Much worse experience this year compared to previous years. For one, it doesn't support direct download of 1099 forms from many major institutions, so I had to print out 1099s manually and manually enter them. Secondly, it's giving errors when saving into my TurboTax folder so I'm having to save to another location and then copy back there. Finally, many of the help topics went to empty or generic pages.

Unfortunately this 2025 year, the California State Tax Return couldn't be e-filed due to several unsupported forms, that could not be removed and then persist as removed (appeared back after deleting). This was on Windows 11. Customer support helped to identify the bug and/or unsupported feature problem. The symptom was choosing credit card payment kept failing with the "Try again" screen. Deleting the form didn't help. Had to mail the printed form instead.

I began reporting a second business this year as a stock trader. I found this field very confusing and the program went into something having to do with some agricultural co-op. As so many people are getting into this field, I think you need to do some vast improvements there. I have used Turbo Tax for several years, but this was all new to me. And you did not make it easy.

As usual, Turbotax is very thorough and good about guiding you through the tax filing process. This year is a little more quirky than in the past. For instance, whenever it checks for updates and installs any updates, it then offers to continue using Turbotax. It seems to restart the program, but instead it simply shuts down. Annoying, but then when restarted again, it does actually start.

They keep changing the software and it keeps getting worse. Only supported Windows 11, but not offered for download via Microsoft store so laptop had to remove SAFE MODE to down load the SW. Can only download the SW, can no longer buy a CD/DVD. They eliminated It's Deductible making donations much harder as there is no way to enter multiple items at a time. When working offline not all the features work properly until you connect online (editing of stock sales and donation entries). On my state return, not all my data from last years turbo tax transferred and I had to retrieve it manually.

It worked. I like the way it keeps the prior year's information and applies it to the new tax year's sections. I like the way it works with Quicken. Quicken needs to integrate better with Tax Planner. It's a pain to create workarounds for Tax Line items like IRA distributions so that one can see Total, Taxable, FWT and SWT distributions. It was difficult this year to use [CASH] as place to use double entry to place amounts into items on Tax Summary and Tax Schedule.

I have used Turbotax since the 1990's even as my business and tax situation has become more complicated. I still find it the most efficient way to enter and organize all my financial information. Their calculations and worksheet links are flawless and the prompts for entry and search for deductions is reliable. For me, this saves time and money compared with preparing my data for an accountant and then working with them to file on my behalf.

I have been a Turbo Tax user for several year, probably 10 or more, and this year was the easiest year. However, they really need to explain things a bit more and ask more questions to avoid having to go back and fix "errors." Items such as details on a K1 or needing an IRS pin number, things that are not "normal" for most people. I do love that I can still do my own taxes, and those of my adult kids all on one program.

I had trouble entering interest and dividends from my Charles Schwab accounts. I have over 5 accounts. The import screen and the company title do not include the account number. I have a hard time verifying that all my accounts have bee imported. I also was able to enter 2 accounts twice. I am very unhappy with importing accounts from by stock brokers

confusing nstructions led me to file a CA state return doubling the tax I really owed. I have to file a correction to tha return now. Also when I tried to use any of my 3 credit cards it would not accept any of them because they all had a exp date greater than 08. I had to use my wife's card w exp date of 04. The drop down for the cr card month would not ttake a number higher than 08 and min=y cards all expire with 09