It wouldn't let me e-file because it couldn't handle a $15 1099-misc I entered it exactly as sent to me. It was the software's fault. I only use it because I can do my children's forms on the same installation and I am familiar with the process. Frustrating to spend half an hour trying to massage the software into working.

I've used Turbo Tax to prepare my husband's and my joint tax return and our son's return for several years now. I've never had a problem with it. It' direct and to the point. The guidance is so easy to follow and the accuracy i perfect. The only problem this year was may desktop cannot be upgraded to Windows 11. Thankfully my husband's could.

Too many "pop up" adds "nickel & dimeing" me for additional purchases. Windows version has a feature where a "refund" window always shows you how much you will be getting back ... what ever you are doing. The Mac version has this window in the "Ez step" mode ... but the "refund" window disappears when selecting "Forms" icon. I have to toggle back and forth to know what effect entering and/or changing data has on my "refund".

As an added service to your Social Security-age subscribers, you might consider adding information regarding Income-Related Monthly Adjustment Amount (IRMAA) in close proximity to the Social Security area of the Step-by-Step. Since SS does a 2-year look-back at a TP's MAGI to determine if a TP will be affected by an increase in SS premiums, the advance notice that TT gives could be just what the TP needs for tax planning and could save the TP from a significant SS surprise 2-years down the road.

I engaged with a live "expert" who said he can't help me. My issue is that TurboTax is doubling the earned income for the Hawaii state tax calculation resulting in double the tax owed. This is for my daughter who worked in California but is a resident of Hawaii. There was also no explanation for this or a means to undo it. Also, in general TurboTax lacks sufficient explanation on certain items if you need more info on what to enter. I used to use TorboTax for several years but will no longer do so due to the lack of guidance.

Overall pretty good but unfortunately Turbo Tax failed to submit my returns because it needed an update.. It should have checked this before it to me to the final steps of entering ID and account info..I had to exit, download the updates, and start the final steps again. Also it des not always remember previous selections that you make. For instance when calculating mortgage interest it kept defaulting my HELOC to a refi when I was double checking my numbers for accuracy. i

When i tried to file I got a message that the software needed an update first. Gee, might I have not encountered some Turbo Tax glitches had I updated the software. The time to remind the user of updates is WHEN THE UPDATES ARE AVAILABLE. Please also remind users to save their work so they don't end up having to start over when they have failed to save midway through the entry process. PDFs should be available for printing page ranges; TT indicates that can be done BUT the result is ALWAYS the entire document.

TurboTax is still a solid application to file one's taxes. It's reliable and will guide you through the proper steps. I did not have any issues installing on an older Mac (Intel) updated to the latest OS (Tahoe 26.4). Though it's now nagging you more than ever to buy additional services as you go through the filing, you can always skip that. It does have some deficiencies not corrected after many years. The IRA distributions entered early in the process, and for most people automatically entered, are suddenly "forgotten" when it comes to getting you a nice tax break later in the process. Now I have to submit an adjustment to my 2024 taxes because of it! There's a few more annoying things like when it asks you to print the Federal payment voucher even if you're filing online and paying online too. It's only needed if you mail your payment. Annoying because it's easy to fix and they don't. Anyway it still works for me after maybe 30 years of using it, so why change... well, maybe when the price will get to be too high.

This may be my last year using TurboTax. If Intuit takes TurboTax to Online only next year like they they are, I will go to another product like TaxAct who says they will ALWAYS offer a standalone version of their product. I have been using TurboTax since 1984 with Version 1.0a so this is a huge disappointment. Intuit's choice. Standalone version and keep Customers or Cloud-based only and you've lost a lot of people like me.

I have used Turbotax for last several years without any issues. However, this year my experience in installing the software on my Windows PC was a nightmare. I kept getting error messages asking me to switch user, without giving anymore real info to solve the problem. The few suggestions were useless. After wasting a lot of time, I had to install the software on another PC and it worked.