I have been using TurboTax since 1995 and find it very helpful; but, here are some areas that could use improvement: 1) Every time I opened Turbo Tax it updated the software which is great; however, when I tried to continue where I left off, it started me off at step one which was very frustrating. I expect it to only return me to the beginning if there are changes to that area, and then it would be nice to go directly to the affected area. 2) When performing verification of my income from my investment accounts, I accessed my investment account, and downloaded all of the information using the digital process and it had listed several items as individual 1099's where each one would result in a repeat of the pre-described process for the same investment accounts. 3) When it came time to look at capital loss carryover, the software was asking me to go back and look at my previous years return and verify that I had or did not have any loss carryover; I expect it know that answer because I use the create the current year from my last year's return. 4) It keeps bothering me about filing a state tax return; however, my state does not have a state tax return. I expect it to know which states don't have a state tax requirement. 5) Since Its Deductible is no longer available, it would be helpful if there was a csv import option for importing from other online charitable donation software systems.

There is an issue this year with how QCD disbursements are being reported by Financial Institutions. On the 1099R the financial institution in box 1 is reporting only the net amount (RMD-QCD). Turbo tax asks for the amount in box 1 and then ask later what your total RMD is for the year. Turbo Tax then treats the difference between the RMD and the amount reported in box 1 on the 1099R as failure to take the total RMD and subsequently treats the difference as a penalty and assess a penalty tax on it.

Navigation around TurboTax is still a little confusing. Especially getting back to where you were before looking back to check an amount or electing to do some parts as Easy Step or Choose your own steps. NYS Inflation Refund Checks data entry procedure not well done

It use to be super easy to get the product and do everything from your computer without signing into anything and mailing. Now you make it near IMPOSSIBLE to do it. It's a miserable experience trying to do it the more private way. WHY do you do this when people are paying for the product? It's not like I am trying to get something for free.

This is probably my fourth year filling my taxes with TurboTax and each year it is a flawless task. The program provides additional information when you get confused to help understand what you are doing or where to get the information they are looking for. I like that it back checks your work throughout the whole process to eliminate any mistakes or issues.

Every year Turbo Tax get worse and worse. Your Importing of tax from Brokerages and others is a nightmare on Elm street. You have to carefully check to make sure you don't have duplicate and overlaping data. 2 years ago you could tell what you imported . I hate your stuff and will be trying something else next year.

I've been using Turbotax for over 10 years, and it was always easy to use. This time, I ran into several glitches, starting with the new way the software instructed me to load in my data from last year. There is a popup window that addresses this at the start, and it is a dead loop. Eventually I went back to the way we did it last year, and that worked okay. This version also decided that I must have Canadian data to input, which has never been true. I went over my entries, and I do not see anyplace where I said anything about Canada. The software was sure I had some Canadian income, and I spent more than a few minutes trying to get out of that loop. The forms about Canada are still in my final submission, but with zeros for the amounts. Eventually I got the job done, and I wish there was an easier way to review my data input on the Form 1099's (I think that was easier last year.). I will probably still use TurboTax next year, but I hope they work the bugs out before then. Thank you

Turbo Tax 2025 continues to serve as an adequate income tax software application - but it also continues to be unnecessarily unwieldy in use... to be honest, it is WAY EASIER to consult Chat GPT to get advice on how to use your software than to use your instructions!! But one obvious suggestion: There needs to be a simple way to make the fonts bigger OR to allow the user to expand the screen. It's ridiculous that it should be so hard to see what's on the screen...I randomly asked 8 people for one recommendation and 7 people came up with that - completely unprompted! - as their overwhelming first issue. Funny that I can expand this comments screen, but cannot do that in your application. (Sound of hand slapping forehead) Using Turbo Tax is a choice in a weak field of options.

TurboTax requirement to be installed on drive c: makes a two year TurboTax install, on both PC if upgrading PC, this year and next year as information does not transfer well if not installed on c: drive. There may be 'best practices' to require c: drive install but from 'user' standpoint it would be 'best' if I could install and run from 'other' than c: drive.

It would be helpful to make an explicit instructions for entering all countries with foreign income on a brokerage statement as a single entry for foreign tax credit purposes to avoid redoing forms from scratch after figuring out that only 1 entry per broker per country is allowed.