Interface between interview mode and looking at the forms was easy and helpful. The download feature for my investments was quick and it had security features for my protection. The accuracy of the review process was spot on. This version of the software was compatible with my needs.

Last year, TurboTax helped me to retrieve all of the tax information from my investment companies and banks and populate the data into the appropriate places. I liked that feature very much. To my disappointment, this year (year 2026 when I file my tax return for year 2025) the above feature is NOT available. Please bring back this feature. Thank you.

I've used the Desktop version for the past two years and have been unable upload the previous year's return successfully. I would like to understand what I need to do to facilitate the upload. I've saved all the documents, but when attempting to upload, the error message states the file is to BIG?

WHAT I LIKED? THE IMPORTING OF DATA FROM MULTIPLE SOURCES. SAVED SO MUCH TIME ON INPUTTING INFO. NOW THE PROBLEM: A WEIRD GLITCH PREVENTS THE UPLOADING OF LAST YEAR'S TAX FORM UNTIL YOU EXIT THE PROGRAM AND RELOAD. TOOK ME 45 MINUTES OF RESEARCHING THE WEB TO DISCOVER THE REMEDY THAT SOMEONE ELSE REPORTED. EVEN TURBOTAX EXPERTS DID NOT KNOW THE ANSWER. IF THIS ISSUE HAD BEEN READILY NOTED THEN I WOULD'VE HAVE BEEN DONE EVEN SOONER.

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!

All of the pre-set questions and guidance in the TurboTax program really helped guide me through the entire process. I've used TT for many years now and I've learned to navigate the process pretty well. There were two or three points where I had to stop and read the directions and requirements for certain areas again to refresh my memory of my proper filing information. But these notes and details helped me resolve my issues without having to reach out for additional assistance. That's why I like TT so much. It guides me through the process and helps me enter the right information. Several years ago I was concerned I was missing information because my numbers seemed off. So I took my files to an accountant who charged me $275 to review and confirm my information!! My returns were basically correct, with the exception of one are I had entered incorrectly. This proved to me that TT was right on target and I've never looked back and I've been doing my own taxes with full confidence ever since. The program features are easily compatible with my system, although I did have to upgrade to Windows 11, but no further support was needed. I started on the Internet version this year, but transitioned to the desktop interface, simply because this was the format I was accustomed to.

VERY upset that when I downloaded the product as usual like I've done for 20 years, a big window appeared suggesting that I should switch to on-line. I didn't know what on-line meant but it said I could switch back if I wanted. I pressed the button. I hated it. I went to switch back and had to use the virtual assistant to find out that I'd have to download the product again and find my code an start over. In addition, everything I had entered "on-line" was gone.

I had to ask AI, ChatGPT and Copilot many many questions to clarify my entries as TurboTax Premier did NOT provide enough information on the topics such as "Special case: nominee interest" reporting, and how to interpret the very confusing working behind Investment Income Adjustments relative to my MN state filing. For one thing... TurboTax should of BY DEFAULT checked this box for me under "Tell Us About Any Income Adjustments," because when I checked it it showed that there was an amount that should be looked at. TurboTax could give EXAMPLES as to how to interpret the very confusing instructions that follow.

I believe this is the 5th year I have used Turbo Tax and I have never spent as much time as checking your prompt to review the item and back and forth until either I got it or your support staff helped (by the way they were very good). I found it quite cumbersome this year since I have spent hours and hours. In any eveynt I finally got it.

Experience is very good as usual with one glaring exception for entering income interest manually by company wafter the initial entries. On review one cannot discern multiple accounts by the same company name one from the other without clicking edit. We do not have much interest income, but this is still an aggravation when reviewing our joint income. I think the last four digits of the account number should show on the list after a person has entered their data.