I've been quite happy with TurboTax for many years (the ability to download complex financial information is its greatest advantage) and I certainly trust the final result. But with the amount of time it took to work around software problems, I'll do some research before purchasing it next year. Of the very few, relevant community forum suggestions, only re-installing and re-registering the software (Premier for Mac) worked, but this had to be done each time I quit and came back to add more data. However, my returns are filed, and next year's TurboTax may again be trouble-free.

Very frustrated after spending an hour going in circles because TurboTax assigned a 1099-MISC to Schedule C instead of E. Even though it kept flagging the error, it never pointed me in the right direction to fix it. Ended up having to go back and delete everything and start over. I'm still not sure what I ended up with is correct, even after detailed review of all the forms. I think this is the last time I will use TurboTax after many years.

The program kept flagging errors in my return, indicating that I needed to complete the state and local codes information for their respective taxes. I do not have state or local income taxes and haven't for 4 years. This was extremely aggrevating. I tried to correct it numerous times and the software would not allow me to do anything. I have used Turbo Tax for over 30 years and have never had such an irritating issue.

NY estimated taxes caused an inescapable loop. They were calculated on the initial runthrough, but showed up as $0 in the filing section. I went back to state taxes and went through again. It came up as the real number, and I went back to filing section. I elected to have them deducted. The next page said in red letters that it was $0, and I couldn't change. I gave up and canceled payments.

I have been using it for many years, I am confident it does its job. You had a happy customer, but don't increase the license fee. I bought Premier copy of Turbotax this year, but it turns out to Deluxe version on my Mac. Support Center cannot find out why..

I encountered an issue in TurboTax (Premier Desktop) related to reporting a corrected Roth IRA excess contribution. Scenario: In December 2025, I contributed $7,500 to a Roth IRA. In February 2026, I determined that my modified adjusted gross income exceeded the allowable limit. Based on IRS guidance, I promptly withdrew the full $7,500 contribution along with associated earnings prior to the tax filing deadline. When entering this information in TurboTax, the software recognized the contribution but did not prompt me at any point to indicate that the excess contribution had been withdrawn before the deadline. As a result, TurboTax calculated a 6% excess contribution penalty (approximately $450), which should not apply in this situation. Only after extensive research and reviewing IRS Form 5329 instructions—specifically the guidance stating “Enter the excess… (unless withdrawn—discussed below)”—did I realize that the withdrawal needed to be reflected differently in the software. I ultimately had to resolve this outside of the standard TurboTax interview flow. A simple prompt such as: “Did you withdraw the excess contribution and earnings before the tax filing deadline?” would have prevented significant confusion and time spent troubleshooting. I have used TurboTax for many years and have generally found it reliable, which made this experience particularly frustrating. It also raises concern about whether similar situations may have been handled incorrectly in prior years without clear user guidance.

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.

Worked in a comprehensive manner without the need for additional assistance for the most part. I did get hung up on importing data from Merrill Lynch as I selected the wrong line. The agent walked me through that. There was the issue with California involving Line 76. Just had to insert IRC 1362 or something like that. Think it is a glitch but maybe harmless.

I have used TT for 20 years and am comfortable that the return is accurate and complete. I have. only two issues, 1. The initial downloading and finding the form and setting uo with last years data etc. is always a hassle. Probably operator error, but still a problem. 2. The availability of support is a problem. Excellent help, but hours of hassle again to get to a real person. Even paying the $50 for special service did not eliminate two calls of each over an hour to reach help.

The import function is confusing; when I tried to add a form I had initially omitted, it deleted all the forms already there and only added the new one. I had to go back and import them all over again and then redo the updates. Also, there is an error or bug when transferring from Federal inputs to the State return, it completely omitted the split between specific state tax exempt muni interest and other state's muni interest that is not tax exempt. I had to call to report and fix this TT error, which I only caught because I keep an Excel spreadsheet in parallel.