It would be great if TurboTax fixed the following: 1) TurboTax automatically assumes that any HSA distributions were taken for medical expenses incurred in the same tax year as the distribution. That is not always the case and makes it impossible to reconcile with state tax filings that do not follow federal tax laws (like California). PLEASE FIX THIS ISSUE. 2) The instructions for entering foreign tax withholding (in my case for dividends) is incorrect. I had to read several articles and watch a couple of YouTube videos in order to enter this correctly (at least I was able to do so eventually).

I cant believe after all these years, its still so hard to use this software. After the end of my filing, it says I need to mail a form, and then it says only if I chose to not send the 8949 details electronically. Where in the software was I provided this choice, and why was I not told about this before filing? Now I have no idea if I actually need to find a printer to get forms mailed to IRS

I engaged the support team twice this year due to problems I was having getting rid of errors related to a Ponzi scheme. They worked very closely with me to help isolate the problem until I was able to discover the problem myself. But they al least were able to get me to the right area. I've used Turbo Tax every year since 2007 or possibly earlier. There hasn't been a single tax computation I haven't been able to resolve. I've sold houses, had small businesses, losses from Ponzi schemes, stock options, had to recharacterize IRA transactions, you name it. Turbo tax is one of the easiest tax programs to use. I used to follow their interview process to do my taxes, but I've become so familiar with their format that i now just jump right into each section I need to work on. If you haven't tried it yet, you nee o give it a try. I think you'll be pleasantry surprised.

I use a CPA every year to confirm my filings even though I'm taking the standard deduction. For $50 it's worth it and I sleep better. The software is easy t follow though since you can import almost any investment bank or broker data and the program inputs it in the right places why bother to do it yourself. I've used the desk top version since 1996 because I want to see the forms as I fill them, not just at the end.

I have used TurboTax for many years; I love how the software walks you through each step in preparing the taxes and suggesting entries to maximize the tax refund due. .I, also love the review at the end to make sure everything is complete and accurate.

Transmission of data from financial institutions was a mess this year, more work on users part to correct. Some error messages vague ---For example, a field that required info [caused by data capture failure as per above] was not highlighted--- no clarification of the issue. Errors popped up in final checks, and at times disappeared simply by employing error check repeatedly. Glitchy As a 20-plus year customer, this was the worst!

Have been using this product for 30 plus years. There are always problems. Lost two hours trying to undo the issue with reporting 529 disbursements. When it waste only game in town, we put up with the glitches and the problems. Now that there are many more offerings out there, we will try another product next year.

It covers the basics but some of the instructions and error messages are confusing. I need to use ChatGPT to interpret them. Also, your product doesn't handle a lot of situations. Forms have to be filled out manually or data is not transferred. And then there are bugs. I look forward to just having ChatGPT prepare my return in a couple of years.

Turbo Tax 2025 continues to serve as an adequate income tax software application - but it also continues to be unnecessarily unwieldy in use... to be honest, it is WAY EASIER to consult Chat GPT to get advice on how to use your software than to use your instructions!! But one obvious suggestion: There needs to be a simple way to make the fonts bigger OR to allow the user to expand the screen. It's ridiculous that it should be so hard to see what's on the screen...I randomly asked 8 people for one recommendation and 7 people came up with that - completely unprompted! - as their overwhelming first issue. Funny that I can expand this comments screen, but cannot do that in your application. (Sound of hand slapping forehead) Using Turbo Tax is a choice in a weak field of options.

The interview in the desktop software would not let me enter medical expenses because it said we only qualified for the federal standard deduction. It DID let me add charitable donations. The software automatically entered our medical expenses based on our 1095-A form, but we had more expenses to enter. While we still only qualified for the FEDERAL return standard deduction, the additional expenses are beneficial for our state return. I added them manually via “Forms”, but it was VERY frustrating. I buy TurboTax to avoid the manual entries and to cover all possibilities. Fail. I looked online and found similar questions from multiple years back. Some answers were vague and some accusatory that users didn't understand what they were doing. I wasn't going to ask a forum question or pay for advice for something the software should do and I was able to figure out on my own.