First year after a decade of use that I haven't given a 5-star rating of Turbotax. Overall, I am still a fan of Turbotax, but I was surprised that there were glitches in the program that weren't there in the past. For example, unable initially to enter real estate taxes on two homes (primary & vacation). I had to wait for several updates until I was able to do this simple task and still had to go into a worksheet to clean up information erroneously put on Schedule E by the program. Manual input on brokerage info did not work as well as it has in the past forcing a use of the import function. Neither issue was a show stopper, but these glitches weren't there in the past.

I feel that TurboTax does pretty well overall. But some times it asks me for information from the previous years taxes that I think it should have been able to pull forward after gathering information from the file for the previous year. And sometimes it isn't clear about what information is brought forward, (like Capitol Loss carryovers, Passive Loss carryovers, and Foreign Tax Loss carryovers).

this year the software went downhill. I was disapointed as it did not come in cd version. I was not able to search for questions as i did in the past, this software would give a blank screen. The new version requires you to pay extra $60 for auditing help. Also I could not retreave forms from the software.

The program hung when it got to the point of clicking on Pay with a Credit Card for electronic filing. Had to restart the program and then it worked. It also was not processing my state return properly. It was showing no State Income and no State Tax owed. I had to close the program and then restart it and then the state portion worked properly. So this all did not give me a great deal of confidence that my return didn't have errors. Hopefully all went well.

Had a problem importing data from my E*Trade account. Had to manually enter data. E*Trade was bought by Morgan Stanley last year and changed its name to Morgan Stanley Capital Management. Turbo Tax insistently wanted me to enter data from the old E*Trade name and would not let me to proceed until I entered 0s for that account. I could not find a way to erase to old account.

I use Turbo Tax every year. This year as always I had trouble with vehicle mileage. You need to include vehicles in the rental questions in stead of 20 Faults at the end. I spoke to 2 of your agents and they were both kind and very help full. Thank you, Paul

With one exception the process to enter data and file the return went well and was easy. The exception was trying to save/print a copy of my return for my records. That function didn't allow me to print a copy. Looking on line in the Turbo Tax forum, other taxpayers are having this problem and didn't find a way to do this. So I'm disappointed - will still use TT for filing in 2026.

Turbotax did not recognize my military retirement pay 1099R and automatically add the VA state tax exempted amount or prompt me to review this item. Also, I uploaded my W2 this year rather than enter the info myself, TurboTax incorrectly added some items to the wrong box. And upon completion there's a link on the EFile page that says "Need to print for reveiw" all this link does is take you to another web page that describes filing your return by mail, it does not print you return.

Overall it is good for federal, but not good for state. Why did I purchase Turbotax Premier if it does not support electronic filing of my illinois state return cause of a common form: ILForm 4644 which is for reporting Capital Gains? Also, cause I cannot efile it, it will not give the option to add my direct deposit routing information onto the form. Finally, the Filing instructions only show instructions for eFiling which TurboTax does not support for my state cause of one form and it takes me into an endless loop that will not navigate me back to "print a return for mailing" seeing that is my only option. TurboTax is fine for Federal, but they cut corners and don't seem to care to do a thorough job for State returns, at least not Illinois. So they lost out on my $25 and anybody else's who used this common form. And now I am late "filing" cause the post office is closed. So now I may be stuck with a penalty for late filing! They had this same issue to not support eFile for IL state for many years for a different Form (M), but they still did not fix the endless loop mentioned above. BUT they will still persist displaying messages suggesting to eFile State, collect your $25 to file eFile State, even though their program says it is ineligible to eFile. Then, if you proceed to try, it wont be submitted and you have to sit on the phone for hours trying to get your refund. VERY Frustrating! TURBOTax, get it together, will ya?

When I was close to being done with a different return, I wanted to make sure to instruct IRS to not send a refund but instead hold onto for credit against 2025 taxes. I clicked Search and a Digital Assistant window appeared. I posed my question but the Assistant's answers were useless. (I needed to be directed back to Other Tax Situations>Additional Tax Payments>Apply refund to next year, but I had to discover this on my own.)