There is an issue this year with how QCD disbursements are being reported by Financial Institutions. On the 1099R the financial institution in box 1 is reporting only the net amount (RMD-QCD). Turbo tax asks for the amount in box 1 and then ask later what your total RMD is for the year. Turbo Tax then treats the difference between the RMD and the amount reported in box 1 on the 1099R as failure to take the total RMD and subsequently treats the difference as a penalty and assess a penalty tax on it.

I was unable to import information from one of my brokers. Very frustrating. Finding any help from TurboTax was ridiculous - just kept getting stupid ads. I don't like the new interface to input numbers by hand. It was hard to figure out and seemed unnecessary to go through the same loop again and again to get to the input screen. I have been very happy with TurboTax in the past, but this year, it was not great.

I have used TurboTax for over 20 years and I find doing taxes to be efficient with this application. I also file thru TurboTax and get my refunds faster than most. I like that it handles my investments and rental property tax situations clearly and accurately.

Way to many manual edits required,196 of them. Dealing with options really tripped it up. Didn't work well with Etrade's download. Last year I promised myself to never use TT again and after this year I will definitely be shopping for something else.

Turbo Tax is NOT easy. Program asks the user questions it should know by information already entered: Why is Medicare wages higher then state? Going through Pa State program, The step by step doesn't show the program transferred the union dues to the state as a deduction. Had to switch to form view to confirm. The same for prorating tax exempt dividends.

I was able to follow the questions and find and answer with my information. I felt like most of the questions covered all my needs. I would request that your questions be more specific regarding Long Term Care Insurance payments and loss from investments.

I have been using Turbo tax for the past 5 years - user friendly interface with pop-up description of what the section makes it easier to navigate your way through tax filing. if one has a simple income sources with standard deductions - i would recommend using turbo tax. The only thing i don't like - it is advertised as free federal filing but towards the end there is always a charge waiting to be paid to file your taxes. Haven't figured out how to get around that yet --- some day.

I had been using Turbo Tax for more than 10 years now. But, I do not understand why there is no option to print the screen shot. Software tech must work on this so that we can do that for record of certain data. That also includes info about refund analysis & prior years AGI chart etc.

This year your program was kind of buggy and the interface not as good as last year. When I went to enter data for 1099 forms the program would not let me enter anything. Spent the whole afternoon trying to get it to work. Finally had to search online to find a work around. Luckily it looks like it got fixed in an update. The way you display the list of accounts when doing 1099 forms takes up too much vertical space - don't need so much blank space around each account as it limits how much i ca see at one time on the screen. Also, why do you NOT do form 8990? It would not that complicated for the TT to fill it out. It is somewhat confusing (due to poor irs instructions) on how to fille out and takes me a lot of extra time as i need to figure out how to do it. Also, anyone who needs a 8990 must now file by mail not by e-file as there is no way to add it to the return.

Very good, however, the first time I used the 2025 Premier turbo tax version, it didn't lead me to the Form only part right away. I had a hard time preparing other taxes for my family and friends. It appeared the 2025 turbo tax was only limited to my taxes. I didn't purchased t the software to do only my taxes, it was for me, my family and friends.