There is an issue this year with how QCD disbursements are being reported by Financial Institutions. On the 1099R the financial institution in box 1 is reporting only the net amount (RMD-QCD). Turbo tax asks for the amount in box 1 and then ask later what your total RMD is for the year. Turbo Tax then treats the difference between the RMD and the amount reported in box 1 on the 1099R as failure to take the total RMD and subsequently treats the difference as a penalty and assess a penalty tax on it.

TT is not as user friendly as it once was. It does not easily link to source data and does not have much good info on the help pull down. I feel that they really want you to buy their expert help, and I don't know how "expert" that help really is, other than the operation of their software.

Prior years I received exceptional support. Short waiting time and knowledgeable personnel. This year I had to deal with an 800 number that only wanted to text/email an address before offering a Human. Not sure which was better. Humans that I spoke with (on 3 different occasions) were very polite, friendly but not very knowledgeable specific to my questions. Several times your phone system dropped me. On one occasion the staffer called me back (unexpectedly). The s/w is very complex and you need experienced users available to answer unique questions.

I have been using Turbo Tax (TT) for years and haven't had any problems. This year basically was the same except because I had to invest in a new computer to use the 2025 TT software requiring Windows 11, my previous year (2024 TT) was on the old computer, so therefore the 2025 TT wasn't able to load critical information from the previous tax year. I tried following the instructions per TT to get that information but was unsuccessful. I finally gave up and just had to enter all my information like I'd never used TT before. I also of course had to get my 2024 copy for necessary information for the 2025 taxes. That information would have automatically been populated if I had been able to download the previous 2024 tax filing. It was frustrating, but I got it done and other than that I was very happy with TT as I have been before. One thing I did notice when I was entering my 1099-R and SS1099 is something it populated about the funds being from a Canadian entity. I don't know where it was getting that. The Tax Payer ID was correct and was not Canadian. Possibly a fluke in the system? I have been also very pleased with the questions and help pop ups that are available. I'm not sure what Interface is referring to, but it's probably also good!

I have used TurboTax for years and have liked its features and ease of use. However, there are two areas that need improvement. 1. TT needs to be clearer about handling multiple IRA RMD's especially when I choose to take of my required RMD's from one IRA which is permitted by Federal law. I don't feel confident that TT understands and account for all of my RMDs. 2. TT eliminated "Its Deductible" software which was a VERY helpful tool when preparing for Non-Cash charity contributions. PLEASE give us back "Its Deductible".

My only complaint this year (and last) was that often this year trying to do something in TT, the software would try to take me to my Intuit Account, don't think I have one. / nor could you find one, and then I would get stuck as the intuit program locked me into finding other ways to HAVE TO log in. Had to just Force Quit TT, lost some work one time. Shouldn't make you feel that you are going to fall into a "trap" and lose work... Same problem last year. The other complaint is why do you make it so hard to find the desktop version?

VERY Dissapointed that you know longer have It's deductible in your software. I've used Turbo Tax for over 10 years and that portion has saved me a ton of time doing my taxes. But this year you have to go and take that away and cost me many more hours of time to complete my taxes. NOT Very Happy about it!!!!!!!

I've used Turbo Tax for years so maybe I'm just getting old, but I feel it's just getting more confusing. Costs were very confusing when starting out online. So I bailed and got the desktop version. But then it was still pushing the online version. (I like looking at the forms to see where the numbers are going and I couldn't see that as an option online.) I really wish there was an way to streamline checking if we have enough deductibles with the new higher limit instead of spending all the time needed to enter it all in just to find we are way short. Also, after all this time why can't the state be more like the federal's question and answer? I don't think the program helps much with state taxes unless you know a lot about it already.

I have been using TurboTax for a number of years and purchased for my daughter as well. I would not be able to complete my return without Turbo! It covers all of the complicated computations regarding investments, capital gains, etc. with ease. I will certainly keep using TurboTax in the future.

Turbo Tax used to be a great product, but not anymore. The things that distract me the most when I want to concentrate on doing my taxes are: (1) the non-stop screens that try to sell me stuff I don't need; (2) removing Its Deductible without telling me BEFORE I bought the product; and (3) the constant attempts to get me to use the online version instead of the desktop version. I will never buy Turbo Tax again.