Federal return very smooth. State returns (with alt odd adjustments) are very clunky and confusing....really need to clean that up. I file four different state returns and it takes a long time to grind through and figure out how to work it, clean up errors, etc., etc.

Overall, I really like TurboTax. However, I was disappointed in how it handled my 403(b) distribution, which as a pastor, was for nontaxable pastoral housing allowance. TurboTax did not allow me to add a clarifying statement to my taxes (i.e.- 1040SR, line 5c(3).) regarding why that distribution was not taxable. Hopefully, the IRS will not contact me asking me for additional information regarding that 403(b) distribution.

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.

ACCURACY: Very disappointed with the first completion of my return. It showed almost all of my IRA's basis used up by almost $20,000.00 too much reducing my taxable RMD. The next day when getting ready to e-file, I noticed a $5000.00 difference between the previous refund noted and the new amount now owed the IRS. At first, I thought that maybe the rules had changed to allow all remaining basis to be credited to the current taxable RMD (not true) like was done with depreciation of a company's capital investment for that year. Apparently that morning's software update corrected that huge mistake. FEATURES: Entering interest and dividend data this year was a pain compared to last year. Last year both interest and dividends for the previous year were listed with a column for this year's entries adjacent to the pervious year's data. All I had to do was enter this year's data for each noted financial company and then drop down to the next company. Easy! This year the old data was NOT listed and I had to go to an income screen and click on Interest Square and then make my first entry which did not then appear, so I had no visibility of what account I had entered and what was not entered yet. Same for interest, you never knew where you were in entering multiple accounts. I had to look at Schedule B worksheet to see my progress. Why do you make revisions that add no improvement but instead increase my work and frustration???? Third unnecessary Feature: Repeatedly requesting me to fill out a State return for a state that has NO income tax. Some of my friends using Turbo Tax had the same gripe! Your software should know what state I live in by checking my home address to a list of states with NO income tax! Not that hard to program.

My overall experience with TurboTax Premier was positive; however, I encountered a system issue when I needed to log in after ending a previous session. I was asked if I wanted to install the software each time I logged in. In addition, there was a counter that was decremented by one each time I logged in. I was concerned I would not be able to log in if I exceeded the five log ins that were available to me. To avoid program log in issues, I kept the program live on my computer.

It was alright until the audit check. I downloaded the investment information directly from my investment firms. During the audit check, before filing, I had to enter made-up information into fields that otherwise had no auto-filled information. Otherwise, I could not get out of the audit loop. Very annoying and inaccurate.

Been using TurboTax for many years and have never been disappointed in the ease of preparing my federal and state taxes with the help of TurboTax! Will continue using TurboTax for as long as I have to submit taxes. Thank you for making this process less stressful!

Very frustratiing experience. One screen tells me everything is complete, then later it tells me I need to enter more information. There is no way to blow past that error and no way to file without the information. AND it doesn't help you with what information shoudl be entered or where to find it.

I filed my taxes in March and owed State and Federal taxes. I requested that my payments be withdrawn on April 15, 2026. Three months later I'm checking to see why the IRS has not processed my payment and found out that my taxes had not processed through Turbo Tax as of today 6/16/2026. I pray I won't owe any additional monies for late payment b/c I can't afford giving any more money to the IRS.

Was very easy working with this year's product. Investment information upload is a great feature. I had one problem with entering RMD information. I had to divide the RMD amount between the IRA distribution to me and the QCD. There was no instruction on this.