I have been using TurboTax to complete and file my income tax for over three decades. As our income and financial matters became more complex, I have found I can rely on Tubo Tax to be current on changes and provide excellent support. The tools are there to research complex questions.

I've used TurboTax for the last 10 or so years, the 2025 version is riddled with bugs that make an already confusing tax process even worse. The last straw was a message after I had already e-filed and ACH'ed my payment that - I had to print and mail additional paperwork. The paperwork? A payment voucher to pay my taxes, which I had already scheduled via ACH. The language was fearful "Don't skip this important step!", so now i have to wonder if my ACH will happen or not. The TT forum is full of people experiencing the same thing.

I have been using TurboTax for many, many years. This year's version (Desktop version Deluxe) was a big hassle for two reasons: 1) It requires Windows 11 (we mostly have computers that still run Windows 10, but have one newer computer that we were able to run TurboTax on) 2) The financial data import for Merrill Lynch did not work. It seemed like TurboTax would not/could not connect with Merrill Lynch (error 590 all the time). This had been one of the big time savers with TurboTax for us. Because of these hassles, I may stop using TurboTax in the future.

This was the hardest year I have ever done with this product. Been using for over 35-40 years and never had the problrms I had with this. I was offered to do on line but had so much trouble I went back to he desktop version. Had the same problems but staped on decktop because it was easier. Did a very bad job of transfering from last year. Then I got ripped for the state and filing. I use Quicken and Quickbooks so I hope this doesn't mirgrate over to your other products.

Generally good. However, sometimes explanations/instructions are lacking in clarity. I would expect "help" to be more clear than the government IRS document's instructions. Especially with an amended return as those are more rare than a straight up return. Nowhere in the initial instructions, or, any part of the amended return instructions, does it state that a 1040X will be generated and be included with your amended return. Additionally, a page with "Original", "Amended", and "Change" columns with the affected data should be included in the "Review" section prior to finalizing and e-filing. The program failed to bring prior year's dollar figures into the comparison chart of 2024 vs. 2025 except for the state refund.

TurboTax is easy to use and the interview style is good. I especially like that the software checks for errors and helps me make corrections. Going forward I would like to see an AI tax specialist integrated into the software to answer questions that I come, as needed.

When I initially entered my information, I was informed I owed a penalty due to tax underpayment. It took a good deal of effort to discover how to use the annualized method, which I used and eliminated the penalty. A prompt to suggest use of Form 2106 and how to use the annualized method would have been helpful.

Twice now, I have tried to file electronically and when I put in the AGI from the previous year, it rejects the return. To clarify, by twice, I mean two years on a row. I confirmed on the printed copy from the previous year and last year and this year, it was rejected. I wasn't crazy about the $40 fee for the "free" electronic filing on the federal return but I guess I won' be paying that once again as I will have to mail it in.

The worst ducking software that exists. Great idea but the number of upsells throughout, along with it promising that it will be able to efile but does not do it. Had to spend 2 hours with customer support to realize that if you need an attachment that needs to be included with your return, it won't Efile! Print it.

I have been using TT for more than 25 years. This was the worst experience that I have ever had. An example... You insisted that I give you the name and state and zip code of my employer before you could submit my return. That might seem reasonable except that I had already told you that I was retired with no employers, no self-employment, and definitely no employment credits requested.