This year there was a bug in the software - It kept unchecking my single status upon review. I finally had to go to Forms to check single and save - after I did that - the review succeeded and I was able to E-file the Federal return. This occurred several times during the preparation of my return

Negatives: No integration of It's deductible, and having to retype all donations and carry them over manually. Simplifying terrible at this point. AI through a number of programs helped but why isn't this part of Turbo Tax! Also: Overly complicated the sale of my vehicle and business use % for gain/loss. Again, using AI Lumo/Chat GPT was much better in giving advice. The BBB (big beautiful bill) and w2 was not accurate, and I had to figure out how to enter it manually. Interview and forms did not sync up if edit separately.

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.

IT IS VERY ANNOYING THAT I NEED TO (UPDATE) EVERY STUPID TIME I WANT TO CONTINUE WITH MY TAXES EVEN IF I JUST TURNED THE COMPUTER OFF FOR ONE MINUTE I NEED TO RE UPDATE TURBOTAX. IF I DID NOT HAVE DONE MY TAXES WITH TURBO TAX FOR OVER 10 YEARS I WOULD HAVE GONE WITH A DIFFERENT SOFTWARE.

Its getting worse and worse at parsing imports, i'm having to go down into the PDF files to find out what it can't parse, figure out how to solve it and do it myself. The online forms are just full of unanswered questions. The workflow is terrible, and I'm still having to manually input bank statements because it won't work with my bank.

I used TT to file my 2024 (not 2025) taxes (as well as every taxes for years) and I never received my Fed or State tax refund. I can't figure out if TT every electronically filed them. I can't find a phone number to request help other than "get tax help for $60". This is TT help. Also, for 2025, I can't enter a cc expiration date of later than Oct. And of course, my expiration date is Dec.

The importing from financial institutions was very clunky and not as smooth ha it has been in the past. What's the point of importing data if I am required to log into the account to collect the document number. In past years, I would login via TurboTax and then import.

Home and Small Business edition- navigation back to home office entries is not straightforward or intuitive, it remains hidden behind other links. Also surprised the software was not able to match foreign tax amounts with their associated funds and it made me do this myself looking through the 1099-DIV (what am I paying for?). Also unclear question on Form 1116 and online help was no help at all. Constant badgering to pay more for live assistance.

Buying the desktop software was a mistake, since when you call for support they cannot see your desktop screen. This is a major deficiency in the program. In the future I will buy the online version of software. After calling support, I was placed on hold for several hours after being referred to another support person who was a big help.

I am appalled at the cost of e-filing through Turbo Tax. Then, after I asked it to print my returns for the filing cabinet, it only printed the summary. 45 minutes later, I am still trying to print something that looks like a tax return. I will not be using turbo tax after this year.