portion. I just kept getting a message that something needed reviewed.

Interview process was not as good as 2024. Summary only show limited info not full form. The auto download added account that was empty even though confirmed 2024 accounts. Download unclear what was downloaded in interest / div section. Adding QCD donations from RMD not clear. To review account as requested had to select manual download.

Getting prior years un_allowed expenses on a rental transferred from a federal tax file to California tax file didn't work at all in the past (before late 2024) and was not intuitively obvious in 2025. I had to rile an amended filing for for California using the updated 2024 software using the non intuitive process used in the 2025 turbotax SW. Deprecation on a rental property also looks fishy, thinking additional amended filings to come once TT SW sorts out the issues...

I appreciated your team of helping me with the areas I was having a bit problems. The area that most troublesome to me was when I first link my license for downloading the program. I wasn't explained clearly what the proper steps of downloading to desktop, instead I opened up online version and started my entry. Next day trying to go back to where I was and found out I wasn't able to. I called you about this problem and the nice customer service person explained the download needed to be on desktop first for entering. She helped to recoup my entry from online to my desktop. I think going forward, maybe an instruction on download should be part of package for the turbo tax license,

The walk through instructions for Foreign Tax Credit need some work. I needed to enter information for 3 different investment accounts and had 3 different foreign sources (RIC, Ireland and Canada). I could enter 2 sources OK, but the third source did not allow me to select the proper matching account in which I paid the taxes. I recommend that the software allow option to select any of the accounts and not limit the selection. I had to go to individual form 1116 and manually enter the correct information.