Interview process was not as good as 2024. Summary only show limited info not full form. The auto download added account that was empty even though confirmed 2024 accounts. Download unclear what was downloaded in interest / div section. Adding QCD donations from RMD not clear. To review account as requested had to select manual download.

This year is not good! I am filing a simple return for a friend. The 2025 program requires the AGI to be in cents but the import from 2024 is rounded up. It took several attempts before I realized I needed to add all the W-2s from last year up and then put the Cents on the AGI on the 2025 line before your program would approve the AGI as the same. I have used Turbo Tax Premier for 20+ years and have never had a problem. I uninstalled the Return and reinstalled it and paid my $25.00 twice trying to E File. I'm still trying to get the Return Filed. Now it says it is being rejected by IRS.

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.

For some specific tax calculations, if it provides customized explanation (how it's calculated) would provide peace of mine. For example, my AMT calculation has just one question then the resulting number with no insight! I had to check the form to check the calculation detail. How about a customized calculation explanation in this AI age.

I have used TurboTax for more years than I can remember. It easily and accurately pulls in information from my prior year return. I download the software to my computer vs using the online version. With having the software on my computer, I am also able to create an estimated tax return for the following year to aid in determining my estimated tax payments. When running the Smart Check, I usually only encounter a few items that need to be addressed. This year I used the Turbo Tax Community Support in mid January for my Wisconsin tax return in order to find out how to elect to take the new WI Retirement Income Subtraction to offset my pension income. There was a topic already started on this issue. The issue was eventually resolved later in January in one of the software updates (just need to be patient). However, I would like to see Turbo Tax make that tax benefit election more visible in Schedule SB. It currently is "hidden" in the "Retirement Income Adjustments" selection. But when this is selected, the next screen that comes up lists 4 obscure retirement items, but does not show the new WI Retirement Income Subtraction until you click "Continue" and then the question about electing this tax benefit appears (assuming one is eligible for it). The e-filing process for both the federal and state tax returns was easy and successfully completed. In fact, my federal return was already accepted shortly after filing. .

Changing the look-and-feel of the product from last year to this year made it a little awkward for me, since I am used to a particular look-and-feel. I also could not find the non-cash charitable contribution valuation guide that was previously in the program.

Turbo tax use to be easy to use, this year was not easy at all. It tool forever for forms to be ready and then sections would never clear, kept saying ready, but when you reviewed them they never updated. It was even more challenging to see what you were looking at, if you wanted to edit forms for example, seemed almost impossible as nothing seemed simple and easy like before. Clearly they want you to use the so called "experts" and pay more, so make the software complicated and difficult. I will be looking for something else next year.

I have used Turbotax for many years and found it to be an excellent product. The software has been enhanced many times since I started using it, keeping it up to date with comprehensive features and simplifying the overall process of filing a return.

It use to be super easy to get the product and do everything from your computer without signing into anything and mailing. Now you make it near IMPOSSIBLE to do it. It's a miserable experience trying to do it the more private way. WHY do you do this when people are paying for the product? It's not like I am trying to get something for free.

I have used TT Premier for many years and the 2025 version was slow in coming but straight forward to follow. I required some advise for which I paid. This advice was not particularly helpful and no follow up was permitted. I also consulted a TT expert -based in Texas- who was very helpful in sorting some difference between VA and CA filings. For the second year I used the TT download but these filing are not uploaded to TT. This is something I wish could be rectified.