After a respite where we had more complex returns given the death of two family members, we came back to compete our own return (which we had done for years previously). TurboTax never ceases to amaze me with its simplicity that can make a moderately complicated return seem easy with the guided process. The ability to import records from our investment providers is such a powerful function that make it possible for us to do the return ourselves. It's good to back with TurboTax!

Simple way to file taxes - one glitch was encountered - for Colorado return, turbotax kept saying i needed to file a form saying I was claiming a refund for my deceased husband - but I didn't need to because I filed Joint return. Copilot talked me through how to correct the glitch in Turbotax -

Software inaccuracy in transferring and displaying calculated depreciation on rental property to summary screen on the Asset Entry Worksheet and to Sched E. Had to Select Sched E enter some info manually. I tried forcing TurboTax to recall; then went through each question in the interview very carefully and this didn't work, so I made the manual corrections by deleting the asset, entering everything again and showing the depreciation recorded in prior years. It was a giant pain and quite frustrating.

I have used TurboTax for years and have liked its features and ease of use. However, there are two areas that need improvement. 1. TT needs to be clearer about handling multiple IRA RMD's especially when I choose to take of my required RMD's from one IRA which is permitted by Federal law. I don't feel confident that TT understands and account for all of my RMDs. 2. TT eliminated "Its Deductible" software which was a VERY helpful tool when preparing for Non-Cash charity contributions. PLEASE give us back "Its Deductible".

I was unable to file my State Return in the online interface. I finally had to open the app which was I glad I had downloaded. I knew how to use because I had before. Finally my State Return went through. You need to fix the online interface for state returns. It sucked.

I have been using Turbo Tax for ages, since long before it was an Intuit product. This year was my absolute worst experience and I doubt I will use it again next year. The Deluxe product is now pretty bare, so I had to get the Premier. Then it never asked for my IRS IP PIN, so my return was rejected and I had to to figure out where to enter it on the software because it doesn't show up in the usual questions. I know it used to be. Also I had questions about the program itself, nothing to do with taxes, but was directed to JustAnswer and a CPA, so more $$$. Seriously, I don't know what's happened to Turbo Tax, but it can't be any worse.

So many parts are easy to use. However, there are times when simple BACK button would be very useful. Aka, I click one thing and then my taxes oddly change in a HUGE change. Then the integration with city and state taxes is awful to navigate. I cant find those topics. Then there is the errors page where I try and submit and it is really unclear how to solve an error, when it's exactly as it is on my form. Just infuriating.

c O U L D TurboTax works fine. On the other hand, the related website is again not responding to attempts at making payment to file the state return because it does not respond to repeated attempts to edit the payment method. My credit card used last for payment changed, but I cannot make the payment because the website stalls when attempting to add a new payment method. This is after at least three attempts, so I have delayed filing the state return. I also had this kind of difficulty when filing with TurboTax in 2025 for my 2024 filings.

Once the correct program is installed and the brokerage house information is downloaded, it is a very smooth program and works well. However, getting to that point was extremely involved, time consuming and difficult, requiring over 15 hours of tech help. Downloading the brokerage house information was MUCH slower than previous years, going from under 10 seconds in the 2024 tax year to over 2.5 hours this year. Once that was done, the experience was excellent.

I found 2025 TurboTax very difficult to use. The downloads fromm brokage firms was easy, but too much data was loaded into TurboTax. This would normally not be a problem, however with one of my accounts (Pershing), many stock calls were purformed, resulting in many of the flags to be set wrong. This caused me hurs and hours of work trying to sort out this mess to get all of the TurboTax errors corrected. I believe I must now go to a Tax Accoount for future tax preparation. TurboTax greatly complicated my tax preparation and failed me this year.