no live chats, as never could connect ! I finally got an answer with instructions that didn't work. I spent more time trying to fix issues that didn't even relate to me. PPP loans that I never had, cost me more time that it took to do my taxes, figuring out how to get around the problem!!!

For the 2025 Turbo Tax, they changed the process for downloading your financial documents (i.e. 1099s). It simply did not work. When you are on the download page and select your financial institution, it then asks you to choose your preferred browser. Then it takes you to a page for you to sign in to your financial institution. It then says it was a success for the downloaded document and tells you to go back to Turbo Tax. However, it takes you back to the original download page and you can not access the downloaded document anywhere in Turbo Tax. The process used in previous years worked just fine. This year was a huge disappointment. Why pay for a product where you have to manually key in every 1099!!

I had a bit of a problem imputing my financial data from my broker but after three days of working with TurboTax I got the right person Linda who was able to help me get the necessary information to TurboTax I need for my returns, She deserves a 10. Thanks Linda

I have used TurboTax for years. Each year the product makes entry of information a bit easier and understandable. The government makes filing taxes more difficult than it should be, without TurboTax I am sure I could not do it on my own. Additional information on tax topics is a click away, all forms are properly completed, reviews find areas that need further data imputed, downloads of data from investments is improved from past versions.

Had to report 1099-B Proceeds From Broker & Barter Exchange Transactions - Tried to import the form from the broker and it failed due to the wrong web address. The interface dialog login box showed the web address but would not allow me to edit it. So I was unable to import. I had never had to use / report capital gain/loss using this form before (RSU) and it did not include the cash out I received. I upgraded to premium from deluxe and that did not help with any of the issues above. I'm concerned that the cash I withdrew (less than $1000) will be flagged as there was no taxes deducted. The 1099-B form also did not match the instructions. I decided to spend the extra $35 for Audit Defense just in case

Turbo Tax accuracy has always been a factor in which I have had complete confidence. The software has run smoothly on my Apple Mac. The features and interface have consistently made completing my taxes logical and easy to align with the IRS requirements. I appreciate the options to receive support if I need it. I'm grateful for Turbo Tax.

On Virginia State tax form, it is not clear how Turbotax reports municipal bond tax exempt interest. When Turbotax prompts to enter Fed tax exempt interest, Turbotax indicated to enter tax exempt interest separately for each out of state tax exempt municipal bond. The assumption is that Turbotax will then utilize this info to appropriately process my Virginia State Form. But when I review my printouts, it is not clear if all municipal bond fed tax exempt interest was reported on the Virginia Tax forms or only what should be reported - Only VA Municipal Bonds tax exempt interest on the VA State tax forms.

I've used TT for years and I love it. Never had a problem with my filed returns. This year it seemed that I had to do a little more work to complete my return. I would prefer that TT bring forward all my info from the previous year and let me edit anything that has changed. Also it would be great if last years data was presented beside this years data entry fields so that it would be easy to check my entries for reasonability while I'm entering them.

TT2025 won't let me pay state efile and want extra $40 to take the fee out of Fed return. Go to help and have to pay $5 just talk to that person. What kind of ripoff organization has Intuit become. *** Found my problem. Desk top resunution was to high. ***

My only issue I had - my 1099-R has the amounts in the "1. Gross distribution", "2a. Taxable Amount" and "9b Total Employee Contributions". I should not have to go through the "Simplified Method" screens. I know how much per month is non-taxable. Turbotax should take the info input. Only IF the 2a amount is NOT filled it should it make you go through all those screens. This was my first year with 1099-R. Bottom line: IF form 1099-R has ALL the info needed please do NOT make people go through the screens. It caused some issues and took too much time.