First time using turbo tax. Retirement, investments and the changes to the Tax code made getting help a necessity. I'd like to see a clearer way to indicate military retirement. There was a separate selection for Government Civilian retirement pay, please add one for military retirement so the "is this the the way to report?" questions are eliminated.

The overall experience with TurboTax is wonderful as usual. I'm extremely disappointed that TurboTax did not print out the quarterly estimated taxes vouchers for the next year like you always had in the past. If you can tell me how to do that, it would be appreciated.

Only complaint concerns K-1 issued for IRA income which despite being informed during step by step it was not necessary to make entries because not my tax liability because was an IRA, YET could not complete FINAL REVIEW to electronically file without answering numerous and difficult to comprehend questions on the K-!.

Filing 2025 was relatively easy. Estimating my 2026 estimated tax was somewhat confusing. I finally got it to work, BUT this 2025 version would not allow me to enter the expected withholding from our IRA distributions. The 2024 version had a place to enter expected withholding. It defaulted to the 2024 withholdings and would not let me override it. This caused the quarterly estimates to be overstated, thus making the payment vouchers incorrect. I will have to override the vouchers manually.

I have used Turbotax on my desktop Mac for almost two decades. This year Intuit tried really hard to get me to do it “online”, but I'd rather not have all this information stored in their servers forever. The number of financial firms who have been hacked is extensive. yes, there are laws and information distributions, and payment for identity theft recovery costs, but no-one ever seems to get put out of business and until they do there will be thefts.

In general -- very easy. However two complaints: I live in Washington State -- there is not income tax on my level of income. I went to the Washington State file page because Turbo Tax wouldn't quit nagging about it -- then Turbo Tax told me I had no need to file -- yet the nagging continued. Put in your software that once aware that there are no state taxes, quit asking to file. It's annoying and it makes you feel like you're missing something. 2nd: I wanted my refund to be applied to the following year. When I went to file, it only asked where I wanted my refund sent. Give me the option somewhere to apply the refund to next year. I actually had to go look it up and go back and find where to do that. A lot of people wouldn't even know to do. I feel like it was an oversight on Turbo Tax's part

Initially, I recalled I had purchased 2025 TurboTax immediately after submitting 2024 Tax Returns, but is was not user friend when I first attempted to find that I had... but thankfully I had email, so I kept digging, as it first, it was asking me to set up another profile and I may have ended up purchasing a 2nd time. Also, two or three times I had to enter my new address that I have been using for 5 years.... yet it had two older addresses that I had to correct at different points in the process - again, this was confusing. It would be helpful to have more video examples of how to complete forms, such as the HSA form, etc.

Went with the interview mode all the way through and passed the review with no issues. Went into the forms mode and found an incorrect TurboTax assumption that was costing me over $12,000. The assumption had not triggered any warning, I was lucky to have found it. Took a look at the warranty and found that I would have had to have filed and paid and then filed a corrected version requesting the 12k back. As justification to get a partial refund of the purchase price of the software. No thanks.

I did it all by myself. I just answered this in a previous review in the program! The taxes are essentially a plug & chug process for me. The Interest & Dividend download/presentation was much more straight forward prior to 2024(?) The current format is unnecessarily tedious to crosscheck/verify between the electronic download and hard copies. The USAA link to download Interest did not work.

After all the questions and form filling I get to the end and e-file only to have Turbo Tax tell me I need to mail in a form (8453) . Little to no explanation why that wasn't included in e-file. Very disappointing. Now I have to mail stuff in anyway. So much for the convenience of e-filing! I will think long and hard before I use Turbo Tax next year. The competitors are at least as good now days (and cheaper).