It would be great if I could ask AI a question, WITHIN the expertise of Turbo Tax. For example, as a Senior, I thought that there was going to be NO-TAX on my Social Security income with this filing.... but I am clearly paying tax on most of mine. Why? I'm tryin to understand, but it seem complicated. So, would be nice if AI could help me understand complex issues with MY SPECIFIC numbers, not just with GENERAL answers..

This year it seemed that Turbo Tax made the entering of data, finding the entered data and saving the data more difficult. Also, we tried over 4 times to pay the fee for our state tax filing by credit card and it would NEVER connect. BUT, with ease, you could have Turbo tax deduct the amount from your checking with a $40 fee which we almost missed. So, we ended up not filing the state tax so that our federal taxes could be filed (no fees required). We will have to figure out later how to get the state tax filing and fees to work. This is not what we expect from Turbo Tax

Not my favorite software and not my favorite activity to be doing taxes. I am not thrilled with TurboTax. The interface looks like something that hasn't been updated since Windows 95. It's a bit clunky. I used it because my brokerage account gets complicated and (after significant effort disabling browsers and turning pop-up windows on, with no guidance from within the software, but rather looking up problems other people are having) it's useful to be able to have that part done automatically.

2025 - harder to use... less friendly help... windings cause interface problems depending on resolution. Was I able to get my taxes done. Yes - but I literally spent an entire week working on them trying to find what turned out to be a check box. Just like the app - even the "My Review" is slow. If you type to fast it loses letters and keystrokes. Better engineering and more testing needed.

The questions asked about Nonemployee compensation don't cover the type of income received. The income derived was from being a volunteer activity that resulted in a minor amount of nonemployee compensation reported on Form 1099-NEC. It is not from a "business" of mine! But none of the other question options applied to this situation, so it's been reported as Schedule C income. I suspect this raised our risk of being audited for no reason!! In 2024, it remained as nonemployee compensation - not from a business. The questions need an "other" option or some more expanded list of possibilities.

Importing my financial data was confusing since I chose Wells Fargo and not Wells Fargo Clearing. I called the help line and while waiting (45 min) i searched on line and found my problem. When the help person called, she was nice and wanted to make sure I got the answer I wanted. Also, inputting the RMD was difficult and the instruction could of been clearer on what I needed to do. Maybe Im just getting old but this year was more difficult that previous years.

This was the worst version of TurboTax I have ever used and I have used TT since the first version came out. The new Brokerage download and review is horrible. Had trouble finding information within forms when thigs were questionable. This is the first time I do not think my taxes are accurate.

I have been a customer for years. Getting along in age, I am now at the point where I sell some of my investments. The 1099-B has everything on it, but I found that entering normal, long-term, and short-term gains was tedious because I had to enter the same information three times, instead of one page to cover all inputs for one sale. Also, the RMD data might better be served by starting with the RMD and then asking for the withdrawal information. When drawing from more than one account, I got a little confused and entered the total RMD amount twice. Not a good surprise.

i have used Turbo Tax in the past with good results, however, this year, the California State return keeps going to the same spot, the 592-B info, and refuses to transmit the return until i edit the 592-B info, but then the return does not transmit. It is a little frustrating to go through this seven times already and I am still unable to transmit my state return.

Reporting pension income was confusing, i.e., the Distribution categories were regrouped and one could not select the source as we could for the 2024 tax year. The State Sales Tax did not prompt us to provide details when we first used Turbo Tax, and instead we caught the omission when comparing 2024 versus 2025 tax year and updated the form ourselves. Overall this seemed like a Beta version unlike previous years in which the TurboTax was better and more intuitive to use.