Had a slight problem with reporting 1099 information. My previous year 1099 suppliers list was pre-populated (as in years past), but I was unable to edit them to report this years data. In other words, the edit button did not work and so I had to reenter the institution information fresh, then delete the same pre-populated institution, since I couldn't edit it.

Difficult and confusing at first about adding investment sources. Initially the steps were unclear. Once I determined the method, it was cumbersome because each time I want to add an investment source, TurboTax cycled through the step where I supposedly could find the investment source by using drop down menu. Waste of time, I just entered each investment source on my own.

Honestly I would use another tax software if I wasn't so uncertain that the transition would break too many record copy data points from my past returns. Each year TurboTax seems to roll out a product that is less and less functional as it routinely interrupts progress pending the next update. Inconvenient surprises over partially completed forms continue to degrade the overall functionality. It's hard to understand how a user can complete an entire return using the "interview" method only to be asked for obscure information during the error check.

I have been a Turbo Tax user for 25+ years, and this year I noticed instability in the product, features weren't very clear, and support - I couldn't get through. I have noticed that the quality of the product has deteriorated over time, but this years product was crashing few times. Integration (data import) with financial institutions also didn't appear to work, until I found the solution through support forum, after calling the support line and waiting for 30 min. It would be very helpful if the screens have suggestions and settings to verify. Also the tax prompts needs some redesigning - e.g. it was difficult to find where to put second home information.

overall, the turbotax experience was helpful and clear to understand. however, i started my return online but it didn't have all the forms i needed, mainly the rental property depreciation form. so i had to start over in the desktop. i did like the snap a photo feature on the online feature, but didn't really get to utilize it since i had to start over in the desktop.

I have used Turbo Tax every year since 1998, and the CD is the only way I will ever do it again. This year I purchased the online installation Premier Turbo Tax, and installing was a nightmare. I got stuck in an infinite robot screening with photos that kept coming up with no end. I finally had my son, an IT specialist for Boeing, install it for me, and it took him an hour to get around that robot screening glitch. Never again.

TurboTax is a great tool to handle taxes individually and applies a lot of hidden rules and credits. I drop a point though as 1) I needed two different version to handle my multi member partnership and individual taxes 2) I had a lot of manual work and did a lot of investigation to handle my home that is transitioned to rental mid year. Software although says rental feature, could not break the interest and expenses in both by giving it a date of separation. It also could not correctly calculate my primary home deduction rate (my loan is higher than 750K limit and can not claim all the primary interest and points.

It works, but still too many annoying aspects like (1) when entering figures in Forms mode it often bounces out of current form when you hit enter (and sometimes when hit tab) to go to the next entry and (2) still too many places where you can't "drill down" to see where a total on a form comes from (you should always be able to go to a source of a total figure).

This is the first time I have used TurboTax. It was a chore, BUT I had a cadre of amazing people helping me throughout my ordeal. I am sold on the ease of use with the caveat "after the first time". The format is simple, straightforward, and if you're well prepared, easy to navigate. I am fully committed to the 2026 program. The internal features are well articulated, and the compatibility with IRS forms is very accurate. I'm glad to have had the experience. It will be repeated.

Turbo Tax is the best for downloading financial investments tax reports, and otherwise excellent for return preparation, except for certain New York returns. A Turbo Tax pop-up at the end of New York return preparation said it is unable to e-file a New York joint return of a resident and a non-resident, and that, in violation of New York's e-filing requirement, I must flle that return on paper. New York Dept. of Taxation told me last year there is no New York rule against e-filing such a return. Turbo Tax appears to have a defect.