I have been huge advocate of TT for many years. This year is different. First I discovered they did away with the "Its Deductible" feature for tracking charitable donations. Then, I found that TT does not accurately allow accept the depreciation and expenses associated with a Short Term Rental (STR) that is used part-time as a vacation home and in which we actively and materially participate in the management of. In order to complete my taxes accurately, I had to over-ride several cells on the forms. Little did I know, by doing so, TT would not allow me to E-File. However, TT was quick to take my $75 to E-File in 3 separate states, then not allow me to E-File. What?! Now I am out that $75, and had to print off 228 pages to manually mail my returns to the IRS and 3 states. I am confident in the accuracy of my overrides and should be allowed to acknowledge the variance and move forward with the E-filing. Not to mention, I shouldn't have to pay to E-file three state returns, only to be told TT will not allow it. Very disappointed and will be looking at all other options next year!

I have confidence in the accuracy of The product. Compatibility suffers by requiring Windows 11 to run on the desktop. Invest in other versions for people who don't have or want or afford Windows 11. Features and reporting are smooth and confidence building in an accurate returns.

Overall continue to love the TurboTax Home and Business product. I have two recommended areas of improvement: 1) provide a search option to search forms and the tool for specific keywords. This would have saved me over an hour of frustration and an ultimate call to your technical support to find where the new 2025 SSA tax deduction was being addressed. 2) there are still bugs that show up in the final review that the Interface did not ask me about during the input process that I had to struggle with, namely depreciation on a second vehicle that was used for my wife's business. It was in a crazy loop and I finally found a way out.

Lots of bizarre problems, including numbers without source data and forms that were unnecessary. Fortunately, your support team was able to resolve most of them, but HOURS of my time were wasted. For example, I had to go thru tax files back to 2008 to find the answer to a question about taxable income from a retirement plan just so Turbotax could repeat the calculations and get the same answer that was already printed on the 1099-R. This didn't happen in previous years. WHY DID YOU CHANGE IT THIS YEAR???

This year has bugs with the Education Credits. I called to report. I had to waste time going through Turbo Tax if this, then check this. We did that. The issue was the flow of answered questions. "Yes", pursuing degree on the required page flowed through as "no" on the page that mattered to the calculation. After all that, I get the response that, yes, this issue has been reported. Then I get a closed ticket and request for my opinion. I go back in, and it is not fixed. Urgh! No. Ticket should not be closed. I call a few days later to ask if same issue is showing on Deluxe as the Home and Business. Again, some runaround... may I see your screen. yes, on so on. Issue, not resolved. Finally a week later, I think, maybe if I use step by step instead of forms input. mmm I removed the 1098-T links, deleted the people and student worksheets and used the step by step method instead of forms. It worked. I still haven't heard if Turbo tax has resolved the questionnaire flow issue. And then, I just filed my return (the 3rd), after my mom and daughter's, and it tells me that I have used all 5 of my federal filings which is not true. I have 2 more to file. I hope that will not be another time sucker to fix, but I'm not holding my breath! Ok, it's filed, but it wouldn't let me print without telling them why I don't add their live audit/audit function....mmmmmm See above.

Downloading was a challenge. I needed to get help. When I finally was able to talk to a human being, the experience was excellent. He was knowledgeable and helpful. I was not able to download my information from Edward Jones, even though Turbo Tax said that I was able to. It certainly did not reflect in the return itself. Also, changing one thing during the review process, namely, I put a $0 in the form that asked if I had a business energy credit (Form 7206 I think). I had to figure out where I inputted that information and update it there instead of fixing it quickly like the other errors mentioned. This took me a while to figure it out. It should be more intuitive.

I appreciate the carry forward of repetitive information from year to year. It does make it easier when not to go hunting for previous information. It is also helpful to have the comparison inputs from the previous year to make sure inputs are not overlooked.

I have been Turbo tax customer for more than 10 years. Had excellent user experience in general. When filing tax for 2025 found few minor defects. 1. Missing end of my first name when importing tax return from 2024 in PDF format. 2. When entering address in 1099-R I cannot add any character as first letter on the left. I always need to add new characters at 2nd letter from the left and delete the original first letter.

The help files did not bring up information as it has done in the past regarding how to enter a specific document into the tax form. I was repeatedly asked to login then pay for accessing any information. I ended up using Google to find the answer- which was linked to a Turbo Tax file. I made sure to bookmark the answer for future reference.

I have used TurboTax for over 20 years and have always been happy with how it works ant its accuracy. Considering the complexity of completing one's tax returns (federal and state) having the TurboTax Interface guide you along is the best approach, short of paying an accountant to do your returns. The only disappointment was the removal of the Its Deductible software. I have not found a comparable substitute for it.