I really hope that by next year, the integration of AI will allow me to simply place all my PDF documents into a single folder so that TurboTax can automatically populate the data and file my return. I found myself relying on Google Gemini quite a bit this year for assistance instead of using the built in TurboTax help features, and I am definitely looking for a much smoother reporting process next season. The most frustrating part of the current system is the manual entry required for RSU stocks. Even for tiny amounts like 0.012 shares or a single dollar in earnings, I still had to manually type in every single line item.

1. Multiple non-responsive "Needs Review" prompts requiring re-addition as new document--UNACCEPTABLE 2. Print option no longer shows list to choose items; must tediously examine them one by one with a magnifying glass and check off whether to print or not--VERY ANNOYING and not user friendly 3. Overrides of amounts are unnecessarily difficult. 4. Estimated tax options worksheet should allow for fill in amounts instead of requiring tedious override

I have used TurboTax for 15 years or so, and have encountered a frustrating number of problems with TurboTax and the Intuit website during each of the last three years. I am offering these comments hoping they will be helpful in addressing these issues.

For 2026, just like every previous years, there were persistent errors that prevented filing. Hours of online searches followed by deleting multiple forms and re-running the app finally eliminated the unknown problem ("STDREF marked as estimated", whatever that means). At least I was able to update the app this year, unlike the previous two years. TTax's idea of "help" is asking other users to address workarounds to their bugs rather than actually supporting their product. If you don't expect much you might like the product.

(1) After entering a 1099-NEC the Deluxe version recommended upgrading to Home & Business, but allowed me to continue. While still entering on Income screens after every 'Continue' selection a message would pop-up to go back and correct an error. I went all the way back, no errors found. I exited and deleted the tax form. When I started a new return, when I received the upgrade notice on the 1099-NEC I upgraded. After upgrade the problem never reappeared. (2) I only completed 4 returns, but the software is indicating I submitted 5. I'm guessing it is counting the return I couldn't complete and deleted.

Turbo tax has really lost points with me this year. They have focused so much on their online business that they cannot service their downloaded form. So many issues including poor logic, loops in requesting information that has already been input, items that don't even follow the tax code. I have a few very small clients and I went to e-file with them in the room and when we go to send in their state tax return, we were charged an additional $40 refund processing fee. I didn't know that TT was getting into the loan shark business. Some of the features don't even work and you have to work around it to input them. Wow, what a disappointment this year. Even typing this review is glitchy.

There is an error in the schedule C form 7205 that has been there for over 3 years. Putting a 0 in the field prohibited the federal tax form from being e-filed. There were no clear instructions as to how to remove the 0, and it took OVER an hour to figure this out. THIS HAS BEEN AN ISSUE FOR OVER THREE YEARS. A simple fix would be to add wording stating that if the value is 0, LEAVE IT BLANK. You're welcome for doing your job for you.

While I have been using TurboTax since 1987, there are still some annoyances in the current versions. One is that you can't mark some fields as "estimated" (this really helps when starting to input placemarker data before final reports are available). A bunch of other annoyances that I don't have time to list here. I'm dismayed to find out you no longer support Windows 10 for the 2025 tax year.

I have been using Turbotax for many years. It is reliable and guides me through the process of filing efficiently and intelligently. I have confidence the results over the years I have used. It is easy to iteract with and the reference explanations are clear and concise. I will use it again next year. it is a fine product.

Very confusing.... been filing my family tax returns for going on 40 yrs and never experienced so much confusion. What with "$40" for "tax preparation"... we already prepared the return... to a long time due to a lot of confusion... but we got thru it... now $40 charge for "tax preparation".... WOW!!! Very disappointed.