TurboTax is a very good product, but I needed help and I had Outstanding Support for Tech Jeffrey, he made sure I was back on track and guided me across the finish line, right through the electronic filing! Jeffrey's knowledge of TurboTax was Super, his attitude was Superb, very positive, helpful and knowledgeable. I couldn't have done it without Jeffrey's help and support! Thanks, Jeffrey

TurboTax is terrific and I continue to recruit my friends to use it. HOWEVER, you have to get the problem fixed for why all of the 1099 Int and 1099DIV and 1099 R info wouldn't link over from Vanguard, Wells Fargo and Charles Schwab such that I had to manually enter all of the data which was really hard especially on the 1099 DIV and 1099 R stuff. Please get this issue fixed for next year

turbotax need to have a AI capability for users to use turbotax software. I use Gemnini not turbotax instructions during tax return using turbotax desktop software. supposed to use turbotax AI to get info or get answer not using outside AI chatbox like gemini or chatgpt. also turbotax need to allow user to choose the financial institution login in webside address since turbotax does not have the correct login address for some user group like for merrill lynch which has different log in addresses for different user group but turbotax only give one web address so my import not working and talked this representatvie in phone call.

The new version of importing from financial instituitions was terrible this year. You cant pick and choose accounts. The accounts arent specifically identified. You basically have to import all accounts at once vs one at a time. Lots of on line complaints about this process this year. Why would you have changed this?

Overall, TurboTax is a great. One area for improvement: it would be very helpful to have the option to manually attach brokerage forms when the automatic login/import isn't working (e.g., E*Trade, not sure why it doesn't work). Without that option, users are forced to mail Form 8453 along with the brokerage forms themselves, like me know. I've heard the online version already asks users to upload these forms, which is a great feature. It would be wonderful if that same capability were available in the desktop version. Additionally, allowing work started on the desktop version to be seamlessly transferred to the online version would be a significant quality-of-life improvement as I could not have done so.

I would like to know where to find the worksheet for under payment of Estimated taxes penalty for $3. I can't see where it is or why the penalty. Also saw an error on a worksheet for Student loans where you are supposed to enter $65,000 but it entered $70,000 for me instead. Luckily I didn't need that info.

Turbotax doesn't recognize joint accounts, so downloads forms twice. This means downloading information from our financial institution doubles the entries, which then have to be manually removed. All that is needed is to check the account number with the records already downloaded. This process is troublesome and a shame as otherwise the process would be significantly easier.

I completed my 2025 taxi inputs on 4/6/2026 and Turbo Tax indicated there were Turbo Tax Updates required. Then the Turbo Tax Software updates generated an Installer Error (Unexpected Error Code). Prior to submitting my completed 2025 Tax, Turbo Tax did a review to check for missing inputs, which were not available during the guided input process. This required filling in mostly 0's to satisfy the highlighted blocks. After making all the requested additional inputs, only one input requirement on the Federal Carryover Worksheet "Titled 2024 State and Local Income Tax Information" would not allow me to enter anything in the (a) State or Local ID block. Since I reside in Texas there is no requirement to file State Income Tax. When inputting valid 179-dollar amounts for current and previous years into the forms during the walk-through process, the final review process won't pass until the dollar amount previously inputted are changed to $0. Until the missing quired information is entered, regardless how minor the impact would be, Turbo Tax wilt does not transmit to the IRS. After completing required information to have my IRS payment processed from our JP Morgan Chase bank, then continuing several screens later I was required to use a credit card to make the payment. There was no option to select bank payment on that screen. I had to go back and delete the bank payment information, which then required me to input the credit card information a second time. After clearing the review issues, it required credit card information a third time. All these glitches made it challenging to submit my completed 2025 tax electronically

I found importing data from brokerage firms was very confusing, difficult and frustrating. The steps necessary were different from years past. As data was imported and additional accounts were imported previous imports were identified as duplicates and actually, they were not.

I cant believe after all these years, its still so hard to use this software. After the end of my filing, it says I need to mail a form, and then it says only if I chose to not send the 8949 details electronically. Where in the software was I provided this choice, and why was I not told about this before filing? Now I have no idea if I actually need to find a printer to get forms mailed to IRS