I've been using Turbo Tax Deluxe edition for many years. There is still an outstanding problem when you install the software on an external drive as I do every year to keep my tax information separate. I alter the installation path name and install successfully. The import function then finds my info from last year's return and works great. When I go to save my new return thought the path hasn't changed to this year's installation loction on the drive. I always find out when I'm ready to file. Unacceptable by now!

I did use the Live Expert to review and correct the errors that I made which fixed the problems that were identified in the review process. She was very detailed and it took over 2 hours but the end result was complete resolution of the errors. Turbo-Tax has always be a productive application for me. I have used it for several years.

I Downloaded the Utah State Tax. 1. State Tax information does NOT show on the, review return, print return, or save return areas. 2. The State Social Security Worksheet is incorrect. 1. the multiplier you use on line 7 is 0.045. On the Utah State web site worksheet, the multiplier is 0.0455. 2. Steps 10 and 11 are NOT included in your process. Step 10 has one multiply line 9 by 0.025 Step 11 has one subtract the amount on line 7 from the result on line 10. That result is then entered on the State tax form TC-40A Part 3 using code AH. That result is then entered on the TC-40 line 24.

Everything went well until I got to the filing section. I was able to efile my federal form, so I did but when I attempted print my state form I got stuck in a circle where it wanted me to pick efile or do later. I finally had to go back to the start of filing and pick mail my federal before it let me pick mail my state return

It was easy to import last year's data and this year's W2s and investment reports. However, there was an error in the handling of deferred compensation in which I had to go find the form and manually delete an entry Turbo Tax added. I discovered this when 2024 taxes were handled in the same way and I am now waiting for the IRS to review and correct this problem on their end. I am hoping to receive my refund for 2024 sometime this year. Another issue is the handling of college expenses. The questions to enter room and board are no longer in the step-by-step process. You have to go manually enter these on the form.

The software asks too many times to join audit help and professional tax advice. It was a bit harassing. Also, when setting up bank account information there should be no need to enter it for Fed, and two different states. How about just the Fed return and transfer that info to any state info and just ask for confirmation to the same account. A $40 charge to use a credit card to e-file state returns is an abusive overcharge. Why not have an option to direct draft from the checking acct already entered?

Generally ok, but two continuing issues; 1) I use Turbo Tax because I don't keep up on tax law changes. For the State return, it invariably says to enter something "if your state allows it". That's why I purchase tax software, to answer those questions. 2) If you start a return and indicate you want to use the one free state return but don't complete the return until sometime later, it doesn't remember that and I get the charge.

Have been using Turbo Tax Deluxe since it first became available. Disappointed that it's no longer available in a physical format / only downloadable version. Still seems accurate, covers all possible deductions, imports information from previous years taxes and the interface remains easy to use.

The biggest problem I had this year with Turbo Tax was handling the tip income that was not broken out on the new 1099NEC form. Trying to generate a Schedule 1A was problematic. The 2 Questions asked were misleading especially number 2. It appeared that those were disqualifying categories. Needs to be worked on. th

I had problems entering 1099-R forms from my IRA provider. I received two forms for my one account which made understanding the TurboTax instructions regarding RMD very confusing. I ended up entering the RMD amount twice which doubled my penalty for not meeting my RMD. To fix the problem, I had to go into the Form 1040 and follow the links to supporting forms to manually delete the second instance of the RMD amount. I did appreciate the chance to ask the IRS to forgive the penalty and the fact that the TurboTax software deleted the penalty in advance.