Once I got into actually filing the return, things went great. Getting there was overly difficult. My gripes: 1. I go to create an Intuit account and am redirected to create a Credit Karma account. Feels scammy! 2. Constantly being pushed to the online version over the desktop. 3. Opening a prior year .pdf from TaxAct on desktop version Mac resulted in an unhelpful "boop" noise from the speaker and nothing happening. Some weird bug where you need to go to File --> New Tax Return, then try the import again to get it to work. Needed an AI to find the solution on TurboTax's forum. 4. Be sure to put dashes in your social security number or your W2 import won't work! 5. It could have imported more things from my prior year return (carryover history), but that's a small nitpick. 6. This review input box constantly altering what I am typing.

The software appeared to generate unnecessary fixes, especially for institution supplied data where blank was submitted instead of zero. And the error did not take me directly to the proper worksheet - I had to search through the flagged document w/s to find the place to enter the "0.00" This seemed like a poor service designed to trick users into signing up for the new Help cost.

This is the first time I have used TurboTax. It was a chore, BUT I had a cadre of amazing people helping me throughout my ordeal. I am sold on the ease of use with the caveat "after the first time". The format is simple, straightforward, and if you're well prepared, easy to navigate. I am fully committed to the 2026 program. The internal features are well articulated, and the compatibility with IRS forms is very accurate. I'm glad to have had the experience. It will be repeated.

Previous donation valuation tool was much more efficient and helpful. The current tool just released (late in the tax filing season) seem to be the same tool (same item descriptions) but made MUCH less user friendly. Big disappointment. Wound up opening last year's tool and hand transferring the data.

My W2G's all failed with the message that the EIN does not match the IRS database. The payer says the information on the W2G is correct. I could not electronically file and had to send my federal forms on by mail. I see on the community notes that others have seen this problem. I have used the EIN several years without any problems. I think this is a software problem in TurboTax. I cannot validate the source of the problem. Very stressful. I am using the desktop of TurboTax on Windows 11.

The third-party access authorization process was not clearly explained and required several trial error steps for me to complete the process properly. Reporting interest paid on my HELOC was frustratingly difficult. The IRS does not require lenders to issue 1098 if interest paid in the year is <$600. The software said intructions say: "if you have not received a 1098, request one from your lender." I contacted Turbo Tax for assistance on the HELOC process; the agent, Kristy, was very helpful but did not know how to resolve the issue. After spending several hours, again trial & error, I was able to input the information and complete the return with no errors reported and the information reflected as appropriate. I strongly suggest review and improvement to input of HELOC interest payments when the IRS does NOT require the lender to issue a 1098.

I have used Turbo Tax since it's beginning when it was on many small disks I would load into a very small Mac. It has greatly improved over the many years but can still use more improvement. It needs to handle K=1 forms better. Also there are many financial institutions that cannot download info directly to Turbo Tax. Some information from the previous year such as prior depreciation does not carry over to the new year.

1) TT does not release readme / change logs except for professional products. There is no method to know an update modified your taxes without rerunning your taxes and doing a line by line comparison. 2) In Forms Mode, different colors are used for different fields / numbers. This was in Interview Mode years ago. Please bring it back. Will be using different tax software next year.

2025 was great. Unfortunately, it caused me to review my 2024 return because the tax due was not consistent with tax due on my 2024 return. My review found a bug in your 2024 app. I had 2 1099-NEC forms. The app only included income from 1 of them. This resulted in a tax due amount error of over $1300 short. What do we now?

I bought a new computer to be able house Turbo Tax 2025. I have used it for many years. All my files were transferred with the correct endings to saved files. Still, my data did not transfer from 2024 to 2025. The answer from AI after several in effective ideas was to enter the data myself. It seemed insulting. On my state return, I had to report numbers lower than actual, to make the program accept the math. It was only a difference of $16, but it was a hassle to find the error.