Turbo tax works fine and is pretty simple to follow. However, they changed the 1099 input process this year and it no longer is like the W2 where you see the boxes in the order. All you get is a box with a single number in it and have to drill in to see more. Also, the Qualified Charitable Distribution for IRA is missing entirely although the online help says it's there. I am still investigating, but really QCD should part of entering the 1099R.

Overall, I like Turbotax for its general ease of use. This year though I had many system issues....the 2024 file would not transfer over. The online support was limited and difficult to use and I found better help by googling my questions I also need the ability to easily zoom in on the text to make it more easily read

I have used Turbotax for years, this year the mothed used to import tax info from an institution is horrible! The pop up window had eight to twelve human verifications, there was no feed back to say that the import was successful. I had several forms to import, each had to go through the entire verification process. This is not an improvement.

I've given a poor review for a number of reasons. 1. Non-support of the product with Windows 10 - Okay so I had to purchase a new computer with Windows 11 for $500 to use your product. 2. Downloading my investment 1099's were a complete pain. I eventually got them but spent countless hours getting them to DL. 3. Trying to finally e-file my Fed taxes I get and error code "Humm this is not working at this time". Last year everything went very smoothly so if this is your new and improved 2025 version let me be polite... It needs work!!!

The font needs to be larger both in the main areas while using, and very much larger when using the help and further explanation drop downs. It would be helpful to have an automatic Save File prompt periodically while completing the return, as it can be open for quite a lengthy time. Or at least a prompt to save manually periodically.

Turbotax has great accuracy and features. It has wonderful guidance for people who are not familiar with preparing their own tax return. The "Forms" section can be extremely helpful. Many tax documents such as W-2's and 1099's can be imported directly into Turbotax. I have told many people to just go through all of the questions and answer them. Several of my friends are now preparing their own taxes with Turbotax. I've used other tax software but none are as accurate and easy to follow to complete and efile a tax return.

More annoying every year. I don't think they review old areas at all, even if current changes could make something less clear. And just to get a download vs. online (which is clearly where they want to drive someone) takes effort. If you have errors, it points you to an area, but doesn't tell you anything useful. Had to rework/enter the entire thing, including clearing blanks, to figure it out. Fifty questions to get you to take their extra advice and prep. Annoying.

4th qtr state estimated payment entry non-obvious. Income earned unevenly throughout year is a pain-in-the-butt as there's no help dividing the various income categories/sources - you'll need a backup spreadsheet if making estimated payments or have an underpayment penalty. Wish UI interview sequencing would improve for those topics as there hasn't been a change in over a decade esp. if going to text me with upselling that looks like phishing. Otherwise, still the best self-directed, paid tax prep s/w.

I am very disappointed in Turbo Tax 2025.In addition to difficulty with e-filing, the program required download and payment of MA tax software when the MA tax software had already ben downloaded. Also, Turbo Tax 2025 required download of NH tax software .. NH has NO income tax and has ended tax on interest an dividend income.

Some of the changes in how 1099s are entered are confusing and less clear than in previous years. I have multiple 1099 -INT -DIV -R and the process of getting the data into the system was confusing. Simplify and clarify, don't change just for change sake.