Steps to fix 1099-R box 14a error should be built into the NY State processing vs user has to google the error when it shows up so late in the game, namely after license and bank info is entered. By the time you get to e-filing identity verification steps this should already have been addressed. Totally unacceptable.

AI may be useful for more basic questions, but when I asked about qualified charitable distributions it seemed to think it had answered my question but it had not. It seemed quite pleased with itself too. The downloading system is now a mess. When I downloaded data for one item, data downloaded for a different item disappeared. The summary page and the tax form was not keeping up accurately either. After several rounds of this, I ended up going to the forms and overriding the problem items.

The tax prep went okay generally. It seemed this year that the desktop software was experriencing a lot of bugs and would jump around. In fact you double charged me for the cost to submit the state return. As a result I have less faith in the Turbo Tax sofware. I tried the online version of the software as you requested. I found the online version difficult to use in that it was very restrictive and difficult to follow. I therefore returned to the desktop software. I've used Turbotax software for my taxes for 30 years. I confess I am looking for an alternative for next year.

OMG. I AM LACKING A BETTER DESCRIPTIVE EXPERIENCE WITH MY ADVISOR. I AM NOT SURE IF I SHOULD OR CAN DISCLOSE HER NAME EXCEPT TO SAY THAT SHE WAS POSITIVELY AWESOME!!! OH BOY - NOT ONLY DID SHE DRILL ME THROUGH THE PREPARATION PROCESS TO DETERMINE MY ERRORS BUT SHE WAS VERY PATIENCE WITH MY MISUNDERSTANDING AND I ENDED MY SESSION BETTER SATISFIED THAT SHE GENUINELY CARE AND WANTED TO ASSIST.

I have used TurboTax - Desktop for any years, but this year I tried using Online version. I didn't like the Online version as well because I couldn't see the Forms as I was filling them out. All I had was the questions so I wasn't sure where the information was being added to the forms. It made it more difficult for me to do our self-employment sections - Schedule C. I finished with Desktop version because it looked like I couldn't get my refund deposited into my bank account directly. TurboTax has my complete confidence however because I know it is very accurate.

When entering information from a 1099-MISC, you need to reword the questions as the reason for the 1099-MISC was for observation from the Virginia Early Childhood Foundation. They are not an employer; the income was not for self-employed person this was general income.

For the third year in a row, both Fed and NC returns were submitted electronically but REJECTED after TurboTax reported that they were error-free. The problem each year has been that the fed return expects information from a Form 1095-A. I don't know why -- we have never received such a form. We do receive a 1095-C. Your questions about receipt of RMD are confusing and misleading, and perhaps inaccurate. They imply or state that the entire RMD was paid 31 December 2025, and that is not correct. Many people also receive RMD's in June, and 31 December is not the payment date for December. Too many questions ask for information that has already been entered.

TurboTax 25 was very glitchy and tempermental. Had to restart several times. Lost information that was entered and had re-enter. Did not direct to other income sources such as Social Security Disability. Overall very displeased with this version and filing system this year.

There is a bug with Turbo Tax. After completing a fifth tax return, it was initially rejected. But even though I fixed the error, the system counted the rejected 5th return so I was not able to re-transmit. So now I have to mail the return and am seeking a refund of the $25 e-file charge.

I have been using Turbo Tax over 30 years. I am a retired accountant, and I find Turbo Tax the easiest way to do my taxes. Never had a problem with the program at all. Just follow the programs direction and you are good to go. I highly recommend it.