The program was not as user friendly as it has been in the past. I had difficulty selecting the right options when I was working on the 1099-Rs. I am also concerned about the accuracy of the federal information transferred to the state tax programs. I had one business property sale loss in the state of Georgia; otherwise all my income and other deductions were applicable to North Carolina. After reviewing those state forms I have no idea if those have been handled properly. I finally decided to trust the programs.

In general I am greatful for Turbotax for someone with a few complications to my tax return (rental property, inherited Roth IRAs). However, Turbotax failed to carry over a home energy tax credit from last year, that I might have missed if I weren't paying close attention. It also raised questions during the "Smart Check" that were very, very difficult to figure out, and which required me to go back and forth with experts through the TT question and answer, over the course of more than a week. How I answered the questions made a difference of mor than $1,300 in my federal tax liability, so it mattered. I do think there are problems with the program, its accuracy and its clarity. But I appreciated the help from the experts.

For the most part TurboTax Premier provided all the guidance necessary to complete my CA state return but, for some reason, it punted on addressing state FTB rules for carry over losses leaving it to me to figure it out for myself. Fortunately, I had a friend who is a professional tax preparer to advise, so I did not need to pay for expert consultation. But this situation left me perplexed as to why Intuit decided not to cover such a common circumstance within state tax law.

The ability to import detailed Schedule D transactions from brokers -- AWFUL for 2025 but great in prior years. Why did you change? I have hundreds of transactions to import, with always a few requiring cost or date adjustment. You have made it very difficult for 2025, to the point that after using TT for about 35 years, I will be looking for another provider.

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.

When I got ready to eFile my federal return, TurboTax filled in a pin for me and my wife. The one for me was incorrect.. As a result my return was rejected. TurboTax should have walked me through the process of locating the correct pin before eFiling the return. I needed to log into my IRS account and find my new Identity Protection Pin. It did the same thing to me last year. I figured they fixed that but they did not. Other than that the process was pretty smooth. Improved somewhat.

1) Turbo Tax insisted we had income from Canada. Totally false and bogus. 2) State Tax refund from 2024 was imported from last year, but the number was incorrect. 3) When filing you already know and display my bank routing information, so why do you make me enter it? 4) You know my general tax situation because you import the previous year's numbers, so when guiding me through this year, only focus on the categories that I entered last year. If I have a new, arcane situation, then I'll ask for that form. You could streamline the process so I could file in 15 minutes, but this drags on for an hour answering "no".

My financial institution, Merrill Lynch Wealth Management, was not listed in the menu of options as it had been in years past. This added substantial time to the completion of my return as I had to enter all data manually and double check my entries manually. Merrill is a partner with Turbo Tax and I don't understand how it could have been omitted.

Downloaded information was not correct but probably not a Turbotax issue more the financial institutions issue. Help finding 2024's AGI was not inline with my experience (my web portal must differ from what was anticipated by the help instructions. Same general ease of use beyond this. Even though I had the 2024 tax file my information would not import into 2025!

I've used TurboTax for many years and this was by far the worse experience. Popups and "ads" from the online version were so annoying I switched to my desktop version. Forms that weren't ready were delayed from "by February" until they actually were ready February 20. Fields for 1099-R weren't automatically filled in, resulting in "problems" that were difficult to trace down. in general, it was frustrating.