I don't understand why TurboTax doesn't provide much assistance in determining some federal and state differences, for example different amounts for CA capital loss carryover. This subject is a big mystery to me, but I would assume TT designers know how to ask for pertinent data to determine the correct entry.

There is no federal or state tax law that prevents withholding income taxes in excess of 50% of wages. Form IRS W-4, Employee's Withholding Certificate, Step 4: Other Adjustments (C), Extra withholding. Enter any additional tax you want withheld each pay period, allows for withholding up to 100% of your wages. For "supplemental wages" (like bonuses) exceeding $1 million in a calendar year, the IRS mandates a flat withholding rate of 37%. When combined with FICA (7.65%) and potentially state/local taxes, the total withholding can easily exceed 50%. The IRS does not penalize you for overpaying your taxes. Any amount withheld that exceeds your actual tax liability for the year will be returned to you as a tax refund after you file your return. Unfortunately, TurboTax software assumes the information on the W-2 is incorrect if withholding exceeds 50% of wages and therefore will not electronically file federal and state tax returns. Why your software doesn't asked the taxpayer to confirm the W-2 information rather than preclude electronic filing is unconscionable. Is there anything you can do short of forcing me to physically mailing income tax returns?

Turbotax does its job, A few small glitches. Wound not import a 2024 tax file; Had to open it as a new tax filing to get it to import. Insisted I had a Canadian Retirement account when I don't. But all in all it is a major step up from the competition. I have used Turbotax for over a decade on PC and now this year on Mac (no win 11 for me) It was just as easy.

It is very annoying to me that Turbo Tax does not provide modifications for 19.for the pick up contribution for State Taxes. It similarly did not provide a 502 SU this year so I have to do the filing myself. I feel if you cannot serve Maryland taxpayers fully for filing their state return, you should provide a discount.

The desktop version was frustrating this year, especially for crypto. The online product has a much better import and automation workflow, while the desktop version felt clunky, outdated, and far more manual. It makes no sense that a paid desktop product would have worse crypto handling than the online version. The biggest issue was having to do extra manual work for crypto reporting that the online version seems to handle much better. That is a major downgrade in usability. I'm also unhappy with the audit defense offering on desktop. It appears to cost more than other options while offering less coverage than the web version. Charging more for shorter coverage makes the desktop product feel like a worse value overall. TurboTax desktop used to feel like the more capable option. This year it felt like the opposite.

Turbotax is expensive to begin with. State tax e-filing is additional! This year I realized that the default UI behavior of TT led to a big tax bill. It was so significant that I plan to amend my prior year's tax returns, as I have been using TT for many years. The issue is with backdoor roth conversion, or in general any rollover and state tax filing. In the state filing, it, by default doesn't prompt user that you may have already paid taxes on this rollover.

I've used the PC version for many years. Now you are trying to sell the online subscription, but it does not include the ability to create more returns for different members of my household. So, the lower cost offered on the online version did not make sense for me.

Buggy. K1s with Box 20 having "Z *STMT" lead to failure to e-file. Seems this is a QBI worksheet issue that TURBOTAX should fix. I know that the idiots in Congress write Tax laws that aren't logical and better yet they pass it on to IRS at the last minute, giving programmers too little time to get even basic bugs out. BUT, the $100 tax reduction that I spend 100 hours pursuing in NOT Worth it. So, whose fault is it. Congres, IRS, TurboTax probably. BUT NOT ME.

ALWAYS A TRYING EXPERIENCE! Can't copy or print any the help pop-up information for later review. Can't copy and paste any field names or data to save in a Notepad file for back reference while completing numerous other steps. There are SO MANY TIMES THROUGHOUT THE PROGRAM WHEN THIS WOULD HAVE BEEN SO MUCH HELP! Instead, you make us manually write down EVERY BIT OF IMPORTANT DATA that we may need to back reference later.

I have been using Turbo Tax for years and it is excellent. I like the way it walks you through topics. This is the first year I had some glitches - it insisted that I had a Canadian social security account. I have researched and there is nothing in my files past or present that would lead it to come to this conclusion. I had to keep deleting the reference.