Turbo Tax doesn't allow 1099-R documents that are uploaded with boxes 9a and 16 blank to be accepted if blank, even though the IRS doesn't require them. It was a problem last year, an I forgot about it. I thought it would be fixed for this year, but it's still a problem. Evidently Intuit doesn't listen to feedback. I'll investigate if it's corrected next year before purchasing Turbo Tax again. May be worth starting from scratch with different software (HR Block) to avoid the problems.

difficult to follow the steps if you have multiple areas to include ( such as rental properties and business income). Entering K1 information is very difficult. Entering a K1 sale gives NO GUIDANCE If you download your new year K1 it wipes out the history of the companies that you have entered previous information. The error entries give no guidance. .

All went well with my taxes. Once I added my State Return I had significant problems with printing out selected forms. It would add additional forms not selected, the pages would not print correctly. I had worked fine until the State Return was added!

There were several bugs in the software where Googling the issue had a work-around. Also, need better explanations when things like Education did not quality and does not tell you why. I would like a little more feedback during entries to explain how values are calculated and determined.

Guided tour through every section of tax returns is quite helpful. Topics are logically organized. Unfortunate that I still have to spend hours reviewing documents that I already uploaded to Turbo Tax to answer Turbo Tax questions about the data on those forms. For example, I have to locate and add up the specific amounts received as foreign dividends as to which foreign tax was paid. Also, really hard to match specific uploaded forms to Turbo Tax questions when multiple forms are uploaded from the same broker; each account has a number on the uploaded form, but Turbo Tax does not capture that data or otherwise distinguish among multiple account statements from the same broker (e.g., Fidelity), so I have to search through multiple documents that I already uploaded to Turbo Tax.

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).

Overall pretty good but unfortunately Turbo Tax failed to submit my returns because it needed an update.. It should have checked this before it to me to the final steps of entering ID and account info..I had to exit, download the updates, and start the final steps again. Also it des not always remember previous selections that you make. For instance when calculating mortgage interest it kept defaulting my HELOC to a refi when I was double checking my numbers for accuracy. i

I have used TurboTax for years and used to love the software. This year was an unbelievable pain in the neck. From trying to install the product to actually using it, it was a terrible experience. I will probably never buy TurboTax again, and will, instead, opt for H&R Block software, or pay someone to do my taxes for me and my family.

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!

I have used TurboTax for the last three years on the same computer with no problems. This year the program could not find the files from last year so it could not in import info from last year AND I was not able to compare this years input with last years as I worked. Other than that I use TurboTax because it's the best tax program available. THANK YOU!!!