There are two areas that are lacking in my opinion, that would need to be improved for me to give the program 5 stars. Those areas are (1) the estimated tax section and (2) the state tax section. Re the estimated tax section, the interview consolidates too many line items to be useful. One has to crawl around in the forms to figure out what's what. The same applies to the State section with the added annoyance that the program asks for numbers that TT already has from the prior year. One more small beef - TT does not give the option to pay the Federal Govt by Direct Pay.

my 2024 Turbo Tax data did NOT transfer to 2025 Turbo Tax as an input in many areas, so no comparison was able to be done. During Electronic filing of 2025 Federal and Ca State, the 2024 AGI was INCORRECT, and both Federal and State were rejected. 2024 AGI has been manually corrected and submitted to IRS for 2nd round of filing. I have lost some confidence that my 2025 return is correct after experiencing multiple errors.

I have been using TurboTax for years. I am confident that my returns are correct. My returns include W2, 1099R, Social Security, Interest Income, Rental Income, and Royalty income. It is very easy to use for income and deductions. I would recommend TurboTax to anyone and save the cost of going to a CPA.

I used to love TurboTax...now, not so much. I had more trouble this year with using TurboTax than in previous years. In particular, I was unsure about filling out several things: foreign income behind foreign tax; at-risk own business; Medicare premiums and reimbursement; etc. I did not see how to rectify the at-risk box for Schedule A, so hope I got it. All in all, I am thinking that maybe I need to get a tax professional so that I feel certain my tax returns are legally accurate.

Turboxtax has been stubbornly notorious for the final check before filing. It kept asking to FIX issues such as answering Digital Asset on 1099-B for high volume trader. They are PDF file from broker. We had 260 trades from Chase. I'd click NO and Continue 260 times each. That will be 520 clicks! STUPID Intuit.

I like that TurboTax shows me last years number versus the current year. This feature is super helpful and boosts my confidence that I got everything. I like that I can import much of my data from my brokerage and payroll provider. The extra validation checks are re-assuring like the audit risk meter and such. Why not five stars? A couple years ago I filed using the online/web product. TurboTax didn't tell me how much it would cost until I had already completed my taxes and was ready to file. I was charged more than twice as much as the desktop product for pretty much the same return as the previous year. I felt so betrayed, but I wasn't ready to spend another four hours doing it all over. Never again! In addition TurboTax doesn't seem to innovate very much from year to year. I feel like I'm only getting tax law updates between versions. That's essential but I consider it tables stakes for a tax product in 2026. What would be innovative? Build a helper AI agent custom trained or with RAG so I get answers to my tax questions with the latest info from the IRS. For example I had no idea what "qualified business income" was. Qualified for what? to win a pony? I went to the IRS site, looked up qualified business income for schedule C and then feed that along with my circumstances to ChatGPT to get a plain English answer and recommendation for how to answer. TurboTax could have done all that for me via a baked-in AI agent and said "The TurboTax agent recommends that you say yes based on your tax circumstances". It could have then provided the data sources with all the usual AI hallucinates disclaimers.

This was the worst version of TurboTax I have ever used and I have used TT since the first version came out. The new Brokerage download and review is horrible. Had trouble finding information within forms when thigs were questionable. This is the first time I do not think my taxes are accurate.

I've been using TurboTax for years. This year the software made some undesirable changes -- Font size got smaller (need to make bigger- everyone got bigger monitors now) less printing options when printing up your returns, moving data over wasn't friendly - user should be able to move data through a saved PDF file from last years return (people to buy new computers)-- this software didn't allow this. Going through the software for filing seemed to not flow as it was setup in the past (maybe since a remember the flow in the past versions)

Turbo Tax worked well for me - it has for years. I was surprised to see that when I prepared my return, the wasn't any notification of the IRS form CP53E, wherein the IRS requests direct deposit information (Routing and account numbers). This is apparently the IRS' attempt to move away entirely from paper check refunds. I think that there should have been a paragraph on this in the section where the filer would possibly select a refund by check, to advise that the IRS is working to move away from the check option.

Experience is very good as usual with one glaring exception for entering income interest manually by company wafter the initial entries. On review one cannot discern multiple accounts by the same company name one from the other without clicking edit. We do not have much interest income, but this is still an aggravation when reviewing our joint income. I think the last four digits of the account number should show on the list after a person has entered their data.