After waiting until the problems with Form 5695 were resolved, we were able to file our federal return in late February. While that is an acceptable time frame, it was frustrating to deal with the delay. We had to research the issue on the Turbo Tax Community to learn what the problem was and the time frame when it was due to be resolved.

I was disappointed in filling out one of the Forms that had a zero amount. The program would not accept that so I finally had to enter a penny for it to take. I received the form from the government for healthcare so it was accurate data. If premium tax credits are halted during the year, that field will be zero since money is not credited.

I have always liked turbotax in my I think 30 years of using it, but this years version was the most frustrating I have ever experienced. After a few days of sorting out what looks like this version seemed to have carried over all my income accounts from last year with no information on the forms but my name and SS number and the name of the account provider, but when I imported some of my main account providers it did not replace the ones it carried with the ones I imported so I ended up with double the accounts and half of them did not have any info which caused error saying needed attention but I could not figure that out because the ones that were brought over from 2024 did not bring over the associated account numbers. What a mess I would be glad to better explain this to anyone interested. ALSO I really hope you do not force us to change over to your online version, if so I will no longer us turbotax going forward

The technical person that finally helped me download the TurboTax Desktop version of Premier (after waiting in queue for 45 minutes) was wonderful. She was knowledgeable and helped me get into the correct website to download and install the TurboTax Premier, so I could complete our taxes.

2025 TurboTax Premier Mac version crashed so many times! I can't believe this. What going on? Didn't you test your product before rolling out? How can I trust you my tax is done correctly? Not only crashing issue, when I saved my tax return as PDF and set a password to open the PDF. The PDF opens directly without asking for password! This is so bad.

This year just seemed very different. Wasn't a fan of the push for live experts/assistants -- nice that they're offered, but the prompts that say, "I'll do this later," seemed over the top -- how about an option that says, "no thanks" (meaning not interested).

Turbo Tax is an easy to use program for most tax situations. I used it 4 times this year for our filing and for family members. I've used it for over 30 years, so I am a fan. Once you get into more complex tax situations it starts to fall short. I have two examples: Annualizing income to reduce estimated tax penalties and foreign tax credits. Most people will not encounter these situations. It is very complicated to calculate all the dividends, short, and long term capital gains etc to enter the required data for 3 different time periods. Since I downloaded my broker transactions the information is actually available to the program, at least for the most complex cases which are the stock sales. It would be great if Turbo Tax did the hard work and performed this calculation. The second is in claiming the credit for foreign taxes (specifically the foreign taxes paid on dividends from non US company investments). An "explanation" is required for one field but it is totally unclear how the number is calculated so writing an explanation is impossible. I had to ask Google, and their AI tool was helpful.

I have used TT for many years because I liked the Q and A format and the ability to have TT do all the calculations. However, one thing that I have always resented is the inability to easily print the information on a TT screen that I was working on. I don't understand why TT will not allow a customer to do this. Regarding TT expert assistance, I was unable to find the option I was interested in, which lies somewhere between asking a question and having an expert prepare my entire return. What I wanted was to prepare the return myself, and then have an expert review the entire return with me and identify any issues that I may have missed.

I have been using Turbo Tax for many years. This edition has been quirkier (e.g., difficult of pay for extra state on website), downloading from brokerages was a nightmare and ultimately fruitless and 'help' less so. Will have to rethink next year.

Navigation around TurboTax is still a little confusing. Especially getting back to where you were before looking back to check an amount or electing to do some parts as Easy Step or Choose your own steps. NYS Inflation Refund Checks data entry procedure not well done