I like the ‘Forms View' and flag (bookmark) features. I miss Its Deductible; this was a helpful app. and the direct import to TurboTax was easy. Please add form 8897 (qualified opportunity funds); the lack of it in TurboTax forces me to paper-file. It wouldn't take much programming, and many people will need it next year, when the 7-year period after this was introduced ends.

There were a few issues with 2025 Turbo Tax. Opening a new section resulted in several error messages BEFORE I had entered any information. TT kept insisting that my pension is Canadian, but it is not. State return didn't populate until I exited the program and restarted.

Changes to the program from 2024 have made it LESS user friendly, particularly the process for entering stock sales! The "File" section is clunky when trying to print the state return for filing by mail vs efile. This option is buried to far down in the selection tabs. All these options/combinations should be shown on ONE page!

I have been using TurboTax for many, many years. This year's version (Desktop version Deluxe) was a big hassle for two reasons: 1) It requires Windows 11 (we mostly have computers that still run Windows 10, but have one newer computer that we were able to run TurboTax on) 2) The financial data import for Merrill Lynch did not work. It seemed like TurboTax would not/could not connect with Merrill Lynch (error 590 all the time). This had been one of the big time savers with TurboTax for us. Because of these hassles, I may stop using TurboTax in the future.

I have used Turbo Tax for many years now. However, this year has been a disappointment. problems with forgetting the IP PIN. now it looks like I have to mail in paper documents. Download from my financial group did not work, requiring a call to your help desk. ( they were helpful) Overall things did not flow well.

I SPOKE WITH 5 TURBOTAX AGENTS TRYING TO CORRECT A PROBLEM OF NOT BEING ABLE TO EFILE. THERE WAS NO DATA ENTERED THAT SHOULD HAVE TRIGGERED THE PROBLEM. NO ONE COULD FIND A REASON FOR THE DENIAL. THE FIFTH AGENT, WHO THE OTHERS CALLED AN EXPERT, COULD NOT FIND A REASON FOR THE GLITCH EITHER. SO SHE DID A PROGRAM RE[LACEMENT WHICH SOLVED THE PROBLEM. ALL OF THE AGENTS WERE GOOD CUSTOMER SERVICE AGENTS, COURTEOUS AND KNOWLEDGEABLE.

This was the worst experience of bait and switch. Paid for desktop software, and AFTER paying for it I was told I needed to sign up for an Intuit account and log in before I can use the software I paid in full for. Outrageous! Its not bad enough my private data is shared with Intuit, but they want to scrape more data from me by having me sign up for an account!? Then when I log in, every 5th page is an ad to pay for more services. Then there is an extra charge paid to Intuit to e-file?? Another grift! 0 out of 10 for this software. Shame on you Intuit! Stay away from this terrible company and software.

Had to use online AI help throughout the "guided" process making the money spent seem fruitless. I won't use TurboTax again. Additionally, the repeated attempts to spend another $60 for "help" is insult to injury. Not the TurboTax of years past and definitely not worth the money spent.

My experience with the actual filing was very smooth. However, Turbo Tax did not have the 2025 version available until 2026. I usually do a pro forma exercise in December to determine any final actions and what sources of my investment funds to use for my living expenses. I was unable to do this and it created more work and led to unexpected results this year.

The turbo tax program worked great as usual. I had a problem with amount of tax owed on my turbo tax state program which I still need to resolve and it may have just been my problem. I also had difficulty activating my turbo tax advantage desktop program.