you made it complicated why not just let me enter next to my pension and retirement I didn't change income. I used standard deduction in 2024 it should have asked do I want standard deduction and took me straight there. been using a long time seem to be more complicated every year

I have been using TurboTax for more than 25 years. Over the past few years TurboTax handling of Health Savings Accounts has improved and I greatly appreciate it. Unfortunately there are a couple bugs that have been persisting for several years now and Intuit still has not fixed them. 1. TT should transfer my checking account information that is used every year for my refund, however on the state of Michigan product TurboTax ALWAYS changes the account type to a savings account and EVERY year I have to manually change it back to checking. Also, when about to file for state of Michigan, TT displays the account and routing number and has you confirm that it is correct, then TT forces you to to retype the routing number and account number even if you used it the previous year..... And then when you move on to the next screen you have to re-type it again even though you have already confirmed it and retyped it. 2. One of the most frustrating changes that TT has made in recent years is to make it very difficult to E-file federal taxes then paper-file the state taxes. Federal E-file is included in TT Deluxe and it is easy enough to E-file federal but then it assumes you want to pay extra money and E-file the state as well. It will not give you the instructions and the ability to print the state forms for paper filing after E-filing Federal. You have to back up then tell the software you want to paper-file the federal return and the software is quick to warn you not to paper file after the E-filing is complete, but at least then it will give you the instructions and the ability to print the state of Michigan tax return. It used to be great and allow you Federal E-File and Paper-file State THEN save either key worksheets or all worksheets for either Federal or State, now it just lumps it all together and you have to choose which pages to print or save. Anyway, if Intuit decides to fix these bugs I would be much more likely to give a more positive review next year.

I didn't like being told after the fact that i would be charged $100 and $40 as a maryland resident for a refund transfer service. I also did not like that very sensitive and confidential information was being shared with some unknown company (santa barbara tax products group). I trust intuit but have never heard of santa barbara.

When going to pay for state and when entering credit card for state payment, the place where you scroll down to enter experation month does not scroll past 8. I don't have a credit card with an experation date before August of any year. This is a major flaw, in my opinion.

There were a few issues with 2025 Turbo Tax. Opening a new section resulted in several error messages BEFORE I had entered any information. TT kept insisting that my pension is Canadian, but it is not. State return didn't populate until I exited the program and restarted.

All went well with my taxes. Once I added my State Return I had significant problems with printing out selected forms. It would add additional forms not selected, the pages would not print correctly. I had worked fine until the State Return was added!

Fed return was accepted right away. NY state return was blocked until I went to Internet and Googled my problem. They (AI) pointed out that on 1099R, box #1 info had to be manually entered in box #16 or else TurboTax would reject it. This did NOT happen when I did my 2024 returns with very similar 1099Rs included.

Mr. Carlos (Tax Expert) was very punctual, he called me exactly at the time the appointment was scheduled. He was very professional, helpful and very patient with all my questions. He took his time attending me one on one, without rushing. His goal was to help me in everything I needed. I really felt that he cared for my case. I'm truly satisfied with the professional advice provided. 100% recommend this service.

Overall very good experience. I've been using TurboTax for over 25 years. This year I found one issue that was frustrating - entering the interest and dividend information myself was not simple, it required additional steps. The program seemed to want to force automating the procedure and that was frustrating.

I was disappointed that TT-deluxe was not able to accurately complete form 2200. I needed to report my tax withholding by quarter as I went from full to part time employment and had a lump-sum Roth conversion income late in the year. TT simply straightlines the total. The result was either pay a nuisance amount of incorrect penalty, or spend a couple of hours re-doing the fed and state forms by hand. I couldn't enter the numbers into the forms section.