A very easy tax return. They provide me with all the up date and questions to successfully and I really appreciate it. I will recommend to my family and friends.
As my taxes get more complicated, some functions in this program are clunky, like the function of bulk processing missing fields for short and long term stock trades, it would be nice if the program would role into the next entry that is flagged rather than needing to use the back button.
Changes in the TurboTax system made filing harder,
on February 19, 2025
Posted by: LKT5
from California
I have used TurboTax for several years and was happy with the results. However, this year I was not happy. It didn’t auto-populate certain areas like it has in the past. It was like I’d never used TurboTax before. I liked that previously it would compare and prompt when something needed further care, and the names, ID numbers etc were brought over from last year’s filing. This year it was as if I had never used TurboTax.
On the positive side, I was able to download financial information and it was much easier that way.