I'm unhappy with the way TurboTax handles the questions and form entries for 1099-Q and 1098-T forms. TurboTax intentionally chooses to make this confusing instead of asking directly if any withdrawals have been used for qualified expenses. Instead, TurboTax makes it likely that fully deductible withdrawals are treated as taxable income, when it should not be. Highly unfortunate and unnecessary!

It works better every year, it took less time this year and the numbers were calculated quickly. I now use the feature that runs through everything and it worked perfectly. Wasn't sure at first how it would work because I switched from PC to Mac. Would not transfer PDF from last year, but took no time to reenter the information. Didn't need support this year as it was easy once I got it to download to the Mac. Program ran even better on the Mac than it did on PC, and all the features were great.

Once again I used the desktop version of TurboTax on my Apple Mac mini for 2025 Fed and State taxes calculations. The process was the usual tedium, scrounging for data sources, yet again changing how medical expenses are captured, and all around good times associated with this annual self-flagelation. I do like the organization, the accurate math, the reflection of current tax law, the filing ease, the ability to import the previous year's data, and the fact that it works very well on my Mac desktop…I'm not a fan of doing this on a website. As areas I'd like to see improved, there are a few. One is the worksheets that previously were available almost everywhere. This time, there were several entries where multiple items would have benefitted me to capture and add up, putting only the total into the appropriate line on a form. Oddly, some lines offered this, but many did not. Secondly, I got all the way to e-filing only to see it didn't work. It then suggested I check for software updates. That was the issue. After updating, it worked well. I suggest a stopping point in the software to check for latest versions/forms BEFORE attempting to e-file. Make it an opportunity to save, then check for updates, then update, THEN e-file. Lastly, there was no was in the State software to add Federal and State non-taxable income from VA Disability Compensation, without the State calculated taxes from it. Adding this income might be helpful in calculating State sales tax deductions, but not at the cost of unlawful State income taxes. This is a common source of income that could be handled better to be sure. I tried the TurboTax website for more guidance, but found little of help.

I prefer the older format. Also, geting help understanding particular entries was difficult. The help app via turbo tax was difficult to use. I often actually went on-line and asked how to access a particular aspect of turbo tax - like "where do I enter ***".

There are still a few things i need to fill in for Interactive Brokers. I am sure you know what they are but in case you don't it had to do with the cost basis of the unreported. I only had three so it wasn't a big deal. But if you want things perfect that is the one and only one thing i see wrong.

Some of the prior year's information did not carry over to this year. Also, for the Oregon state tax return, Oregon has a "kicker" that returns excess collections over the state budget to tax filers for odd years. Since the "kicker" worksheet wasn't used for the 2024 return, the form didn't load automatically for 2025. If I hadn't known to search for the "kicker", I could easily have missed being refunded 9.836% of my 2024 Oregon tax. This alternating year kicker arrangement should generate a prompt from TurboTax to remind taxpayers of its existence.

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.

First attempt was rejected due to an issue with form 1116. All the explanation your site gave was that there was an error in processing which would be fixed by Feb 22. It did not say whether the processing error was yours or the Feds. So on Feb 27, I updated the program and reran things. There were still no errors to correct. The only difference was that form 1116 had zeros in lines 32 and 33 where they had been blank the first time. I resubmitted, but don;t yet know if it was accepted this time, but I don't have much confidence.

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.

Really surprised at the ability to auto fill our Schwab financial information automatically. I was a bit worried when an input was required by from me but checking a symbol on the input 's request I was able to fulfill the request. We both have all of our stock accounts with Schwab and it seemed like both of our account data was entered with one click!