I have been using TurboTax for many years now. I am generally happy with the product. However, this year I thought the process of leading me through the return was not as easy to use as previous years and that some of the information I entered in response to queries did not end up on the necessary forms. Had to go back and add later.

Request to add an option to input all 1099-B transactions in a table instead of having to do them one at a time via three screens. Also please dial down on the onerous requirements for signing in, nags for extra products, and in general monopolistic behavior.

The Mac version is missing some basic functionality. When entering charitable contributions, the column for the amount is not wide enough and the list of organizations cannot be sorted alphabetically. When transmitting the returns electronically, the program does not automatically save the return so when you exit as suggested a later log back in - the program responds it is ready to file the returns.

I did on the other page, prior to this page. There are some flaws, with the program, but you have to be knowledgeable user to find them. as to putting the paid State & Local income taxes in the wrong areas, like under the 1099-R in the Tax Payment Worksheet. and different areas from what you W-2 state for State and Local income taxes, at least for PA State, and duplicating the amount that was paid in, that was not operator error, that is what the program did. I don't know about your other states, if their W-2 matched up with your programming, but apparently it sure didn't this year.

I have been using Turbotax for more than 10 u. For the first time I was truly disappointed in the product and the process. First of all, does anyone at Turbotax understand how difficult and expensive it was to be forced to switch to Windows 11. (And by the way, WIndows 11 is known to be full of difficult to understand changes.) Second, when I completed my return, I was ready to purchase Audit Defense and also pay the $25 dollars to file the state return but I could not figure out when and how to pay for these options. The system took me to an Audit Defense screen that displayed my name, address and contact info but there was no way to pay and finish the task. After wasting several hours I had to print the state return in preparation for mailing the return. And of course there is no way to speak to a human.

Whereas in years past the TT desktop software ran easily and smoothly. This year we were completely bogged down and encountered problems. Thank goodness for The Live Help. We consulted with Sarah R and would not have been able to complete this year's taxes without her. Thank you very much Sarah.

This is the first year I've used TurboTax on a Mac, and, for whatever reason, it was a very clunky an glitchy experience. Also, as always, entering charitable contributions was unnecessarily tedious and time- consuming. Sometimes, I got error messages with entirely inadequate explanations, and had to figure out the problems myself. This was my worst experience using Turbo Tax to date. Clumsy, clunky and not as helpful as in the past.,

Needs improvement - limited or no information on changes to tax laws for 2025, i.e., temporary 2025 standard deduction for seniors, overtime premium. No backup file option and no menu option to delete or remove tax return created in error, i.e., Save As creates duplicate file with custom name.

I downloaded forms online, it didn't recognize them later when I needed to work on them. I had to download the forms again. One form downloaded the numbers incorrectly. I bought desktop app and went online to do taxes. It was confusing to then get it back to the desktop. If I had finished online it was trying to charge me again for the state product I had bought in the desktop. The last time I used turbotax was in 2022 and it was easier. It does have more features now, but seems like they still need to be smoothed out.

Two minor glitches: It wouldn't use my 2023 tax return as the base. It would be good to be slightly more backwards-compatible. (MUn beknownst to me, my 2024 TurboTax file was corrupted after filing at the last save, so I couldn't use it.) Even though I clicked on the answer that all self-employment income was generated in my home office, it never entered the 100% anywhere nd told me that my home office had to be carried over to tax yesr 2026. This made no sense, so I went back and answered the questions again. Same thing. So I had to search through the various forms and worksheets to force-enter by hand (as well as the percentage of hy home my office is).