No matching of last year's imported 1099 documents to this year's. Offer to import records for every record, even though original import included everything. Doesn't remember which institution last year's records came from requiring new search. Need to ignore several screens clicking continue just to get to point to figure out if I could delete a record. Can't edit individual values without going through dozens of pages of flows. Editing individual values requiring re-entering dozens of hand-entered numbers. General incompetence of the UI.

Some of the prompts were terribly worded and confusing! Just a little more language would have cleared up a lot. One area of several that need improvement is with regard to RMD Income. Also, waiting until we tried to e-file, and then prompting us that transmission failed because we needed a TT update, was really frustrating and should have been produced BEFORE we're clicking the last button to complete the e-file!

I have been using TurboTax for many years. This year I used the Win11 Deluxe Desktop Version. I noticed a disappointingly large drop in quality. The dividends and interest income did not download correctly from my two brokerage accounts. I had to delete the downloaded data and re-enter it by hand. I got a notification that the handling of capital gains will be removed from the Deluxe version next year, but it already did not work. I had to enter this manually as well. The step-by-step feature also did not work well.

TurboTax 2025 Deluxe seems to have several bugs. It is impossible to uncheck some things, without starting all over. I had to do my taxes from the beginning, after getting through to the payment section, because I changed my mind. It erased everything, even though I had saved it. Federal portion printed alright, but the IL state portion was gibberish when I tried to print the 2026 estimate vouchers or the tax forms. Turns out, after MUCH trial and error, I had to install Adobe Reader DC. Been using TurboTax for like 25 years, and this was the first time I couldn't print the forms!! I'm pretty disappointed in this years product.

I appreciate this product because it guides me through my taxes step by step, often offering helpful information that enhances my understanding of the process. However, I believe the information regarding Arizona state taxes needs to be more detailed. At times, I found myself having to guess or search for information outside of the product. Please consider updating the state tax section to provide more comprehensive information, similar to what is offered for federal taxes.

Import was good. An issue with having to change the font size so the screen fits. The final page, I couldn't click on the button due to scroll option wasn't available. I had to hook a second monitor to move the window so I could click the window button.

I have been buying TurboTax for years. This is the first year I have had issues. Can't return and doesn't work on my computer. They send you to online not telling you that it negates the other returns you could have used this for and it is only good for 1 return.

Everything was as easy as last year except the uploading of files from financial institutions appeared to be more combursome than last year, seems like I had to go through more steps. I was able to complete but again seemed more complicated than last year.

Usually TurboTax is a great tool for tax prep. But this year it skipped a vital step in preparing my state return. It counted my pension income as actual income without requesting info about its type and tax status. This caused TurboTax to base its calculations on an incorrect income amount and conclude that we owed tax and a penalty. It started to calculate a penalty, as well as estimated 2026 payments, when I stopped to review the entire process. That is when I found the missing screen and corrected the entry. I think TurboTax should have discovered this missing information much sooner!

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.