It gets the job done but is often difficult to manage when issues crop up. For example, it wanted me to review something but would not take me to what needed reviewed until I finished and came to the looking for errors portion. I just kept getting a message that something needed reviewed.

The program is much much worse from prior years for the investment section. So much so that I think I want to find another program to use. I do not like having the cards for each investment and then having to click through them one by one. There should be an option to select multiple investments and delete them all together. It took me probably 3 times as much time to do the investments than prior years. I also cannot find the option to save a copy of my return. How is this even possible to not be able to save.

Love the interface with options to 1) step through areas where you need help, 2) go straight to the areas where you need to enter info, 3) dig into the forms to see exactly why the answer came out the way Turbotax calculated it. Lots of info about specific instructions to understand the conditions that require special treatment. Love the guaranteed accuracy and the e-filing support.

Generally, very good, and I've never had an accuracy issue. However, after I import all my forms, it moves to the update pages. Each box in these says need to review, and the pages has a link which supposedly leads to the review. However, when I click on the link, it wants to download he form again, and if I proceed it duplicates the form, doubling my income.

This year was not a good year for TurboTax. Program bugs prevented updates from working; the software had to be removed and re-installed. Forms were not ready until well into 2026 - there is no excuse for not being able to enter Schedule D data and get a reasonable estimate, perhaps based on prior year or tentative tax law, as soon as the early releases are available. The software does not remember choices made on the tail end of forms ("None of these apply"). Thumbnails (for example, of downloaded forms) should show additional details (for example, T,S, or J for 1099s) Some fields generated from downloaded data print so small as to be illegible both on screen and in printed forms. It prompts at every opportunity to sign up for additional services that were previously declined. Really disapointed this year,year.

I enrolled in the live support. But it took me 3 times to get a person that helped me with my situation on RMD's with precious metals - using the option that you could pay from another IRA account so you didn't have to sell your metals to pay the RMD. (turbo tax software does not allow you to identify you are using one IRA to pay other RMD re4quirements. Austin was very helpful by saying that I could add a note explaining this. (hope this works).

TURBO TAX HAS THE OPTION TO CHOOSE DIRECT DEPOSIT OR HAVE A REFUND MAILED. HOWEVER, STARTING FOR 2025 YEAR RETURNS, THE IRS CHANGED THE RULES AND THEY DON'T MAIL OUT REFUND CHECKS. AFTER TALKING TO THE IRS, WHILE NOT STATED ANYWHERE, ACTUALLY WILL MAIL OUT A REFUND IF YOU WAIT 30 DAYS. THAT STIPULATION SHOULD BE AN OPTION ON A REFUND SITUATION AND STATED AS TO SUCH, OR JUST REMOVE THE OPTION TO GET A REFUND BY MAIL.

* After update, says "Continue using Turbotax" click that but half of the time, it doesn't restart. * Updater Preferences window is HUGE and can't be resized, can't see the OK button at the bottom. * There are two Import Financial Institutions both names Charles Schwab & Co., Inc (one has a period at the end and the other doesn't). * You ask me "Did <you> make any nondeductible IRA contributions to your traditional IRA in prior years?" YOU KNOW if I answered Yes to this in my prior tax return, in that case you shouldn't be asking me again, or at least you should prepopulate the correct answer if it was previously Yes in a prior year, or give me a different more intelligent prompt like "We see last year you had nondeductible IRA contributions, would you like to work on this now?" * Need to pop-up/use web browser to IMPORT data and give it some weird permission, very odd and uncomfortable, not happy this couldn't be done all within the TurboTax software like it was in all prior years. * Near the end of "Installing Updates," The progress number goes to some wacky value like "-684562%, >45 minutes" for a few seconds. * Saved my work and exited, when I came back it did not remember where I left off, it brought me back to the complete beginning. * You asked about my spouses nondeductible prior year IRA contributions, and her account value (from form 5498), but not about mine. * You have a screen that says "Let's enter <your> HSA contributions in 2024" and all the numbers are zero, you imported my 2024 return so you should have prepopulated this with the correct info, not have me dig through my old return which you already imported. * Sometimes you prepopulate a Zero ($0) in a field, then when I click into that field and start typing, you don't erase the zero, so my entry shows up with a leading zero, it probably doesn't matter but it just shows how careless your programming and testing has become. * When starting the Deductions section, I chose "Walk me through everything" and then it tells me "We've covered 2 of 10 sections, select Next to continue" - Um, no you didn't cover any sections yet, why did you skip the first two?

First it only runs on Windows 11 which is an expensive upgrade. So you run win11 or mac OR you use the Web version. Its not very reassuring for all of your data to be on intuit servers. Every time you run TT it requires an update. The updates are SLOW taking hours sometimes. Cant you make a modular program with shared objects so updates are not to huge and slow. Its also undercut on price by several competitors.

The interface with the user could use significant improvement. For example, I did not discover what the system requirements for 2025 were until I tried to download after purchasing the software. Why not include SYSTEM REQUIREMENTS on the box— as many software companies do? At the end when customers are filing, saving, printing, the header states HERE'S HOW TO SAVE YOUR FILE. Below that the only link is PRINT RETURN. There is NO SAVE FILE AS PDF link! Nuts!! Most people are sufficiently stressed by the mere act of completing their taxes. Don't add to the stress by forcing people to guess what they need to do for such simple processes as saving the file. Your software is uposedly focused on average people completing their taxes, not technology nerds.