My comments are found below. I would rate this survey as no stars since I am required to put a certain number of characters in each of these boxes before you will accept my review. I have just added this sentence because once again this survey was rejected because apparently someone else used the nickname Pickle.

The last steps are confusing and tedious...just trying to print for review before paying is crazy. Downloading from the Fidelity goes okay, but I always get to the step when checking accuracy of the info, where there are twice as many accounts because Turbo wants to use last year's account info. There's no data in them, but I always forget that issue from last year....so,after deleting the empty ones, things go smoothly. Each year, it has gotten more confusing in several other areas as well.

I completed my 1040-SR quite easily and without any problems. The question and answer sessions were very helpful with directing my efforts and I like working with their list of topics. I was able to use all the features of the program while also employing screen enlargement accessibility features on my MacOS laptop.

I have been a Turbo Tax user for 25+ years, and this year I noticed instability in the product, features weren't very clear, and support - I couldn't get through. I have noticed that the quality of the product has deteriorated over time, but this years product was crashing few times. Integration (data import) with financial institutions also didn't appear to work, until I found the solution through support forum, after calling the support line and waiting for 30 min. It would be very helpful if the screens have suggestions and settings to verify. Also the tax prompts needs some redesigning - e.g. it was difficult to find where to put second home information.

Generally favorable experience, however this year estimated taxes were quite confusing and rather complicated. Plus, there appears to be a known and obvious and significant error in the calculation of quarterly estimates for federal taxes that had not been corrected as of Apr 9! The vouchers for my case were about 1/4 of what they should have been, so I will have to manually enter my value and not use the TT vouchers. State was ok. That error could have incurred significant penalties next year.

The 2025 desktop version is poorly done, made useless changes to the pages for data entry that made it harder to enter, such as Form 1099R's. On top of that, it lists all 1099R's only by the first given entry name, even though I have three seperate/different forms to report (from Fidelity Investments, given as "National Financial Services"), so when TurboTax does an error check and says it needs to be corrected, I don't know which of the three it is talking about!! Also, the import function didn't operate properly, as these 1099Rs should all have been imported when I imported my records from Fidelity, as well as other financial institutions, I had to add them all manually!

This yrs turbo tax NOT as user friendly. For some reason I had to go into investments 1099-xxx and manually select and/or enter data. AL state tax same way. In the past yrs - (decades) TurboTax would guide me thru almost painlessly, this year NO SO.

Ease of use is great. When I closed the program Friday night, I was due a $2,593 refund but when I opened the program today, I now owe $7,285. I e-filed and hopefully the credit was transmitted instead of the $7,285 I owe. I do not know why the difference.

Once I got into actually filing the return, things went great. Getting there was overly difficult. My gripes: 1. I go to create an Intuit account and am redirected to create a Credit Karma account. Feels scammy! 2. Constantly being pushed to the online version over the desktop. 3. Opening a prior year .pdf from TaxAct on desktop version Mac resulted in an unhelpful "boop" noise from the speaker and nothing happening. Some weird bug where you need to go to File --> New Tax Return, then try the import again to get it to work. Needed an AI to find the solution on TurboTax's forum. 4. Be sure to put dashes in your social security number or your W2 import won't work! 5. It could have imported more things from my prior year return (carryover history), but that's a small nitpick. 6. This review input box constantly altering what I am typing.

It was a pretty rough experience using the desktop version after years on the web. - UI not very responsive - Search functionality is vastly superior on the web - Lots of little pieces make life extremely tedious For example, when correcting digital asset names, every time I entered a name it overwrote the description. Using the UI didn't show any context for the question.