I used H&RB for years, decided to try TurboTax. Overall I found it more confusing than HRB, less intuitive, and continuous up-sale efforts. The most frustrating was when I want to apply my state return amount to next year's taxes and had to use a generic AI on-line tool to figure this out as it was hidden in the state return instead of being an option when you file. I will be returning to HRB moving forward.

Gennerally work well, however, there a few things it could do better. Example: Wisconsin offers a $2400 senior credit, but taking it wipes out certain other credits. Turbo Tax should automatically test both scenarios and tell you which is best. Also, too much effort to sell add-on services

First attempt was rejected due to an issue with form 1116. All the explanation your site gave was that there was an error in processing which would be fixed by Feb 22. It did not say whether the processing error was yours or the Feds. So on Feb 27, I updated the program and reran things. There were still no errors to correct. The only difference was that form 1116 had zeros in lines 32 and 33 where they had been blank the first time. I resubmitted, but don;t yet know if it was accepted this time, but I don't have much confidence.

I have been using Turbo Tax for over 15 years and every single year you have problems importing my investment info from Edward Jones. This year again, there were over 25 errors that I had to manually correct. When I look at my printed Consolidated 1099's from Edward Jones all of the answers are in there.

Love Turbotax. But two big misses. First, upon filing, all of a sudden I was notified that there was a Turbotax update. Why that later. Second, my return was rejected because I had not submitted an IRS PIN I received. There was no question in all of the entry process to ask if that had been received.

I love TurboTax. I have one suggestion. I know that I will be using the standard deduction (like most filers) so I normally do not go through the items on the deductions tab. I discovered, however, that that is the only place where information about state tax estimated payments is entered. I assumed that the state tax form would seek the information but it does not. It would be nice if the state form asked if you made estimated payments.

Turbotax works really well, however for the firs time there was a bug with the capital sales worksheet. I got in a loop on one question and it would not move on. I had to research the problem online and finally found a solution and had to fix the problem myself in the forms. It took quite a while to figure this out. This is the first time I have had this type of problem with Turbotax. Otherwise it is quite a useful piece of software.

Features: Charitable donations need to be organizable in alphabetical order. Accuracy: on page 1 of Form 1040-SR, there is a check box labeled "Check here if your main home, and your spouse's if filing a joint return, was in the US for more than half of 2025". As I entered that I lived at the same address in Maryland during the entirety of 2025, that box should have been checked in my tax return, but the TurboTax program would not add the checkmark and I wasn't able to add it at the review stage.

I don't like that when TurboTax asks a question and I answer “No,” it still walks me through that entire section even though it doesn't apply to me. It also doesn't clearly differentiate between me and my spouse. Please add a feature that takes users directly to the next unfinished section instead of returning to the top of the index page after each completed section.

Despite the 529 to Roth rollover having been effective for a few years, and the changes to the 1099-Q being relatively minor, it was still not working through the step-by-step process. One question about box 6 was doing the opposite of what it should have been doing. I had to manually edit the 1099-Q worksheet to ensure it was accurate. This wasted time and energy and was extremely frustrating. in the community, tax experts were redirecting me to IRS documents. What's the purpose of the step-by-step if I have to go through those documents? Intuit needs to do better because your 2025 version was the worst ever after using it for 30 years!!