I have used TurboTax for many years; I love how the software walks you through each step in preparing the taxes and suggesting entries to maximize the tax refund due. .I, also love the review at the end to make sure everything is complete and accurate.

For the 2025 Turbo Tax, they changed the process for downloading your financial documents (i.e. 1099s). It simply did not work. When you are on the download page and select your financial institution, it then asks you to choose your preferred browser. Then it takes you to a page for you to sign in to your financial institution. It then says it was a success for the downloaded document and tells you to go back to Turbo Tax. However, it takes you back to the original download page and you can not access the downloaded document anywhere in Turbo Tax. The process used in previous years worked just fine. This year was a huge disappointment. Why pay for a product where you have to manually key in every 1099!!

The interface has the annoying property of returning to the TOP of a list when you finish one of the list item edits. Please change this behavior so the TurboTax interface shows the part of the list containing the item just completed by you. Your phone support is awesome! Nice, knowledgeable people.

I have three suggestions which I think may make the software and filing better. 1. Set the form 1040E sheets so they print at the top of the first page, bottom of the second, top of the third, bottom of the fourth so that when someone prints the tax return double-sided, they will print on the top of the front and bottom of back of one page. 2. Set a reminder at the end when ready to file to remember to enter your annual government-assigned PIN if you have one and even provide a link to enter it since it's a little obscure. I know it was user error at midnight, I thought I had, and my return was rejected. Just would lessen frustration users already have over this annual task and maybe would result in fewer calls to your help desk. 3. When entering all the items for charity, could you repeat the date of gift in the next entry so that doesn't have to be entered for every item. Then allow for a change of date if necessary for the next 'delivery,' and repeat that date since there usually is more than one item given to a charity, and multiple times during a year. Also, I miss It's Deductible. Can you be more friendly with Edge. VERY frustrating trying to connect to my two investment firms this year and had to research what to unclick which took a while. Thank you.

Completed my taxes with turbo tax okay. Tried to e-file and could not compete the credit card information. Tried 6-8 times and used different cards with same bad results. Your program to enter credit card information would not allow the expiration date month to enter using the pull down as directed. I am totally teed off. What a disappointment. I have been using TT for more years than I can remember. This year had to file by mail. Won't happen again.

The Turbotax premier worked well for me. I appreciate its ability to interface with my stock broker and my K 1 partnership. The bulk edit for stock sales could be improved to allow more items to edit. I had to open up each stock transaction to edit them.

I have been using TurboTax for years. I am confident that my returns are correct. My returns include W2, 1099R, Social Security, Interest Income, Rental Income, and Royalty income. It is very easy to use for income and deductions. I would recommend TurboTax to anyone and save the cost of going to a CPA.

I've been using turbotax for over a quarter century and I fine this years version to have been less user friendly that previous years. It is my impression that this has been done in an effort to force users to pay for additional turbotax personal help. Very annoying!

I completed my tax return early February but was not able to file due to Turbo Tax delay in Rental Depreciation software. Although I had no changes to the depreciation schedule, I could not look at or view the current schedule for accuracy without filing. Warning and transparent communication regarding the reason for the delay would have been appreciated. Instead, Turbo Tax updated the website and help page multiple times with unrealistic and inaccurate projection dates for repair.

I owned one rental property and wanted to create a hypothetical situation where i sold this property and find out what would be the tax consequences and how much taxes i may owe. I have difficulties finding the functions and unable to get the solution.