This year, I had problems with 1099-b import from Fidelity. From one account, data came involving a trivial corrected cost basis which put $4 in a box that TurboTax wouldn't allow, but wouldn't let me correct from any sheet, and wouldn't let me e-file because of this one worksheet box. When I repeated the Fidelity imports in desperation, a second Capital Asset Sales Entry worksheet showed up - the first download from Fidelity had missed the 1099-B for a whole account (1099-Div and Interest were present)!! Possibly I deleted the worksheet while fighting with the stupid $4 basis box, but since TT wouldn't let me delete the worksheet from the Fidelity account with the $4 problem, so I don't think so.

I SPOKE WITH 5 TURBOTAX AGENTS TRYING TO CORRECT A PROBLEM OF NOT BEING ABLE TO EFILE. THERE WAS NO DATA ENTERED THAT SHOULD HAVE TRIGGERED THE PROBLEM. NO ONE COULD FIND A REASON FOR THE DENIAL. THE FIFTH AGENT, WHO THE OTHERS CALLED AN EXPERT, COULD NOT FIND A REASON FOR THE GLITCH EITHER. SO SHE DID A PROGRAM RE[LACEMENT WHICH SOLVED THE PROBLEM. ALL OF THE AGENTS WERE GOOD CUSTOMER SERVICE AGENTS, COURTEOUS AND KNOWLEDGEABLE.

I have been using Turbo Tax for many years. Unfortunately, for the 2025 tax return, I was unable to load the software onto my Windows 10 pro computers, as the software required Windows 11. So, I purchased a new Windows 11 computer on which I installed TurboTax for the 2025 tax year.

Need to add back some of the detail screen for example for charitable contributions. Was not asked about basis for my IRAs. Not as user friendly as in previous years. Placing interest, dividends and investments all on same screen not helpful and a pain when returning to investment.

The import feature is awful this year. Software is unable to import my spouse's brokerage accounts from the same financial institution, even though it's different account number and name from mine. We had to manually input trades. Absolutely ridiculous I'm paying for your software and doing so much work.

This 2025 desktop version had so many glitches! it wouldn't download the proper year, wouldn't transfer my tax info from last year, the learn more links wouldn't work, the credit card payment was very difficult to work & it cloed out before i got to efile!

The actual preparation of my taxes went very good. My problem is that it took me hours of research to find how to do the latest update to Turbo tax on my Macbbook Pro before it would allow my submission. I finally found it in a 2024 chat that I found doing a google search. So this has evidentially been a problem for a while. There needs to be a very visable "Updates" button on your menu.

I've used TT for many years, and usually all goes smoothly. This year, though, there were multiple glitches - imported forms didn't fill correctly (left out data) - thank goodness for the real people in the help forum. Also, several times I got stuck in a loop where I couldn't continue to the next step. In fact, I had to delete my state estimated taxes after saying I'd pay through the NYS portal, b/c TT wouldn't let me go forward from that window. And now, typing this review, the (stupid!) AI "suggestions" are distracting and interfering with my typing. I'm still saying it's a good product, but will be disappointed if I experience same issues next year.

There was an error in the program, that although I put in the correct information that was a shown on my 1099R it kept giving me an error message and would not allow me to file my state return electronically. Your help feature sucks! The exact message was "Box14a For electronic filing, NYS withholdings can not be greater than or equal to gross distribution or state distribution." which was not the case.

You charge too much money for your product. I have been a faithful TaurboTax user for the last 21 years. The removal of "It's Deductible" from your product has given me a strong desire to look elswhere. It was a terrible change of direction and whomever decided that should no longer be in charge of anything. You also charge for filing more than one state tax. When I buy your product for my household, ALL members of the household should be able to file for the original price of the product. Greedy management.