Your user interface has gone from very good to almost unusable. Unless you go back to somethng more like the old user interface, I will not procure Turbotax for next year. Your changes added a huge amount of frustration and days of unnecessary repetitive work. I finally resorted to using forms, I can only hope I got it right. I have used TurboTax for the past 20 years (maybe longer) and in one year, you destroyed the trust I had in you.

Most of the steps were very easy to understand, especially with the additional information that you could click on. Federal and Colorado sections were great. The only issue I had was that the DC filing questions were a vague. I specifically didn't understand how to separate our deductions and how Turbo Tax got to the total DC deductions amount. There was almost zero explanation for any of those steps. I ended up having to ask chatGPT to explain it for me. The user interface was very clear and well organized. The refund running total at the top was very helpful, as well as the tabs that allowed me to see where in the process I was working on and to move between sections without having to use the back button.

Early versions of the program (February) were extremely buggy. In particular, the procedure for reporting educational expenses from 529 Plans did not work through the end of February and even after it was "fixed", it was extremely cumbersome compared to previous years. You need to do your own product testing and stop making your users into beta testers.

I was going to give TurboTax a 3. I do appreciate being able to start my return with information from last year's return. I hate how badly the importing of information from my financial institution works. What pushed me over the edge is that TurboTax apparently is now requiring me to post a review, in order to e-file my federal return. What a crock!

Turbo Tax was better previously than it was for 2025 taxes. 1) initial access had extremely small window and could not enlarge it nor window to see login and see all the data. 2) Questions on income and expenses, if answered did not have any items in the section, still had to visit each item in the section separately. 3) When some subsections on a topic were visited/updated but no info applied, should show 0 to indicate it was visited. Thank you and looking forward to it working better next year like it did in the past years.

VERY upset that Turbo Tax slides in Santa Barbara Tax Products when you pick how to pay the filing fee and now because we picked for filing fees to be deducted from our return it will go through Santa Barbara Tax Products and they will charge a fee. Totally unnecessary and very misleading in the user interface. BE SURE TO PAY WITH CREDIT CARD to avoid getting SCAMMED like we did. VERY disappointed in Turbo Tax!

TurboTax is great except for some annoyances. TT does not import 1099R forms well. From Fidelity, Schwab. I spent way too much time repeatedly filling in basic info like name, address, etc. Why doesn't TT know my state tax liability from last year? I used TT and it has this info already. I had a fine for underpayment of my state tax. Why? I made estimated payments during the year as directed by TT. TT should pay the fine.

I would have rated it a 5, however at the end, since I had 2 1098s, it pulled up one of the worksheets telling me I had to mark one as the most current. I kept looking at the worksheet and i did not have a spot for this. I finally went back into the original section for 1098s and marked Yes for the most current one. If it had directed me back to that section, I would have saved 30 minutes of trying to figure out what it wanted me to do. Also for payment plans, I wanted to go to IRS to do this but system would not allow me to proceed without submitting the request .

Sometimes difficult to go back to a specific step. Some steps do not always appear available in the step list. In the Wisconsin return, the software requires the user to make a choice to use, or not use, the application of the "WI Retirement Income Subtraction" early in the interview process, but the user does not yet know the result for the "non-subtraction" method. This is a new feature for 2025 tax year. I tried the "non-subtraction" method first; and then tried to go back and use the "WI Retirement Income Subtraction". The software would not allow me to go to the step where the decision is made. Eventually I did a "save as" and created another copy to edit. Even in the "save As" copy, I had issues navigating to the step to redirect the calculation. The software should allow the user to calculate using both methods, compare, and then choose the best option. The decision is forced upon the user before the tax results are evident. I wish I have known to do the "save As" earlier, I could have saved a LOT of time.

Attempting to file an amended return is confusing and frustrating. I made changes to my 2025 file after my federal refund was received but before 1040X forms were available. Now that the forms are available, TurboTax doesn't detect a change. I attempted to save a copy with the old amounts to start over but TurboTax hung on to the previous attempt to amend. There seems to be no way to straighten it out. In addition the initial printed instructions stated that I had to mail a check, then later stated that I could e-file the amendment. Now I'm concerned that the amendment will get rejected if I e-file.