Poor interface when it comes to going from EasyStep to what used to be Step-by-Step, as now one can only go to Forms and not land in the context of the form being filled by EasyStep. Poor at managing declaring Foreign Taxes paid for passive income from stock portfolio. The work flow assumes, incorrectly, that one can't have more than 1 country to which taxes are paid for any brokerage. This then incorrectly fills in with missing data and the unknowing user will miss having to manually go about correcting this in forms that can't be easily located due to the poor interface.

Turbo tax did not work correctly when I first entered my 1099R. Customer service did not help me. I had to try editing and resubmitting the information multiple times. Also, I thought that the software included e filing the return and was disappointed to see a $40 fee. I was just so frustrated by then that I went ahead and paid it and filed the returns.

I've used TurboTax for over 20 years to file my federal and state tax returns. I use the Premier version of the program because I invest in stocks, and the reporting requirements would be utterly impossible without assistance. I import my tax forms from my stockbroker into TurboTax, and that nightmare vanishes. Plus, I can choose whether to complete the federal and state returns through a guided interview or just the forms I need.

Well what can I say I have used Turbo Tax since 2006. It has always been easy until this year. I think that the accuracy is mostly good, I did not find any errors, though it would probably be hard for someone that did not have at least a working understanding of Tax code and Accounting to be certain that everything was right. I personally spreadsheet everything and then make sure that Turbo agrees.

Program tax calculations seem to be good. A bit disappointed as follows: Online version version is awkward. Can only build 1 set of tax forms per id. Can't use same email address for other accounts (ids). - - - - - - - THIS PRODUCT ---- (Desktop Premier) Prefer desktop version, like using 'Forms' mode 1) Lost Win 10 support for desktop version even with security updates. Had to update to Win 11. 2) Simple things: Credit card month dropdown does not work past 08. Took 3 tries. Had the SAME problem with 2024 version. Can only enter email address in personal wks using an override. Field is locked Can't check electronic filing without getting it flagged as an error (red)

I felt the Online version railroaded me. I wasn't allowed to choose what I wanted to work on. So I went with the Desktop version. But, the Desktop version will NOT let you download financial information from third parties if your copy of Windows 11 isn't activated. Thus, Turbo Tax forces you to pay for and activate Windows 11 if you want to use the Desktop verson. However this turned out to nullify my Desktop choice because Windows 11 just inserted the Cloud (One Drive) into my file paths without asking, In the end I might as well have been using the Online version.

TurboTax needs to develop features to allow users to perform tax planning estimates with next tax year. For example, I use last year's tax edition 2024 to prepare tax planning estimates for tax year 2025. TurboTax is excellent for next year tax planning, but needs to provide next year calendar dates for estimated taxes with options to update other calendar sensitive dates in current year edition for planning next year edition.

Over many years I've discovered errors and glitches in TT programs. I usually discover these in two ways: 1) My own knowledge of what ought to be, 2) Studying "Forms View" and finding inconsistencies, inaccuracies, contradictions, and unexplained blanks either filled in (or not). I've done my best to report these errors to TT personnel, but each year the same old ones persist, and new ones arise.

The is an error when filing NY state return. Problem arises when wages (box 1 in W2) are the same as non-qualified plans (box 11). NYS rejects the return. The problem should be resolved between TurboTax and NYS IRS to properly handle the form generated by turbo tax.

This year had trouble with inputs of energy efficiency improvements claim credit. Turbo tax couldn't efile the taxes due to an error Had to delete the entry in order to efile loosing $600 credits. Also on the State efile (Alabama) I was keep getting an error on non resident form (I've been filing the same way every year). Tried multiple times until finally got through. Not sure will use turbotax next year for 2026 taxes