TurboTax is much easier than the other software I used last year. My only issue this year was that once you clicked NO on the HSA contribution question, you could not go back and change it. We did decide to contribute to HSA and had to go to the forms to enter as going thru the HSA section would not as the question if you were contributing and did not have a place to enter the HSA contributions. I was using the Windows Desktop version.

I've been using TT for several years. This is the first time I had to fight with it. (1.) It wouldn't import all the Schwab files I selected from a combined 1099 (1099B was missing). Customer service said for me to enter it manually. Not a big deal however the remnants that were imported created multiple entries I had to comb through to remove all duplicates. (2.) I believe it was because of the remnants of the 1099B that caused me to have to upgrade to the premier version, from the Deluxe + State. (3.) I E-filed 3 returns and now the software is telling me I've hit my limit of 5 free E-files. One of the returns had 2 text responses from the IRS as 'accepted' and 'denied' although I only E-Filed in once. Now I get to chase down which returns were successfully filed and which were not. I have yet to receive the text from the IRS that my last e-file was accepted which coincides with the notice that I have reached my 5 free filing limit. I still have a 4th return to file so it looks like I'm in for some more phone time with customer service to get this resolved.

We have used TurboTax (desktop version) for many years and we like it very much. However, this year, we could not find a way of editing individual forms in the end. Sometimes we discover little mistakes and we prefer editing instead of going through the procedure again. We e-filed for the first time this year and it worked very well.

I was deeply disappointed that TurboTax would only run on Windows 11. My computer could not be upgraded so I spent $1000 to buy a laptop. I did not like the changes. I was confused at how to download my information from the Merrill Lynch site. The program kept asking me if I wanted to download from QuickBooks or some other file. I finally stumbled on the correct way to get to the site. I think there should be a number to call if you're having trouble navigating the software. (Is there?) I was disappointed that when I could not figure out how to subtract my before-tax charitable contributions from my RMD, my only option was to submit that question and have another user answer. In summary, I can figure out how to calculate my taxes, but I always have some frustrations using the software. I don't need a tax expert, but sometimes I would really like to talk to someone who understands the software. I did manage to get through it.

Never again. Almost twenty hours to plug in info from nine pages. That means ONE number from nine pages. Too many times, the instruction was not clear and I had to guess what was meant. You can't do an idiot check with people who work the system. They know what you mean even if it's not clear to the average person. I used to work these products, Automated Systems, so I think I have input.

I've used TurboTax since its inception and have always given it 5 stars, but this year is a breaking point. The software has become increasingly unstable, with constant errors and failures when downloading financial data, only for support to claim 'it's not our website.' Worse, the decision to terminate ItsDeductible (mid tax year!) is the final straw. For decades, that tool made TurboTax worth the premium price; without it, there is no reason to stay. It is genuinely difficult to walk away after all these years, but the program has simply lost its way.

The product is pretty good but lacks a good tax estimating feature. I would like to be able to do "what if" analysis to estimate the effects that changes would have for the upcoming tax year, not the tax year that I am filing. I would like to include some entries from the past tax year, make some changes and see what effects these changes have on my tax liability. Some examples include Roth IRA conversions, charitable contributions, optional distributions from various taxable or pre-tax (Regular IRA) accounts.

I have used Turbo Tax for years. There is a glitch in the software for 2025 in the handling of the K-3 reporting. Where interest is allocated and reported as US the system should subtract US from the total and show the difference. In my case, zero foreign interest. The system does not do this calculation and there seeks foreign income to offset US expense and creates an error message through out. Otherwise a great product.

The desktop version has issues with fitting font sizes in various places. The most obvious is the 'File Edit View Tools Online Help" area at the top left. I started to look at the cloud version of Turbo Tax but did not feel comfortable using it and did not like the look and feel compared to desktop version.

I have used Turbotax for over 10 years and this version is the worst one yet. It seemed to calculate my tax OK, although I am skeptical. The user interface seems to be dumbed down quite a bit. Also one feature for foreign tax paid didn't work at all. Just keep hiring idiots to rewrite this and I'll give it 2 stars next year!