The system itself is great and fairly easy to use. Experts could use more training. The expert I chatted with the other day advised me not to report my state income even though I had numbers in Box 7 on my 1099. He said because Boxes 5 and 6 were empty that I could leave box 7 blank. Incorrect. He and his 'lead' he was consulting with both recommended this. I don't want someone else getting in trouble because of misadvise like this. In the future I will either not consult one of your experts or use a different service.
Incorrect clergy HSA calculations. Need interview question to clarify the difference in how these are taxed. Also, when itemizing on federal and taking standard deduction on state, point out the itemized deductions that can be added back in (e.g. donations to Idaho Youth Ranch). Otherwise good experience.
Response from turbotax.intuit.comBy TurboTax Care Team, March 14, 2026
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