I've used TurboTax for years, but this year after paying and going though the full data entry process, it would not complete the filing process and near the end it would not complete the process to file, and kep insisting I must fill out an aditional 700+ pages of additional forms for capital gains, which were provided by Edward Jones, inc. So, I took my printed forms to a tax advisor and they said I was doing everything correctly, aud TurboTax would not let me file neitjer Federal nor Virginia. It was a fiasco and frustrating to say the least. Apparently I consulted wih a TurboTax Customer Services Reprentative who had me erase my Capital Gains entries and reload them from Edward Jones three times, but the answer was the same. In order to file Federal and Virginia income taxes, I was forced to reprint everything and manually mail the returns. I heard there was a problem with TurboTax regarding Capital Gains... If so it should have been corrected through an update

This is my third year using desktop TurboTax Premier, and I have noticed that the process of completing my return is taking longer and becoming more tedious. While it’s true that the IRS introduces more and longer forms each year, TurboTax is not developing enough time saving procedures to offset the increased time consumption from the new complexities. This is important to me because the primary reason I began using TurboTax was to reduce the burden of importing detailed information on capital gains, qualified dividends, and foreign taxes. Here are some examples of what would be more helpful to me: The system does not automatically gather all the information from prior TurboTax returns that it can. I prefer that every question on every page in EasyStep displays the value, information, or response I provided in the prior tax year. Search Topics tab is not useful to me. It requires users to use the exact IRA or TurboTax terminology to find a topic, for example “Nondeductible IRA” gets a hit, but “IRA nondeductible” or “nontaxable IRA portion” don’t. Queries beginning, “form for xyz“ also don’t yield results. I wanted to use this tab to jump to specific entries that needed checking or change in EasyStep or to directly access a specific document in the Forms section. I believe adding a bit of AI to the search routine would greatly assist users in navigating to specific parts of the application. When I return to a topic I previously completed it’s for one of two reasons. Sometimes I misunderstood a category and I need to start over, but more often, I need to change the data I entered in a specific field, such as including or omitting some components of cost in a total cost. In the EasyStep topics that have a series of prerequisite questions about the data that will be input later, users are forced to tab through or re-answer those questions before correcting the data. Answering those prerequisite questions are some of the most monotonous chores in all of tax preparation, and anyway that minimizes this repetition would be a big improvement. When saving tax documents, I want to save four different documents separately. 1) the exact set of pages submitted to the IRS 2) the exact set of pages submitted to the state tax authority 3) every page in 1) plus any other worksheets, schedules, forms, addendums, summaries, or reports used to calculate the Federal tax return 4) every page in 2) plus any other worksheets, schedules, forms, addendums, summaries, or reports used to calculate the state tax return

This year was the most miserable year using your product. Program was buggy and needed updates. Could not get it to load a saved return in progress when I returned to it the next day. Finally need to be completely reinstalled to submit my return when completed. I have used the Windows desktop versions for several years, this is the first time with Mac and there may not be a next time for me. Help was AI and very ignorant. I am so glad I am not doing this on April 14.

Turbo Tax was more complicated this year beginning with the data merge with my financial company. I had to initiate it several times and in the end the program was asking me to provide data that it hasn't done in years past. I just didn't know what to enter. In years past it downloaded all the data that was necessary.

2025 was a better product than 2024. i had a 1031 exchange in 2024 and turbo tax was ill-equipped for that. big red flag on the 2025 product. when i was finished and ready to efile i was stuck in some rabbit hole about a $40 refund processing fee. This was either a dishonest attempt to get distracted filers to pay a unnecessary fee or a poorly worded and timed instruction page.

I have been using Turbo Tax for several years and I am pretty happy with it. I like the features which allows one to scan W-2's and quickly import all information into the return. I also like the feature that allows me to import all my tax documents from my brokerage firms, simplifying the filing process. This year I purchase the live tax advice and I am pretty ha[ppy with it. Once I requested advice while preparing my return, I got a phone call in a fairly reasonable amount of time. Overall, pretty satisfied would Turbo Tax and would recommend it to others.

The software appeared to generate unnecessary fixes, especially for institution supplied data where blank was submitted instead of zero. And the error did not take me directly to the proper worksheet - I had to search through the flagged document w/s to find the place to enter the "0.00" This seemed like a poor service designed to trick users into signing up for the new Help cost.

I've used turbo tax for years, but I have to say this year it was not as user friendly as before. Forms I needed were difficult to find. And previously the program would remember that I have 2 RMD's and ask about the other if not completed. Slightly disappointed. As well, all the sales attempts to make more money are ridiculous. I think we pay enough for the program that at least the filing should be free for both federal and state.

I have used turbo tax for 20+ years and this was the first year that I found the "learn more" explanations to be extremely non-helpful. Even pulling the form to review was not enough (usually that is all I need). Had to actually go to irs.gov and download instructions for the form I needed.

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.