It did not function as well as previous versions. It was a little flaky on the third party account access creating many questions on the correct completion of information. The printing/save is unclear. I want to save the Turbo Tax file as well as a PDF and this seemed difficult to navigate. During transmission, the program failed and wanted to install updates.

The walkthrough of individual topics in Income and Credits sections is thorough and very helpful to non-tax professionals. Everything went smoothly with the exception of importing data from the previous year's return. For some reason, it added $11,000,000 to my AGI (I wish) and also incorrectly imported my bank account number, leaving off 3-4 digits in the front, so be careful to check this data, especially if you use your previous year's AGI in e-filing your return.

I have been using TurboTax (MaxinTax) for almost 30 years. This year's was the hardest to use. Several "resources" were harder to understand than the reason for clicking on them in the first place. As I finished the task, TurboTax offered me the choice of receiving my refund by direct Deposit or Check. As always, I chose by check, understanding it might take a little longer to receive. There was no notice that the IRS had changed their policy on writing checks almost a year ago. I am still waiting for my check. I went to the TurboTax website to see if any notices were there. Since that time my email inbox has been flooded with "reminders" to file my taxes. Quite irritating.

I was disappointed that TT-deluxe was not able to accurately complete form 2200. I needed to report my tax withholding by quarter as I went from full to part time employment and had a lump-sum Roth conversion income late in the year. TT simply straightlines the total. The result was either pay a nuisance amount of incorrect penalty, or spend a couple of hours re-doing the fed and state forms by hand. I couldn't enter the numbers into the forms section.

I think Turbotax is confusing to use. It is difficult to switch between forms and the interview. The program does a lot of calculations in the background that you cannot easily see, and sometimes you can't tell what it has done. I have done my own taxes all of my life, and I know how the forms flow, etc., and approximately how the $$ should come out before I even start. But I find it hard to verify how the program is calculating. For example, this year Turbotax calculated a underpayment penalty on our taxes and didn't even flag it or tell me that a penalty was being included! I discovered it AFTER I had electronically filed, while I was doing my own detailed review. The penalty was relatively small ($93) and it was hidden on line 38 of the 1040, but included in the taxes owed (line 37). I feel the program should have alerted me that it calculated and charged me a penalty. I had to file an amended return to correct this and get the penalty back. Also, I resent that Turbotax will only show and print the Form 1040-SR rather than the regular 1040, just because I happen to be over age 65. I should be able to print it in either format! The program also will not print some of its calculation worksheets, which I like to backcheck.

I had two issues with this year's TurboTax. (1) Arizona Form 323: I usually bypass the step-by-step and enter directly to the forms. I have been filing the same forms for AZ credits for many years. This year Form 323 (Credit for Contribution to Private School Tuition Organizations) had a box set at the top to enter school names and addresses, no amounts. I have no idea why that was there as the next box set requested the names of Private School Organizations to which you contributed where you entered the amounts. That first box set is not on the official state form and it made no sense as to why it was there. Plus I was not able to enter the name and amounts for which I made contributions on the second box set. I had to use overrides to get everything in. (2) Downloading data from my financial institution was a mess. A lot of people were having a problem with this. They went through the process of supposedly downloading the data, TTax said it was completed, only to find out the data was not transferred. In order to get it to work, we were being forced to use the MS Edge browser as other browsers would not work, and we had to allow access to any drive on our system. A lot of people would not agree to that. I hope this is fixed for next year.

I've been using TurboTax for around 25 years. After this year's experience, I'm looking for another method for next year. Your software has gotten to the point that it is more about the marketing and pigeon holing customers away from what they desire that it was a fight to make the software work. I want stand alone software and sadly TT is no longer that option. I spend money on stand alone. I don't really get that and I have to fight to avoid the constant push to force me down a software track I do not wish to go. This is not about the tax calculation. hoping that's still correct. It's about a company model that no long puts customer wishes as a priority. Market to me once and then abide by my decision! Even the TT AI feedback GUI won't let users select/deselect the review topic or submit negative feedback without extra work. TT has decided for me. I've decided, too.

2025 return was jacked up. Dependents were reproduced (had to remove one). Previous year's AGI in summary sheet was wrong (showed $1 and filing single, instead of married filed jointly). I had to manually go into form to change it. Too many interface changes from previous years. Took longer. False advertising: Free State return, but ended up only being $10 off.

This is the twice that I have had to get a new computer to run Turbo Tax. That does not make me happy! However Your support people are absolutely wonderful. When there is a problem of 3 items not adding up show all 3 and make any of them changeable.

Had my returns completed except for one area. Software froze and I had a spinning wheel that would not go away. had to reboot computer to get TT working again. Not a big problem except that i had not saved my file and when I rebooted, i had a blank file and had to start over. took an additional 3 1/2 hours to do. But still easier than filing manually. Great program other than the glitch. Was this user or software error? LOL