TurboTax was a bit quirky this year. My first transfer of 2024 data into TurboTax was incomplete and inaccurate, so as I entered tax information as it arrived, the output was not complete and when I looked at the 2024 tax history, it was completely void.... when I called for technical support, there was no means to recover the failed data transfer, so I needed to start from the beginning. Quite frustrating and annoying.

I've used TurboTax for years and the 2025 version was atrocious. We have rental property. Walking through the sale of rental property was poorly designed. You need to clearly differentiate between a rental "property" and other types of rental assets. It took me about 4 hours to determine how to accurately enter the sale of the property. Also, on the window size for entering credit card payment for the state e-file fee would only display months 1 through 8. There was no ability to scroll to select months 10-12, or to resize the window.

Overall, the software guides you through every key step. There is some repetition in asking for information, but it's probably to avoid errors. I had to do a little trial and error to download 1099 data from my financial institutions. My biggest disappointment was that I paid for a state income tax return, but TurboTax made me pay for it again.

I think it is beyond belief that TurboTax has an issue with entering the expiration date on a credit card when trying to purchase state returns and paying to file state returns. TurboTax has known for the past 2 years that this is a problem. I spent 2 hours trying to get TurboTax to accept my credit card. FIX YOUR KNOWN ISSUE.

It works better every year, it took less time this year and the numbers were calculated quickly. I now use the feature that runs through everything and it worked perfectly. Wasn't sure at first how it would work because I switched from PC to Mac. Would not transfer PDF from last year, but took no time to reenter the information. Didn't need support this year as it was easy once I got it to download to the Mac. Program ran even better on the Mac than it did on PC, and all the features were great.

For the most part, I'm very happy with Turbotax. One issue that is irritating is how the program doesn't deal well with foreign taxes paid. I had 1099-DIVs from multiple financial institutions and the program was very clumsy at handling totals by country. I finally had to go with the "Various" classification for everything to make it all work.

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.

when importing, your system does not fill in last year's 1099. it creates a new 1099 for the same institution and i have to delete last years. i also have another problem with the import function, but i don't know how to describe it other than it's cumbersome to get back and identify each different type of 1099 and start over. i think the prior years import was not as inefficient as 2025.

I was using the guide me feature for everything. It never asked me for Social Security Income. I had go back and enter it manually. I also had to initiate Crypto sell even though I had checked that I had sold Crypto. Another thing is that it carried a direct rollover of an IRA to another institution as income when comparing previous years income to this years. Last years return was clearly marked that it was a direct rollover. It showes that I made over a hundred thousand dollars more last year than I did. I did not pay taxes on it last year, but Turbo tax carried into this years software as income when it compares the two years. Too many things wrong. These are simple errors in the software. Not something complicated. I have been using TurboTax for over 10 years. There always seems to be something it does not do what it should.

Identified 2 problems with your software that I will need to contact you about: 1. In the PDF of my final federal return, the pages for my 1040 ES (estimated tax payments for 2026) are marked with HUGE letters: DO NOT FILE, NOT FINAL. So I can't print them! 2. I had a direct IRA rollover (code G), and TURBOTAX kept wanting to make this rollover a taxable event.