FORM 1099 Q IS NOT A FRIENDLY AREA TO WORK WITH. THERE ARE ISSUES WITH LETTING THE TAX SOFTWARE . I COULD NOT FIND A WAY TO RECORD YEARLY COLLEGE EXPENCES SO THEY COULD BE DEDUCTED FROM THE MONEY REPORTED ON THE 1099 Q FORM. IN ORDER TO RESOLVE THE PROBLEM OF PAYING TAXES ON WHAT SHOULD HAVE BEEN TAX FREE INCOME, I HAD TO COMPLETLY REMOVE THE INFORMATION CONCERNING THE 1099Q FORM. YOU NEED TO CLEAR THIS ISSUE UP. IT WAS VERY FRUSTRATING.

Data entry was straight forward and easy. My 2024 tax return data was pulled into my 2025 return flawlessly. Fed data rolled into the VA state return with little effort on my part. Error checking picked up a couple items that needed to be clarified. I expect electronic submission of returns to proceed smoothly.

Right out of the box software issue related to transfer of files from last years return - had to go out to help site to figure out how to fix. This was annoying and suggests you all are not doing due diligence before releasing software. The refund processing section is also poorly done - as it doesn't tell you up front about a $40 processing fee if deciding to take cost to file state from federal refund. Poorly presented. You all should be doing better than this.

Love TurboTax. I have used it for years. It is easy and walks you through each step. When you use the product year-after-year, it populates information and compares from previous year of filing. The product will alert to errors and determine your risk. Love the ability to download from financial institutions, so you can rest assured that the information is accurate. It removes the stress of completing taxes and makes the process much easier.

The Software is GREAT & I am very pleased with the result. This is the first year that I had a need to File 1040-ES, which I did, manually -- outside of Turbo Tax at early January 2026 -- for Q4-2025 Large Earnings. (This was due to ROTH Conversions from my Traditional IRA, for which I paid/deposit the related estimated Tax Deposits, federal + State, from personal Funds.) I found it very PROLONGED... and not necessarily intuitive to get to the place(s) where such Estimated Payments FINALLY get reflected and input. I would have appreciated clearer guidance & direction, as to when & where such data entry.. would come. I just kept plowing forward.. & eventually the data entry screens became available. It worked-out, & worked well. Just not clear cut or comfortable, along the way.

I have been using TurboTax since the 90s. We've had our ups and downs, but I have to say I really, really hate the back and forth in the 2025 version when entering 1099s. What an inefficient and painful process that was, going all the way back to the beginning and having the same general questions come up at the end every time I entered another one. My god! Oh, and also having 2 sets of state boxes at the bottom of the 109 for led me to enter them twice and double the taxes. If you're going to have 2 sets of boxes, you better explain why and when to use them.

I want my ohio state refund direct deposited, but I can not locate this option. I don't see any space on the form to enter my checking account # and routing #. The program help talks in circles and the directions tell me to use options not available.

Too many ads asking me to purchase your aditional products. Too many windows telling me I need to fill out state taxes and my state has no income tax. One window even stated that I couldn't submit my federal taxes until I finished my state taxes and I had to circle back in order to move forward. Even below, I have to state my state.

I used to love this product. I have 2 1099-Rs from Fidelity Investments that I have not been able to import on my comparatively simple return. Why do I pay for a product that cannot import well into February? I can tell you have been working on it since I often saw an entry for "ZZZ Fidelity Investments - Pilot" which was something was typical of how we used to incorporate real data when troubleshooting products.

The software is easy to use and can walk you through the process. Having the ability to import all institutions forms makes it so that there are no mistakes. My only suggestion would be to have the ability to import a PDF and pull the data from the file would be a good option.