This year the importing of information was difficult and not reliable. It was difficult to find the spot for entering information that I knew was needed, but not offered during the walk through of the different sections. I never felt comfortable that all of the data was entered as needed. My comfort level with the program wasn't as good as years past.

Using TT is clear & the coverage is comprehensive. I've been using it for 10+ years so I'm very familiar with it. The low rating is for a bug in the education deduction section where the 1099-Q from a 529 plan is not properly matched against non-tuition expenses (room, board, etc.) so the 529 ends up partially taxed. I found out about the bug when I submitted my redacted (SSNs removed) tax return to Google Gemini AI, which also suggested a workaround. I confirmed in the Community forums that the bug was acknowledged in February and an update was released in March which did NOT fix the bug. Community posts also recommended the workaround that Gemini did. I will use TT again next year, but I will definitely be running its results through whatever AI I'm using then.

Product is very good, but it is frustrating why TT can't manage to fix their fill-in for the six digit IRS PIN number allowing only 5 digits. Even when I went to the Special Tax Situations page (or whatever it's called) and filled in the 6 digit number in that space, it still insisted I fill in a five digit number near the end of the process. This has been going on a few years now. Why I wonder?

We have used Turbo Tax for many years probably since a full version for pc was available. So it appears to be 24 years and we have not been audited and have never lost the tax file to work on. I tried to use my saved progress one morning recently and the .tax2025 was gone. We had to restart after 5 hours of working on the program. 5 stars except for the loss of the tax file.

So many parts are easy to use. However, there are times when simple BACK button would be very useful. Aka, I click one thing and then my taxes oddly change in a HUGE change. Then the integration with city and state taxes is awful to navigate. I cant find those topics. Then there is the errors page where I try and submit and it is really unclear how to solve an error, when it's exactly as it is on my form. Just infuriating.

One small item that I encountered that scared me for a couple of days. There are two occurrences of Wells Fargo in your import dropdown selection. The first is the bank and the second is for Wells Fargo Advisors. Yet, the second one is called Wells Fargo Clearing Services. The bank selection showed the import documents were available, but Turbotax kept giving me an error code on the import. The second option didn't have the documents available for about five days, unbeknownst to me. After the five days, the documents were available and I quit sweating after a successful import.

This product has seriously declined in quality in recent years. The online version is more expensive and lacks the form view. Additionally, it will skip parts relevant to my return, forcing me to hunt them down (at least the help system is good). The continual selling of add-ons and paid help is obnoxious.

Copying & pasting bank information saves mistakes, and saves time. Sending one state return included is the decent thing to do, not nickel & dime us and make us use a reddit card if we do not get a refund from rhe Feds. You should make us want to use you and recommend you, not make things worse, these taxes are enough agrivation We cannot recommend you any longer.

Experience is very good as usual with one glaring exception for entering income interest manually by company wafter the initial entries. On review one cannot discern multiple accounts by the same company name one from the other without clicking edit. We do not have much interest income, but this is still an aggravation when reviewing our joint income. I think the last four digits of the account number should show on the list after a person has entered their data.

I didn't like the changes made to the 1099-R screen where it said NEEDS REVIEW. Answering the questions that flowed from that caused a self-employment tax to be incorrectly added to my return. I never did understand what I did wrong to make that happen. I finally took the advice given in the orange banner to only make changes if information from my form was missing or incorrect which there wasn't any.