Attempted to transition from Desktop to Online version of Turbotax. Unable to transfer prior year Desktop Turbotax to current year Online Turbotax. Tried many different ways, even free version of Online provided by my financial institution, but each time Online version required me to start from scratch. I gave up and purchased new Desktop version... very frustrating!

I did not get prompted that I had forgotten to enter form 1095-A, and this omission was not picked up during error check. As a result, my returns were rejected, and I had to refile. Also, I had to manually enter figures for the form 1095-A. Why can this form not be imported directly into TurboTax?

I did have trouble transferring info from last years return and the person who answered the phone was helpful. It turned out all I needed to do was restart my computer. Please do not discontinue the desktop version of TurboTax. I am more adept at using the forms than the Q&A format.

I have used Turbotax on my desktop Mac for almost two decades. This year Intuit tried really hard to get me to do it “online”, but I'd rather not have all this information stored in their servers forever. The number of financial firms who have been hacked is extensive. yes, there are laws and information distributions, and payment for identity theft recovery costs, but no-one ever seems to get put out of business and until they do there will be thefts.

This year everything went as planned (desktop version) until a glitch occurred regarding itemized deductions versus standard deduction. The step by step interface defaulted to standard even though it was obviously better to itemize and then wouldn't let me manually switch. The step by step interface finally showed the correct refund amounts but still showed that I chose standard deductions. Checking the forms showed itemized correctly. Minus one star for this error.

I have used Turbo Tax for many years and continue to use it because of the people who have been so quick to help me get over some bumps that I was totally unaware of until I got more and more involved. This year was fortunate to have Aaron assist me. He was and is fantastic. I am 86 years old and not a technological genius! I'm sure as we continued to help me,there were times he had to be frustrated yet he never seemed to exhibit it. I was totally impressed with his knowledge and expertise, he was able to guide - even me to success. I will continue to look to Turbo Tax for the 2026 edition.

Between the IRS and Congress I guess that TT did about as well as could be expected, but a Friggin 56 PAGE BOOK is beyond ridiculous. Howsomeever, your AI handling of my 1099-B saved the day. That "investment" stuff is so far above my pay grade that I would have never made the 15 April deadline without hiring an accountant. Now that I have learned how to tweak the navigation around multiple 1099's on a single property, I'll probably use TT again next year.

I think there are several bugs for rental property owners. The aggregation did not group properly and I am not confident I received the proper QBI benefit. The software also did not properly handle Form 4852. Very frustrating this year. As usual there is no support unless it is paid, not even to report bugs.

TurboTax was a much better product years ago. The Help and Search features were better. For example, I searched Help for where to find the amounts of estimated tax to pay for 2026. I followed the directions to find the correct section. But the directions said to search for the phrase WHICH BROUGHT ME BACK TO THE SAME LIST OF INSTRUCTIONS. Also, we used to be able to hop from the step-by-step to the forms and be on the corresponding line. Now it just goes to the form and I have to search for the correct line.

The software is really good, but there's a bug in the K-1 processing. The K-1 creates a loop when it comes time to electronically file. For field 17, it says it needs more information but doesn't tell you what the info is. I had to put false information in the field to get around the bug. I better not get audited because of it.