I've used TurboTax for more than a decade. It's Deductible was removed in October with no timely notification so that I could maintain alternative records for multiple charitable contributions throughout the year. That feature was the main reason that I use TurboTax since our returns are not overly complicated. So I do not believe that I will use TurboTax in the future.

My biggest frustration is the delay in having the necessary parts of the package in place before Jan 15, 2026 so I could adjust my final estimated tax payment. However, I understand that the delay may have been related to the November government shutdown so I hope next year is better.

I purchased the download but the automatic WEB download kept interfering with the program. UGH it delayed starting the process. I have used Turbo Tax for decades. This was the first time I had problems. Is it because you are transitioning to a different format?

3 major complaints: 1. Slow rollout of full functionality. My Macintosh desktop version even had an update today, March 19. I was unable to use Turbotax to calculate my Jan15 estimated tax payment. 2. Minimal/nonexistent error messaging. As an example, I was unable to enter data on Form 5805. It would have been helpful to get a message such as "this entry is computed from Smart Worksheet xxx" or "this form is not required" or "override is not possible" etc. 3. Paying $25 for each state return is expensive for our household of 3 tax filers.

would not let me file state taxes due to error "Form 1099 -R (institution name) Box 14a for electronic filing, NYS withholdings cannot be greater than or equal to gross distribution or state distribution". the internet chatter said to place the value of box 2a into box 16 if boxes 1 and 2a are of same value. Maybe turbo tax should be fixed to prevent this since it's apparently been happening for years. also it stinks that they got rid of the It's Deductible.

Did not give good explanation how applying scholarship towards room and board has a huge impact on American Opportunity credit, really could not follow this in the form and now it think i messed it up. If you say scholarships are used for Room and board, you get the full American Opportunity credit, if you say they are not, it applies the scholarship against tuition i guess and calculates a smaller net tuition, even though the scholarships and 529 payments don't specify whether they are used for Tuition or Room and board. So your comment on that page needs to say a lot more!!

Attempting to file an amended return is confusing and frustrating. I made changes to my 2025 file after my federal refund was received but before 1040X forms were available. Now that the forms are available, TurboTax doesn't detect a change. I attempted to save a copy with the old amounts to start over but TurboTax hung on to the previous attempt to amend. There seems to be no way to straighten it out. In addition the initial printed instructions stated that I had to mail a check, then later stated that I could e-file the amendment. Now I'm concerned that the amendment will get rejected if I e-file.

Quality has gone backwards. Features like RH mouse click to pop up supporting info menu doesn't work on a lot of fields where it used to. Frustrating and it cost me extra time. Also, estimated tax section needs to be improved and show last years numbers like it does in the forms screen.

I have been usiing TurboTax to do my taxes for over 20 yrs. Each year it seems TurboTax is getting more thorough but so are the tax laws. Only suggestion is when you finish one section, it takes you back to the top instead of continuing at the bottom of the next section.

Entering the RMD should come before entering the 1099-R information. I had 2 1099-Rs from the same account and I had to redo the entries because the RMD was asked twice and became erroneously doubled. The work-around was to enter zero RMD for the second 1099-R.