I have used TurboTax for over 20 years. This was the worst experience ever!!! The download of forms from prior years was horrible!!! Nothing changed on my end, same banks, brokerage, etc. Ended up doing a standard deduction because couldn't get the simple forms downloaded correctly. Next year TurboTax won't be on my list for doing my taxes. Intuit should go out of business if this is the best product they can produce!

I've used Turbo Tax for well over 20 years and this year was awful. First, too many superfluous questions and comments regarding upselling me. Second, I was asked questions regarding my 1099's that I could not answer (and had never been asked in years past) was not on the 1099 itself. Third, during the review part of my return, I kept having to fill out missing information and did --- I CORRECTED ABOUT 5 TIMES. It would not e-file my return. I had to go back and reenter stuff that was already there before my taxes could be e-filed.

I was disappointed that TT-deluxe was not able to accurately complete form 2200. I needed to report my tax withholding by quarter as I went from full to part time employment and had a lump-sum Roth conversion income late in the year. TT simply straightlines the total. The result was either pay a nuisance amount of incorrect penalty, or spend a couple of hours re-doing the fed and state forms by hand. I couldn't enter the numbers into the forms section.

The quality of the desktop app has really gone down. I spent minutes unchecking and re-unchecking boxes that would be checked automatically (and wrongly). This happened in a couple of places and must be a result of software bugs. It affected my trust and caused frustration... which I hadn't experienced in previous years.

There must have been a glitch because turbo tax DID NOT calculate my sales tax deduction. I had to use the IRS sales tax calculator and then I said I would put in my sales tax. This error would have cost me $400 more in paying my federal taxes. This did not happen in 2024. Also, please review your questions. I think it should ALWAYS say "did you have any of these items?" Not "are you ready to ..." That is confusing.

Changes to the program from 2024 have made it LESS user friendly, particularly the process for entering stock sales! The "File" section is clunky when trying to print the state return for filing by mail vs efile. This option is buried to far down in the selection tabs. All these options/combinations should be shown on ONE page!

The download for tax forms is problematic. I've decided I will hand enter all data. Entering data from mutual fund cos is not intuitive. I should be able to enter all dividends, interest, capital gains from one account withou going to threer diffreent screens. Also, it would be nice to bre able to r4eference the account the numbers are for rather than having to look at reports and match them up.

Lots of errors this year. Not allowing places to enter living expenses (off campus) for college expenses, incorrect calculations for estimated taxes for 2026, incorrect calculations (numbers not carrying over from K-1's) on Form 7203. If I wasn't tax savvy enough to know what these forms should have been I'd have been in trouble with incorrect tax forms.

In general this year's Turbo Tax seems less useful than previous years. It displays too many options of no interest to me. Somehow you need to find a way to make your menu system more user friendly. And hopefully, next year you will have a proper AI system which can sift through your millions of comments and other data to find questions and situations which pertain to obscure questions. I had difficulty finding information about dealing with a United Nations pension. Luckily I was connected to one of your Turbo Tax Experts who had access to more obscure information, which solved my problem. Bravo for real people!

I had problems entering 1099-R forms from my IRA provider. I received two forms for my one account which made understanding the TurboTax instructions regarding RMD very confusing. I ended up entering the RMD amount twice which doubled my penalty for not meeting my RMD. To fix the problem, I had to go into the Form 1040 and follow the links to supporting forms to manually delete the second instance of the RMD amount. I did appreciate the chance to ask the IRS to forgive the penalty and the fact that the TurboTax software deleted the penalty in advance.