The 1099 inputs are very time consuming and frustrating for the user especially if you have hundreds of option trades. TurboTax needs to recognize through the description option trades and ignore $0 cost basis since the net gain/loss amount is already calculated on the 1099. TurboTax also does not allow the user to do sufficient bulk updates on the 1099 form to make the "Review Needed" error go away.

I have three suggestions which I think may make the software and filing better. 1. Set the form 1040E sheets so they print at the top of the first page, bottom of the second, top of the third, bottom of the fourth so that when someone prints the tax return double-sided, they will print on the top of the front and bottom of back of one page. 2. Set a reminder at the end when ready to file to remember to enter your annual government-assigned PIN if you have one and even provide a link to enter it since it's a little obscure. I know it was user error at midnight, I thought I had, and my return was rejected. Just would lessen frustration users already have over this annual task and maybe would result in fewer calls to your help desk. 3. When entering all the items for charity, could you repeat the date of gift in the next entry so that doesn't have to be entered for every item. Then allow for a change of date if necessary for the next 'delivery,' and repeat that date since there usually is more than one item given to a charity, and multiple times during a year. Also, I miss It's Deductible. Can you be more friendly with Edge. VERY frustrating trying to connect to my two investment firms this year and had to research what to unclick which took a while. Thank you.

There was no ability to enter a person who can discuss this return with the IRS if needed. That should be a question Turbo Tax asks, in case the preparation of the return was assisted by a relative. In my case, preparation was for an elderly parent who needs someone who can answer questions from the IRS, should they ask.

All of the pre-set questions and guidance in the TurboTax program really helped guide me through the entire process. I've used TT for many years now and I've learned to navigate the process pretty well. There were two or three points where I had to stop and read the directions and requirements for certain areas again to refresh my memory of my proper filing information. But these notes and details helped me resolve my issues without having to reach out for additional assistance. That's why I like TT so much. It guides me through the process and helps me enter the right information. Several years ago I was concerned I was missing information because my numbers seemed off. So I took my files to an accountant who charged me $275 to review and confirm my information!! My returns were basically correct, with the exception of one are I had entered incorrectly. This proved to me that TT was right on target and I've never looked back and I've been doing my own taxes with full confidence ever since. The program features are easily compatible with my system, although I did have to upgrade to Windows 11, but no further support was needed. I started on the Internet version this year, but transitioned to the desktop interface, simply because this was the format I was accustomed to.

TurboTax is generally quite excellent. I find just about everything easy to use, with one exception. A couple of years ago, a change was introduced in the 1099-DIV/1099-INT/1099-B section. This section is now very clunky and hard to use. From the "I'll choose what I work on" page, when you click on any of Dividends, Interest, or Stocks buttons, it takes you to the same page where you have dividends, interest and stocks all intermixed. Then, if you want to see the details of stock sales, it takes you to a table which is VERY clumsily depicted, with column widths that you cannot change and text that wraps around to next line making it very hard to see. (I use a MacBook Air computer with TurboTax downloaded). What I would LIKE to see: when I click on Interest, I want to see only 1099-INT forms. When I click on Dividends, I want to see only 1099-DIV forms. When I click on Stocks/Bonds, I want to see only 1099-B forms, and when I click to see the details of stock transactions, I want to see a table that is formatted nicely.

I've been using computer tax software for decades and have followed the tax s/w through the various acquisitions until we have turbo tax 2025. It has improved with each year making it easier to file taxes. I especially like being able to view help with each entry. However, I wish there was a "what if" for next year to test out different scenarios (i.e should I payoff a loan with 401k or just pay the interest). I know the laws change year to year, but a general "test" return would be nice.

The fact that state tax (Arizona) has none of the easy user interface question as the federal return is getting a little old. and that you can return to a particular spot like you can in the federal. State forms have not changed over the years and you just haven't put any money ino making them better. "Ok, It's taking more the a little time" was cute 15 year ago. Get rid of it and give more practical information about when the app will actually open

Seems to have trouble with Schedule K-1, particularly with the ZZ fields where some LPs report several ZZ code entries. I frequently view the forms but there isn't a clean way to return to were you were in the step-by-step or at least it's no obvious. When working on States, you often give a number to review but no details on what's in that number. It takes a lot of searching and calculations to determine what you used for those numbers. Please DO BETTER.

Information TurboTax (TT) provides about Schedule K-1 is far too limited. TT needs to allow direct importation of the information and give more guidance about completing the associated forms. This took me A LOT of time to sort out. Form 8990 is not supported AT ALL and definitely needs to be added.

Had problems this year. Some how the software decided I had business expenses when I didn't, and wanted to know my employer for a UE form. I did not have business expenses. Also, when I decided to submit my PA state taxes later after I had selected to efile both, but I couldn't back up, so I just submitted the federal tax forms. I was forced later to efile my PA state taxes because I couldn't get out of not doing it.