I have been using Turbo tax since 2006. For the most part it has been easy to use and follow. This year's update seems to have been in better shape with it's early release. No major issues. Online help and documentation of issues that have been addressed for others have been able to help me. Better this year than 2024.

Very disappointed with TurboTax 2025 Home & Business. I have used TurboTax for years, but it seems the last few years there are more and more glitches in the software. For 2025, I was defaulted to "Standard Deduction" after entering itemized deductions and could not change back to "Itemized". I also did not have the option to use my Federal itemized deductions for my California state taxes. Hoping the 2026 software is better.

TurboTax 25 Home and Business is almost great, but carries over some annoying problems from 2024. I'll start with the IRA RMD issues. Apparently, everybody and their brother knows, except for TurboTax, that if one holds IRAs from multiple entities one DOESN'T have to take an RMD from each one. Rather, the entire RMD can be taken from one or any combination as long as the total RMD is satisfied. In my case I took all my RMD from one source, and when I entered my second source as a zero withdrawal TurboTax tried to charge me with a non-withdrawal penalty, even though I had satisfied my yearly RMD through my other withdrawal. Took some finagling, but I got around it. TurboTax needs to fix this issue, as it's ongoing. Another issue carried over fro 2024 is the self-employed health deduction. The easy-step simply won't let me enter it in the process and the edit button won't let me get to it in the review stage. Clicking the review button directs me to return to the business that is related to the deduction, yet there is no was to do that. I have to manually go to Schedule C and enter it there. Again, another ongoing problem that needs to be fixed. There are likely other such issues in the software, but none that affect my particular situation.

I would rate this a -5 if you let me. The software was terrible this year. - Bank integration did not work, foreign tax credit not working properly, buggy software that needed reboots. - Solo 401K tax credit was NOT recognized by the UI and needed to enter manually via Forms mode.

I abhor the changes you have made to the system, that will "conclude" a direction without offering the detail to back it up. For example, I couldn't easily get to Att A since you concluded I shouldn't itemize. That's great, but I STILL want to see the detail. Else, I cannot determine if I made a data entry error that sent me in a direction that was not the way to go. Also, if I have a broker who reports div/interest, and I also have a capital gains tx with that broker, why do I have to "Add Investment"? Why not just go to that broker section, and add the capital gain? That took me several minutes to figure out. NOT LOGICAL.

We have been TurboTax customers for several years. We find the services relatively straightforward and easy to use. If there are any concerns it is when you try to re-visit a particular area and want to update it. There are times when it is not entirely clear how to proceed.

I have used Turbo Tax since 2020. The only glitch i found was with the required health insurance. My husband was on my insurance and had coverage the entire year but the software didn't recognize that. Other people had the same issue. We filed and never had a problem.

The desktop version was frustrating this year, especially for crypto. The online product has a much better import and automation workflow, while the desktop version felt clunky, outdated, and far more manual. It makes no sense that a paid desktop product would have worse crypto handling than the online version. The biggest issue was having to do extra manual work for crypto reporting that the online version seems to handle much better. That is a major downgrade in usability. I'm also unhappy with the audit defense offering on desktop. It appears to cost more than other options while offering less coverage than the web version. Charging more for shorter coverage makes the desktop product feel like a worse value overall. TurboTax desktop used to feel like the more capable option. This year it felt like the opposite.

I have used TurboTax for at least 25 years. This year I elected to do it online and it did not find my return or even prompt me to direct the program to it so I had to fill in all the data that would have been inserted automatically. I hope that is fixed for next year. I had to Google a couple obscure investment related topics that were not explained in the program. This rating program is screwy - it won't let me type what I want to say without guessing what it should say. Disturbing!! It was not clear that I could avoid a $20 fee if I don't pay with my refund. It should be clearer.

TT continues to be confusing internally. I have many questions throughout the return prep process that are not answered clearly or readily. I also run into issues that require my calling your so-called "Product Experts," and of the several I spoke with this year I had only one positive interaction; the others were not only not very knowledgeable, but they used speaker phones or some microphone system that made them difficult to hear, especially since they had foreign accents - NEITHER of which is helpful.