When I initially entered my information, I was informed I owed a penalty due to tax underpayment. It took a good deal of effort to discover how to use the annualized method, which I used and eliminated the penalty. A prompt to suggest use of Form 2106 and how to use the annualized method would have been helpful.

I liked the addition of the tiles added to income, interest, investments, etc. So much easier to just click and go! I especially like the addition for employment with the Office of Personnel Management but especially for Railroad. I remember 20 years how awkward it was to file SS and railroad. Good job!

For the first time in over 40 years of using TurboTax, the program did not provide clear instructions for all subjects. The Income Section said that foreign taxes paid would be dealt with in Deductions and Credits Section. The Deductions and Credits section said that Foreign Taxes paid would be dealt with in the Income Section. This lead me to a Dead End, where I had to enter data via individual forms, rather that just by answering questions.

Although Turbo Tax generally works well, this year (tax year 2025) I found it unacceptable that the procedures for filing Federal Form 5695 were not available until 1/29/2026, 3-4 days after the IRS began accepting returns. During this time I kept receiving emails from Turbo Tax stating that the form was ready to use with step-by-step instructions, but these emails were incorrect. Turbo Tax needs to be fully functional when its customers are ready to use it. The fact that it wasn't ready on time, even though it claimed it was ready, has reduced my confidence level in your software.

I have been using the computer version of TurboTax Deluxe for many, many years and I have been very satisfied with the product however this time I was charged for the $45 audit service even though I did not select or authorize this. This is disappointing!

I purchased the Windows software. The install pushed me into using the online version and it was disjointed and not what it made it sound like. It wanted me to pay extra for efiling state returns and then deleted the state return. I had to use the windows software to complete and print the state return.

Unfortunately, this no longer supports Windows 10, and it now requires Windows 11. I didn't know that when I purchased it. I had to buy a new computer just so I could do Turbo Tax. Also, it wasn't able to correctly handle having multiple 1098 forms for my mortgage. It didn't know how to handle the loan being sold to another company, and it didn't correctly handle the loan amount because the loan amount was over the $750,000 cap by the feds.

Was enrolled in the plan that autobuys the new year every year, but did not know that you discontinued support for Its Deductible mid-year (after I had been entering stuff into it all year). Why would you cancel a tax product mid-year?! I wouldn't have renewed if I'd've realized you got rid of it. And to do that without telling me is even worse. In addition, my initial return was rejected because of not including the right number of Form 1116. Isn't that what the software is for? To determine which forms to file? How can you check the return for errors, then not include the right forms? I resubmitted today, after an update, but this is ridiculous. You determine which forms to include, not me, and you apparently did it incorrectly. How can I have any comfort in your software if you screw up basic things like that? I will be moving to a different provider next year, after being a loyal user of Turbo Tax for decades.

I am most unhappy with the changes in the product--no "It's Deductible", cannot review forms before filing (yes, I read the instructions, but preview is not an option unless the return is open an you cannot open the return until it's filed--had to print. I made an error initially reporting a 1099R as a 403 B-it was not and I corrected, but the form kept citing an "error" for simplified method which is not what this is, and the correction that was input multiple times did not stop Turbo Tax from asking for info that was no part of the 1099 R. Also tax returns saved on the computer would not upload from last year, so everything had to be re-entered. As a long time Turbo Tax user, I am very disappointed in this product.

Main reason for using TurboTax is it allows forms for spouse having a foreign bank account (TaxCut did not). The process is straight forward and basically simple. Occasionally some sections seem overly complex but then that goes to completeness which is a good thinh