Turbo tax makes data entry fairly simple with some simple links to my stock accounts. I wish there was an automatic interface to handle stock options and short sales without having to go in and modify the cost basis and sales information to account for losses. One minor complaint is the final tax review process. I thought I was all done and ready to file when I got an error message that said the latest version was not up to date. I had to get out of the final step only to reload the latest version of TurboTax. Yes, it's only a minor inconvenience but it seems that final software update should have been programmed in right before the final tax review. Overall. Turbotax is a great tool and timesaver.

1. Put the charities in alphabetical order or give me the ability to do this I have a lot o fcharities on the list. As I go trough receipts, I have to hunt for the charity to open 2. the prior method of entering charities was much better and streamlined. The change you made went backward. Please dont change methods unless its an improvement. 3. valuating item donations is less usable. There are fewer choices to select from, and require constant entry of dates for the same bag of items. My question to IT always is, are the changes made because some change is required every "X" years, or maybe a project for an intern? I've used TurboTax for more than 20 years and it was bothersome to use the revised method. 4. I was surprised I could not find an answer to what I feel is not an uncommon questioin. I am retired and have three income sources that need an RMD. But I take all the RMD from two of the three. The total of the withdrawals from the two more than cover the third. This is OK per discussion with others but wanted to see such in writing from Turbotax. Could not find anything from questions in the forum or in help.

The product is generally excellent. I think it handles many tax situations very effectively and has a great user interface. I think in the near future, Agentic AI systems are going to make this software obsolete. It was a good run. I have two things: 1. I have complained about this every year so here goes again: please fix the problem where you can't upload two times from the same brokerage. I know I am supposed to clear my cache and reload the program, etc. but it still never works, and I always give up and have to type in the second one. I use the desktop version. This has been an issue for many years. Can you please fix it???? 2. There was a strange bug this year when I looked at the summary of 2024 deductions vs 2025 deductions. The 2024 deductions were all listed correctly but the total was off by around $20,000. It didn't seem like the number it was off was attributable to any of the figures in the list above, it was just a weird number.

Normally, I do my Turbo Tax on a Mac but this year my Mac wouldn't accept the O/S update to 14 so I transitioned to my Dell laptop. Not sure if that made a difference, but this year was definitely more difficult than previous years. It didn't ask me about my Social Security so when I was done with the income section, I tried to go back into it but the program wouldn't allow it. I had to wait until I got to the final review and then go back and add it. I tried to use your online help feature but the comments in there were years old. Several other instances caused wasted time as the program seemed to jump around and go back to previous sections. All in all I was disappointed with the functioning of the program and whether or not that had to do with Dell version or not, I guess only you can answer. I still appreciate Turbo Tax but will probably update my Mac for next year. Also when I tried to print the final forms, all it would let me do was create a PDF. Couldn't just hit the print button and get a copy.

For the first time in many years I had some difficulty with the product. First on download of information, one of the downloads did not fill in all of the information. I had to go and redo that download, Thankfully I caught the mistake prior to filling. The second area is the interface. It was far more user friendly to manually enter data in the past. The new interface is no what I would call user friendly being much more cumbersome to go through. I really saw this when I was attempting to figure out what income I was missing.

I had major problems with the installation of the software. Spent over 2 hours with technical support trying to fix it. Reinstalled multiple times and very frustrating. After getting it fixed I did not like all the attempts to try to get me to use the online method. Very pushy and opaque on what would happen if I switched to online.

I wish I could tell turbotax "I want to enter my 1099-INT or my W2 or ... and enter the forms as I receive them, rather than having to go through the interview in a specific order. I use TurboTax every year for the past many (more than a decade) years. This is the first year where the program said sections were pending and I couldn't complete them in early february but had to wait for the software features to be implemented

I am so glad to transfer last year's basic info to this years. To maneuver and find things is getting more and more complicated. Would just like to see and find the tax forms exactly like the ones I got in the mail. Glad some of the forms can be downloaded from the company, like Schwab. Glad tech support is available but we couldn't get my computer to recognize the app she needed to screen share to help me. Would have been much less stressful to have my issues just explained to me versus screen share.

I completed my return without needing help from anyone. I was surprised when my returns were rejected. Evidently the government was still updating some information and was told to come back after 3/6. We'll see if they go through today. Sometimes there's a little confusion between my Intuit personal account and my business account for QuickBooks.

TurboTax is generally quite excellent. I find just about everything easy to use, with one exception. A couple of years ago, a change was introduced in the 1099-DIV/1099-INT/1099-B section. This section is now very clunky and hard to use. From the "I'll choose what I work on" page, when you click on any of Dividends, Interest, or Stocks buttons, it takes you to the same page where you have dividends, interest and stocks all intermixed. Then, if you want to see the details of stock sales, it takes you to a table which is VERY clumsily depicted, with column widths that you cannot change and text that wraps around to next line making it very hard to see. (I use a MacBook Air computer with TurboTax downloaded). What I would LIKE to see: when I click on Interest, I want to see only 1099-INT forms. When I click on Dividends, I want to see only 1099-DIV forms. When I click on Stocks/Bonds, I want to see only 1099-B forms, and when I click to see the details of stock transactions, I want to see a table that is formatted nicely.