Pros: Great walking through everything and checking for additional deductions I love that you can now take a picture of a document and upload it. Cons: I filed my return and efile status shows accepted, but when I log into TurboTax desktop, it wants me to finish my taxes I cannot find a place to check that money was sent from my account to Fed govt when I filed my taxes.

I found this version worse than last yers. Why did you have to let me get all the way through the filing process before telling me I had to upgrade at the last step. I signed up for the $60 live advice but the advisors were never able to see my uploaded return nor view all of my screens, even after I opened up ll the permissions. It wa unclear what value of any that $60 got me.

No way to handle multiple Homeless Contribution Tax Certificates for Colorado return. The screen for entering investment 1099's has large blocks for each possible source and duplicates some entries. The large spacing makes it difficult to recognize unnecessary duplicates. In some instances, TurboTax user interface is getting worse. In general, screens need to be concise and to the point without unnecessary decoration. When fields have supplementary details (which may have been carried over from the previous year), there should be an obvious indication that a popup form is available for the field.

2025 Program did not bring forward 2024 K-1s & 1099s. I had to reproduce. Program did not enter Fidelity & Merrill Lynch a/c info--first try went to some Intuit ac for "future access" which never worked. Subsequent efforts failed and it was easiest to just enter the info. It seems Intuit's AI efforts are away from its Turbo-Tax and QuickBooks leaving old time users of these products as stepchildren.

Filing was easy. I had some apprehension that things would get complicated when I discovered that because had not included a required K-1 in my original return (received it too late). TurboTax made filing an amended return just as easy as the original. Wouldn't use anything else!

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.

I really like the financial documents import feature, it saves a lot of time. I couldn't get my 2025 Turbotax to transfer my personal data from my 2024 return and I could never figure out why, so, big disappointment. Turbotax is certainly a very good product but in my opinion could still use some improvements and polishing in numerous areas, but I'm still going to give it 5 stars.

Very good product, but has some rough edges that would benefit from some refinement. Entering K1 info is cumbersome and can be confusing. Additional guidance would be helpful for K1s for those not well versed. Also, it would be EXTREMELY helpful if the "what you need to mail" section of the filing instructions would list the attachments required by the state being filed instead of the lazy tagline of "along with any required attachments."

My experience this year was shadowed by an experience filing my 2024 taxes. The IRS kept my refund for nearly 6 months without giving us a reason. After many hours of phone calls and letters as directed we finally got our refund. I do not anticipate the same problem this year, but it could happen. My concern is that after importing information from the 2024 forms the 2025 program showed a refund of more than $14,000 dollars. After ups and downs during the entering of information the number did not vary by much ending with a figure very much like las year. I did use two professionals during the process, and they were very helpful in getting my information in the correct places.

The EasyStep pathway for entering information for a property that is rented-out part-time and used the owner part-time that also ceased to be a rental property after 10 days in January was terrible. Not only did EasyStep come-up with the wrong entries, it also blocked me from overriding many of them on the forms. It has real issues with depreciation and passive activity losses for properties like mine (admittedly, very specialized). I had fewer problems in other years where I did not cease to rent-out the property but found the questions in EasyStep to NOT lead the proper classification of the assets depreciation schedules and various special treatment options (like Section 179 or Special Depreciation). It would have been nice to be able to force in the depreciation schedule and special treatment options via EasyStep with some kind of override.