My return actually went smoothly this year with very little frustration with TurboTax for once. Mostly because I've learned what to watch out for. My only disappointment is that they changed the charitable donation form for donated goods. You have to enter a search query for every item donated instead of there being a nice list where you can enter the quanties. e.g. (4) pair of women's dress pants and it would keep a running total of all of the donations and give you a total value. I had to write the values all down on my list, then add it myself. I will be honest, I still feel like I can't trust TT based on previous experiences, but it seemed to go well this year.

Absolutely the WORST TurboTax experience in over 30+ years for New Yorkers with 1099-R form. JPMorgan Broker did not populate Box 16 State Distribution, but they did fill "Box 14 State Tax Withheld" and "Box 15 State/Payer's state no." and "Box 1 Gross Distribution". Both Federal & NYS income tax forms were filled accurately with this data . . . but when you go to file, it aborts because Box 14 "can not be greater than or equal to gross distribution OR state distribution". TurboTax's software logic REQUIRES BOTH Box 1 AND Box 16 be greater than Box 14! The software even told me to file "manually" if I couldn't resolve the issue. If you are a Retired New Yorker with a 2025 Required Minimum Distribution (RMD) and you had NYS tax with held . . . make sure you enter the value in 1099-R Box 1 into Box 16. I've been filing 1099-R forms for over 10 years in NYS and never had this problem.

I did multiple returns and for every return the software continued to waste time by asking if you wanted to move to their full-service product. It was very frustrating and annoying to continually have to answer that same question every time. They need to have an opt out ability.

Overall I have had good success with Turbo Tax Premier across several years, but occasionally I encounter a glitch in the program and have to work around it manually. In 2025 it happened when I answered one of the final review questions and the program changed my annualized income Form 2210, showing an underpayment penalty. I was able to fix it, but if you aren't pretty familiar with manually filling out forms and working around the program, Turbo Tax would have gotten me into a dispute with IRS.

Experience is very good, and improves each year - with the inclusion of more links to instructions for unusual circumstances. I know it may not be fully in your control, but I do find the explanations for accurately completing the state-level tax returns (mine is CT) is still lacking. I have to download and read the state's published instructions, as a lot of the "questions" posed by the software don't have explanations that clearly identify what should/should not be included or adjusted on the return.

I have been unable to print out estimated tax forms that do not say DO NOT FILE. I was also disappointed that I had to mail in my Colorado taxes because of my husbands death. Turbotax should have let me file them and let me upload the forms needed to the necessary web site. This is the first year that I have had problems with Turbotax.

In general, this was always a great program for filing my taxes. I've been using it for over 25 years. I like that it saves my information and I just plug in the new info. It used to be quick and easy to use. I like the new products you've added like Audit Defense and Live Review if I need it. But your AI generated review topics are maddening. And this year, I was unable to print a full copy of my entire tax return. Ugh!!! I have had it with AI. I've been a computer nerd for many years and it's driving me crazy! I can't imagine how a lay person can use this easily.

I love TurboTax. Long time user. Generally easy to use. This year, when completing severaln 1099 forms, I noticed that when I started it knew I had 1099s from prior years, and listed choices to pick from. The list was too general, in that I had multiple 1099s from the same brokerage, but the list was not specific, so when I clicked on a 1099 to complete, I did not know which one was going to open. When I clicked I opened a pre-populated form. I started my taxes before all my 1099s were received, so I felt I had to hunt for the specific 1099 that I wanted to complete. Eventually I got them all completed.

Really disappointed with the software this year. It was a real ordeal trying to make corrections to the "Capital Asset Sales Entry Worksheet". In past years it was a simple procedure. After spending 4 hours trying to make changes to 12 various line items that totaled $0.00, I finally gave up and will file my returns by mail. And I really don't appreciate seeing a $60 support fee in the upper right-hand corner of my screen. I also see additional money grabbing on various fees. Hopefully others will voice their opinions and the software for 2026 with reflect improvements.

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.