This year I was really apprehensive about doing my taxes by myself, Lots of changes! Retirement, Social security, Pensions, Rollovers, sale of property, etc. I have trusted Turbo tax for 30 years & I knew I would be ok! I had questions & I learned things. Turbo tax walked me through everything. Questions answered in the community, also Look-Up, were all very helpful! When I was done, I was nervous that I may have put something in the wrong place, So I got the Adviser, The best $60.00 I have ever spent! We reviewed the entire file with screen share. The advisor was the nicest man, he answered all my questions & checked that everything was in order! No rushing, he took his time! He was Awesome! Peace of Mind= Priceless!

I have been a customer for years. Getting along in age, I am now at the point where I sell some of my investments. The 1099-B has everything on it, but I found that entering normal, long-term, and short-term gains was tedious because I had to enter the same information three times, instead of one page to cover all inputs for one sale. Also, the RMD data might better be served by starting with the RMD and then asking for the withdrawal information. When drawing from more than one account, I got a little confused and entered the total RMD amount twice. Not a good surprise.

TurboTax needs to develop features to allow users to perform tax planning estimates with next tax year. For example, I use last year's tax edition 2024 to prepare tax planning estimates for tax year 2025. TurboTax is excellent for next year tax planning, but needs to provide next year calendar dates for estimated taxes with options to update other calendar sensitive dates in current year edition for planning next year edition.

Still salty about last year's bait-and-switch on filing fees, and the behind-the-scenes mistreatment of an IRA payout which required amending a filed return. (I don't ever want to go through that again). At least I knew not to believe the "offer" this year, but then I ran into year's big surprise which was the loss of access to prior years' Turbo Tax return file data, making it necessary to re-input a bunch of stuff by hand. Sure feels like the whole operation is geared towards discouraging people like me from using desktop PC software, which continues to decline in quality and usability. Intuit doesn't get it--I will NOT have my personal information stored on someone else's computer, so I will NOT use the online version. EVER. Which means I've been scouting for alternatives, and given that I had to input everything from scratch this year anyway, I figure the barrier to taking up a competitive offer from another tax system provider just went to zero. Total bummer after decades of being a customer. Oh well.

Given the complexity of our tax filing, TurboTax greatly simplifies the process. That said, TurboTax remains awkward when addressing the more complex investment issues such as1031 Exchanges. TT further fails to allow brokerage account renaming after account download, thus losing detailed account description.

I would rate higher for most years and this year except Turbotax is not compatible with Windows 10. Since Microsoft offers paid support for 1 year Turbotax should have been available for Windows 10 as well as 11. This caused a lot of extra effort on my part to complete my taxes as the online version does NOT calculate and compute taxes the same as the desktop software I purchased.

user for >20 years. Works fine, but UI still has annoying features: 1. Why don't you standardize text on buttons, such as "OK" or "Continue" or ... Just use one 2. Put OK/continue buttons at same position on screen, so I don't have to go mouse seeking on each page 3. When a help topic is opened, make it open at same position and size as the last one 4. When updating, have to click "continue"/OK/yes too many times. I think I've started the update, but when I return to computer some time later, it's still waiting on yet another OK. 5. Spend some quality time reviewing TurboTax's UI and make us all happier!

I found 2025 TurboTax very difficult to use. The downloads fromm brokage firms was easy, but too much data was loaded into TurboTax. This would normally not be a problem, however with one of my accounts (Pershing), many stock calls were purformed, resulting in many of the flags to be set wrong. This caused me hurs and hours of work trying to sort out this mess to get all of the TurboTax errors corrected. I believe I must now go to a Tax Accoount for future tax preparation. TurboTax greatly complicated my tax preparation and failed me this year.

I have been using TurboTax for years and years. I don't like the new format when the old incomes and deductions are presented individually instead of in a table as before. Much easier to just click on each line of the old table instead of scrolling down each item--need the summary table back. Also, in the final review, there is always one or two items that are missing from downloading from LPL Financial or Fidelity, but it is not clear where to go search for answers to fill in the blanks--your program could give options.

I have used Turbo Tax for years to file taxes for myself and my mother's rental properties. The software is so user friendly and helpful. I will never go back to paper and pencil or a tax service that charged me too much for something the is so easy to do.