There was an issue with manually entering interest and dividends this year. My bank does not have upload capabilities (and I want to enter anyway to round off amounts to the nearest dollar), but the "walk me through" path would not allow me to enter interest or dividend information for accounts that pulled over from prior returns. I had to go to forms, enter the information, then I could edit the information through the walk me through program. You should provide a path that doesn't require download to update new information for previously existing accounts - very frustrating and I had to google to determine how to get it done.

Turbotax forced me to file through the desktop version this year secondary to a PEO social security witholding issue. That would have been OK, except the software would not allow me to efile in all four states I work in. Just seemed needlessly cumbersome. I guess it got the job done, but not without considerable leg work on my part.

Twice this year, on two different occasions, Turbotax tried to sneak in an extra $45 fee as I was getting ready to pay to efile my state tax return. If you accept their suggestion to pay by deducting the $25 efile fee, Turbotax automatically adds in a "Premium Service" which tacks on the $45 fee!! You have to go back and look real closely to see that you can skip this "Premium Service" and the $45 fee simply by paying with a credit card. This sneaky fee is not a good look for Turbotax!!

I have been using TurboTax for many years was very disappointed this year. Two major difficulties 1) Regarding our wealth management acounts the import failed to load any of the 1099-XXX information. This led to a bunch of problems that consumed a lot of time to correct. 2) I hit a need to review certain things before it would allow me to file, which is ok, accuracy is important. However, if I moved from correcting one box to the forms to check something I was force to cycle through the full review cycle - this is an abysmal waste of time. I will consider a different product next year.

I appreciate the flow and directions of the TurboTax program. If the tax filer takes the time to read the instructions and carefully fill in the data, he should be able to successfully file his return. My main request is that you don't change up the program from year to year. A few small changes are fine, but big format changes are confusing. Thanks.

The 2025 TurboTax program had one problem I had not encountered before. It had to do with importing 1099s from my Brokerage firm (RBC Capital Markets). In prior years, the 1099s were easily imported and I did not have to fill out any data from the 1099s I received directly from RBC. This year in attempting to import the 1099s I ended up in a do-loop. I would seek to import the forms; TurboTax would open up a new tab, I entered my RBC login and password; that tab would tell me the importation was successful and tell me to go back to TurboTax. However there was no data in TurboTax. So I had to hunt around and find a way to manually enter the summary data. VERY UNFRIENDLY.

More detailed information on unusual topics would be helpful. Also making items available on both Desk Top and Online versions would be great. I have online and could only do certain things with the Desk Top version. If I knew that up front I would have bought differently.

Turbo Tax required more work than I bargained for. When Turbo Tax interfaced with the Vanguard site, there were numerous errors that required fixing. For some reason, some of the fields in Turbo Tax were not populated. This required additional Log ins to Vanguard to correct these errors

I have used Turbo-Tax for at least 15 years and have always been satisfied. I never have been audited nor sent notice of an error. I did not use the tax advice feature but I did use the help desk to fix an loading error. Young lady that helped was very knowledgeable and pleasant. Had a very nice conversation as we waited for the fix to be implemented.

During the process of downloading information from investment companies, a screen came up that the connection had been made. There was nothing on that screen to tell me what to do next. I called customer service, and Ralph told me to just click on the Turbo Tax icon in the task bar and it would go to a screen that showed that the download had been completed. It would have been helpful if that instruction appeared on the screen that said the connection had been made.