No matter how many ways I tried, TT would NOT load last year's information into the 2025 software. I had to re-enter everything manually, which made me very unhappy. If next year's software does not address this issue, I will no longer use TT. A primary selling point is that you CAN upload the previous year, both to save time and to facilitate comparisons.

This is the first time TurboTax has missed a big area for me. I have mulitple 1099's to pull down from several companies and TurboTax will not let me automatically pull the values in. Additionally, when there is an error in my tax return, caught by TurboTax, it does not walk me through the solution.

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?

program has become less user friendly and less stable over the years. The main focus appeas now be on in app upselling and coercing people to go online with a subscription model. Strongly recommend people evaluate alternatives. Hidden Ai commponents are making the product worse while increasing the ecological damage caused...

1. Turbo tax failed to calculate the taxable SS benefits correctly. The IRS wants $5000 more. 2. TT is getting more complicated to fill out every year. 3. TT is never complete and "Ready to go" at purchase time anymore. You get updates every time you log on and you cant trust the work you have done.

The HSA section needs a bit of help. I am on a family plan, and it only wants to know my contribution and if I also made contribution to my wife's HSA. By ignoring it an starting from scratch rather than try and import my return from last year, I was able to get it to work without telling my that I overpayed and I either need to withdraw or get charged 6%. I also have an under 25 son non dependent that is on the HSA plan, which I am guessing is what might have been causing some of the problems.

TurboTax makes filing our tax return easy. The worst part of the process is when paying the filing fees. The page is too large on a laptop so you can't see Continue. I have to guess when to hit enter to continue, then I had to change my credit card because I couldn't see November or December on the drop down month.

Got hung up entering a 1099-Misc I received from Gemini for Staking Rewards. When I entered it a 1099-Misc income it wanted to set me up as a business. I don't want to be a business. I googled for help and it told me to just enter it as Other Reportable Income which I did. Turbo Tax should ask "Is this 1099-Misc for Staking Rewards.....then just enter it as Other Reportable Income.....or something like that.

Had a real struggle with the K-1 form that had a note on it that 20z was being used as a Statement A.Turbo Tax program didn't know how to handle that and kept telling me I had to get a form that TT didn't have and attach it. When I put the question to the AI on the website, I got directions that solved that issue but it took several weeks to find the AI. I wrote several questions on various places on the website but never got responses. I think Intuit has a lot of work to do on customer support. I've been using TT for years but this year I almost decided it was too big a pain and too remote to continue using it.

1)On a1099R form It showed the gross amount in box 1 and the taxable amount in box 2a. So I entered the info accordingly in turbo tax. Out of curiosity I said no which led me to the next screen asking me if the general rule or simplified rule was used. This is a form provided by the brokerage firm .How is an individual supposed to know that? This information in all the boxes shown in the 1099R was entered correctly into Turbo tax, Shouldn't the software have figured out if there was a taxable amount or not? 2)During efiling the forms for the state, a fee of $25 is charged, which is fine. Then you have the option of paying by credit card or have it subtracted out of your federal refund. If you select the deduction from your federal refund there is an additional $40 processing fee on the next screen. This should be clarified right before a person selects the option\ not after selecting the option 3) I had called in with a question and the rep asked me to share my screen. I gave him the screen share number but he said the screen was blank.??