I've used TurboTax for many years - probably more than 25. This year's version was much more difficult to follow than previous years. Some of the links related to needed corrections did not work and it seemed to be impossible to return to the forms that needed to be corrected. Additionally, this version seemed to be too focused on upselling the user to purchase additional products. In several instances, they seemed to try to trick users into purchasing extra services.

Turbo Tax Deluxe was easy to follow the instructions. It is easy to save and was able to come back where I left off when I was not finished with adding all the information. I did have an issue with Turbo Tax calculating the state sales tax and showing the amount on the summary form even though I chose to use the state taxes paid. I noticed a large number of users had this same issue.

Everything goes rather smoothly until you get to the end of the return. It gets a bit confusing when you start to file the returns & print. Also, personally I think $40.00 filing fee is too much for the state return. I have used Turbo tax for many, many years and have recommended it to many friends but I continue to be upset with the state filing fee.

Desktop product interface easy to use with the forms feature. Most points are clearly explained, covering a variety of potential situations. They do a good job with the walkthrough for the most part. It was a bit intimidating the first time (I used to do it by hand and mail when my tax situation was incredibly simple), but this is now my third year using it now that I have a few more considerations, and I'm happy with it.

I have used you for more than 25 years. There are still a few things to improve. In general, inputting directing from the forms received from Payors would be nice, such as 1095C and 5498-SA. Blocking the 8949 input was not helpful. I helped someone with your on-line system. I did not find it friendly. I will stick with Deluxe version, which has served me well.

IF I could give it a zero, I would. I overrode the state tax amount to input the actual tax amount and not the amount of taxes withheld. Turbo Tax could not handle it. Then, Turbo Tax would not allow me to file the federal tax return electronically, due to this. That's just stupid. And a waste of my money in purchasing this program. It is stupid to have to pay income tax on a state tax refund in 2026 when your tax bracket may be different that it was when you deducted the tax amount withheld in 2025.

To match a tax accountant's help in preparation ..... asking questions outside of routine that may apply to the average TT, that the average TT user might never think would apply to them. I bought a house in '25 and sold the primary '25 residence in March '26. That issue was not brought up clearly in doing the return. The new house (MI) looked like the primary residence in the return and had to find and add the real primary residence (PA) taxes to the return. Even though the primary residence address for '25 (PA) is listed on the return it was the new address treated as primary. That confusion should have been eliminated with a series of questions.

Program worked well. The packaging did not indicate there is a $40 fee to get a refund electronically deposited. An error in a 1099-R form did not indicate what the problem was until the final review was done. It just hilited the box. My actual 099-R has a value in box 9a and box 2b is not checked (same as the 2024 tax form was) Turbotax 2025 would not except that. I don't think TurboTax had this problem in 2024. Other than that, things worked well.

The program is easy to follow. However when it came to filing my return and paying for the e-file, I had difficulty with the screen cutting off the top of what was being asked for my credit card information. I took me more than 20 minutes to view where I was to put in my name and credit card number. I had this same problem in 2024.

I have been using TurboTax for many years. This year I used the Win11 Deluxe Desktop Version. I noticed a disappointingly large drop in quality. The dividends and interest income did not download correctly from my two brokerage accounts. I had to delete the downloaded data and re-enter it by hand. I got a notification that the handling of capital gains will be removed from the Deluxe version next year, but it already did not work. I had to enter this manually as well. The step-by-step feature also did not work well.