I was initially unable to pay the TurboTax bill for my state filing using my preferred credit card because the drop-down menu for the month of my credit card would not go beyond "08." Eventually, I had to select another credit card where the month of the credit card fell within the range "01-08."

This time I gave Turbo Tax a rating of 4 out of 5 for the following two reasons: 1) After using Turbo Tax for over 15 years with no problems at all, in 2024 Turbo Tax, I was shocked to learn that in order to use it I had to have the latest Apple operating system (Mac OS). All my Apple computers would not accept the latest OS, so I was forced to purchase a new Apple computer. 2) Using the 2025 Turbo Tax app it would not transfer my personal data from my 2024 tax return. I had to input all that information on the keyboard.

It would be great if TurboTax fixed the following: 1) TurboTax automatically assumes that any HSA distributions were taken for medical expenses incurred in the same tax year as the distribution. That is not always the case and makes it impossible to reconcile with state tax filings that do not follow federal tax laws (like California). PLEASE FIX THIS ISSUE. 2) The instructions for entering foreign tax withholding (in my case for dividends) is incorrect. I had to read several articles and watch a couple of YouTube videos in order to enter this correctly (at least I was able to do so eventually).

Overall, the software guides you through every key step. There is some repetition in asking for information, but it's probably to avoid errors. I had to do a little trial and error to download 1099 data from my financial institutions. My biggest disappointment was that I paid for a state income tax return, but TurboTax made me pay for it again.

Overall I do like Turbotax. However, it could use more clarifying comments and/or examples in the instructions provided. Turbotax should be understandable and useable by a 8th grader. It should be absolutley user friendly and intuitive such that an 8th grader can resonably get through it. It should be user tested to see where most users get hung up, prioritize these areas for simplification and ease of use re-engineering.

problem with your software is it sometimes pulls stuff out of thin air and acts strangely. example: while going through my income it suddenly came up with wanting to declare my Canadian pension income. it's never asked that before and I've used turbo tax for years. besides I've never worked or did anything in Canada. But after adjustments it gets the job done.

Turbo Tax is overall a good tax perpetration my experience over the years has been taxing with the downloads freezing in mid process. This year it was good quick down load and as usual the install took some time but that is a given with the software. I can not speak on compatibility because most of the inputs except financial down loads are manual. Have not used any other tax soft ware ex. tax act so I can't comment.

I have used Turbo Tax for many years and continue to use it because of the people who have been so quick to help me get over some bumps that I was totally unaware of until I got more and more involved. This year was fortunate to have Aaron assist me. He was and is fantastic. I am 86 years old and not a technological genius! I'm sure as we continued to help me,there were times he had to be frustrated yet he never seemed to exhibit it. I was totally impressed with his knowledge and expertise, he was able to guide - even me to success. I will continue to look to Turbo Tax for the 2026 edition.

Normally, I do my Turbo Tax on a Mac but this year my Mac wouldn't accept the O/S update to 14 so I transitioned to my Dell laptop. Not sure if that made a difference, but this year was definitely more difficult than previous years. It didn't ask me about my Social Security so when I was done with the income section, I tried to go back into it but the program wouldn't allow it. I had to wait until I got to the final review and then go back and add it. I tried to use your online help feature but the comments in there were years old. Several other instances caused wasted time as the program seemed to jump around and go back to previous sections. All in all I was disappointed with the functioning of the program and whether or not that had to do with Dell version or not, I guess only you can answer. I still appreciate Turbo Tax but will probably update my Mac for next year. Also when I tried to print the final forms, all it would let me do was create a PDF. Couldn't just hit the print button and get a copy.

Foreign Tax Paid was improved this year to allow more than 1 worksheet, which was helpful. But the instructions in that section were somewhat vague, and after reviewing Worksheet 1 I had to make edits because the first country's dividend entries were double-counted. Also, the default print settings result in images only 40% of actual size in the center of the page. It wasn't until I had printed the first time that I knew I had to change the print settings by expanding the details and making the adjustment. Very frustrating.