Disliked the AI ... it was much worse than previous years. It didn't find the answers to my questions. I had to do it myself in the forms. Sale of my house ... was logged as income in my state form in an comment about minimum tax. This really got me worried to the point where I filed the Schedule D and Form 8949 anyway

Would not accept my Bank of America account information that I have used for years. Directed me to use the routing number from the website/app, which I did, and then would not allow me to continue with e-file. Also, regarding the CA return, incorrectly allocated mortgage interest for a rental property to my schedule E and personal itemized deductions. This require manual correction with zero assistance available from support.

I have been using this software for many years. each year it becomes more painful to navigate if I want to go back to something I might have missed. I do not know who sits there and approves the changes to the software each year. Does the company ask the users of people sit in offices and dream up of changes with no regard to their impact on users?

On some screens, I'm instructed to "check last year's return" for an amount. Well, I have always utilized TurboTax, so you should be able to tell me what that "last year's return" amount was. Sometimes you do, but not always. FOR EXAMPLE: You should be able to tell me the amount of the charitable contributions carryover from last year.

Intuit previously had a great product in Turbotax. This year 2025 (Premier) had many problems. Glitches that did not update properly or areas where it did not ask the proper questions like it did in previous years. I filled out the Maryland tax area and it reported a zero for a return until I went back into the Federal side and updated the 1099 area then it showed a figure. Previously we had to get personal identification pins and yet it did not alert me to that area to enter those numbers which it did in earlier years. I got to the transmit of file area and it said that Maryland was paid. When attempting to e-transmit the files it said the receiving area in Turbotax was busy. I had to close the product and reopen it. I tried again and this time it wanted the $25.00 for the efile of Maryland taxes. After all of that was taken care of it finally transmitted ok. I have used Turbotax for 8 years without problems. It is unlikely that I will use Turbotax next year due to all of these and more issues

Some of the instructions that were provided or questions that were asked were no very clear. On probably about 10 occasions I resorted to asking Google AI a question about what something meant, what the difference was between one answer and another, and where in TurboTax I was supposed to make a certain entry.

Streamline the entry of investment data for users that don't want to import for any of their brokerage info. Felt like I kept going in a big, repetitious circle. Simple question should be "Do you wish to skip the import process for all of your investment transactions?" Don't keep making me trudge through it over and over when it is faster to key in the few boxes than log into the brokerage and import. The sizing of the screen layouts takes up a lot of space and requires the user to do an unnecessary amount of scrolling up and down to see it all. Yes, you can reduce the page size to fit it all in the screen, but then the font is smaller and harder to read. A good balance of screen layout and readable font size is what we need.

I want to enter data myself, not pull from institutions. on the laptop that means scroll down, pick enter myself for every number entered. two extra steps for each financial piece of information. tedious. direct pick for entering numbers would be nice. i prefer to efile feds and mail state. yes to save money. to get to state print i have to go thru a step saying i want to paper submit my fed taxes (after i have already efiled feds). not clear. not intuitive. need a direct or better explained way to get to state paper submission

Turbo Tax has a problem with the estimated worksheet. If I put in the refund amount to be credited to the following year, It does not put that amount into the estimated worksheet. It still shows that I owe estimated tax even though the refund would be more than the estimated owed. This year forces you to upgrade to Windows 11 even though I can use Win 10 Pro until October 2026. Win 10 Pro works great. Win 11 has more bugs than a hotel room mattress.

As always TT simplified the tax prep process. This year I hit a couple of issues but managed to work through. (Example: I had manually add my CHET contribution to my state return (CT 1040) -- maybe I missed a question or a bullet on higher education contributions.