Overall I think Turbo Tax is awesome and guides me through much of the tough items. 90 percent understandable. except for some small glitches, in this one an entry for additional medical info when the line was ( 0 ) info not needed. Mostly your making the product aval. only online is a bother to me and Im sure others. like a book, I want to read the hard copy and hold it in my hands. Having to download does not give me a hard copy of the program which can be easier reloaded if one needs to. I dont trust the internet nor our Govt to do the right thing for us, thus I will not enter my information online, nor will I E-file, unless turbo tax decides to make it a requirement then Im sure that there are other ways to do my taxes without having to enter my info online. THE WEB CAN'T BE TRUSTED

This year, as will be the case for the upcoming years, I needed to report a non taxable foreign pension (exemption under a tax treaty). I talked to three different TurboTax experts and got three completely different answers/approaches: I was told to trick the system (enter a fake 1099-R with a fake TIN), to not report the pension (the backup IRS publications referred to were irrelevant), and last to have a CPA prepare my taxes because TurboTax cannot handle this situation. I found out on the TurboTax Community Forums that I am not an isolated case. TurboTax needs to offer the option to report a non taxable foreign pension properly. Also, I have had to file by mail because TurboTax does not support Form 5471. Hopefully this form will be supported in the near future.

Had to call help line to get program loaded properly. Agent was actually ready to terminate call when solution to my issue was hampered by his inability facilitate screen share. I asked for senior agent help and was told there was no further help. Luckily I was able to see a way to get the install running.

Some improvements over last year, but still many software/algorithm errors occurring. However, most annoying aspect is software does not fully utilize information previously entered into program. If you can't properly set a flag, how am I supposed to trust that the program otherwise is just fine, accurate, and free from bugs?

Have used Turbo Tax for years. Usually very happy with product. 2024 and 2025 PA state product has an issue with Sch. D capital gains identified by taxpayer, spouse, or joint not carrying over from Federal input, and no helpful input screens on the PA side to fix the issue. Never a problem prior to 2024. I have previous experience as a tax accountant.

My overall experience with TurboTax Premier was positive; however, I encountered a system issue when I needed to log in after ending a previous session. I was asked if I wanted to install the software each time I logged in. In addition, there was a counter that was decremented by one each time I logged in. I was concerned I would not be able to log in if I exceeded the five log ins that were available to me. To avoid program log in issues, I kept the program live on my computer.

The interview went pretty smoothly, although there was a puzzling topic regarding Canadian Registered Pension Income that no relevance to my situation. The principal reason is give only 4 stars is that the state product for Maine continues to leave the taxpayer high and dry (ie, relevant data from the federal return not transferred to the state return) in the matter of pension income limits. The state law as written is the dog's breakfast, true, but if anyone could decipher it I'd have expected TurboTax to be who did it.

Every year I am unable to attach required documentation for the Ohio Scholarship donation credit to my Ohio state electronic filing. (Ohio Schedule of Credits, line 15. Scholarship donation credit) As a result, users are forced to file via mail at additional cost and significant time for response from the state. To resolve this, there needs to be a feature for users to add supporting documents to their return within TurboTax.

TurboTax is a DOG when it comes to the Virginia Income Tax Forms. It asks confusing questions about the taxation of U.S. Bonds in VA, it enters information in the wrong fields, it has a bug is Form 1116 Worksheet which has not been fixed in a month. Better to skip VA information and enter the info yourself under Forms. The US part is ok.

For the most part TurboTax Premier provided all the guidance necessary to complete my CA state return but, for some reason, it punted on addressing state FTB rules for carry over losses leaving it to me to figure it out for myself. Fortunately, I had a friend who is a professional tax preparer to advise, so I did not need to pay for expert consultation. But this situation left me perplexed as to why Intuit decided not to cover such a common circumstance within state tax law.