Every year I am unable to attach required documentation for the Ohio Scholarship donation credit to my Ohio state electronic filing. (Ohio Schedule of Credits, line 15. Scholarship donation credit) As a result, users are forced to file via mail at additional cost and significant time for response from the state. To resolve this, there needs to be a feature for users to add supporting documents to their return within TurboTax.

Explanations of questions and required information is lacking. Difficult to get back to a specific point without having to re-answer all the questions because it clears out responses. TurboTax lobbies against simplified tax filing systems because it would cut into their business. https://prospect.org/2025/04/17/2025-04-17-intuit-turbotax-wins-battle-against-taxpayers-irs-direct-file/

I was not as happy this year, as in the past. I had downloading from brokerage firms difficulties, and had to process a couple times. It seems some numbers "changed" from one to the next. I had to do a careful review with records (hard copies) against what downloaded. I'm not sure how that was possible, and could have been "user error," but instructions seem less clear this year, somehow.

I was initially unable to pay the TurboTax bill for my state filing using my preferred credit card because the drop-down menu for the month of my credit card would not go beyond "08." Eventually, I had to select another credit card where the month of the credit card fell within the range "01-08."

Features: Charitable donations need to be organizable in alphabetical order. Accuracy: on page 1 of Form 1040-SR, there is a check box labeled "Check here if your main home, and your spouse's if filing a joint return, was in the US for more than half of 2025". As I entered that I lived at the same address in Maryland during the entirety of 2025, that box should have been checked in my tax return, but the TurboTax program would not add the checkmark and I wasn't able to add it at the review stage.

the software all seems to work pretty well overall. the document imports especially were a lot nicer than how I used to just manually transcribe everything over, since I was being cheap. but, for the last few parts where I had to enter in the date and my state and stuff, please change the dropdown lists to comboboxes. also, (and this one is really nitpicky, even for me), there was a piece of the UI saying "we found this deduction for you", but it was just the standard deduction. so yeah, where would I be if it weren't for you helping me out there, right? also, I think that the "AI-generated review topics" card above this text box is stealing focus when the selected review topics changes, and it's eating my keystrokes. I am probably a faster typist, so it is really noticeable for me. also, why are you requiring me to enter in a review title and nickname? come on, there is no way you are getting anything useful there. and you didn't even set a max length on the nickname field, for shame.

Generally easy to follow. Good explanations provided. Note: I tried to use the online version and after being asked for my name, address and SS# three times I bailed. However, when I sign into my account, my initial entries are still there and I can't find any way to delete them.

Does not do a good job of clearly showing carry over amounts or providing options on use. When I don't qualify for a deduction, especially ones played up on most medias, would desire it clearly state I don't qualify. It does not have to be detailed. That way would not have to worry I missed doing something which prevented me from deduction.

The biggest problem for my tired old eyes was the lack of contrast on the radio buttons on the forms. White text on a light blue button was difficult to read. I suggest black on top of the light blue buttons. The other problem was that it would not let me pay my NC state taxes online. No matter what I did, I could not get past the payment page where you enter the routing and account numbers. All of that worked fine on the Federal return, but not for the State. More discussion of the new OBBBA deductions would have been nice. No info on the new senior deduction.

One challenge we had was in importing data from Fidelity. The 1099-R forms were ready before the 1099-Div, 1099-Int and 1099-B for capital gains. When we imported the second set it would knock out the 1099-R so we would have to go re-import that and then fix errors. We had to create a spreadsheet to check which forms stayed and which were knocked out. We have several accounts at Fidelity.