I am a little disappointed because I have been using TurboTax for several years, but this year, when the information was transferred from last year's file, the middle initials of taxpayer and spouse got cramped into the last name, getting to be the first letter of the last names. I didn't notice and the the IRS rejected the return. It just make me doubt about anything else that I could be missing if I don't double check.

Tax law (and forms) are quirky at best, and hard to follow frequently. To deal with that, TT sometimes collects information is a place not necessarily expected, or hard to find again later. Self employed business deductions are included in the business income section - and once you learn/understand, then it is easier, but easy. Also, reading tax docs from financial institutions is great, but I need to be able to edit the name afterwards to distinguish between accounts. But overall I think I save m oney and understand more when I do it myself with TT.

This year's software was awful. Screens were frequently skipped over and if I didn't know what I was already doing would have never known to go back. Information was imported correctly from W-2's or banking data. I was asked questions about last year's return when my previous year's return was already imported. I could go on and on about all the errors this year but the tl,dr is dont attempt this software unless you have some background in doing your taxes

Turbo tax use to be easy to use, this year was not easy at all. It tool forever for forms to be ready and then sections would never clear, kept saying ready, but when you reviewed them they never updated. It was even more challenging to see what you were looking at, if you wanted to edit forms for example, seemed almost impossible as nothing seemed simple and easy like before. Clearly they want you to use the so called "experts" and pay more, so make the software complicated and difficult. I will be looking for something else next year.

There are areas that are really confusing the way TT has them set up. I used AI support to make sense out of most of the process, taking screenshots and asking what to do. Specifically with regard to identifying investment income for OK. Having to edit every single one just to continue is such a waste of time. You need to recognize VARIOUS as an entry for date sold. This review is really awkward and poorly constructed!

I believe Turbo Tax did not carry forward certain 1099R (spouse's distribution) info to my state tax return calculations. I caught it and went back to Federal to re-enter the same informaton and it then showed up on the state return. The information was never missing from the Federal return

I could not download info from my financial institutions with 2025 version. Last years version worked. The 2025 version was more difficult to use that the 2024 and previous versions. Did you hire some microsoft people to goof up your software like they do for every new version of windows?

My 1099-NEC applied to my Farm Rental (form 4835), but the interview did not give Farm Rental as a choice for it. I wound up not including the 1099-NEC form in TurboTax and instead entered the amount in the 4835 as other income. You continue to not give any attention to the foreign tax credit interview. This year in the Interest and Dividend interview sections you improved the presentation of 1099 DIV and INT payers, by giving each payer's total ordinary dividends or interest income along with their name. However, payer names were not disambiguated by their dividend amounts in the foreign tax credit interview. I could not figure out how to return to the Federal interview summary highlighting the differences between this and last year. I saw it during the interview, but none of the topics I checked in the Topic List showed it. Just now it occurred to me to look at the Tax History form, which was very nice. Perhaps TurboTax could make the user more aware of that form or present it as a detailed text option in Tools > Tax History. Having summaries of state history as well would be nice.

TurboTax arbitrarily added a "Canadian Retirement" form, with a stream of questions pertaining to the phantom "Canadian Retirement" which persisted through the whole filing, even though we had no contact or income with Canada. At the final check, the form disappeared. If I had requested paid assistance it would have been a waste of the $60 fee, plus the time on both sides to resolve the nonexistent "Canadian Retirement" issue.

I've used TurboTax for more than 10 years. It is user-friendly even if you don't know much about taxes. It asks questions you didn't even know should be asked and, if you don't have answers, has a very large, knowledgeable user group that loves to answer your questions. The IRS has never questioned my returns and I have never been audited. What more could a self-filer ask?