I have been using TurboTax for many decades to prepare and file my Federal and State returns. This year (and last year) were far more problematic than past experience. For example, I pay all of my charitable contributions directly from my IRA which at my age reduces my taxable income without having to choose the option of itemizing deductions. For the 2025 return I could not get TurboTax to reduce my taxable income in recognition of the QCDs made from my IRA, In desperation I turned to ChatGPT which provided a work around to solve the problem. There were a number of other glitches that were very time consuming to figure out how to work around them. I did not bother to point out the problems to Turbotax because of what happened last year. When working on my 2024 returns I had identified a programing error in my state return when it computed my required estimated payments for 2025. If I had not identified the problem I would have been subjected to to a serious penalty for underpaying my state estimated payments for 2025. I spent hours on the phone with TurboTax tech people to get them to fix the problem. They said the only way they could verify the problem would be to remotely take over my computer and see for themselves what was going on. However, they could not get the remote control program to work. I said, o.k., I will send you a screen shot. The TurboTax tech folks said that would not work. They had to do it themselves. After wasting several hours with them I gave up and my state program continued to have the programming error I had identified. This year, when the time came to print and file my returns the program hung up with a spinning wheel that just kept going around and around for a very long time claiming it was "Calculating." At that point in the process there was nothing left to calculate. I could only get the spinning wheel of death to stop by clicking on the "Back" button and then going forward again. This happened several times. In addition, at one point in the process a pop-up told me I should purchase the Premier version of the program rather than stick with the Deluxe version I was using. I purchased the "upgrade"it in an abundance of caution. However, my 2025 return was not materially different than in previous years and the Deluxe version always worked well and I never had to buy a different version while working on my returns. Lastly, the version of Deluxe I originally purchased included a $10 credit for in app purchases. I did not see that credit appear when purchasing the Premier upgrade of the program or when I paid the charge for the e-file of my State return. Given the problems I have run into last year and this year it is hard to give TurboTax a positive rating.rience

Other than a few problems, Turbo Tax was very good and very easy to use. The problems we had were with the investment importing. The first time it wouldn't work and DID NOT import all of our investment information. When we reviewed everything a second time (which we always do before filing), it worked. Secondly, it kept trying to send us into the Canadian Retirement.

Have used Turbo Tax for years. Usually very happy with product. 2024 and 2025 PA state product has an issue with Sch. D capital gains identified by taxpayer, spouse, or joint not carrying over from Federal input, and no helpful input screens on the PA side to fix the issue. Never a problem prior to 2024. I have previous experience as a tax accountant.

Having used TurboTax for many years, but only this year I have some issues with it. I have a special issue to input with Return of Excess Roth IRA into a brokerage account, rather than Recharacterization of the excess Roth IRA contribution。 Have to manually create substitute 1099-R while waiting for my official one next January。

It was easier to complete taxes myself without TurboTax. First, you are required to create an account even though you are installing desktop software. This defeats the purpose of completing your taxes offline. After installing, you are constantly bombarded with popups advising you to upgrade to their web-based software or use their live assistants for additional fees. I understand informing the consumer of your products, but if I've rejected the upgrade four times already, what makes you think I will happily accept it on the fifth offer? When I tried to upload my forms, I was again required to verify my TurboTax login before it would import the form. Why should I even have to have an account for a copy of software running locally and supposedly offline? The software has bugs where if you choose for it to walk you through every step it will skip very important steps. For example, it completely skipped the section where you claim child tax credits even though I selected I had dependents. If I had not caught this it would be a difference of thousands of dollars. It also produced errors in my tax forms that were found by my CPA. When I went to file, I was informed that the add-ons I purchased to complete state taxes did not apply to e-file and I would have to pay an additional fee to complete my e-file. Even this review form has bugs where the AI detection of review topics is preventing text entry when typing more than 10 words per minute. I will never buy an Intuit product again.

Had trouble with importing data from brokerage / bank. Caused a big headache since I had to enter everything manually, took a very long time. Had a few problems last year but this year was much worse. Worked great 2 years ago. Looks lke the product is getting harder to use not easier. Very disappointed. Will likely look at other options next year. I will not use your online service or your other services since this experience was so bad.

2025 must have been a tough year. TurboTax Premier (Mac desktop) was a mess on first delivery. Installation failed repeatedly, except when it didn't and put nothing on the screen, or got stuck trying to update from within the app itself. It took almost the whole tax season for a fully-capable app and all the necessary tax forms. This is the latest I've been able to confidently file my federal taxes since I started using MacInTax, then TurboTax for you taxes.

I have used Turbo Tax for many years and continue to use it because of the people who have been so quick to help me get over some bumps that I was totally unaware of until I got more and more involved. This year was fortunate to have Aaron assist me. He was and is fantastic. I am 86 years old and not a technological genius! I'm sure as we continued to help me,there were times he had to be frustrated yet he never seemed to exhibit it. I was totally impressed with his knowledge and expertise, he was able to guide - even me to success. I will continue to look to Turbo Tax for the 2026 edition.

Annoyances: * Can't paste numbers with leading or trailing spaces - the app should strip them instead of complaining that "you must enter e number" * I receive a shareholder K-1. After saying yes to have that or other forms. Premier tried to start adding a Schedule C for a small business. * Had to go through billing twice, first to add a state then to pay for e-file. This should be done together, and it should offer to fill in billing info from my home address.

Normally, I do my Turbo Tax on a Mac but this year my Mac wouldn't accept the O/S update to 14 so I transitioned to my Dell laptop. Not sure if that made a difference, but this year was definitely more difficult than previous years. It didn't ask me about my Social Security so when I was done with the income section, I tried to go back into it but the program wouldn't allow it. I had to wait until I got to the final review and then go back and add it. I tried to use your online help feature but the comments in there were years old. Several other instances caused wasted time as the program seemed to jump around and go back to previous sections. All in all I was disappointed with the functioning of the program and whether or not that had to do with Dell version or not, I guess only you can answer. I still appreciate Turbo Tax but will probably update my Mac for next year. Also when I tried to print the final forms, all it would let me do was create a PDF. Couldn't just hit the print button and get a copy.