While the Import feature would seem to be a "handy feature", TT evidently has not worked with the partners to gather all required information. After importing from 2 brokerage firms, I was asked to review 382 entries for incomplete information. I deleted the return and just did manual entry of the 1099-DIV (s)

It insisted that I checkmark a box about high deductible health plans on tax form 8889. I did NOT have a high deductible health plan. I had a good health insurance plan with low deductibles and good benefits with a HSA from my large company. VERY annoying!

I've been using Turbo Tax for years. When you report distributions from 529 college accounts, in prior years it asked you not only to enter tuition payments but also other legitimate expenses such as room & board. This year, other than tuition there were NO fields to enter room & board costs. As a result, the program assumed that anything other than tuition costs was money that the parents just pocketed for themselves -- which, of course, raises your federal & state taxes. Since we have 2 kids in college, the extra amount we would have paid federal taxes alone was close to $3000! This is UNACCEPTABLE. I Googled this issue, and I found that others had encountered the same problem. Fortunately, for desktop users, there was a workaround by going into the forms and over-riding amounts there. Nevertheless, new TurboTax users or users who have requested disbursements from college savings accounts for the first time would easily miss this issue, resulting overpaying federal & state taxes by hundreds if not thousands of dollars. Again, that is UNACCEPTABLE.

I was unable to transmit my returns during the validation process because some updates were not installed. I installed the updates as instructed during the initial program download; however, I did not receive any subsequent notification that additional, new updates had to be installed. This resulted in my spending more time and effort than necessary to identify and correct the issue before i was finally able to e-File my returns.

I've used Turbotax for at least 20 years satisfactually. you now seem more interested in trying to get me to file online or to sell additional services than to provide the tax filing service i pay for. for the first time my efile was rejected by the IRS. i filed jointly in 2024 with my now deceased wife. i made sure the requested AGI for 2024 was correct. when rejected your fix required my wifes AGI for 2024 (WE FILED JOINTLY). Turbotax needs to refund me for Federal and State efiling fees if i have to go to your alternate paper file in lieu of efile.

I went through the whole process in a day and a half, without much trouble. I've been doing taxes for 50 years, mostly with TurboTax. However, today you tell me now that my federal filing was rejected because the AGI wasn't correct. It sure was! I can show you several other AGI entries on the Federal forms from last year. EVERY ONE IS THE SAME AS WHAT I HAVE LISTED FOR THE AGI. THE NUMBERS ALL MATCH! YOU NEED TO FIX THIS.

Request to add an option to input all 1099-B transactions in a table instead of having to do them one at a time via three screens. Also please dial down on the onerous requirements for signing in, nags for extra products, and in general monopolistic behavior.

Very archaic interface that hasn't improved in years. Poorly organized help function. Unable to sort my investments by different categories which took enormous amount of time to complete the Capital Gains forms. TurboTax has the information about when a security (stock) was purchased but will not populate the line items with it and requires a user to manually sift through transactions which is very poorly architected in this day and age of AI.

Did not appreciate not being able to use windows 10 lucky for us we had to replace our laptop our desktop is windows 10 which we always used for our taxes with turbo tax...... with so many folks still using windows 10 was surprised to see it could not be used........

I've used TurboTax for many years. I think it's getting easier to use. Perhaps I'm just getting more used to it but I think explanations and guidance are clearer. Some processes seem to be simplified. My brother, who uses TT Premier, said the same thing. Importing from my previous TT and from my financial institution went without a hitch. Don't think that happened before. My only complaint is all the prompts to add on products or services.