I have been using TurboTax desktop annually since 2010 and this year was easily the worst user experience ever. The importation of 1099s was horrible, added to the perennial bad placement and vast number of confirmation buttons. I think I'm done with TurboTax

At the place where it might be possible to list donations to worthy causes, perhaps add another step. It would say...How much total did you donate? We'll see if that will make a difference in your total tax. If it does, then you can enter them, one by one. If it won't make a difference, then you can avoid that fairly tedious step.

All topics were excellent and as well as the Turbo Tax Live Experts Support, i.e. Mr. Alton, Ms. Candice and Ms. Tricia. Albeit, the Inherited Pensions is not taxable both Federal and some States and reported on 1099-R, your program should have some options for Other pensions so we may report the nontaxable pensions and to be populated on Schedule 1 Line z to shows negative amount to reduce the total taxable income. Or in other words Adjustments to Income. Like for example: Nontaxable Medicaid Waiver payments, to have a better accounting reports or easy to reconcile or audits the cited Returns.

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.

I have used turbo tax for many years and it works very well. But I use the windows deluxe version and Intuit is doing an outstanding job of hiding the link for the download on their website. I have complained repeatedly about this issue but the issue remains. It would seem so simple to have a very visible link shown on the intuit screen for the download.

I've been using Turbo Tax for many years. It keeps getting easier to use each year. Tried a competitor once a few years ago but they used many unrecognizable acronyms and abbreviations throughout the program. Went back to Turbo Tax and don't regret it. My only complaint may be that the cost is getting too high and while I prefer the desktop version the program constantly attempts to get me to switch to the on line version. I have found that the on line version is too restrictive when trying to update and change some entries.

Seems like there were more bugs/glitches this year - or maybe just ones that applied to me. Got a few error messages and situations like TT suddenly quitting, but was finally able to file. With the Energy Credits, TT forced some entries that I didn't think applied to me but resulted in zero dollar impact so I just shrugged them off. Also, some of my Schwab 1099 data didn't transfer cleanly. It would be nice if you offered the option to partially edit exported information. I didn't want to undo the export just to fix one entry.

I have used Turbo Tax for years and each year the application walks me though the process in a systematic way which allows me to compartmentalize my documents in a more organized manner. Turbo Tax takes the computational process and effectively populates all the necessary forms and tables which enormously simplifies my tax preparation.

TurboTax 2025 requires software improvements. Downloaded financial institutions 1099 forms however, the tax return indicated that I still have my IRA and was asking for my RMD. My IRA account was closed at least 10 years ago and I could not delete this information. It also is confusing as to which IRS Code Sections our retirement plans F1099R are covered under. Initially, it di not accept my taxable benefits from my gross benefits on my F1099R from OPM. Why does it require us to enter our financial institution Routing Code and account number twice for our South Carolina tax return?

I imported Charles Schwab and Morgan Stanley information, and my Federal owed skyrocketed. Then later, it asked me to fill that information in manually. Then what I owed increased again! Did this income penalize me twice? How do I know that? Next year I will pay someone. I'm retired now, and this 14k tax owed is the largest of my life.