I have used TurboTax software for several years to prepare my tax returns and a small number of returns for family members and close friends. It is the best tax software program available in my opinion. You don't need to be a tax expert to use TurboTax. You just need to be able to answer questions about yourself and your income and expense situation.

Is it me, or is Turbotax getting more complicated and controlling? Didn't like the fact that the software added my residence state as a required default for my state return, which doesn't require residents to file a return. I file a non-resident return for another state, and I had to keep toggling from the window that says "see amount" to see the real status of my state return. That was irritating.

I have been a Turbo Tax user for more years than I can remember. I must say I was extremely annoyed, this year, that the software was not backward compatible to Windows 10. I am fortunate that I had a Windows 11 computer at another location, that I had to drag home just to do my taxes. Extremely short sighted on Intuit's part, in my opinion. I've already spoken with a dozen people who found other solutions to TT this year. You folks do your customer base a huge disservice with decisions like this. All because MS withdrew support last October? Wow.

There is a glitz wherein one of my 1099-R would not allow me to e-file due to my checking the box on the 1099-R form that the type of account is an IRA. The program kept going back when I tried to submit e-file with a message that one item -that one described above- needs review. No way to override the glitz was allowed. After multiple attempts without e-file success I finally unchecked the 'IRA" box and checked the "other" box although that is not correct. I then was able to e-file. Your entry checks on review are terrible where they do not provide an override capability. Quite frustrating..

Love the ability and help TurboTax provides with filling taxes independently. I have used the desktop version in the past but my 2025 Mac system had some glitches this year that made some of the work through complicated with errors I had to manually fix in the files themselves.

Turbotax used to be much easier to use and navigate but isn't anymore. I called for assistance because I had separately purchased two state returns several days ago but didn't file right then and saved my progress. I came back and the system would not recognize the downloads for the two state returns and forced me to purchase them a SECOND time in order to file. So -- I was charged nearly double (the purchase price the second time was for slightly less than the first time). I contacted support and they helped me to get to the Intuit purchase area to find the downloads, but did not understand why Turbotax wouldn't recognize the downloads. One screen showed the state returns were there and directed me to click on them so I wouldn't be charged, but then forced me in the next screen to pay for them again to proceed. It seems to be a glitch in the system. I'm extremely unhappy with the product at this point!

Once you get past all the marketing, and scare tactics, the actual tax prep is helpful and makes the process smooth. But your marketing is horrendous! How many time do I have to say no to real time help- at least 20. Very annoying, makes you seem desperate, and wastes my time. It's also difficult to tell which product I need- you should be more specific, not just "rest assured! We can help you" vague language meant to pacify a toddler.

CA tax module does not handle IRA distribution well. My 1099-R Col 16 is empty, software said just use the $ amount in Col 1 or 2 to put it in Line 4 --IRA distribution adjustment. It made a big refund for me, but I know this is not correct. After reading the rule of federal and CA, both treat taxable the same way, there should not be an adjustment to put in Line 4. I put zero in Line 4 and it show due amount for me.

I did not engage an expert. I thought I did not need one given 30+ years using the program. Annual changes to the program can be a pain. Even then, I was able to find everything I needed. Being an ancient one, the nonuse of menus, navigating by icon or swipe drives me nuts. Do not eliminate menus please. Reporting is good.

When reporting foreign incomes, you really need to know what you're doing as there are manual steps to add the reporting incomes to the appropriate schedules. They are not automatic. For example, interest income from Form 8938 would not go to Schedule B automatically and have to enter them manually.