The HSA section needs a bit of help. I am on a family plan, and it only wants to know my contribution and if I also made contribution to my wife's HSA. By ignoring it an starting from scratch rather than try and import my return from last year, I was able to get it to work without telling my that I overpayed and I either need to withdraw or get charged 6%. I also have an under 25 son non dependent that is on the HSA plan, which I am guessing is what might have been causing some of the problems.

For at least FOUR YEARS, your software has not properly considered my itmemized deductions and has defaulted to Standard Deduction. I missed it the first time and had to file an adjusted return the next year to recover a few hundred dollars in taxes paid. It happened again this year. I had to dig into the forms themselves and figure out why TurboTax didn't account for either my mortgage interest or my property tax. I'm considering going to another tax software next year.

I was deeply disappointed that TurboTax would only run on Windows 11. My computer could not be upgraded so I spent $1000 to buy a laptop. I did not like the changes. I was confused at how to download my information from the Merrill Lynch site. The program kept asking me if I wanted to download from QuickBooks or some other file. I finally stumbled on the correct way to get to the site. I think there should be a number to call if you're having trouble navigating the software. (Is there?) I was disappointed that when I could not figure out how to subtract my before-tax charitable contributions from my RMD, my only option was to submit that question and have another user answer. In summary, I can figure out how to calculate my taxes, but I always have some frustrations using the software. I don't need a tax expert, but sometimes I would really like to talk to someone who understands the software. I did manage to get through it.

This last version of Turbo Tax has an issue with me leaving the data on one spot open from my 1099R forms specifically from box 16 of the 1099R form. Box 16 on 1099R forms are open therefore nothing to enter and Turbo Tax is does not except that there is nothing to enter. Looked up on your help line and multiple responses stated enter line 1 or 2 from your 1099R forms and it worked and the software was happy. But why did I have to trick you software. This is not right.

I have used Turbo Tax for over 20 years and have always been very satisfied, BUT this year I am very unhappy because of the inaccurate return they prepared. The final return showed I would receive a refund of $767. However, I received a noticed from the IRS that I owe $145! It seems that my social security is taxable. The IRS explained that the reason was because of my other income. Why didn't Turbo Tax know that?

I have been using TurboTax for years. I am confident that my returns are correct. My returns include W2, 1099R, Social Security, Interest Income, Rental Income, and Royalty income. It is very easy to use for income and deductions. I would recommend TurboTax to anyone and save the cost of going to a CPA.

Several times this year I seemed to get stuck in loops concerning importing data. I started by importing forms and then when I got to the respective interview areas I got stuck in a loop wanting to re-import the data. Eventually I skipped the import and got past but I found that process confusing and I ended up with multiple forms imported that I had to delete.

Disappointed with return/process due to the fact that Intuit tried to slip in $70 of additional fees which were not fully explained. Specifically, one was identified as "turbotax premium service" and "state efile fee". To correct this, I had to contact support. It appears that they were able to resolve the turbotax premium service, but I was advised that the only way to avoid the state efile fee was to print and submit the form via USPS.

Pretty nice software though sometimes info carried over from prior years doesn't fit right in. As in a 1099 Int form, if TurboTax can't link to the company to download the form you need to manually enter the info. Even if you entered that 1099 Int form from that company in prior years it is still a manual entry.

Turbo tax makes data entry fairly simple with some simple links to my stock accounts. I wish there was an automatic interface to handle stock options and short sales without having to go in and modify the cost basis and sales information to account for losses. One minor complaint is the final tax review process. I thought I was all done and ready to file when I got an error message that said the latest version was not up to date. I had to get out of the final step only to reload the latest version of TurboTax. Yes, it's only a minor inconvenience but it seems that final software update should have been programmed in right before the final tax review. Overall. Turbotax is a great tool and timesaver.