Customer Reviews for TurboTax - Online 2025 - Investors & Self Employed - Federal Tax Return - Android, Apple iOS, Chrome, Mac OS, Windows [Digital]
Customer Rating
5
Returning Customer
on February 23, 2025
Posted by: MamaLisaB
from Tennessee
I have used turbo tax for several years and always an easy experience. HOWEVER I do like to see my tax return as I follow the instructions to assure myself I am preparing the return correctly. Used to have a button where I could go out to the return and see it as it will be printed but unless I'm missing something, that ability is gone.
I don't like the new online version. I cannot do more than one return which I have been doing for my grandchildren for the past several years. if I pay this much for turbo tax I don't think that doing my grandchildren's returns should be restricted. I also found this version to be harder to check than the previous version for 2023. I also used the 2023 version to create some examples of other tax situations like whether to take capital gains this year or wait until next year. I can't do any of these planning estimates with the online version. I will de looking at other options for Tax software next year. I have used turbo tax for at least 10+ years but I don't like limited use of the new online only version for 2024.
I find using turbo tax very frustrating. The questions are nice to walk you through the return, but in some cases they lump too many things into one category. Specifically Pension income and the Required Minimum Distribution. The lump defined benefit plans into the same category as 401k's and run through these crazy RMD questions that aren't relevant for a defined benefit plan. Was a nightmare trying to get through that. Similar to depreciation. I have a depreciation schedule that my accountant used for years and all the goofy questions from turbo tax and they didn't calculate it right. There should be a way to opt out of the questions and enter your data. This was a 3 hour nightmare.