This is a horrible application. I am a CPA and know what I'm doing. I work on taxes for a living, and should be able to override fields and fix things, and still be able to submit electronically. The only option you give me is to mail it in, and send a physical check which I do not have. First and last time I will use turbotax.

I filed my federal and state taxes on 3/18. Both files have been rejected due to missing data. I am now in the midst of having to wait 8 weeks for my federal return to be processed, due to their ID theft guidelines. I am also in the process of emailing more information to NY state, and waiting for USPS mail to tell me my next steps to supply more missing data. I have use TT since it came out many years ago and never had a problem. This year I am wishing I had used another software. Why did I pay for a premium version only to be spending hours trying to correct mistakes that were made by Turbo Tax. I updated the software the day I filed. I ran error check several times. I have now been on the phone over 2 hours with the IRS and another 2 hours sending missing information to NYS. Please refund my $86. Thank you.

It would be helpful if TurboTax allowed the use to see how it calculated each of the numbers. Also I don't understand how it cannot support the DC requirement to add back in muni interest from state other than DC and its territories. I also experienced glitches in trying to amend earlier answers after a physical review

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.

Been using Turbo Tax for tears and it always works good helping with getting all my numbers in the right place. The online chat and user forum sometimes are lacking information on advance topics. I would not want to tackle doing my taxes with Turbo Tax due to the complexity of the returns.

Having been using TurboTax for few years now, it's quite supportive with the features of walk-through step-by-step and the check for error are very helpful. The matching with the forms are very accurate and very compatible. The downloading of the software and communications with the IRS and states for transmitting files, and the online payment are very convenience.

Not the easiest. Shameful Nickel & Diming for state e-filing. Multiple credit card transactions to get to e-file documents. Why does it cost $25 when using my internet connection to submit a document? Importing documents from Etrade did not work - tried multiple times.

The program does a great job with all the tax calculations. It did have a problem finding an HSA error. I had placed the employer contribution in the information in the wrong area. I expected that once I had identified that I was on Medicare for the whole year it would have caught the excessive contribution by the employer before I submitted the document to the IRS and received a rejection notice. The help feature was not helpful. Chat did solve the problem.

The Easy Step questions for donating stock to a qualified charity makes that reporting much more challenging than necessary. You do not need to ask for the date of acquisition nor the cost basis of donated stock UNLESS you have held the stock less than 1 year. Then, your questions are appropriate. Otherwise, a simple yes/no as to whether you have held the stock for more than 1 year is all that's needed. Then, there's the question about whether the donation will be used by the organization to further its mission. How would I, as the donor, know the answer to that question and why does it matter to me, as the donor? Pointless question. I just lie and say Yes. In Easy Step, when you are going through and entering cash donations to charities, you come to a window where you enter the charity's name, then you click on Cash and then Continue. When Easy Step advances to the next window, it would be very helpful if the cursor would automatically advance to the field where you type in the amount of the donation. The way it is now, you have manually click on the amount field to enter the donation and do that for every separation donation. There's an error beep if you forget.☹️ Again, in Easy Step, you get to a window with the title Your charities and donations with every charity carried over from last year. Every one of them says NEEDS REVIEW in an orange box. Even after you update the donation for the current year, that message does not go away. The donations that have been edited should no longer have that message visible. Importing information from a financial institution is easy, but the way that it's dumped into TurboTax is not user friendly. I live in Missouri, where our state income tax requires us to separate all income between spouses, even when filing jointly. It's cumbersome to have to go back and designate the owner of the income after it's imported. There should be an easier way to do that.

This year was a little more troublesome than years past. The import from Charles Schwab didn't go smoothly and some information was omitted. Doing some quick math on what was supposed to be a finished return revealed the gaps. Finally I had to enter the information manually.