After using TurboTax for almost 30 years I am going to be looking for new tax software for 2025. The software keeps getting more bloated and difficult to use and this year it really messed me up costing several hours tryng to recreate stuff it deleted without warning.

In general excellent. I would prefer the charities were presented in alphabetical order or if I could sort them that way. On the accuracy topic, I wonder every time I use TurboTax after April 15 and the product is updated, what the changes are and if it would have affected me had I filed on April 15. On the Features topic, I was unable to file an extension using the Desktop product. That is unacceptable.

TurboTax Step-by-Step is slow, plodding and repetitive. Some entries must be repeated every time a topic is modified or reviewed. It is difficult to see the overall picture of what is happening in the tax return. It is unfortunate that temporarily converting part of a residence from rental to personal use, loses past depreciation records which should be preserved in TurboTax until the property is sold. Turbo Tax crashed when it was necessary to change the checking account number for IRS refunds. It took several iterations to change the account number and save corrected pdf files. Nothing has been done about compatibility with Quicken. If a change is made in Quicken, it is necessary to the return from scratch in TurboTax. Does anyone understand that preparing a tax return is in iterative process, especially with Quicken or QuickBooks. I wish that Step-by-Step could switch to a form and return without losing context. I also wish that Step-by-Step had fewer windows and used tables to allow all expenses related to business or real estate to be entered on the same page. This would maximize comprehension and avoid errors caused by the "tunnel" view of Step-by-Step. I want to enter tax data in the order I find it, not in some pre-determined order for each topic. TurboTax should be able to track completed or missing data. TurboTax did not flag depreciation for a property that had been converted to personal use the year before. Carryover from prior year questions raise doubts about what TurboTax did in the prior year. If TurboTax has been used for many years, shouldn't TurboTax already have the necessary information. Finally, the infamous detail table overwrite bug has not been fixed as of the 2022 version. If a table exists, entering an amount overwrites the first line in the detail window.

it's disappointing that the I-401k calculations didn't pick up the profit sharing component when calculating the amount that could be contributed and that the description said Keogh/IRA or SEP instead of the proper terminology. The program didn't pick up depreciation items correctly and this required correction within the forms section. The bigger issue is that there was ZERO explanation about how to do this, what the proper methods were for correction. Additionally, historical data from the 2023 return should have ALL been transferred into the program however there were items that required me to go into the physical return to find numbers to input into the 2024 program-- this was confusing, difficult, time consuming and should have transferred automatically-- please fix these issues

Entered form 1095-A information related to self-employed business however the insurance premium wouldn't show up correctly on the self-employed health insurance form unless I deleted and manually entered in Schedule C. Also wasn't able to get Form 8962 to generate after entering in all the information from form 1095-A. Federal tax return was rejected, now I have to paper file because of the issues above.

I've used TT for years and this years version was terrible by comparison. I had to pay one of your experts to solve two small errors and it took about 90 minutes to solve (not her fault, but due to the program being very unintuitive and not following the approach that I had used in several prior years regarding this subject (foreign income and taxes). To me the program seemed very buggy.

It would be great if TurboTax could incorporate different business types into the software. Even if you had to charge for it. For example, if I own a landscape business, tailor TurboTax to ask the preparer for expenses and credits typical for the landscape industry. I think you could easily charge for this type of specialty knowledge built into the software.

I had problems with getting to change something on a form or add documents. e.g. Wanted to add another RMD and could not find the option for the 1099-R form. I went through all the step-by-steps and could not find it. I finally looked at the Topic List and instead of using the step-by-step, I used the "I'll find it myself" option. And I did find it and was able to enter the additional 1099-R form.

I've been using TT since the 90's, it has gone down in ease of use and ability to corollate input from different sections. The latest issue that I found was the $10 credit for use on add-ons to TT. Even though I had just done a complete update to the software before filing my 2024 return that was due for my requested extension it showed a $10 credit towards my $25 state e-filing. Only after completing the transaction did I see I was charged the full $25. After much time/research I discovered the credit had expired! Why would the software continue to show a credit after it has expired and the software was updated? TT, you need to do better.

My returns were rejected despite me using the walk me through everything option. My 1095-A information was not requested by the software. I do not know the ramifications of this yet but I am very dissatisfied. There are so many things the software prompts me for that I do not need or care about and something apparently so critical is bypassed. For example, when I know I want to use the standard deduction, why do I have to answer I do not own my home to be able to proceed with my return without gathering and entering the unneeded information. The same thing with medical expenses. There should be an option asking do you want to check your itemizable deductions or proceed with the standard deduction? Instead it is assumed if I have such expenses that they will be enough to exceed the standard deduction.