The desktop version should prompt users to enter their IRS generated PIN (with an explanation of how to obtain it) as part of completing the easy step filing process. In case you need a refresher, the use adds that information under Federal/Other Tax Situations/Other Return Info/Identity Protection PIN

I have used Turbo tax for nearly two decades. This is the first year has been the horrible. First, it pushes one to use the online version. You have to search to get to the desktop version. It offers a download. Nothing about cost. You do the download and it wants the license number from your purchase; only, there was no purchase. Looking for pricing provided nothing for desktop version. Purchased that elsewhere. Online version merely gives you a price range and a statement that you don't have to pay anything until you file. I am not a) putting my tax information on their server knowingly and 2) complete the whole process without knowing up front how much it is going to cost me. I am not fond of sticker shock. This is the first year Turbo Tax has felt more like a scam than a legitimate company. Stop trying to push/force us to do our taxes "online." I am strongly considering another tax process next year.

I have used TurboTax for 15 years or so, and have encountered a frustrating number of problems with TurboTax and the Intuit website during each of the last three years. I am offering these comments hoping they will be helpful in addressing these issues.

The program is less flexible than last year and brings in numbers and information from who knows where. I tried to edit these things but cannot find the source anymore. Additionally, the help feature stinks. Before it was nice to hit the F1 key when on a field and get some help text but now that feature has been eliminated. Furtherore, any help requires you be connected to the internet. Bad Bad Bad. Its gotten to the point that I feel I have to buy the Audit Defense to feel safe because I don't trust what the program is doing or some of the things it does. I'm stuck with it because of carryback and carryforeward information that I have no ideal where its getting it from outside of the previous years use.

Turbo Tax is usually flawless but I found a few hitches this year: 1) First transfer of data from 2024 forms missed previous home office data. Second transfer to a new file worked. 2) The interface for reporting dividends, interest, etc. was jarringly different from the rest of the app and I had to spend some time figuring out what I was supposed to do. Why didn't you stick with reporting all 1099-INT or 1099-DIV separately? 3) First time I prepared to print, I was given the option of creating estimated payments and related forms for future State taxes. I stopped and saved the file at that point. When I re-opened the file, I could no longer see that option or find it.

I have used and loved TurboTax for over 20 years, recommending it and teaching others how to do their taxes using this software. This year, I was quite disappointed. Data was left out of imported records - almost all financial investment imports. Had I not reviewed in depth each form, I may not have noticed and had real trouble with the IRS for under reporting. It took so much time to go back, login to each account again, save and print 1099s to manually add missing data for most 1099s. It also retained the Investment 1099s from last year rather than updating so I had to go back and figure out what forms needed to be deleted. The HSA import didn't correctly bring in distributions as qualified non-taxable and never asked for review which would have resulted in taxable income rather than non-taxable. My lack of trust in the product had me reviewing every single document and line item from my tax forms and return to ensure accuracy. This was definitely not worth the money spent and took much, much more time than it should have.

We love Turbo Tax. I just wish you'd give free Turbo Tax Premier to the Disabled Veterans, rather than just active duty. We'd still be active if not for being wounded and later medically retired. It used to be so easy year to year to do our taxes with you. We were sad to see that we no longer qualified for your free version because of active duty status

1) TurboTax for Wisconsin does not explain Wisconsin Schedule SB Form 1 - Subtractions from Income, line 16 Retirement Income subtraction (credits restricted) very well. The restricted credits should be compared with taking the subtraction - for a married couple both receiving retirement income, the subtraction is $48,000! That makes a HUGE difference of about $2,000 savings in our case. 2) The printed instructions for mailing an amended return for Wisconsin have an incomplete mailing address, which does NOT include the city, state nor ZIP code.

The new box below the spouse's SSN on Form 1040-SR is not checkable, even though all instructions were followed to do that. I was the IRS Electronic Filing Coordinator from the beginning of electronic filing and every year since until they discontinued that position, but continued as a Sr Communications Specialist. Now retired. Some of the information input in the software has improved a bit for the 2025 returns, but a bit repetitive. One place should be added, and that would be a place to indicate the date a business is closed. In my case, I closed my Colorado Mountain Drumming Business on May 31, 2025. That would explain the decrease in Income and business expenses after that date. Also, the business expense itemizations should better align with the Schedule 1040 C. It does come out in the proper boxes on the form, but it is very hard to categorize the expenses into the form listing.

:( :( :( Decent product - but HATE/DETEST/LOATHE the absolute perpetual upsell of it. I'd rather pay more upfront than have popups and prompts throughout the session/warnings to upgrade. And guess what - if you want to EFile your state taxes, it's $25 more. Also, making it extra for online help is VERY cheap. For this reason, I probably won't use Turbo Tax next year. Overall, a decent product, if they got rid of all the annoying attempts to upsell throughout when you use it, it might be worth it, but right now - it's not. :( :( :(