The calculation for estimated taxes was not very helpful. I do not remember having to fill in some of the information and because I have a carryover on capital losses, I did not know what to fill in. I was only allowed $3,000 loss when I lost over $250,000. I realize that is not your problem but did not understand what to do for estimated taxes next year.

Not my favorite software and not my favorite activity to be doing taxes. I am not thrilled with TurboTax. The interface looks like something that hasn't been updated since Windows 95. It's a bit clunky. I used it because my brokerage account gets complicated and (after significant effort disabling browsers and turning pop-up windows on, with no guidance from within the software, but rather looking up problems other people are having) it's useful to be able to have that part done automatically.

This year was a mess as opposed to last year. This year forms from my financial institutions weren't uploaded correctly, and some questions were not correct (eligibility for the Trump account was incorrectly stated). As a result, it took me around 4.5 hours to complete it.

I engaged -- several times -- with Darlene D because she is so clear and easy to work with. She was patient with my errors and helped me understand lots of points about how Turbotax works. I enjoyed her good cheer and clarity. She went the extra mile. We made several "dates" so I could be sure to get her help.

Turbo Tax is an easy to use program for most tax situations. I used it 4 times this year for our filing and for family members. I've used it for over 30 years, so I am a fan. Once you get into more complex tax situations it starts to fall short. I have two examples: Annualizing income to reduce estimated tax penalties and foreign tax credits. Most people will not encounter these situations. It is very complicated to calculate all the dividends, short, and long term capital gains etc to enter the required data for 3 different time periods. Since I downloaded my broker transactions the information is actually available to the program, at least for the most complex cases which are the stock sales. It would be great if Turbo Tax did the hard work and performed this calculation. The second is in claiming the credit for foreign taxes (specifically the foreign taxes paid on dividends from non US company investments). An "explanation" is required for one field but it is totally unclear how the number is calculated so writing an explanation is impossible. I had to ask Google, and their AI tool was helpful.

I didn't like the layout this year for investments where you enter the interest, dividends, and 1099B information separately, when they come together from the Bank. Also, you had to select one, go in and back out in order to get the prompt to add in order to download. I also suggest a function that would allow you to say no digital assets for all the following...., as I had to manually enter the information one by one on pages and pages of entries.

The step-by-step interface always feels a bit scary because I don't quite know what it means. I was forced this time to use the direct forms view for ESPP this time because the step by step left it completely broken. The smart review made it worse because it tried to fix fields in an apparently random order with a claustrophobically small view of the form being amended. I finally cleared the worksheets in question and started over. I feel that for anything beyond a trivial filing that a form centered view with a step-by-step guide might be better. Anyone that is afraid of seeing and working through a form with smart guidance should probably purchase assistance.

Need to increase these line numbers beyond 4000 for stock trades. Your web version needs to be data compatible with the desktop version. Your help topics doesn't always address your questions. Used DeductAble for transferring my donations into turbo tax premier 2025, but after transferring all data, I still had to input all location addresses for each donation date, which was time consuming.

Several times this year I seemed to get stuck in loops concerning importing data. I started by importing forms and then when I got to the respective interview areas I got stuck in a loop wanting to re-import the data. Eventually I skipped the import and got past but I found that process confusing and I ended up with multiple forms imported that I had to delete.

program has become less user friendly and less stable over the years. The main focus appeas now be on in app upselling and coercing people to go online with a subscription model. Strongly recommend people evaluate alternatives. Hidden Ai commponents are making the product worse while increasing the ecological damage caused...