The program itself is great when it works. I got all the way through, put in my credit card, my payment was accepted and then the program would not let me submit my tax returns!! You need to have an on line chat person available for your customers who pay for your product!!!

Features/Sections not available when product purchased in January, bugs in software, some drop down fields do not function properly some forms do not update properly when revisited/Modified. May go with another software next year or return to doing it myself and filing paper

YOU MISSED SOMETHING ON THE NEW YORK STATE RETURN. MY RETURN WAS SUBMITTED, THEN REJECTED. HOW DID YOU MISS THIS? WHY DIDN'T YOU NOTIFY ME BY EMAIL? I HAD TO FIND OUT ABOUT IT READING THE NEWS PAPER. I MIGHT AS WELL START GOING TO A TAX PROFESSIONAL IN MY CITY.

This year was my first using a Mini Mac. The Turbo Tax software options were not as flexible and easy to use as they were on the standard PC version that I have been using for the last 20 years. Accessing specific forms to print was almost impossible. The error detection method was almost non-existent. What happened to the question feature that would connect to IRS regulations...

Desktop product has very good accuracy, compatibility, features, guidance and interface. I initially tried to use the online product but found it more difficult to understand and use. Thus, I eventually used the desktop product instead. I will stop purchasing and using TurboTax if the desktop product is ever discontinued.

The software is easy to use and can walk you through the process. Having the ability to import all institutions forms makes it so that there are no mistakes. My only suggestion would be to have the ability to import a PDF and pull the data from the file would be a good option.

Really bad guidance on State Taxes. Also, there is a charge to file State before e-filing then if there is a complication in e-filing you are required to request and wait to get the charge amount back. Simple checks in the program before charging should have noted that e-filing was not allowed.

I had one problem . The federal audit did not catch an unused w-2 from 2024 and i didn't either. The e-file was rejected. I deleted the old w-2 and resubmitted it. It's very likely the IRS will reject it again because you only get one chance at filing.

Vanguard info lists tax-exempt info for each state and U.S. Territories in percentages while Turbotax asks for dollar amounts. It would be nice if it could do the arithmetic for me. Also Vanguard lumps all US territories together whereas Turbotax asks for amounts for individual territories. I have to randomly pick one territory and apply entire amount for US territories to it.

Turbotax incorrectly imported 2 separate 1099-R forms from my Merrill-Lynch accounts. Had I not caught this mistake, the error would have caused me to overpay federal taxes by $700 and overpay state taxes by $600 (plus a state penalty of $70 for under-payment). If TTax can't even do a simple import correctly, it seriously shakes my confidence in the entire product.