Importing from Fidelity was a disaster. I have multiple accounts set up for different asset types. Have individual and joint accounts for both my wife and I. Last year I couldn't get Turbo to import my wifes info from IRA distributions and her individual accounts so I entered manually. This year I was going to do it better. I went through the import process for my info , then had her go through it for hers. I ended up with duplicates for our joint accounts. I then started deleting some of the duplicate entries. I ended up with a mess and finally deleted the tax record created and started over . Part of the problem is also in QCing the import data. You don't bring the account number with the data so I am randomly chasing individual data across accounts to verify. I was very unhappy over the import process. The rest of it went well. Particularly handling K-1s.

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.

I like that TurboTax shows me last years number versus the current year. This feature is super helpful and boosts my confidence that I got everything. I like that I can import much of my data from my brokerage and payroll provider. The extra validation checks are re-assuring like the audit risk meter and such. Why not five stars? A couple years ago I filed using the online/web product. TurboTax didn't tell me how much it would cost until I had already completed my taxes and was ready to file. I was charged more than twice as much as the desktop product for pretty much the same return as the previous year. I felt so betrayed, but I wasn't ready to spend another four hours doing it all over. Never again! In addition TurboTax doesn't seem to innovate very much from year to year. I feel like I'm only getting tax law updates between versions. That's essential but I consider it tables stakes for a tax product in 2026. What would be innovative? Build a helper AI agent custom trained or with RAG so I get answers to my tax questions with the latest info from the IRS. For example I had no idea what "qualified business income" was. Qualified for what? to win a pony? I went to the IRS site, looked up qualified business income for schedule C and then feed that along with my circumstances to ChatGPT to get a plain English answer and recommendation for how to answer. TurboTax could have done all that for me via a baked-in AI agent and said "The TurboTax agent recommends that you say yes based on your tax circumstances". It could have then provided the data sources with all the usual AI hallucinates disclaimers.

The Mac desktop version sucks - it was not able to import financial data from Merrill Lynch. I had to use the online version for that and then export the return to my Mac for continuing the work on the tax return. According to web searches this is not new so Intuit just ignores addressing a known issue. I wasted a good day on this. Very disappointing.

Did not engage personally and taxes were rejected when submitted. Turbotax gave instructions on how to find the form 1095-A that was missing and had not been received. Post office said they were behind in deliveries by a month. The IRS instructions were not good on how to get the form on line. Market Place did not have a form 1095-A listed. However a search with the word "statement" eventually led to the form that was needed on the Market Place website.

The handling of foreign tax credits is horrible. The instructions seem to encourage skipping the credit altogether. Following the instructions requires multiple passes through the calculations to build a file that can be e-filed. This is not professional and does not build confidence in the final answer. Another issue is it is nearly to impossible to match the 1099 downloaded to Turbo Tax with the pdf download so that I know how to answer the question. In addition, question were asked to fill in numbers that Turbo Tax should know from the downloaded 1099.

TurboTax user for years. However, this version was less user friendly. But primary reason for reduced rating is glitch in system caused loss of information already input (approx half of information). Required a couple of hours of delay and reinput... plus big concern over confidential information "lost who knows where". you must do better tha this.

The state returns--at least VA and CA--produce inaccurate results. CA fails to create accurate forms although the end amount of tax seems correct for non-resident returns. VA does not handle deduction for long term care correctly. It asks for premiums for each spouse and then only uses of them. VA instructions indicate that both are deductible.

Changing the look-and-feel of the product from last year to this year made it a little awkward for me, since I am used to a particular look-and-feel. I also could not find the non-cash charitable contribution valuation guide that was previously in the program.

Using the guided program was changed this year and not from the better. Hard to put my finger on why but generally the navigation was not as smooth and I had to go in an out to find what I was looking for. I'm likely to still use the product but not finding it as intuitive and helpful as in the past