TurboTax repeatedly tries to route broker 1099-MISC Box 3 (Other income) and Box 8 (Substitute payments in lieu of dividends) into Schedule C / self-employment, even when the user answers “No” to all business/work/intent questions and deletes the form multiple times. This creates persistent Smart Check errors (principal business code required, linking required, “add new line of work”), phantom Schedule C entries (“Untitled” or temporary), and grayed-out “Unlink” buttons in the 1099-MISC worksheet popup. The income is passive miscellaneous investment income (securities lending substitute payments), not self-employment. It belongs on Schedule 1 Line 8z as “Other income.” Current workarounds (deleting forms repeatedly, entering via Other reportable income, creating-then-deleting temp Schedule C) are time-consuming and error-prone. Please fix the default routing logic for broker 1099-MISC Box 3/8 so it defaults to Other Income (Schedule 1 Line 8z) when no business indicators are present, and improve cleanup when users delete Schedule C. Thanks for the great product overall — this is the only recurring frustration I've had.

Honestly It was just the worst to use. I am a student and I have scholarships that I got, I filed in two states, and there was just so many ways this could've been easier. you enter one thing and you see you tax return go from refund 1000 dollars to ow 300 and you are just confused as to what went wrong because what you entered was a scholarship amount, and then 30 minutes later it asks you if the thing you entered was a scholarship and was supposed to be included and then it jumps back to 1000 dollar refund. I hate turbotax

The software is really good, but there's a bug in the K-1 processing. The K-1 creates a loop when it comes time to electronically file. For field 17, it says it needs more information but doesn't tell you what the info is. I had to put false information in the field to get around the bug. I better not get audited because of it.

My experience was somewhat frustrating. After purchasing TurboTax Premier because I had some capital gains this year through the sale of a house, I was prompted (encouraged) to switch to TurboTax Online. After entering all of my income data. I found the online version could not handle this level of input. Not wanting to somehow accidentally "double file" I clicked the "clear and start over" only to find out AFTER re-launching the desktop version, that it could have imported all of that data (which I had just deleted) FROM the online version.

no extension available in desktop, online is way to cumbersome. It took me over an hour to find the location in the software, then tried to sell me turbotax...... if I had not been using for years would change to another software package. considering starting over next year with something else

There are important totals and information that would be beneficial to ensuring all information is correctly and completely entered. Then information is there, but it takes a "hunt" to find it. Menus to totals and entered information would be handy. Getting back to items in the State return for edit or review is very, very difficult and time consuming.

I have used Turbo Tax and Quicken since the `1990's. This year's version was the worst I have ever used. I imported my investing data but the numbers didn't prefill in the form; I had to manually enter it. To top it all off, I still can't print my final return as of now. I will use Turbo Tax next year, but if have the problems II had this ear, I will move to a different product

This is the first year I wasn't completely satisfied with Turbo Tax. I had to figure out on my own that I had o upgrade to Premier to get the feature I needed to file my taxes. Software works well with Win 11. I did have to contact support but I figured out the issue before they called back. They did call back sooner than promised.

This year I was really apprehensive about doing my taxes by myself, Lots of changes! Retirement, Social security, Pensions, Rollovers, sale of property, etc. I have trusted Turbo tax for 30 years & I knew I would be ok! I had questions & I learned things. Turbo tax walked me through everything. Questions answered in the community, also Look-Up, were all very helpful! When I was done, I was nervous that I may have put something in the wrong place, So I got the Adviser, The best $60.00 I have ever spent! We reviewed the entire file with screen share. The advisor was the nicest man, he answered all my questions & checked that everything was in order! No rushing, he took his time! He was Awesome! Peace of Mind= Priceless!

I have been using TurboTax for years. This year I found it annoying. The save feature didn't work on my MacBook and the encrypted save made it worse. I found it too automated and opaque so I was never sure what was going on in the background and whether the automated calculations were accurate or correct. Not a happy user. I will try another product next year.