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.

I don't want to e-file my state return because of the $25 charge. I need to send a check for my state tax return, but Turbo Tax did not give me the proper instructions to do this. It gave me the instructions after e-filing which is absolutely useless to me. I had to go to the FTB website in order to get the correct information.

I really like the financial documents import feature, it saves a lot of time. I couldn't get my 2025 Turbotax to transfer my personal data from my 2024 return and I could never figure out why, so, big disappointment. Turbotax is certainly a very good product but in my opinion could still use some improvements and polishing in numerous areas, but I'm still going to give it 5 stars.

I love TurboTax and plan to continue to use. The only issue I've had came up this year as I needed to use Form 5329 and it wasn't available on the on-line version. So after all the years using the online version I will have one year not included in my online history. I've been told that I will not be able to upload this years into my online account so that's unfortunate. Hopefully the Form becomes available in future years' online version.

I have always liked turbotax in my I think 30 years of using it, but this years version was the most frustrating I have ever experienced. After a few days of sorting out what looks like this version seemed to have carried over all my income accounts from last year with no information on the forms but my name and SS number and the name of the account provider, but when I imported some of my main account providers it did not replace the ones it carried with the ones I imported so I ended up with double the accounts and half of them did not have any info which caused error saying needed attention but I could not figure that out because the ones that were brought over from 2024 did not bring over the associated account numbers. What a mess I would be glad to better explain this to anyone interested. ALSO I really hope you do not force us to change over to your online version, if so I will no longer us turbotax going forward

Changing the look-and-feel of the product from last year to this year made it a little awkward for me, since I am used to a particular look-and-feel. I also could not find the non-cash charitable contribution valuation guide that was previously in the program.

Had to manually enter my CA Employee retirement system info. The program would not let me enter this years in the saved file. When I would try to enter it, it would take me to the "Download from your investment account" page. I finally just entered it as a new 1099-R and then deleted the old one.

Very easy to use, the walkthrough helped alot in the process. the help feature was easily understandable. accuracy was spot on (since i have friends that know about taxes and double check your work) but overall it helped me get through this season quickly and no hassle.

I have used TurboTax for several years to complete my personnel tax forms. I continue to use TurboTax because the software continually updates itself. Sometimes this is annoying when you are eager to start filling out your taxes, but I like the regular updates. It gives me peace of mind that i am not using outdated information to fill out my tax forms. The format has stayed consistent each year unlike Windows and other providers who feel the need to change everything they possibly can each time there is an "improvement " made which triggers updates.

Turbo tax federal return was done correctly, I reviewed the paper copy and e filed the federal return. But I will NEVER file the Turbo Tax state return again. This is the 2nd year it INCORRECTLY listed the amount of US savings bond interest for my state return, which is not taxed by my state. I very carefully entered that type of interest as Box 3 interest from my bank's 1099-int, but when I did the math on paper, it was obvious to me that turbotax combined box 1 and box 3 interest as not taxable on the state return. I'll do my return on the state website so it will be correct.