Step by Step has become more confusing in recent years. Want to be able to return to specific step instead of being required to go through dozen pages or more in order to review or correct. Explanations are hard to follow. Uploading information directly from banks and brokerage accounts is too complicated and fewer banks [e.g. Mechanics] are listed. Have been able to upload from Bank America in past; this year all efforts to do so froze and I had to enter information manually.

Live expert advice for desktop did not meet my expectations especially after paying extra. When I asked for help after paying, I got the message that expert will call in 3h30 min. The expert first called after about 7-8 hours, it was almost midnight for me. When we scheduled a new time next morning, I was not near the computer at the time, I explained the questions I have at that time. When I requested reschedule after 2 hours so I can screen share, the expert said that he was busy the entire day and gave a time for following day morning. The worst part is that the person did not call me even after 30 minutes of scheduled time on next day. I had to reach out again through the tax software, got new expert after additional 20 minute wait time and explain whole problem to new expert. This is unacceptable and so much waste of my time. I feel that I would have paid only little more for a professional tax preparer if I factor in my time value.

There used to be a table that you could use to calculate the value of items donated to a charity. This year I could not find a table. The only option I found gave values only. Very, Very difficult to use. You could not search by the simple word "dresses". The options in this search section were very limited and did not include all of the individual type of items donated. Using this search and finding any kind of value cost took an extremely long time to use and then were not able to find the information needed.

BAC / TurboTax (Intuit): The interface between Merrill and INTU failed during importing data from Merrill into TurboTax. After brief time, TurboTax displayed message saying the data import failed try later. I retried many times; created new TurboTax files again but still failed. Eventually, I entered the Merrill data by hand. Not only was the manual process tedious but the chance of error was greatly increased. Note: TurboTax was able to import data from Merrill Edge successfully. Note: Each attempt to import data from Merrill, I received email from Merrill, “We received your consent to share your account info with Intuit”.

Overall I do like Turbotax. However, it could use more clarifying comments and/or examples in the instructions provided. Turbotax should be understandable and useable by a 8th grader. It should be absolutley user friendly and intuitive such that an 8th grader can resonably get through it. It should be user tested to see where most users get hung up, prioritize these areas for simplification and ease of use re-engineering.

Information TurboTax (TT) provides about Schedule K-1 is far too limited. TT needs to allow direct importation of the information and give more guidance about completing the associated forms. This took me A LOT of time to sort out. Form 8990 is not supported AT ALL and definitely needs to be added.

Accuracy? The online version was completely unusable. Imported and was filing SAME 1099 multiple times? Didn't discover without looking at forms view. Support I for some unknown reason was forced by IRS to file by mail. I have not heard or know if they even got my taxes and won't even let me check for 6 weeks, BULL CRAP>

Very good, as usual. Though this year I had an issue with an IRA where part of it was spun off to a new IRA. Turbotax handled the resulting RMD requirement satisfied by the new IRA poorly, or should I say not at all without tricking it. Also sometimes the navigation back to old screens causes the subsequent forward navigation to skip steps. that were previously presented.

I most needed turbo tax early, - end of December till 15 Jan 2026 - in order to determine my tax liability for lump sum distribution of Social Security. Turbo Tax was not updated for key interfaces until end of January 2026. But the Federal Tax IRS information was also not complete as late as Jan 21, 2026 for IRA Distributions. Turbo Tax would not allow partial inputs for key elements in attempting to manage my liabilities for 2025. I framed my taxes manually early January in order to pay 4th quarter Tax payments. Early April, I returned to Turbo Tax and updated to finalize tax filing for 2025. The software hung up on the previous inputs accomplished in January. I completed my taxes manually. After complete, I started Turbo Tax over with a new file and it worked smooth. Generally the flow was good, with notes, recommendations, and explanations. Not having the forms available during the program made it difficult to follow some of the instructions. Bottom-line, Turbo Tax provided a good backup to my manually prepared forms.

Turbo Tax would not allow me to use direct debit or deposit, even after I verified and confirmed my Bank of America Routing number from their website. It forced me to have to mail a check and wait to get a state refund check versus direct deposit and debit. you need to fix this bug