I have used turbotax for about 30 years. I am not pleased that year after year, I need to split out my tax exempt interest items in my 1099 from my taxable items into a separate 1099 to make my taxes work. Fix This! My Schwab OID forms also did not import and I needed to input them manually. Fix This! And when I went to first import my 1099 forms from Schwab, it requested access to my home network. Why does Turbotax need access to my home network?! I rejected this, and the import did not work. It did work when I went into my browser settings to allow this. still do not understand why Turbotax needs access to my home network to import these documents. And why didn't Turbotax warn me that they needed this access to import my documents?

I appreciated your team of helping me with the areas I was having a bit problems. The area that most troublesome to me was when I first link my license for downloading the program. I wasn't explained clearly what the proper steps of downloading to desktop, instead I opened up online version and started my entry. Next day trying to go back to where I was and found out I wasn't able to. I called you about this problem and the nice customer service person explained the download needed to be on desktop first for entering. She helped to recoup my entry from online to my desktop. I think going forward, maybe an instruction on download should be part of package for the turbo tax license,

TurboTax Seriously dropped the ball this year. First, it took until the end of March before I was able to accurately enter the values associated with my children's 529 plans, and I had to muck around in forms mode to get the numbers to work correctly. Second, it required a lot of shifting between forms mode and the normal interface to get my K-1 investment income to be entered correctly. Third, I saved and submitted my returns, and then TurboTax CHANGED THE NUMBERS after saving. Until everything processes/clears, I can only HOPE that TurboTax actually transmitted accurate numbers. Fourth, as I sit there typing this feedback, your feedback interface keeps deleting/changing the characters I'm typing in. It's as if TurboTax no longer cares at all about accuracy or usefulness. What the heck happened to this once great product?

4 of 5 instead of 5 of 5 stars due to: 1) User interface has become more complicated. 2) Asked to look up and enter info from previous tax year forms, even though I had imported the previous tax year turbotax file 3) Error message about blank state distribution on box 16 of 1099-R was cryptic and lacked context. Google says that payers are not required to fill this in, and I should enter the Gross Distribution amount in Box 1. Google says many TurboTax customers are getting this error. 4) Totals for short and long term capital gains not available in Turbotax to compare to my statements. Only the combined total was available. IIRC, Turbotax used to report the separate short and long term totals.

Copying & pasting bank information saves mistakes, and saves time. Sending one state return included is the decent thing to do, not nickel & dime us and make us use a reddit card if we do not get a refund from rhe Feds. You should make us want to use you and recommend you, not make things worse, these taxes are enough agrivation We cannot recommend you any longer.

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.

I have been able to use and understand Turbo Tax in the past. Without that knowledge I would not have made it through this year. May have to check for another program next year. Paying for my State Return was terrible I am going to try one more time and if it does not work I will print it and mail it. Buy the way I get into my account easily, but not when I try to pay for the State Return.

I struggle with taxes every year. This year, I noticed changes to the deductible material-goods donations in that the drop-down box for pricing assistance was more awkward and inefficient than it had been in the past (and it was a bit cumbersome in the past). Also, some of the info that was downloaded from my financial institutions seemed to come across incorrectly and I don't know if that is a TT issue or LPL. Once I paid for technical assistance, I did receive help from a very nice gentleman and it helped me get through it. There was a part where it said I had underpaid my “estimated taxes” last year and there was a fine. I have no idea what that was all about as I paid thousands of dollars in taxes last year and I don't do ‘estimated taxes' (my financial planner takes taxes out for me except for dividend and capital gains which are unpredictable). Because my numbers for this year were all messed up at one point, it suggested I should pay estimated taxes moving forward and I signed up for it. As it turned out, after errors and duplications were identified, I wouldn't have needed to consider that but I couldn't figure out how to get back to that to undo it. I will have to work on that tomorrow. What I like is that I have taxes for each year on my computer, that I can get (pay for) live help if I get stuck.

I love TurboTax and have used it for many years. My frustration this year is that the program stalled and quit (requiring quitting and/or restarting the application) multiple times. I had doubts that I'd get thru the entire preparation and e-filing process without losing all entries and having to start the tax return preparation from the beginning with a new download. In essence, program stability became a serious question forcing me to "save" after almost entry.

OVERALL EXPERIENCE VERY GOOD. WHEN TRYING TO USE CREDIT CARD TO PAY TO EFILE STATE RETURN, THE DROPDOWN BUTTON FOR THE MONYH OF MY CARD EXPIRATION DATE PLACED THE 10 0VER THE BQCK BUTTON TO THE INFO WAS NO ADDED TO THE FORM. i HAD TO USE A DIFFERENT CARD WITH A JANUARY EXPIRATION DATE TO ENTER THE INFORMATION