I found importing data from brokerage firms was very confusing, difficult and frustrating. The steps necessary were different from years past. As data was imported and additional accounts were imported previous imports were identified as duplicates and actually, they were not.

this year I had a trouble with the updates. Don't know weather its Windows 11 or you, the updates took forever to complete. one night i went to bed and in the morning the update had a error message. so I updated again and it went thru. Had to ask ChatGPT how to enter my IP pin, I used the desktop version.

I have been using this software for many years. each year it becomes more painful to navigate if I want to go back to something I might have missed. I do not know who sits there and approves the changes to the software each year. Does the company ask the users of people sit in offices and dream up of changes with no regard to their impact on users?

Turbo tax has made Filling mutual funds and stocks the ordinary dividends or distributions much harder than it was in the past It's not very clear it doesn't give you a lot of feedback on how you should access this Several years ago it was very clear and understandable when you put in a company's name and it downloaded not so much now Sometimes those new improvements aren't very good this is a good example

I have done my own returns 1969--1999, then with TT Deluxe since. I like the sense of having control and seeing the numbers myself rather than depending on a preparer. I have always been impressed by the amount of work it must have taken to codify all the IRS calculation flows into algorithms, and then do it for all the states as well. I've always been satisfied with Deluxe, when I could just enter my info, check the forms for correctness, then just file. However, two recent not so thrilling events came along: Generally, you finish a section and TT puts up some check boxes for "not common" conditions. These I've been able to bypass usually, but recently needed to check one. Instead of any help, TT just dropped me, telling me to take my return to a professional. And then, for 2025, the investment tools I have used were moved up to Premier, forcing me to pay a higher subscription going forward. I know, I know, just like the hit man says, "Nothing personal, just business". Still, not a good feel; my financial advisor's tax service is looking a little more inviting at present.

I appreciate the ease of entering information into the different tax areas. As we move forward in retirement, there are some items that we were novices. Turbo Tax covered these items comprehensively and with ease. There were a few errors but those were on us and corrected as we reviewed our return.

I like the importing of my brokerage tax documents. I was a bit disappointed with the help feature. I expected it to have more of an AI feel. I wanted clarification on a schedule B Div item and it was all over the place and useless when it came down to it. I posed the question to Gemini and it gave a perfect response. It won't be long before Gemini is doing taxes. Overall I'm glad I used the product because my taxes are done.

I have been using Turbo tax for decades.Has always been user friendly. However, this year very difficult to import from financial companies. The Schedule D portion of my return was very frustrating. All prior year Turbo Tax schedule D info was simple.

There were 2 glaring errors on the Idaho State Form 40 - Line 16 did not reflect the correct Standard Deduction amount. Line 18 did not reflect any amount, and should have included the deduction for qualified overtime and the $6000 Senior credit from the OBBBA

Interface - I am not a fan of the interface and the layout where all questions are in one corner and the fonts in the extra information boxes are extremely small making it very difficult to read. Is there a way to improve that? Accuracy - lack of explanation regarding how certain amount is treated (e.g. when there is a need to split form 1098 amount, there seems to be no option to split and there is no explanation how the full amount will be treated).