I wanted to use the online version for the first time this year (free filing of State return). I didn't because it doesn't include the "forms" method of entry. If you have just a little knowledge of taxes, entering exactly what arrives on each form is a piece of cake. No worthless wandering through a zillion questions unrelated to your own circumstances. It was well worth my $20 to do my return on my desktop and use "forms."

I have used Turbotax for quite a few years, but I did not want to e-file my state return. In the past there was no problem printing the paper copies necessary. This year, after choosing to e-file my Federal return, and successfully doing so, the software didn't give any options other than e-filing my state return. In order to print the paper copies for filing by mail, I had to go back and change the e-file option for my Federal return. I hope that works without messing up my Federal e-file. Other than that everything else worked pretty well.

There were three places where the turbo tax program got caught in a continuous loop and wouldn't let me proceed or save what I had input and I had to keep repeating the same steps over and over until it finally kept the info and let me move on. Also, at the end it gave me an error message that the file could not be transmitted by Inuit. Several hours later I tried again and it successfully got filed. This was stressful. The filling in of the forms took me 3 hours due to the glitches. But otherwise I like using turbo tax and have a high level of confidence in it. It was harder to use this year than in past years.

Had a slight problem with reporting 1099 information. My previous year 1099 suppliers list was pre-populated (as in years past), but I was unable to edit them to report this years data. In other words, the edit button did not work and so I had to reenter the institution information fresh, then delete the same pre-populated institution, since I couldn't edit it.

I have been using Turbo Tax for 15 years and been satisfied with the service. This year was an entirely frustratingly different experience. My return was rejected because Turbo Tax said there was local id information needed but there were no local taxes or id. I was bombarded with solicitations to pay for help throughout the process of entering information. I had the distinct impression that Turbo Tax was creating hurdles that would require me to pay for help. Today I received an IRS notice that my Social Security benefits were not taxed correctly. When researching the problem I noticed that this was a common complaint and was passed off as user error. I think the users were set up for error. This had never been a problem in the past. I'm thinking it's time to find new tax prep software.

Previous years have been fairly easy without issues. This year there were issues with payer ID information. Allowed more than 7 digits in the entry screen but in the recap only allowed 7 and caused a error loop with no explanation. Had to call and get assistance. Passed the review process but then was rejected by Federal. Turns out there was an entry error that the review did not catch until it was rejected, Then the program highlighted it. This should have been caught in the review process. I did not expect these issues in a "premier" product.

Account information downloads should distinguish between the different accounts within the same financial institution by referencing account numbers. You do that for capital gains but not for dividends or interest. This makes it difficult to track dividends and interest from same institution where you have many different accounts.

Compatibility issues between TurboTax 2024 and Turbotax 2025 software. I prepared the 2024 return with TurboTax using with Windows 10. Now I prepared the 2025 return it with Windows 11. My data from 2024 was not correctly transferred when starting the filling in the software for 2025.

The software is already expensive, yet almost every additional step costs more money. First, you pay for the software itself. Then each additional state return costs extra. On top of that, TurboTax charges separately just to e-file each state return. It feels like constant nickel-and-diming. What’s even more frustrating is the 3 state e-file limit in the desktop version. If you have income in more than three states (which is increasingly common), you’re forced to either mail returns or find another workaround. This limitation is not clearly emphasized upfront when purchasing the software. To make matters worse, the software provides very little guidance for paper filing when you exceed the e-file limit. There are no clear instructions, checklists, or mailing guidance integrated into the process. For a premium-priced product, that’s unacceptable. Will not use for next year.

I've used TurboTax for decades and this year was disappointed to see it had misleading information about Massachusetts bank interest. It also put dividends from an irrevocable charitable trust into Schedule B without informing me so I had to search around online to find out why there were no numbers in Schedule E. I expected better from TurboTax (I was using the Premier desktop version.)