I didn't like the compatibility this filing season. I have my investment accounts through Fidelity and it seemed like things were missing. For instance, the foreign tax and income. If Turbo Tax can read my account to see my transactions, why can't it read the foreign tax I paid and my foreign income? Furthermore, I feel like there should be more companies that are compatible with Turbo Tax. Is the Intuit team doing every thing they can to be in sync with mortgage companies? Banks? Credit Unions? etc.?

Eileen, the tax expert I worked with, was knowledgeable, professional and thorough. She quickly resolved the issue I experienced. It was a question about reporting RMD distribution requirements. She was able to give me the answer that allowed me to complete my return. I highly recommend Eileen as a valuable asset to TurboTax.

Everything works as expected. Ever year I use this I get upset because the font is SOOOO small. I try adjusting resoultion size but then many boxes are off the screen. PLEASE give users (especially for Seniors) the ability to increase font size se we can read the printing

very disappointed in Turbo Tax Deluxe this year.. always getting the message to activate the license and will be using up activation codes... I've tried shutting off the firewall and virus protection, but that still hasn't helped... Regardless, I should not have to shut the protection off on my laptop to do updates...and to think it's March 28th and they still don't have this fixed is insane... your business reputation is going downhill the longer you leave this issue hang out there. I've also been a long time user of Turbo Tax with relatively minor issues in the past, but this year is a completely different story..

I was disturbed that for the second year in a row I was unable to import my info from the prior year I found last year's .tax2024 document, but when i clicked on transfer, i just got a beep several times in a row. Ive been using TurboTax for decades and only recently has this function failed.

I've been using TurboTax for more than 20 years. Normally it is a pretty seamless process, other than not handling stock option sales correctly without manual intervention despite having the transaction records being downloaded directly. This year, TurboTax started using up license activations every time I opened it. That forced me to complete my tax filing before the 5 activations were used up. That was quite annoying.

I appreciate this product because it guides me through my taxes step by step, often offering helpful information that enhances my understanding of the process. However, I believe the information regarding Arizona state taxes needs to be more detailed. At times, I found myself having to guess or search for information outside of the product. Please consider updating the state tax section to provide more comprehensive information, similar to what is offered for federal taxes.

This is a pretty easy program to use for tax preparation. The download of on financial documents from my broker was confusing: one could be led to download multiple copies of documents due to the confusing instructions and you'd end up with duplicate entries on your return. My advice is to pay careful attention; there are rabbit holes on can slip into if not careful. My last piece is to be mindful that TurboTax is relentlessly trying to upsell additional services. Their most flagrant in my case was offering to deduct the $25 state filing charge from your tax refund. Only after agreeing to this scheme, you'll be directed to a page that charges you $45 for the service. If you are not paying attention, you will be tricked into accepting this charge. This is very sleazy behavior, in my opinion.

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".

I've used Turbo Tax for at least 10 years. once I got into the down load version. it returned to be my old friend. Why did I have to have Windows 11. I hate Windows 11! I worked very closely with Bill and Paul to bring Windows 1 - 7 to market. (I was IBM's software product manager.) Listen to your users!!