2025 changes eliminated the tables for 1099R, Div, Int. I liked the table format better. It had more visibility and was easier to work with. TT has "dumbed down" the interface TOO MUCH! I want MORE visibility in WHAT, WHY, and Reason for how the entries are being handled. I want TT to provide MORE information on what it is doing with my entries.

Was offered the on-line version for free with bonus of free state filing. However, on-line interface was very confusing and clunky. Ended up using the tried and true method of the desktop version. Did not like the import tax form feature like done in past as it created new entries and did not link to previous years 1099 forms so I could not historical notes and year-to-year amounts. Ended up manually typing in values and amounts. Did not like the additional secret cost of $45 to e-file Federal and deduct state filing cost from Federal Tax Return, since I "upgraded to Premium Service???". Ended up just paying using credit and avoiding the additional fee.

My difficulties with this years TurboTax is that it requires my to enter different values into Box 16 on the 1099-R forms related to IRA distributions. As a result, the TurboTax 1099-R's do not match the Box 16 values on the 1099-R's provided by my financial institutions too me and the IRS. I paid $5 for Live Tax Advise. I spoke most with Jeanna, and she was very helpful, and recommended that I enter values into those Box 16 entries even though it will men those 1099-R forms will not be identical to those sent to the IRS.

It's Deductible! has been incredibly helpful for many years. It's a shame you chose to discontinue its availability. And it really doesn't make much sense - the values are still available on your system. You now make your user create their own spreadsheet to support their deduction. This is going backwards, TurboTax!

For the Federal return the interface is great, guidance and help topics are great, and the import feature is terrific. I have used TurboTax for many years but never the online version, I like the desktop version. I trust TurboTax to help me get the return right an to be accurate. However, I always find the state return to be odd and sparse on detailed explanations but that could be just me.

The program was reasonably intuitive; however, they repeatedly try to trick you into purchasing extra services by highlighting a button that looks like the "continue" button but isn't. Also, I'm pretty sure there is a bug in Schedule C where the limitation on the home office is taken from Sch C Line 28 and it should come from Line 29. That cost me $150 because it used the wrong limitation.

After using Turbo Tax and its predecessors for over 30 years, I am truly considering finding another program. This year's program was extremely difficult to follow. I am an accountant and file taxes for the corporations I previously worked for, so I am at least familiar with things. I had to read and re-read instructions multiple times before, I hope, I put in the correct numbers. This is the first year you haven't included "It's Deductible". When you give frequently to charitable organizations non cash items, that was a God send. If I wanted to price every single item, I would have had a yard sale!

I received a 1999-B From and a 1099-S Form from 2 different sources. Neither of these Forms are included in the Forms area. I would like to see at least some kind of direction from Turbo Tax where the information included on those forms should be entered. I spent a number of hours trying to research this information! The IRS isn't any help either!!!!

I am disappointed by Turbo Tax for charging a fee to e-file after the I already paid for Turbo Tax Deluxe to file taxes. It is less of a hassle to go directly to the IRS.Gov site and file for free. I have used Turbo Tax for over 10 years. I will not be doing so for the 2026 tax filing process.

The process of adding the personal IP PIN number from the IRS is NOT well covered in the software's guidance. I went through the trouble to find it from the IRS before I began doing the taxes with TurboTax. I expected that at the appropriate time (getting ready to do the e-file) there would be guidance from the software to take me to a prompt and allow the opportunity to input the IP PIN. That didn't happen. It took the IRS to reject the return first before I knew that there was a problem, then had to trouble shoot how to fix it. That should not have had to happen. Fix it.