After all checks and balances and prior to filing return, you make it hard to figure out how to just print to a PDF so that you can review all information before you go back and file electronically. You don't want to print all data, but you want all data in a PDF so selective print and review

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.

Four stars given instead of five because had issue with update download requiring expert help form Intuit. Also down load of tax forms encourage using preparing taxes on line instead of using desktop. I did not like the online preparation, therefore, switching to the desktop format I find up better and easier to use.

Turbo Tax is NOT easy. Program asks the user questions it should know by information already entered: Why is Medicare wages higher then state? Going through Pa State program, The step by step doesn't show the program transferred the union dues to the state as a deduction. Had to switch to form view to confirm. The same for prorating tax exempt dividends.

Generally straight forward although on occasion I did need to cross check versus home records. No issue with downloading o my PC or retrieving prior years return. Chat wa sometimes helpful although at times ddi need to go to the internet to reconfirm certain items. Seemed to work intuitively.

Two areas where TurboTax should edit the questions to make completing the return more clear and easier to understand. 1) Ask better questions for filers who have made a Qualified Charitable Deduction from their IRAs. On my first attempt at completing the form I ended up with a penalty for having not taken all my required RMD because I donated part of it directly to charity. I had to manipulate the screens at least 3 times before the software wouldn't record a tax penalty for that amount. 2) I have PINs issued by the IRS that must be entered before electronically filing. In spite of reviewing all the entry screens I couldn't find the screen that requested that 6 digit PIN. I ended up going into the tax form itself and entering the PIN, and then triple checking to ensure that PIN was properly included in the file that was electronically sent to the IRS. In previous years the screen asking for the PIN was obvious.

Everything went great except that I started the tax return in December to see if I should make a deposit because I made a few thousand dollars in the stock market. I knew my Quicken program wouldn't be correct, but close, and I knew I would wait until February to finish my taxes. In February, I started my return and deleted my Quicken download and started my return. I finished my return, and it showed I owed $1500.00. I went into Forms and found that there were two 8949 forms that were almost identical. The one from Quicken was not deleted when I deleted the Quicken download. In my final review It indicated that everything was correct. I would have thought that TurboTax would have caught 2 almost identical forms 8949.I actually only owed $233.00, which was in the ballpark of what I figured it would be. I was glad I went over my forms again before sending them.

I've used TurboTax for at least 30 years. It has changed very litte. It's still ponderously slow, cumbersome to use. The interface is little changed from five years ago. Only the barest changes to the interface seem to be made, nothing to improve the performance or user experience. Installation is incredibly slow.

1)On a1099R form It showed the gross amount in box 1 and the taxable amount in box 2a. So I entered the info accordingly in turbo tax. Out of curiosity I said no which led me to the next screen asking me if the general rule or simplified rule was used. This is a form provided by the brokerage firm .How is an individual supposed to know that? This information in all the boxes shown in the 1099R was entered correctly into Turbo tax, Shouldn't the software have figured out if there was a taxable amount or not? 2)During efiling the forms for the state, a fee of $25 is charged, which is fine. Then you have the option of paying by credit card or have it subtracted out of your federal refund. If you select the deduction from your federal refund there is an additional $40 processing fee on the next screen. This should be clarified right before a person selects the option\ not after selecting the option 3) I had called in with a question and the rep asked me to share my screen. I gave him the screen share number but he said the screen was blank.??

Nothing was easy: Kept telling me to enter my Canadian income... There is none and never was Completely messed up my Fidelity info. No way to check if it got everything Hard to navigate Hard time finding last years return to help with this year Too much else to list I have been using turbotax for many years and it now is unusable