turbotax need to have a AI capability for users to use turbotax software. I use Gemnini not turbotax instructions during tax return using turbotax desktop software. supposed to use turbotax AI to get info or get answer not using outside AI chatbox like gemini or chatgpt. also turbotax need to allow user to choose the financial institution login in webside address since turbotax does not have the correct login address for some user group like for merrill lynch which has different log in addresses for different user group but turbotax only give one web address so my import not working and talked this representatvie in phone call.

I have used TurboTax for more than 30 year. I will. not be using it again. It is very user unfriendly. The changes which may have been intended to be helpful were horrible. This is the only computer interface for any purpose that does not allow larger print.

The new version of importing from financial instituitions was terrible this year. You cant pick and choose accounts. The accounts arent specifically identified. You basically have to import all accounts at once vs one at a time. Lots of on line complaints about this process this year. Why would you have changed this?

Software does an excellent job of walking you through the complicated tax code to zero in on what applies to your situation. Would give it a perfect score if it would draw last year's AGI into the return (had to look it up on the old file), and ESPECIALLY if they wouldn't charge e-file for the State! The state doesn't charge to e-file! Why should TurboTax? They shouldn't.

Downloading, which I require, TurboTax 2025 for Windows 11, with McAfee present is a cumbersome disaster. Much on-phone work with Intuit was necessary to even install the program. Intuit needs much more technical coordination of impending issues when operating systems changes are required.

TurboTax Premier - Desktop is THE BEST! Everything I need is right at my fingertips with explicit instructions and walk-me-through-it explanations and support! I've used Intuit TurboTax for YEARS, and I am so happy with their accuracy and how compatible it is with my needs! Their features line up with all my tax needs, and the interface is so easy to use! THANK YOU FOR ANOTHER GREAT YEAR, INTUIT TURBOTAX! You make tax time less of a hassle for me! Until next year--see you then!

In the medical deductions section, Turbotax included the income from a IRA to Roth conversion as current income in the calculation of the amount due for repayment of a health insurance marketplace premium. This resulted in repayment of premium in the amount of $5086 which is incorrect. The correct amount of repayment should be $1625 when you subtract the value of the IRA to Roth conversion from total income.

Preparing the Minnesota return was difficult. Moved from a second home to a primary residence in mid-July. Second home was converted to a rental property. I couldn't record the points properly for the second home and had to file the MN return with a printed copy. Had to fill in the points by hand on line 12, Schedule M1SA, even though the total on line 14 did include the points. Also had to hand adjust the statement attached to properly show the two banks and amounts for the amortized points. TurboTax is good but some things can't seem to be handled.

The calculation for estimated taxes was not very helpful. I do not remember having to fill in some of the information and because I have a carryover on capital losses, I did not know what to fill in. I was only allowed $3,000 loss when I lost over $250,000. I realize that is not your problem but did not understand what to do for estimated taxes next year.

I rely on TurboTax for my tax issues. It is relatively easy to use and so far, its accuracy has been reliable. It does do a lot of calculations and data transfers from previous filings and it does not explain them, but adds forms and data that appear to be superfluous. A subsequent explanation of such added forms or reasons why data was used, would be appreciated.