Importing information into TurboTax was a nightmare. I had to repeat it many times and then where were errors that I had to manually correct. I have requested for YEARS that charities appear in alphabetical order rather than randomly. TurboTax ignores me.

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?

I have been huge advocate of TT for many years. This year is different. First I discovered they did away with the "Its Deductible" feature for tracking charitable donations. Then, I found that TT does not accurately allow accept the depreciation and expenses associated with a Short Term Rental (STR) that is used part-time as a vacation home and in which we actively and materially participate in the management of. In order to complete my taxes accurately, I had to over-ride several cells on the forms. Little did I know, by doing so, TT would not allow me to E-File. However, TT was quick to take my $75 to E-File in 3 separate states, then not allow me to E-File. What?! Now I am out that $75, and had to print off 228 pages to manually mail my returns to the IRS and 3 states. I am confident in the accuracy of my overrides and should be allowed to acknowledge the variance and move forward with the E-filing. Not to mention, I shouldn't have to pay to E-file three state returns, only to be told TT will not allow it. Very disappointed and will be looking at all other options next year!

I have been using TT for many years because it makes tax return preparation easier than done by hand. This version says that I have already efiled five times. I have not; I have efiled only once. TT will be getting a call. Plus, Melanie helped immensely with 1099-B when it would not download. These are two areas TT could fix to make this easier. cjf

I think your the software should be self-contained when looking for information about fixing an error. I felt like I was on a wild goose chase trying to figure out what the line item was for that needed correction, and where it was in the return. There was no context for the errors to fix.

In general easy to use. Annoyed by frequent pop-ups and ads for online Turbotax - "are you sure you want to use desktop Turbotax?". The need to manually make corrections to cost basis for options and RSUs is tedious as is the need to figure out the distribution of dividends between state in tax-exempt funds. Finally, a real pain that I couldn't port info for an LLC direct from online Quickbooks.

I did not find the 2025 Turbo Tax as easy to navigate as in previous years. Also, I encountered a problem at the point of "analyzing return." There were two very insignificant entries to be corrected on the tax payment worksheet and the federal carry over worksheet. No matter what I tried, it would not let me make the change. So I called your help line and waited on hold for 25 minutes. The person I reached came onto my computer but could not correct the problem and put me on hold for about 20 minutes. Then the call disconnected. It was very frustrating.

TurboTax makes filing taxes relatively easy if not fool-proof. I had to file taxes in multiple states this year and TurboTax completed one state's tax forms incorrectly forcing me to go line-by-line through the individual forms to locate TurboTax's error (placing a 0 where none was needed and the field should have been left blank) then correct it.

User experience still feels early-1990s-like, and the persistent bug of not calculating the mortgage deduction correctly has persisted for at least the past 3+ years. I have to hack it every single year to apply the 750/1M limit correctly. Have been a loyal customer for > 20 yrs, but doubt I will use again next year.

As compared to prior years, not so impressed, especailly with the filing of my state return.. In prior years, if I selected hard copy submission, the return would be prepaed for this method to include mailing addresses and guidance on the mailing process. I am not sure I have printed the correct from forms for state reporting. I believe the only reason this was the case is so Turbo Tax could push e-file for a fee on me.