The import process was clunky and didn't seem to work this year. I had to manually input my interest and dividends. I was working very hard to avoid the need for estimated tax payments including applying some of my 2025 tax refund to 2026 taxes. After filing I realized I still had estimated tax payments. This was not evident as I prepared my taxes using Turbo Tax. It just felt like Turbo Tax this year was not the same quality as prior years.

The performance of Premier was reasonably good. However, Intuit was sloppy in not including guidance on required documentation for Schedule D. No warning was given regarding the necessity of reporting non-covered sales on Form 8949 before e-filing. Consequently I now have to submit paper copies said form. Sloppy.

The advertisements imply that filing your taxes through TurboTax is simple. It isn't. It is still a tax return necessitating MANY screens with questions. Some of them are not clear. It took us days to complete our return (giving up periodically for our mental health).

TurboTax made filing my taxes way easier than I expected. The step-by-step guidance is clear and simple, and I liked how it automatically imported my W-2, saving me time. The interface is very user-friendly, and the error checks gave me confidence everything was accurate. It is a bit pricey, but for the convenience and peace of mind, it’s worth it. Overall, a smooth and stress-free experience!

Previous donation valuation tool was much more efficient and helpful. The current tool just released (late in the tax filing season) seem to be the same tool (same item descriptions) but made MUCH less user friendly. Big disappointment. Wound up opening last year's tool and hand transferring the data.

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.

Overall, Turbotax is easy to use and is my annual go-to software for filing my tax return. However, I give it only 4 stars because I believe it can do a better job on Form 8606. The way the prompts are designed creates inaccuracies, specifically as it relates to tracking prior year basis in a traditional IRA, which then causes a filing error and makes it harder in subsequent years when you do a Roth IRA conversion.

Had issues when recording installment payments for an asset we sold. Schedule E modified Form 6252 for a different asset, rather than creating Form 6252 for the asset we were dealing with. Had to go into FORMS mode and override the incorrect values and force a new Form 6252 to be created properly.

I had trouble importing from my brokerage firm Wells Fargo. I engaged an expert that told me that I might have to input my data manually. I waited a week and tried again. This time I could not import a 1099B without upgrading to Premier. After the upgrade, everything seemed to run fine. I have been using the product for about 20 years I think perhaps more.

I started with TurboTax online and quickly found deficiencies. You can't easily use it to create a per forma return. Portions of the programs didn't provide enough information/assistance. Download information couldn't be easily moved between the desktop and online versions. I stopped using the online version and moved back to the desktop version which in much more helpful when completing your tax return.