The HSA section was clunky and a bit circular, because I spent HSA dollars from a previous year (disbursement), but did not have an HDHP and did not contribute to an HSA in the 2025 tax year. Still, the main checklist kept prompting me to complete the section, even though I had done so. It was also not clear where some capital gains distributions were coming from or being captured. Finally, it would be very helpful if there was a printed summary page of charitable contributions, rather than multiple pages for each charity. I feel like this used to exist, but no more ... and that's cumbersome. As a DC resident (taxation without representation), it would have been helpful if there were more guidance on issues pertaining to OBBBA conformity (or nonconformity).

TurboTax has a good, simple platform to file taxes. However, they have turned their platform into a intrusive add-on sales machine that constantly askes about purchasing upgrades or pushing you to their online version. Product is becoming less appealing every year.

I have used Turbo Tax for years to file taxes for myself and my mother's rental properties. The software is so user friendly and helpful. I will never go back to paper and pencil or a tax service that charged me too much for something the is so easy to do.

Just one area was confusing, during review of one of my states, it stated the State Tax withheld for that state did not match the amount in my federal tax form. But it did not take or show me the area that is was missing from. Found the answer in the online help after a while of searching. Filling out information for the Codes in a K-1 is also a little tricky...

Wasn't as easy to use online vs the desktop version. I started wt online but quickly realized uploading last year's TurboTax pdf was easier. If once I signed in, it populated last year next to this year like the Desktop version does, I would like it. I would like to try online next year

Turbo Tax "locked into" the Standard Deduction for me when the itemized deduction choice was clearly the better choice. I was not able to find a way to get to the screen where I could simply pick the one I wanted. To make the override happen I needed to delete all of my data entry in the Credit and Deduction section and start over. It took a while to come to that conclusion, bit it worked. The key, I think, is to not toggle back and forth to understand what is happening with the program - just make the choice and let it be.

After all the questions and form filling I get to the end and e-file only to have Turbo Tax tell me I need to mail in a form (8453) . Little to no explanation why that wasn't included in e-file. Very disappointing. Now I have to mail stuff in anyway. So much for the convenience of e-filing! I will think long and hard before I use Turbo Tax next year. The competitors are at least as good now days (and cheaper).

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.

Very disappointing. Royalty portion of software (in the income portion of TurboTax) needs to be separated from rental section. Had extreme difficulty (> 4 hours' work) getting data from mineral property Schedule K-1 to report correctly on Schedule E. Online help function was completely unhelpful. Could have fixed problem easily by going to the Schedule E form itself and making correction, but unable to edit anything there. Also, a "calculate" key that could be pressed at any time would be most helpful to observe the impacts of changes.

I've used TurboTax for many years. Will not any more from next year. The app is so outdated. Constantly needs update. Random errors. Smart Check tells me there is an error at form 2241 but no explanation or link to where it is - something very basic this day and age. Even typing this review feels stupid - it constantly moves the cursor to the end. There is a new app every year and I can't even delete them. It's becoming just ridiculous. One big draw was to share with 5 family members and that got killed last year.