I only keep my tax returns on portable memory devices and delete the files from my computer for security reasons. Because I tried to use the protocol that has worked in the past, I struggled to import my data from my last year's return which was also prepared using TurboTax Premier. I had to go online and do a search in order to learn how to do that, and later it failed totally. This year I experienced problems with data entry for Form 1116 [Foreign Taxes Credit]. The Problem is due to TurboTax when in Step-by-Step mode immediately eliminating any further access to data for different countries after entry of data for the first country selected by the user. Also, the order in which that data must be entered to keep the program "happy" is very important. Eventually I gave up after wasting a few hours trying different methods of data entry and entered the data manually on the Form 1116 and its associated worksheets. Also, this year's software would not allow me to import last year's return despite it being prepared using the 2024 version of TurboTax Premier Desktop for Macbook. The first installation of the 2025 software worked to import my last year's return, but thereafter crashed and froze up my computer. That resulted in multiple hours online with TurboTax support without any success. She clearly was guessing and did not know how Apple computers work or even that a 5GHz broadband connection was a broadband connection. She wasted much of my time. I eventually solved my problem by deleting everything from that software and my tax return and then starting all over with a freshly downloaded installation... which would not allow me to import my last year's return. Which meant that I had to manually enter everything. Another huge fault and waste of time.

This is the 35th year that I've used Turbo Tax to calculate my income taxes. I use Turbo Tax because it is accurate, compatible, and the interfacing with financial institutions makes it very easy to complete this task. While I don't have a complicated tax situation right now, the features of Turbo Tax makes it easy to cruise through the various income and deduction topics allowing me an opportunity to better understand various tax issues and situations. I have survived two audits dealing with charitable giving without complications. The support that I received from Turbo Tax was helpful.

Contributions to a Roth IRA (post tax) account do not affect taxes as long as AGI is below the contribution limit. When this information is added into TurboTax, then the tax increases. As I mentioned last year, when you print your tax return using the PDF option, the password protection does not work. I can still open the file without a password prompt.

Still salty about last year's bait-and-switch on filing fees, and the behind-the-scenes mistreatment of an IRA payout which required amending a filed return. (I don't ever want to go through that again). At least I knew not to believe the "offer" this year, but then I ran into year's big surprise which was the loss of access to prior years' Turbo Tax return file data, making it necessary to re-input a bunch of stuff by hand. Sure feels like the whole operation is geared towards discouraging people like me from using desktop PC software, which continues to decline in quality and usability. Intuit doesn't get it--I will NOT have my personal information stored on someone else's computer, so I will NOT use the online version. EVER. Which means I've been scouting for alternatives, and given that I had to input everything from scratch this year anyway, I figure the barrier to taking up a competitive offer from another tax system provider just went to zero. Total bummer after decades of being a customer. Oh well.

Turbo Tax has a problem with the estimated worksheet. If I put in the refund amount to be credited to the following year, It does not put that amount into the estimated worksheet. It still shows that I owe estimated tax even though the refund would be more than the estimated owed. This year forces you to upgrade to Windows 11 even though I can use Win 10 Pro until October 2026. Win 10 Pro works great. Win 11 has more bugs than a hotel room mattress.

You miscalculated the Georgia 2025 SALT Tax Limitation. I went from a $1000 refund to owing over $600. It took you until 3/24 to notify me of this change as well. The $30 filing fee reimbursement is a nice gesture, but not enough considering I now have to adjust for covering a large portion of money I wasn't planning on paying - since I trusted your software and planned accordingly

I have been using TurboTax for over 5 years and since Turbo Tax has access to all that information this access could make organizing easier. For instance, my IRA basis was $7000 from the year 2024, but this information did not appear before it asked me if I kept track of my nondeductible basis! Why, when it has access to that information BEFORE I look it up. It also prompts me for answers from last year's return when it already has access to that information AND those answers... for instance etc, etc.... A better option would be to say " from prior years returns we are able to see such and such information; is this correct before we enter it for you".... Thank you

In the medical deductions section, Turbotax included the income from a IRA to Roth conversion as current income in the calculation of the amount due for repayment of a health insurance marketplace premium. This resulted in repayment of premium in the amount of $5086 which is incorrect. The correct amount of repayment should be $1625 when you subtract the value of the IRA to Roth conversion from total income.

Was very easy working with this year's product. Investment information upload is a great feature. I had one problem with entering RMD information. I had to divide the RMD amount between the IRA distribution to me and the QCD. There was no instruction on this.

The interface with the user could use significant improvement. For example, I did not discover what the system requirements for 2025 were until I tried to download after purchasing the software. Why not include SYSTEM REQUIREMENTS on the box— as many software companies do? At the end when customers are filing, saving, printing, the header states HERE'S HOW TO SAVE YOUR FILE. Below that the only link is PRINT RETURN. There is NO SAVE FILE AS PDF link! Nuts!! Most people are sufficiently stressed by the mere act of completing their taxes. Don't add to the stress by forcing people to guess what they need to do for such simple processes as saving the file. Your software is uposedly focused on average people completing their taxes, not technology nerds.