TurboTax has a good, simple platform to file taxes. However, they have turned their platform into a intrusive add-on sales machine that constantly askes about purchasing upgrades or pushing you to their online version. Product is becoming less appealing every year.

The program does have some shortcomings, like it inserts the CT exempt dividends from mutual funds in the wrong line. I have received notices from CT to that effect. I have to override this entry and put it in the correct line that the DRS has told me in writing. The process for entering foreign taxes also seems to ignore entries made.

1. Put the charities in alphabetical order or give me the ability to do this I have a lot o fcharities on the list. As I go trough receipts, I have to hunt for the charity to open 2. the prior method of entering charities was much better and streamlined. The change you made went backward. Please dont change methods unless its an improvement. 3. valuating item donations is less usable. There are fewer choices to select from, and require constant entry of dates for the same bag of items. My question to IT always is, are the changes made because some change is required every "X" years, or maybe a project for an intern? I've used TurboTax for more than 20 years and it was bothersome to use the revised method. 4. I was surprised I could not find an answer to what I feel is not an uncommon questioin. I am retired and have three income sources that need an RMD. But I take all the RMD from two of the three. The total of the withdrawals from the two more than cover the third. This is OK per discussion with others but wanted to see such in writing from Turbotax. Could not find anything from questions in the forum or in help.

Pretty nice software though sometimes info carried over from prior years doesn't fit right in. As in a 1099 Int form, if TurboTax can't link to the company to download the form you need to manually enter the info. Even if you entered that 1099 Int form from that company in prior years it is still a manual entry.

Yesterday I did a quick review but did not articulate some of the problems. 1. In my folder there are multiple files for the same tax return. Type is TurboTax 2025 document. In previous years never had this occur. 2. If I have a file that I am working on but saved then later restart TurboTax and after an Update, the my Tax Return with Continue button does not show. I have to go to File and Open Tax Return. This is never occurred w previous years 3. Over the years I had at least 3 different TurboTax accts. I never took time or had the info from prior years handy to keep using the same acct. This year it bit me. Took a long, frustrating journey to get handle on the two most recent acct IDs and Passwords. Yes my self inflicted situation, but wish there was a more better way to deal with getting a handle on this maybe consolidating accounts. 3. At some point things were not going well. I used the Help which directed me to and article or something that recommended getting an update which I had to invoke. The update appeared to be the entire program updated. But things worked better. Not great. 4. Some of the phrases or language used is not specific enough. The most difficult for me was a SSA-1099 lump sum provided in 2025 for year 2024. The explanation and help for this was not very helpful. The Community Help was a bit better, but I still did not have a full grasp of the logic tree for the way it is handled based of various metrics. When I looked at the worksheet form my eyes rolled up in my head. The IRS is getting too complex which makes your job more difficult. 5. I talked to two support people (for program not tax info). I started via Chat help and then selected call. I held for 25 min or so for the first tech person who I could ne hear well due to her phone connect or whatever. She said she was making adjustments and next thing I was disconnected. Called again and another 20 min wait and got Allen. Allen did great. He listened very well, even some whining then proceeded to help. It lead to sharing my screen. Bottom line he got me and things straight. 6. Bottomline I put in an huge amount of time in dealing with 2025 TurboTax Desktop Premium. So much so I am thinking of going to a local preparer or HR Block program next year.

The software is really good, but there's a bug in the K-1 processing. The K-1 creates a loop when it comes time to electronically file. For field 17, it says it needs more information but doesn't tell you what the info is. I had to put false information in the field to get around the bug. I better not get audited because of it.

I have been using Turbo Tax for over 30 years. Your software is becoming less intuitive in the past few years. The glitches with the Capital Asset Sales Entry Worksheet, Yes/No check boxes were annoying and time consuming -- pitiful! By the time I resolved the issue, I had to figure out how to proceed to transmitting my taxes without paying for e-filing again. Terrible!

i do like the push toward online, i prefer the desktop version. but everything seems to pushing toward online while the desktop did allow import from financial institutions, i had to find that on my own in the tool it should be more informative about that option and heavily integrate the import option in the interview questions

I have been using TT since 1988 and I have to say this time has been a real nightmare. Not near as user friendly as in the past. I had to really work to find things. I did this yrs taxes 4 times and every time it was different and a different outcome. Sadly next yr I am thinking about having my taxes done. IF this yrs was done by AI then I'm done with TT. AI is NOT good !!!!!!!!!!

You make filing split tax returns difficult to accomplish. When you owe nothing in state tax return and you want to file fed by e-file and state by e-mail your program is hard to get accomplished. I had to go through the whole filing process to get my state e-filed and forced to pay the $25.