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 was pleased with TurboTax until I got to the filing section. I had to file a print copy of my federal return since I had to include Form 5329 and supporting documents. But I wanted to e-file my state return. For some reason, TurboTax would not let me do this.

I have used Turbo Tax every year since 1998, and the CD is the only way I will ever do it again. This year I purchased the online installation Premier Turbo Tax, and installing was a nightmare. I got stuck in an infinite robot screening with photos that kept coming up with no end. I finally had my son, an IT specialist for Boeing, install it for me, and it took him an hour to get around that robot screening glitch. Never again.

You have a bug with 882, part 2, line B is not getting populated. Took me a long time to figure that out... Was not fun. Also, I could not file jointly married for federal and seperatly for state. The state pipeline just didn't ask me about my wife seperatly from myself.

I've used TurboTax for 20 years. It is generally effective, but I do not appreciate Intuit's constant attempts to gain more revenue through irritating prompts to purchase services I do not need or want. There are also technical glitches -- this year, the payment screen would not accept my credit card expiration date. And this "AI powered" review box is glitching -- erasing some letters as I type them and it pointlessly updates the "suggested review topics."

changes to software this year make manual entries for interest and dividends very cumbersome. Entries should be separate. Always returns you to top of list. Import screen is always first. there should be fewer "clicks" to make manual entries. Even deleting an entry from last year that has $0 this year is difficult

The install process was horrible. The download couldn't un-archive itself. Re-downloading, providing a whitelist file name exemption and trying a third party extract all failed. I ended up needing to create a brand new ADMIN account to complete the install. Then after activating the software, I had to re-activate the software after switching back to my normal ID. Once my taxes were complete and the Federal was e-filed, the state was printed for filing. The routing and account number for refund didn't carry forward to the printed copy and had to be added manually.

like the easy transition between guided entry and forms. some questions are slightly vague. do NOT like the newer (started 2024) format for seeing and entering 1099-int and 1099-div. can't see all items to be entered or deleted, based on previous year, on one page in a 'table' layout. cumbersome.

K-1s are a pain to enter and it never seems to accept the data from the K-1. It always gives me a cummulative loss cannot be greater than an annaual loss comment. I am entring it exactly as I have received. With the result, I ned up deleting teh K1 and it makes no difference to the taxes.

I have had nothing but problems upon problems while using the TT software. First, I found it really hard to install TT on a MAC device. It seems TT is not able to create a Native MAC application. I have to use an Intel chip emulator on my MAC device to run TT. This is terrible. What happens when in the future MAC updates this Intel chip emulator is not supported? I will not be able to run my older returns. Do I file a lawsuit to get all my money back? So just after I pay up for State TT Software and am about to file my return. TT returns with an error saying transmission failed and some obscure instructions about not having the correct updates. Shouldn't TT be checking for updates constantly and saving me the hassle and stress of dealing with Transmission errors due to updates?? This is just a terrible experience. My taxes are fairly simple. Maybe I will move to another Tax software next year while really providing terrible reviews online.