The experience was a lot less intimidating than I thought it would be. Especially since I am a) not a math person and b) not a technology person. I did need a little hep but utilized the reasonably priced live help and it made the process much less stressful.

I have used TT Premier for many years and the 2025 version was slow in coming but straight forward to follow. I required some advise for which I paid. This advice was not particularly helpful and no follow up was permitted. I also consulted a TT expert -based in Texas- who was very helpful in sorting some difference between VA and CA filings. For the second year I used the TT download but these filing are not uploaded to TT. This is something I wish could be rectified.

I've been using Turbo Tax since 2010. I always bought the disc. I found out while shopping that the disc is no longer offered. Shame. After many fits with the online, I found a button that allowed me to do my tax's on my desktop, I would give a one star, but raised it to two for that button. The format is different in this than previous year. I was about to toss this and get H & R Block. I probably will next year if disc isn't offered.

I purchased the Premier version since it is supposed to take care of investment rental properties. It does not handle a conversion of a primary residence very well. The issue wsa the partial year as home vs. rental. Clunky interface and I ended up working around the system to set it up as if it were a newly purchased property. Improvement is needed to make things easier.

I most needed turbo tax early, - end of December till 15 Jan 2026 - in order to determine my tax liability for lump sum distribution of Social Security. Turbo Tax was not updated for key interfaces until end of January 2026. But the Federal Tax IRS information was also not complete as late as Jan 21, 2026 for IRA Distributions. Turbo Tax would not allow partial inputs for key elements in attempting to manage my liabilities for 2025. I framed my taxes manually early January in order to pay 4th quarter Tax payments. Early April, I returned to Turbo Tax and updated to finalize tax filing for 2025. The software hung up on the previous inputs accomplished in January. I completed my taxes manually. After complete, I started Turbo Tax over with a new file and it worked smooth. Generally the flow was good, with notes, recommendations, and explanations. Not having the forms available during the program made it difficult to follow some of the instructions. Bottom-line, Turbo Tax provided a good backup to my manually prepared forms.

One thing didn't work this time...every time I tried the security options for the PDF file, it did not work. It only saved the "untitled" (instead of what I tried to name it and did not have it password protected. Instead, I had to do it on my own computer after downloaded from TT. That didn't used to happen in previous year.

Had trouble with importing data from brokerage / bank. Caused a big headache since I had to enter everything manually, took a very long time. Had a few problems last year but this year was much worse. Worked great 2 years ago. Looks lke the product is getting harder to use not easier. Very disappointed. Will likely look at other options next year. I will not use your online service or your other services since this experience was so bad.

The estimated tax section is terrible. I couldn't figure out where to enter my retirement income so the results were totally inaccurate. I talked to a live expert who couldn't answer anything specific about the software, such as where to input my retirement income. She was, however, quite helpful by recommending I ignore the software results if I felt they were inaccurate and told me I could use my own calculated results to pay estimated taxes. Given what I paid for this software, I shouldn't have had to calculate estimated tax payments myself.

Contacted expert one time, helpful in understanding on how to proceed with multiple Rentals needing separate input. With one Property Management 1099-MISC Form. Had conflicting understanding between desktop and online input. Was hoping to be able input data into desktop and upload too online input review.

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.