Confusing on some questions within the software to specific forms and answers to questions. Could be more detailed on instructions for filling out some forms. Also, not easy to contact for a quick specific question as the help online search doesn't get you to the answer, when you need to ask a specific question of a real person.

My wife converted $36,220 from traditional IRA to Roth IRA in 2024 and she did not have any nondeductible contributions to her IRAs. She filed 2024 Form 8606 with box 14 (Total basis) as blank and reported $36,220 on Line 16 and $0 on Line 17 (using TurboTax 2024). In 2025, she converted $26,361 from traditional IRA to Roth IRA. TurboTax 2025 generated her 2025 Form 8006 with Line 2 (total basis in traditional IRAs) as $36,220, which is NOT correct. After searched the answers from Google and TurboTax support, I am confirmed that TurboTax 2025 generates the wrong value of $36,220 on Part I Line 1 (Total basis in traditional IRAs) in the "IRA Information Worksheet" for spouse. I have to manually open the form to correct it as $0. Please correct the software defect!

I was disappointed. Seems like the software was actually better in years past, or at a minimum there's been no improvement. I expected AI to make this way better but it hasn't seemed to. Gemini was more helpful with navigating the program than Turbo Tax itself was. When I can't import data I should be able to drag and drop tax forms and be done.

I've used Turbo Tax for decades. This year I bought the premium package so I could import cryptocurrency information. Tubro Tax advertised that you could import CSV files directly into their software for ease of reporting and processing crypto gains/losses, however, they never got that portion of the software working. Many people are very upset about this. Your product does not work as advertised.

For some specific tax calculations, if it provides customized explanation (how it's calculated) would provide peace of mine. For example, my AMT calculation has just one question then the resulting number with no insight! I had to check the form to check the calculation detail. How about a customized calculation explanation in this AI age.

I rely on TurboTax for my tax issues. It is relatively easy to use and so far, its accuracy has been reliable. It does do a lot of calculations and data transfers from previous filings and it does not explain them, but adds forms and data that appear to be superfluous. A subsequent explanation of such added forms or reasons why data was used, would be appreciated.

Problem with your Print Center area, it kept giving me the STATE DOCUMENTS page instead of the normal computer PRINT page. Definite GLITCH in the software. I worked around it as it did not start doing that until after I had input all my data and had my tax result.

TurboTAx is 90% great. It's that other 5% that is terrible. I had two massive, time consuming problems that could have been avoided had the TurboTax program been properly programmed. One involved the questions asked or maybe should have been asked. I've had this happen in past years. The second problem was that TurboTax programmed reviews and checks revealed no issues until I was prohibited from transmitting my returns. Why then? Why not earlier? In fact, I don't think it was an issue in the first place. My data was correctly entered. After hours of angst, I found a work around for the supposed "error." Completing my return should have taken a matter of hours. Because of programming glitches, it took weeks plus several hours on the phone with consultants. Yes, I did call TurboTax once, and that required several hours on an unrelated issue to those previously mentioned. The problem was resolved by the agent, but it shouldn't have occurred in the first place.

Step by Step has become more confusing in recent years. Want to be able to return to specific step instead of being required to go through dozen pages or more in order to review or correct. Explanations are hard to follow. Uploading information directly from banks and brokerage accounts is too complicated and fewer banks [e.g. Mechanics] are listed. Have been able to upload from Bank America in past; this year all efforts to do so froze and I had to enter information manually.

Entering income information is more difficult than several years ago. There is no invitation to download financial information early in the process. Instead one is presented with a confusing set of icons through which one is invited to download financial information, whether it has anything to do with the icon or not. Icons then proliferate, and it is difficult to know which of them are redundant and which need to be kept. It is then difficult to review the financial information you have then entered. I found a indirect way to get to my information, but it shouldn't be this difficult. Another oddity is that the program doesn't remind you to check for updates until you are ready to transmit the forms. You would think that you would do this earlier in case the update has any effect on the calculations or refund.