Not Satisfactory because it rejects my attempts to efile and gives no advice as to where I can talk to someone. This is the second year in a row this has happened to me. I am finished with Turbotax if this is the type service you are going to provide!!

Turbo Tax Premier kept putting in a Canadian Retirement Pension in my worksheet and I kept trying to delete it because I don't have it, but it would not go away. There were a lot of folks having this problem since software was released and no fix. When a bug is found, it needs to be fixed immediately. Had to go into forms and remove it there and make sure it was not filed. Also, some questions need more explanation and program is buggy. This software cost a lot, and I will consider new software next year.

TT has eliminated "It's Deductible" and the quality of useful hints on each screen has deteriorated or been eliminated. They are obviously pushing customers to premium online support and paid tax advisors instead of the self-help tools that historically were an advantage of TT. I used AI to research many of the questions TT failed to address and will be opting towards AI instead of TT up-sale items in the future.

This year the program was very slow to load up. The federal and state updates were also very slow. The estimates of time remaining were way off. The importing from brokerage took much longer than prior. Regarding the actual calculations, it took a bit research outside of turbo tax to understand some of the significant changes in tax law deductions from prior years. Overall, it was a long slow slog to get through the program.

This year was a little more troublesome than years past. The import from Charles Schwab didn't go smoothly and some information was omitted. Doing some quick math on what was supposed to be a finished return revealed the gaps. Finally I had to enter the information manually.

When I had to correct errors on the form that the checker tool identified, mainly missing recipient's address, city and zip code (due to the incomplete form import) or the determination of investments being digital vs. non-digital assets, I had to correct 392 errors by clicking each attribute one by one, which took over an hour. There should have been a bulk update on the same type o responses.

I have been a user of Turbo Tax for many years and this year has been a very bad experience. Very riddled with errors. Especially when dealing with 529 distributions. Was not worth the price I paid for the software and I will more than likely move to another poduct.

Way too many ads asking user to buy more unneeded overpriced services from INTUIT. Many times it is impossible to determine where the software gets its information. For instance it insisted on claiming that I received a $14,000 state income tax refund which is not true. The software continued to ask what my farm income was even though I have never owned or operated a farm.

I use the import feature to import my 1099-Rs, 1099-INTs, and Consolidated Statements from my investment firm. This is easy and eliminates input errors. I also like several features such as the 1099-R summary that shows all my retirement distributions and pensions,. We have a basis (some tax free money) in our Traditional IRAs. The IRA worksheet tracks the basis and shows any Roth IRA conversions and balances by year as well as contributions and distributions. Makes it easy to review and track.

Contrary to the experience of prior years, I encountered some annoying glitches, in particular with importing brokerage files. Also had to deal with the weird glitch concerning income from Canada...luckily, I found the solution to that by searching online for the experience of other TT users One feature that was very helpful: TurboTax lined up the prior year's 1099s for comparison with 2025 entries, and pre-filled the Payer's information blanks.,,a welcome time-saver