The Expert had some of the same problems with the program as I. For example, the program wanted information on my home mortgage. My mortgage was paid off in 2002. It would not accept my balance of $0 mortgage - there was no provision for no mortgage payment. TurboTax should have had a proofing team to catch problems like this one as well as others which I do not have time to list right now. I am a retired Certified Financial Planner.

The 2025 TurboTax program had one problem I had not encountered before. It had to do with importing 1099s from my Brokerage firm (RBC Capital Markets). In prior years, the 1099s were easily imported and I did not have to fill out any data from the 1099s I received directly from RBC. This year in attempting to import the 1099s I ended up in a do-loop. I would seek to import the forms; TurboTax would open up a new tab, I entered my RBC login and password; that tab would tell me the importation was successful and tell me to go back to TurboTax. However there was no data in TurboTax. So I had to hunt around and find a way to manually enter the summary data. VERY UNFRIENDLY.

I love turbo tax but don't always feel confident. I had it download right from Fidelity and then it entered a value into the sheet a penny off. So odd but glad I caught it and manually fixed it. I don't need these rejected for silly things. Then it kept saying I had a Canadian fund and I did not check any boxes indicating that so had to delete a "blank account". The it kept checking a box saying I had interest income from Seller financed loans! Researched this stuff and many people had this issue. it would not let me uncheck it it but allowed me to also check none. But then it would recheck it. After multiple attempts was able to get past these software glitches and pray they don't mess it up. Printed looks good. Frustrating and took way longer than planned due to trying to gain confidence.

I experience a "left me hanging" glitch while importing 1099's from my financial institutions. After pressing the button to download the document, there was no indication wait, proceed, close window, import in process, import finished, go to another window. Nothing. After a long wait, ALT+ Tab showed another window with import complete.

Generally very satisfied with Turbotax. Very easy to use and has accurately identified the areas where I can reduce my tax liability. Does an excellent job guiding the user through the tax process as always and really love the prior year comparison which can highlight areas where more work is needed. I am concerned that the Its Deductable feature has been removed as I relied on that to help me estimate the value of my donated goods. However Deductible Duck seems to work well though there were several "errors" identified in the return relating to providing the details for each donation center that had to be cleaned up at the end which raised some compatibility issues,

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.

I have been a TurboTax user for over 20 years, but this year's experience has been extremely frustrating. The CAPTCHA login process was unnecessarily difficult and poorly designed—I ultimately had to contact support, and even the phone advisor agreed it was a confusing and unpleasant experience. This should not be happening with a product of this caliber. I am also increasingly dissatisfied with the ongoing push toward online-only functionality. I do not want my financial data stored or managed online, and I strongly prefer to keep everything on my local computer. If TurboTax continues to move in this direction and limit offline usability, I will seriously consider switching to another provider such as H&R Block. At this point, it feels like long-time users who prefer a traditional, local software experience are being overlooked. I expect better usability, fewer barriers to access, and more respect for user preferences.

Good experience filing out the federal and state return information. BUT, the process of charging a $25 fee for filing my state return was exceptionally difficult. In the end, I had to open an Intuit account. No one else makes it so hard to charge $25 to Discover Card. Please fix this for my 2026 return!

It was easy to import last year's data and this year's W2s and investment reports. However, there was an error in the handling of deferred compensation in which I had to go find the form and manually delete an entry Turbo Tax added. I discovered this when 2024 taxes were handled in the same way and I am now waiting for the IRS to review and correct this problem on their end. I am hoping to receive my refund for 2024 sometime this year. Another issue is the handling of college expenses. The questions to enter room and board are no longer in the step-by-step process. You have to go manually enter these on the form.

The software code purchase was for "download Only" and would NOT WORK for the website version. I have used TurboTax for many years and this was the worst experience. I spent way too much time figuring out how and why there was an issue--I was not the only one to have this problem. I need to be refunded my $25 state filing fee--AT LEAST--for the extra time and trouble I had to figure out how and why the two versions were different and the code was unable to be used. This is supposed to be quick and easy--it was far from that. Disappointed in the extra time I had to spend on what should have been quick and easy in the past. Far from it this year. Figure it out!