It's a very wonky bit of software. I've used TT online for years and switched to Desktop this year because the interview process is so poor re K1 forms. It is surprising that the user interface is not improving despite advances in AI--which I used to overcome confusion with working with TT. Hard to see TT survive Claude et al.

4 of 5 instead of 5 of 5 stars due to: 1) User interface has become more complicated. 2) Asked to look up and enter info from previous tax year forms, even though I had imported the previous tax year turbotax file 3) Error message about blank state distribution on box 16 of 1099-R was cryptic and lacked context. Google says that payers are not required to fill this in, and I should enter the Gross Distribution amount in Box 1. Google says many TurboTax customers are getting this error. 4) Totals for short and long term capital gains not available in Turbotax to compare to my statements. Only the combined total was available. IIRC, Turbotax used to report the separate short and long term totals.

I have used TurboTax for over 20 years. The last few years, the quality has rapidly declined. There are so many software errors. It even forced me to complete a second state (KS), when the person didn't live or work in KS in 2025. The state was loaded into TurboTax because of another individual who did work in that state. I will most likely consider switching products next year

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 used Turbo Tax for many years and continue to use it because of the people who have been so quick to help me get over some bumps that I was totally unaware of until I got more and more involved. This year was fortunate to have Aaron assist me. He was and is fantastic. I am 86 years old and not a technological genius! I'm sure as we continued to help me,there were times he had to be frustrated yet he never seemed to exhibit it. I was totally impressed with his knowledge and expertise, he was able to guide - even me to success. I will continue to look to Turbo Tax for the 2026 edition.

I had business income from Indiana and Iowa as part of a Trust Fiduciary Return. Only19 states have Fiduciary returns within the TurboTax Business software. Fortunately, Iowa is included but Indiana is not. As a result, I had to pull off the forms and instructions from the Indiana Department of Revenue website to manually complete Indiana's Trust Fiduciary return. This made my Fiduciary income tax return extremely difficult to reconcile all of the forms (and figures) across the Federal, Iowa and Indiana portions of the Trust Fiduciary return. Plus, I then had to print off all of the Fiduciary returns (Federal, Iowa and Indiana) to mail to the Indiana Department of Revenue for processing. Unless the Indiana Fiduciary return is added within TurboTax, I will most likely forego using TurboTax next year after being a customer for over 25 years!!

Easy.. wouldn't allow me to edit/update a real estate transaction. Had to go to forms to do so!? Also said I didn't need any updates when I opened the app the last time to file. But then verification failed because you said I needed an update!? After the update, all the tax due amounts were zero for about 10 minutes!? Finally, I was able to file, but then it said it couldn't print my forms!? The Easy... form for 1099s (INT/DIV/B) is an absolute mess! The form for determining which stock sales are to be excluded from a state is also an absolute disaster. I had about 50. Once you've updated one, there's no way to tell in the list whether it's been done or not. And when you return to the form, it doesn't keep your location, but returns you to the first again (and again, and again). You seem to try to make it as hard as possible! And when you go back through a section it loses all the answers you put it before!??

Difficult experience, it has not improved for years. I am still unable to apply part of refunds for next year. Paid over $100 for program and will not pay another $60 dollars for someone to explain what should be and used to be simple and straight forward. Even trying to submit this complaint is hard. Still can not submit as someone else has used my nickname of Dissatisfied Customer.!!!! Hope third time is charm as still can not submit complaint.

It is easy to use and intuitive, except that there are some improvements that I would suggest: Make home office deductions for partners easier to use and track and deduct from self employment income. Note that generally, partners who receive a K-1 do not file a Schedule C. QBI income and deductions should not require manual calculations.

If you have a Mass 1099G PFML tax payments but no income you cannot e-file the Mass return. Of course the program doesn't tell you this until you pay to e-file. To file federal I had to move the 1099 to other tax payments. After trying to manipulate the forms to e-file the state I gave up and took out the $43 I paid in state taxes. It was either that or mail them and be out the $25 I paid for e-file.