I'm usually a big fan of Turbo Tax, but the 2025 filing year version was a total mess. 1) Pushed me to go into the online version which has a different interface and does not give you access to the actual underlying tax forms you're filling out. 2) constant interuptions trying to upsell me to audit defense and live tax support. 3) bugs that were not resolved even though they're being discussed in the turbo tax user community. Had to use a post on reddit to resolve an issue.

Copying & pasting bank information saves mistakes, and saves time. Sending one state return included is the decent thing to do, not nickel & dime us and make us use a reddit card if we do not get a refund from rhe Feds. You should make us want to use you and recommend you, not make things worse, these taxes are enough agrivation We cannot recommend you any longer.

This product disappoints. Forms that have had bugs for years have not been rectified. In a recent year I sold a house - a rental property. The "tax expert" told me to list the sales price and cost basis on the Schedule D "just like any other asset sale." This is the second time I set up Estimated Tax Payments only to have the program zero them out in the end. Terrible product!

I've used Turbo Tax for many years and find it a competent tax prep program. It has made some changes over the last couple of years...some good...some not so good. I like that I can download my information from the previous year's file so I don't have to reenter my personal information again.

I was unable to import information from one of my brokers. Very frustrating. Finding any help from TurboTax was ridiculous - just kept getting stupid ads. I don't like the new interface to input numbers by hand. It was hard to figure out and seemed unnecessary to go through the same loop again and again to get to the input screen. I have been very happy with TurboTax in the past, but this year, it was not great.

TurboTax Premier - Desktop had improvements in ease of use this year, particularly with bringing in forms electronically. However, TurboTax initially assumed that getting a federal refund would mean that I would get a state refund and encouraged me to proceed with the state taxes to get it, when instead I owed a fair amount. A minor point, but annoying.

The Easy Step questions for donating stock to a qualified charity makes that reporting much more challenging than necessary. You do not need to ask for the date of acquisition nor the cost basis of donated stock UNLESS you have held the stock less than 1 year. Then, your questions are appropriate. Otherwise, a simple yes/no as to whether you have held the stock for more than 1 year is all that's needed. Then, there's the question about whether the donation will be used by the organization to further its mission. How would I, as the donor, know the answer to that question and why does it matter to me, as the donor? Pointless question. I just lie and say Yes. In Easy Step, when you are going through and entering cash donations to charities, you come to a window where you enter the charity's name, then you click on Cash and then Continue. When Easy Step advances to the next window, it would be very helpful if the cursor would automatically advance to the field where you type in the amount of the donation. The way it is now, you have manually click on the amount field to enter the donation and do that for every separation donation. There's an error beep if you forget.☹️ Again, in Easy Step, you get to a window with the title Your charities and donations with every charity carried over from last year. Every one of them says NEEDS REVIEW in an orange box. Even after you update the donation for the current year, that message does not go away. The donations that have been edited should no longer have that message visible. Importing information from a financial institution is easy, but the way that it's dumped into TurboTax is not user friendly. I live in Missouri, where our state income tax requires us to separate all income between spouses, even when filing jointly. It's cumbersome to have to go back and designate the owner of the income after it's imported. There should be an easier way to do that.

I have used TurboTax for over 15 years and it was the least helpful this year than ever before. I never had the kind of issues previously as I did this year. Downloading W2's did not work as previous years. I had trouble getting tax forms to load from a brokerage that has always worked previously. I also had to upgrade to premier and still had to go over those forms after that I never had to in previous years.

TurboTax is much easier than the other software I used last year. My only issue this year was that once you clicked NO on the HSA contribution question, you could not go back and change it. We did decide to contribute to HSA and had to go to the forms to enter as going thru the HSA section would not as the question if you were contributing and did not have a place to enter the HSA contributions. I was using the Windows Desktop version.

Overall, I really like TurboTax. However, I was disappointed in how it handled my 403(b) distribution, which as a pastor, was for nontaxable pastoral housing allowance. TurboTax did not allow me to add a clarifying statement to my taxes (i.e.- 1040SR, line 5c(3).) regarding why that distribution was not taxable. Hopefully, the IRS will not contact me asking me for additional information regarding that 403(b) distribution.