Federal Worked great. Ohio return didn't work. Didn't forward the Exempt-Dividends to the line on the Ohio Return. Worked for hours trying to fix. Would not work. Worked fine for 2023 and 2024. Now I have to do the Ohio return in their system. Like your product but Ohio didn't work this year.

Been using TurboTax successfully for over 20 years now. There always seems to be one little thing that requires clarification. This time it was concerning the recording of unreimbursed Medical expenses to claim under the itemized deduction rules. It cost me the $60 support fee in order to establish that TurboTax was assuming stupidity on my part by expecting EVERY out of pocket Medical expense be recorded and then removing the HSA distribution on the Medical WKS before entering the total on the Schedule A. The guidance through the EasyStep process needs to be much clearer. I'll take a refund of my $60 please.

My wife converted $36,220 from traditional IRA to Roth IRA in 2024 and she did not have any nondeductible contributions to her IRAs. She filed 2024 Form 8606 with box 14 (Total basis) as blank and reported $36,220 on Line 16 and $0 on Line 17 (using TurboTax 2024). In 2025, she converted $26,361 from traditional IRA to Roth IRA. TurboTax 2025 generated her 2025 Form 8006 with Line 2 (total basis in traditional IRAs) as $36,220, which is NOT correct. After searched the answers from Google and TurboTax support, I am confirmed that TurboTax 2025 generates the wrong value of $36,220 on Part I Line 1 (Total basis in traditional IRAs) in the "IRA Information Worksheet" for spouse. I have to manually open the form to correct it as $0. Please correct the software defect!

unable to locate answers to issues without going through tons of history comments from "the community" It wastes so much time. Additionally electronic filing not working. Keep receiving errors. No way to resolve errors quickly is a pain. Tried all solutions still not working.

I really like using TurboTax each year, but I will say I have had challenges with inputting information regarding my child and the use of the 529 plan. I really think there should be functionality that questions if something seems odd or not. In my case I didn't realize if did not include the right about for room and board. I entered one month versus 12 times that monthly amount. Seems like there should have been an error or call out to ask is that correct? I did something similar last year. I catch it after I file because the advice section has triggered me to go back and look back on the feedback. It highlights that I paid a penalty which then tells me I made an error. Can you look into adding some functionality. Thanks!

Always use TT each year. Tried the tax advisor options this year and wasn't thrilled. Several attempts to have my taxes reviewed were either unsuccessful or when I did get an agent on his support wasn't any better than what I could and did myself. Also there was some issues with the PA tax download that was misidentifying and this calculating in error that had to be worked around. First time I have really had any issues with TT and wil still us it next year.

Plenty of fees. Fees, fees, and more fees. When the upload won't work go ahead and upgrade. Then find out that the investment company changed the output at last minute so Turbo tax won't support. So paid extra for an error that I ended up keying anyway

I have used TurboTax for years. Each year the product makes entry of information a bit easier and understandable. The government makes filing taxes more difficult than it should be, without TurboTax I am sure I could not do it on my own. Additional information on tax topics is a click away, all forms are properly completed, reviews find areas that need further data imputed, downloads of data from investments is improved from past versions.

Software seems to have more bugs this year - had to fix several fields that did not correctly import from last year's filings, or strange defaults were auto-selected. Be sure to double-check the fields. UI/UX had strange bugs too. We are paying a lot of money for this software to be experiencing quality issues like this. Not pleased at all.

The handling of foreign tax credits is horrible. The instructions seem to encourage skipping the credit altogether. Following the instructions requires multiple passes through the calculations to build a file that can be e-filed. This is not professional and does not build confidence in the final answer. Another issue is it is nearly to impossible to match the 1099 downloaded to Turbo Tax with the pdf download so that I know how to answer the question. In addition, question were asked to fill in numbers that Turbo Tax should know from the downloaded 1099.