Some brokerage companies/banks are not included in the direct import. A lot of the "guidance" is too vague to be of use. The new way that it shows income/dividends/interest/etc is hard to read. State tax portion is poorly done and even more vague. Payment of fees for submitting taxes is messy. Tries to trick you into paying an additional fee. Program says data is good but it still gets bounced back.

Every year we've used TurboTax Deluxe it's been easy to use, guides us through the process, picks up the information from the previous year which is convenient. The accuracy of the program is also comforting knowing the tax forms are submitted correctly.

Product overall is excellent and saves me countless hours in preparing and filing my federal and two state returns. One major problem, however, was inability to transfer prior Turbo Tax programs and returns to a new computer, thus necessitating starting data entry all over again from scratch, and losing all year-to-year comparisons. A much smaller problem was an apparent glitch which failed to incorporate one of my withholding payments, no matter how many times I tried to enter it.

I've used Turbo Tax (TT) for 20 years and have really liked it. This year, TT took a step back due to the new interface for entering investment data (1099-INTs, 1099-DIVs, 1099-Bs). In my case, my wife and I both have our own investment accounts so I'm switching accounts often. However, many of the new screens don't have account numbers on them. I was often confused as to which account I was working on. This confusion led me to accidentally enter my capital gains twice, which caused a large increase in my Federal Tax Due. Fortunately, I saw and corrected the error. I used to develop software for a large company. Your new interface is poorly designed. I recommend that you rip it out and go back to the previous interface. TT has added a number of marketing messages: offers of various professional services to help you do your taxes, offers to upgrade TT to a higher-level product. Whoever is in charge of TT needs to understand that maintaining its quality and ease of use are most important for maintaining its market share.

this year last year returns where not transfered , had to start all returns wirhout last year returns in the middle of return turbo tax ask to update new items would not allow me continue the return. took 10 times to loan the new updates before i could the return

I was supposed to get 5 E-files with my downloaded 2025 TurboTax Deluxe that I purchased, I only was able to e-file 3 tax returns. A message stated I had used all 5 of my e-files and wanted me to purchase more e-files. The software is helpful, but I got the shaft on this ordeal. No, I am not done filing tax returns yet, two more to go...I hope TurboTax sees this and can help me out.

Give me an option to use the same bank debit/deposit details (name, routing # and acct. #) from my federal return on my state return. Entering this information twice for each filing is super inefficient and a waste of my time. One additional set of radio buttons; Use the same bank details and Enter different bank details. Not hard. Entering the same information four times is quite annoying. You've already got the double entered values from the federal filing. Just allow me to use it for the state filing.

I have relied on Turbo Tax for years, and find it very easy to use, exceptionally intuitive, guiding me through the entire process. Then, at the end, auto e-filing my taxes is the wonderful icing on the cake, as i only need to provide minimal info, most of which carries over from previous years. Kudos TurboTax!!!

Far too many and confusing and somewhat redundant screens regarding INT and Div. The section re: IRA would not let me check the IRA box for my IRA RMD so I had to select Other in order for my taxes to be completed and E-filed. Didn't make sense! The import screen for financial institutions was also confusing this year and I had to try many times to get connected and the data downloaded. Other than that most of TurboTax was as easy enough to navigate

The import process didn't work correctly in populating the RMD from one of our brokerage accounts requiring our key entry of information across multiple funds for the both of us. The way we discovered ti error was that the federal tax owed amount was far beyond reasonable.