I am very disappointed that you did not have ItsDeductible for the charity deductions. What was in its place was a real pain to use. Also received an erroneous message on the payment screen for $45 for premium service so I had to call Turbo Tax and then wait a long time before being helped. The support person was excellent.

Not as user friendly as before. Went to TurboTaxhelp.com for installation help I thought it was Turbo Tax but it was a site called Just Answer Had to pay $5.00 and they signed me up for a monthly subscription. I have used Turbo Tax since 2003 Next year I will consider other software

Contacted expert one time, helpful in understanding on how to proceed with multiple Rentals needing separate input. With one Property Management 1099-MISC Form. Had conflicting understanding between desktop and online input. Was hoping to be able input data into desktop and upload too online input review.

I was disappointed this year for the following: 1. Last year Turbo Tax data not transferred to this years turbo tax 2. Did not include our full names, is missing our middle names 3. Forced m to included "premium turbo tax" and then charged cost 4. Got hung-up on the state tax return for questions that did not apply and did not apply to our return 5. Tried to force us to use online forms in lieu of on my computer Hope next year you change you "style"

I was really put off by the requirement to replace my apple computer in order to continue to use turbotax. Strongly considered switching to competitor. But in the end, more than 15 years good experience with TT was dominate factor. Still grumping about the "extra" expense, but now hope for compatibility will extend a few more years. The tack on fees for "e-filing" and processing refund were an unpleasant surprise and to my mind not adequately disclosed up front. The two state situation was adequately handled but instruction for handling multiple 1099-R were confusing as if you move mid-year you will get two from the same brokerage but your RMD doesn't change. TT gets confused and over calculate your RMD & add a tax or penalty, Note.My 1099-R from brokerage contained, and I entred, the 17 characters in the state withholding account number box as I was doing the federal tax. Only when I got to the state portion was this flagged as on 14 characters were allowed. After some searching, TT identified which three characters to omit. Should have been flagged in federal part but was not. Had to go back to federal form. Not efficient with my time. On the plus side, the comparison with prior years is extremely valuable to catch big variations year that may be real or typos or omissions. Bottom lime, will probably use next year.

Went with the interview mode all the way through and passed the review with no issues. Went into the forms mode and found an incorrect TurboTax assumption that was costing me over $12,000. The assumption had not triggered any warning, I was lucky to have found it. Took a look at the warranty and found that I would have had to have filed and paid and then filed a corrected version requesting the 12k back. As justification to get a partial refund of the purchase price of the software. No thanks.

I have been using TurboTax for over 10 years. The first three years we also had a tax accountant do our taxes, but i matched every time. The last year TurboTax found a tax savings that the tax accountant had not beenaware of. From then on it has been TurboTax every year.

Importing the tax information from last year was critical. We liked the ability to download information directly from our financial institutions (this save a lot of time). The questions posed by Turbo Tax are generally straightforward but not always. We liked being able to go back and review individual topics. In past years we had difficulty accessing Form 8606 for IRA distributions. We have learned to search for the form we needed under the list of forms - and we were able to fill it out with information specific to our needs. One criticism - at the end, when Turbo Tax is reviewing for errors - the alert said we had to fill in the box on line 22 on a 1099-INT, however, we had 16 1099-INT forms and it was a real pain to determine which one TurboTax had targeted. If the goal is to fix errors, then the software should just bring up the form that needs to be corrected. That would be very helpful. I think TurboTax gets smarter each year - and perhaps listens to customers reviews. Kudos to staff for the changes you have made over the years.

Overall Turbo Tax explained each requirement in a manner that I understood. Details were sufficient to understand and execute the requirements. It pulled in the information required from my financial institution quickly and completely. While I didn't feel I needed a live persons help, my questions and concerns were answered sufficiently through the topics available online.

For my 2024 taxes, I had to answer several easy questions about my wife's NC teachers retirement 1099-R. i can't remember exactly what they were... The easy answers were something like "received payments monthly", "not a safety officer" "Yes, received payments for several years", "she did something else with her money", "received money from a qualified plan"..... anyway this tax year the questions for her 1099-R seemed a bit convoluted. also, i imported my 1099-R, -INT -DIV from fidelity. THAT IS SO NICE.... however, I had to some follow-up on the foreign tax credit - that i thought TT sould automatically populate . During "Review", TT did not tell me i failed to update my foreign tax credit under the credit and deductions sections