I used TurboTax during the final week of January 2026 for my 2025 federal income tax return. There were minor navigation glitches that I was able to work around. Otherwise, it worked smoothly throughout, including e-filing. (The 2025 tax year software was a significant improvement over the 2024 tax year software in that it wasn't generating forms that were inapplicable. The 2024 tax year software was simply bad.)

Have always given turbo tax a 5 because it easily met my needs in preparing a relatively simple return. In past years, I prepared my state return in turbo tax, but transferred all the info to the state website and filed it directly with the state to avoid the extra filing fee. Decided to "splurge" this year an avoid the hassle of having to transfer all my info to the state website. It was only AFTER paying the fee that I learned that Turbotax does not have a way to attach the required documentation for a state credit. So now I need to figure out how to do that through the state website. VERY DISAPPOINTED and QUITE ANNOYED.

This edition was "putzy" in that I had to go back several times to find a way to get it to open lines requiring entry of items like interest statements, etc. And once again - and for the last time - It could not transfer last years info to this year's form. After using Turbo Tax for around 30 years, I'm going to find a different vendor net year that will hopefully be easier to work with year over year. Very disappointed!

For the most part, everything was straightforward. The only problem I encountered was when I went to transmit, TurboTax kept telling me that there was a problem from my 1099R entry. The only way I could get past the error was to enter the "Gross distribution" amount (line 1, form 1099R) for the "State Distribution" amount (line 16 form 1099R). I've never had that problem in the past, and I have used TurboTax for 10+ years.

I purchased TurboTax to get the IRA Roth conversion right but Turbo Tax didn't have the updates until March. Seemed very, very slow to get the updates in place. The law has been out for a long time. I wanted to make an estimated payment at the end of the year - Turbo Tax was not helpful.

I did not like that changes that were made with the state tax function. I use to be able to input my estimated payments in the interview. This year, that was not there. I had to go to forms and find it. Also, the program used to store my bank info instead of me having to type it in twice. It did not do that this year. Frustrating changes!

Overall, TurboTax was functional for me, though not always easy to use. Switching between Q&A and forms is awkward, without any link or drill from Q&A to the underlying forms and vice versa. The handling of active, materal participation in a vacation home rental business requires forcibly defeating the data entry process and putting in pro-rata amounts as if they were 100% amounts for rental expenses, because the program doesn't understand active, material participation by other than a real estate professional.

As far as the actual tax return completion and efiling, the 2025 version continued to meet my expectations. But I am very disappointed that Turbo Tax dropped It's Deductible from the software without a viable alternative. I will likely look for alternative tax prep software for 2026 after 13 years of Turbo Tax.

I love Turbo Tax. This year, though, Turbo Tax took a long time to get the program updated to input IRA distributions. It stated due to :recent tax law changes" but I have trouble believing that since I wasn't aware of any changes regarding IRA distributions.

Have used TurboTax for many many many years. Very disappointed this year after they got rid of the It'sDeductible feature. That was important to us and removing it caused much frustration, and much extra work that would not have been required in the past. May not need TT Deluxe in the future if this feature is not included.