I have been using TurboTax for many, many years. This year's version (Desktop version Deluxe) was a big hassle for two reasons: 1) It requires Windows 11 (we mostly have computers that still run Windows 10, but have one newer computer that we were able to run TurboTax on) 2) The financial data import for Merrill Lynch did not work. It seemed like TurboTax would not/could not connect with Merrill Lynch (error 590 all the time). This had been one of the big time savers with TurboTax for us. Because of these hassles, I may stop using TurboTax in the future.

The "Review" at the end of the federal return process is not well done. It takes you to a place that needs to be filled in but it does not always let you enter the information. Sometimes a field really is supposed to be blank but the program won't accept a blank. I had to go through the Review 2 or 3 times before it finally took what I gave it.

I used the Desktop Mac version for TY 2025. I have used TurboTax for many years. I like how it imports all my previous personal information so I don't have to re-enter it. I also like how it shows me last year's amounts next to the current year's. This year I noticed a problem. After starting TT and progressing through the 2025 return, I saved my work and quit the program. The next day (and every day thereafter), after starting up the TT program, I could only begin a new return. It would not let me resume the return I had already begun. The only way I was able to resume it was by double clicking on the saved return, which is what I did.

I've used Turbo Tax (TT) for 20 years and have really liked it. This year, TT took a step back due to the new interface for entering investment data (1099-INTs, 1099-DIVs, 1099-Bs). In my case, my wife and I both have our own investment accounts so I'm switching accounts often. However, many of the new screens don't have account numbers on them. I was often confused as to which account I was working on. This confusion led me to accidentally enter my capital gains twice, which caused a large increase in my Federal Tax Due. Fortunately, I saw and corrected the error. I used to develop software for a large company. Your new interface is poorly designed. I recommend that you rip it out and go back to the previous interface. TT has added a number of marketing messages: offers of various professional services to help you do your taxes, offers to upgrade TT to a higher-level product. Whoever is in charge of TT needs to understand that maintaining its quality and ease of use are most important for maintaining its market share.

Turbo Tax is a user-friendly program that we've used throughout the years. For the 2025 tax year, I did encounter one problem when it was time to submit the return. The section that asked for both the tax payer and the spouse's adjusted gross income from the previous 2024 tax year was confusing and concerning especially since this section indicated that there could be a delay in processing the return if this information was inaccurate. My husband and I filed a joint return, yet we "both" were asked for our adjusted gross income from the previous year. As a result, we had no choice but to enter the same amount for the adjusted gross income twice, from line 11 of the 2024, 1040-SR U.S. Income Tax Return For Seniors.

For years the cursor jumps to different forms when using either "return" or "tab" keys to go to the next field. Still happening. Now I went to save a return and it locked up when I was selecting a security question. It appears I will lose all my work. Continually underwhelming and this is going to be my last year using this product. Totally unacceptable for the number of years this product has been around and the cost. And even writing this message, AI is trying to correct it into gibberish. No fixes are ever made.

The application is getting worse every year. This year it closed up opening several times. Also, my touch screen could not be used on several - but not all - screens. Clearly a programming issue. And a testing issue. As for tax calculations, I hope it is right. But why would you say I planned very well when I applied all of my refund to estimated taxes? I didn't plan all that well, so get over it. Also, filling in this survey, the "suggested review topics" keeps bouncing all over the place and trips up what I'm typing.

So many more questions. It takes more time and effort to get it done. it's not your fault. Even with using the guidance feature, navigation thru the forms isn't easy. When you must answer a question, that is in a column of questions, why does the cursor return to the first one. It forces the user to scroll all the way down thru all the question to find their place to answer the next one. It is a waste of time... I am not a tax professional and need to go back and forth to complete the job. I can't make a linear progression thru everything and you could help by making improvements in navigating.

THis year, getting the program was different--instead of downloading the program onto my computer with the ability to transfer last year's information, I was talked into using the online version and wasted time typing in info that was usually transferred from previous returns.

Questions are not easy to understand, why it asked me to get a value from my previous year when previous year was submitted via TT so when it imported it should import everything. The layout of the application is terrible. Has not improved in 10 years. Some parts have a new feel and look.