While getting the correct info is always troublesome, the software handles most situations. Getting through the submission of the data is very difficult and this year it was not possible. The reason for the e-file not getting through to the IRS was first (the software needed an update) that was wrong because I reloaded the software and there were no new changes. The second (there was some sort of State not agreeing with previous state submissions) . The issue was impossible to find to make things correct.

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!

The only real problem for me was trying to get back to my original IRA distributions and withholding tax information. I was off on something but I don't think I was ever able to back track to verify the numbers. I was never completely positive the final Turbo Tax tax calculation was accurate.

During the tax preparation process, I went in and out of the app at various times. Each time, the app updated as it has always done. However, this year, on three different occasions, the update did not download and showed a download error; however, the app indicated that it was up-to-date. This does not give a feeling of confidence on accuracy and on it being up to date. I trust that my tax return will be correct as in the past.

When I clicked to transmit my federal and state returns (like dropping them in the mailbox) I got a message asking for more information. It took me to the state return (MO-A) indicating the need to fix a couple of entries. The fix was not at all friendly. After a couple of hours or more of trial and error and reviews I returned to the transmit and the retrurns were successfully filed. No explanation of what happened.

Had problems this year. Some how the software decided I had business expenses when I didn't, and wanted to know my employer for a UE form. I did not have business expenses. Also, when I decided to submit my PA state taxes later after I had selected to efile both, but I couldn't back up, so I just submitted the federal tax forms. I was forced later to efile my PA state taxes because I couldn't get out of not doing it.

After all the questions and form filling I get to the end and e-file only to have Turbo Tax tell me I need to mail in a form (8453) . Little to no explanation why that wasn't included in e-file. Very disappointing. Now I have to mail stuff in anyway. So much for the convenience of e-filing! I will think long and hard before I use Turbo Tax next year. The competitors are at least as good now days (and cheaper).

Filing 2025 was relatively easy. Estimating my 2026 estimated tax was somewhat confusing. I finally got it to work, BUT this 2025 version would not allow me to enter the expected withholding from our IRA distributions. The 2024 version had a place to enter expected withholding. It defaulted to the 2024 withholdings and would not let me override it. This caused the quarterly estimates to be overstated, thus making the payment vouchers incorrect. I will have to override the vouchers manually.

I have used TurboTax for more than 30 years on a moderately complex return. It is robust, accurate, and reasonably easy to use. The features to review the return for accuracy and missed entries or deductions are excellent and seem to get better each year.

The product was noticeable worse this year than in previous years, with basic flaws and incapacities. For example, in step-by-step mode it was impossible to add supporting details. There were certain line items that appeared, and no way to find where they came from, or links to instructions to understand what was happening. The program is still good, but the rate of degradation is alarming. Apparently you don't even want to take the review, just keep cycling back to this lousy AI-infested interface, that is incompatible with my typing and keeps introducing typos. I'll just add some words support maybe so you'll accept it, shall I?