Turbo tax was very easy to use. I liked all the feature available to me while preparing the return. The import function for W2's and Investment Statement and activity saves countless hours of time from having to manually input the information. And the auto fill linkage to your state return saves time. I also like the accuracy of TT alerting you of non-matching data, or non compatible data. Have use the product for many years, definitely recommend.

Software issues this year were very disappointing. The loss carryover did not transfer from the prior year return, so I had to enter it manually. The import from Fidelity failed 5 times, though the amounts showed up on the forms but not the tax returns and calculated my refunds incorrectly. These are software issues, which have been reliable almost every year since I started using TT in 1997. These issues need to be addressed.

Frustrating in several places this year (tax year 2025). Import from our investments (Chase) was delayed at least partially because the software was not ready at first to accept the files. - Updates seemed not to get around to having this work until some time later. - The instructions were not always clear and their lack or paucity caused confusion and anxiety.

TurboTax needs to develop features to allow users to perform tax planning estimates with next tax year. For example, I use last year's tax edition 2024 to prepare tax planning estimates for tax year 2025. TurboTax is excellent for next year tax planning, but needs to provide next year calendar dates for estimated taxes with options to update other calendar sensitive dates in current year edition for planning next year edition.

Very disappointed in turbo tax - they double charged me for my return - i received a charge last fall that i thought would cover the online version of turbo tax. Online version did not work for my situation and i was charged again for the desktop version. Also, i has a unique tax situation that turbo tax was not helpful for. I used AI instead and AI actually told me how to enter the information into turbo tax. Very Very disappointed and i will not use in the future

I have done my own returns 1969--1999, then with TT Deluxe since. I like the sense of having control and seeing the numbers myself rather than depending on a preparer. I have always been impressed by the amount of work it must have taken to codify all the IRS calculation flows into algorithms, and then do it for all the states as well. I've always been satisfied with Deluxe, when I could just enter my info, check the forms for correctness, then just file. However, two recent not so thrilling events came along: Generally, you finish a section and TT puts up some check boxes for "not common" conditions. These I've been able to bypass usually, but recently needed to check one. Instead of any help, TT just dropped me, telling me to take my return to a professional. And then, for 2025, the investment tools I have used were moved up to Premier, forcing me to pay a higher subscription going forward. I know, I know, just like the hit man says, "Nothing personal, just business". Still, not a good feel; my financial advisor's tax service is looking a little more inviting at present.

The interview in the desktop software would not let me enter medical expenses because it said we only qualified for the federal standard deduction. It DID let me add charitable donations. The software automatically entered our medical expenses based on our 1095-A form, but we had more expenses to enter. While we still only qualified for the FEDERAL return standard deduction, the additional expenses are beneficial for our state return. I added them manually via “Forms”, but it was VERY frustrating. I buy TurboTax to avoid the manual entries and to cover all possibilities. Fail. I looked online and found similar questions from multiple years back. Some answers were vague and some accusatory that users didn't understand what they were doing. I wasn't going to ask a forum question or pay for advice for something the software should do and I was able to figure out on my own.

It works, but gets buggier every year. It acts like a bunch of web pages crammed into a seemingly native Mac app, but there are layout problems, editing brokerage trading entries is a nightmare, and going to the form display to try to make faster edits works terribly.

Been using TurboTax for several years. On the Mac edition, I would make it easier to enlarge the fonts on the screen. I did find a way, that is easy, but, as a newish Mac user, I had to ask Google. I would also like to have the background screen have less white. It's bright on my old eyes. Perhaps another background color.

I did not get prompted that I had forgotten to enter form 1095-A, and this omission was not picked up during error check. As a result, my returns were rejected, and I had to refile. Also, I had to manually enter figures for the form 1095-A. Why can this form not be imported directly into TurboTax?