Easy to use and the format stays the same form year to year. I appreciate the different levels of tax software that can fit the need of simple to complicated filings. It is fairly priced. It provides guidance and accurate findings with good explanations. It has always worked well on Windows platforms I have used.

The user interface in this year's program was obviously a major re-write: it had more bugs and an ant hill. In past years I began entering data in late February or early March, and finished after 3 or 4 days work. This year required more than a month of calendar time, much of which was spent searching for bug work-arounds. Some examples: The "Edit" and "Delete" buttons on investment data entry screens were colored dark grey, and presented on a very slightly lighter grey background. I discovered them only by accident; they're almost invisible. I have used 3 methods for paying federal taxes: (1) by paper check with my return, (2) quarterly estimated tax payments, and (3) withholding tax funds from distributions from investment firms. When figuring my outstanding tax due for this year, Turbo Tax recognized only two of those sources as tax payments, leaving a large "obligation" of overdue taxes. This snafu was typical of many of the bugs I encountered: if I quit Turbo Tax for 2 or 3 days and then updated the software, the bug had been fixed.

Very frustrating final steps, after rejection, and attempts to correct a simple omission. I had my return rejected due to a missing CP01A PIN. OK, I have that, but where does it need to be input? I hav gone over every line, and cannot see a place where it is to be input. I found on on-line reference indicating there is a question asking if I, or a spouse, received a CP01A notice, which we have, but I cannot find the place that question s located. I can see the place on the printed forms where that information is requested, but cannot find it with the on-line program. I started this e-file in plenty of time, but now I MAY BE FORCED TO FILE BY MAIL. Many hours wasted. Rod J Issaquah, WA

It was difficult for me to manually enter a 1099-R form that could not be imported. I would have preferred to automatically be shown the forms that were downloaded. As it was I had to hunt around to be able to find this information. that was a HUGE drawback to this year's software.

Intuit continues to provide a accurate, easy to use, all in one program for personal income tax return completion and filing. I would appreciate their continued support of the personal user product in a desktop format rather than a cloud based or agent based platform. I did have one issue with form 1099-DIV Worksheet, but deleting the download and entering the 1099-DIV manually fixed the issue. In conclusion, greatly satisfied with the features, accuracy, on-line help, and the compatibility of the desktop product with my pc.

I found it a little difficult to look at some of the inputs to the final tax forms once the process had been completed. I wanted to review a 1099-R after the tax forms had been completed but found that that data was hard to get to without having to go way back into the process. It would be nice if I could have looked at it at the very end to make sure it was right, without having to go back into the "income" area, unless I actually had to.

I experienced a few glitches that I was able to circumvent. I had a problem on State taxes of a swirling circle displaying "Calculating" & took a long time (+10mins) before I aborted the application. I attempted to contact your Turbo Tax live expert, but I had a difficult time to locate & access the right WEB online site. Instead, somehow I got to a WEB site "Ask for Advice" & needed to pay $50 for a 30 min session. Long story short, I managed to bypass the problem after researching thru AI, and getting an alternate method to resolve the problem without having to pay the $50.00. Additional glitch I encountered, was when the Final transmission of my Electronic filing for Federal & State, the status checked off for Reviewing, Preparing, Validating an had a swirling circle on Transmitting; that brought me back to the beginning start screen to file for Electronic taxes. Very frustrating to repeat process.

The HSA section needs a bit of help. I am on a family plan, and it only wants to know my contribution and if I also made contribution to my wife's HSA. By ignoring it an starting from scratch rather than try and import my return from last year, I was able to get it to work without telling my that I overpayed and I either need to withdraw or get charged 6%. I also have an under 25 son non dependent that is on the HSA plan, which I am guessing is what might have been causing some of the problems.

Two small issues: 1. Instructions for Form 8949 are obtuse. All I needed to include was the 1099-B detail page for trans with non-reported cost basis. 2. After deductions & credits, review page ERRONEOUSLY shows vehicle registration fees added to PRIOR year standard deduction.

I like that TurboTax shows me last years number versus the current year. This feature is super helpful and boosts my confidence that I got everything. I like that I can import much of my data from my brokerage and payroll provider. The extra validation checks are re-assuring like the audit risk meter and such. Why not five stars? A couple years ago I filed using the online/web product. TurboTax didn't tell me how much it would cost until I had already completed my taxes and was ready to file. I was charged more than twice as much as the desktop product for pretty much the same return as the previous year. I felt so betrayed, but I wasn't ready to spend another four hours doing it all over. Never again! In addition TurboTax doesn't seem to innovate very much from year to year. I feel like I'm only getting tax law updates between versions. That's essential but I consider it tables stakes for a tax product in 2026. What would be innovative? Build a helper AI agent custom trained or with RAG so I get answers to my tax questions with the latest info from the IRS. For example I had no idea what "qualified business income" was. Qualified for what? to win a pony? I went to the IRS site, looked up qualified business income for schedule C and then feed that along with my circumstances to ChatGPT to get a plain English answer and recommendation for how to answer. TurboTax could have done all that for me via a baked-in AI agent and said "The TurboTax agent recommends that you say yes based on your tax circumstances". It could have then provided the data sources with all the usual AI hallucinates disclaimers.