One thing didn't work this time...every time I tried the security options for the PDF file, it did not work. It only saved the "untitled" (instead of what I tried to name it and did not have it password protected. Instead, I had to do it on my own computer after downloaded from TT. That didn't used to happen in previous year.

I'm filing a joint return. Why is the s/w asking if my wife filed a return? Why did I have to enter my DL and my wife's DL twice?! For some reason my 2024 tax return was not saved, probably my fault, but when I tried to download my 2024 return from TurboTax, I got a file I could not open: jcdooling_TaxReturnFromTTO. Had to then go to the IRS for my 2024 AGI. Too much time wasted!

Very buggy. Interface often non-intuitive, and clearely shows lack of support (desktop version of the software). If you sell it, TurboTax should keep the software up to date and bug-free. We payed ~$100 for headaches. Also, the state return should be included - I feel TurboTax took advantage of us.

The overall functionality of this year's TurboTax desktop product was very good. One item that could be improved is guiding a user to enter their IP PIN if they require one, explaining that this is different from the PIN a user chooses prior to filing. Not understanding this created a great deal of confusion for me and resulted in my return being rejected multiple times.

My experience was good. I did have a unique tax trap where I received a lump sum payment from SSDI that spanned 2024 and 2025. The instructions were not clear, and I spent far too long trying to figure out why a box was not auto checking. I resorted to using AI to help me, although I briefly wondered if an expert could help. I think I ended up with an accurate form, but would love to see more detailed info and possibly an extensive AI built it.

Secify what browser should be used for bank and investnment transfers. MicroSoft Edge and Firefox dont work well. Only Google Crome. It would save the customer time by not having to call for technical support to rersolve a browser compatibility issue.

2025 Turbo Tax was not as efficient as previous versions. Unable to download our investment 1099-INT and 1099-DIV forms directly into Turbo Tax. Had to manually enter this information. Additionally, the feature to figure charitable goods contributions was not available this year as it has been in the past. Whoever programmed 2025 Turbo Tax. I kept waiting to file hoping Turbo Tax would update these issues but didn't want to wait any longer. Basically, Turbo Tax was not as good this year as it has been in the past.

I keep waiting for TurboTax to set up a "early" version that I could buy in say Sept 2026, which would help me plan my taxes for the 2026 year and be a prepaid system for the 2026 normal turbo tax software for the 2026 tax year once it becomes available. This would allow TurboTax to get their money early and allow them to charge a little more money for the software. This seems so obvious to me. Come on TurboTax, expand your universe and make more profit! Maybe look at Bolden for a full approach to financial planning so you can grow and expand. Your competition is coming with AI. Please be agile so you continue to survive! I would like to be able to see the details of my State return. I'd also like to understand how much ordinary income vs capital gain income I had. It would be great to see my marginal tax bracket. It would be even better if there were a planning section for next year. I feel like TurboTax is resting on your laurels. Great software but you are at risk of being left in the dust! Innovate and be the leading software providing more services. It's frustrating for me to see you stall out.

I was disappointed that the system would not calculate my 2024 Social Security Adjustment payment. I had to do a good bit of research to figure it out before I could file. Also, it required me to research my 2024 Spousal Tax Liability adjustment, another time consuming effort, even though I was able to import my correct 2024 Turbotax return.

I like TurboTax desktop. This year they advised I could do TurboTax online. Started it online but did not like. It was confusing to me. Went back and started and finished return on the Desktop format. Even the desktop format was more confusing this year. Just some of the questions were tricky and hard to understand. Didn't find it as easy this year as years past.