Terribly difficult to use. Impossible to use charitable donations (non-money) this year. Last year it was so easy to have non-cash items cost estimated and entered. Impossible to save. I continually lost my saved forms and had to start from beginning. So frustrating.

In general I am greatful for Turbotax for someone with a few complications to my tax return (rental property, inherited Roth IRAs). However, Turbotax failed to carry over a home energy tax credit from last year, that I might have missed if I weren't paying close attention. It also raised questions during the "Smart Check" that were very, very difficult to figure out, and which required me to go back and forth with experts through the TT question and answer, over the course of more than a week. How I answered the questions made a difference of mor than $1,300 in my federal tax liability, so it mattered. I do think there are problems with the program, its accuracy and its clarity. But I appreciated the help from the experts.

I called TT customer service to help me with not being able to enter my1099-B data manually. After a half hour on the phone, he could not help me until he finally said close and restart TT ... and this resolved the issue. But I had to restart TT for every 1099-B I wanted to add (for my Mac version)! And I've run into software issues with the Mac version before (for previous years). I've never had any issues with the Windows version. I don't think Intuit spends as much effort on the Mac version to make it run correctly as they do for their Windows version to make it bug free.

There are still a few things i need to fill in for Interactive Brokers. I am sure you know what they are but in case you don't it had to do with the cost basis of the unreported. I only had three so it wasn't a big deal. But if you want things perfect that is the one and only one thing i see wrong.

The download process was smooth and simple. TurboTax guidance is efficient and typically easy to understand. The ability to import documents is a particularly helpful feature. Per the review process, our taxes are done accurately and have little risk of being audited. The e-file process was easy. The only objectionable aspect was the electronic filing fee for the state return, so we chose to file a paper copy. It seems to us that once we've paid for the product, we should incur an additional expense to e-file the state return.

I've been using Turbotax for several years (my first was 2021, when I decided I didn't need an accountant) I was happy due to how user friendly the system was. It actually guided me step by step with absolute clarity. THIS YEAR'S VERSION, 2025 PREMIER, IS MUCH MORE CONFUSING. I HAD TO GO BACK AND FORTH MANY TIMES. And I am not yet sure that all the information I entered was correct. Not the number itself but the type ofinfo required.

I found it very obnoxious to have to continually scroll down and hit enter when entering multiple 1099-DIVs. Not everyone uses a broker. I personally own more than 40 stocks and it takes forever to enter the information. Why don't you have one sheet with boxes for each stock so they can be entered without changing pages? Also, information received from a stock that was sold does not always have all the information needed and it might not be in a the box format. You have no place for entering "inherited" instead of a date for when a stock was acquired.

I thought the software was pretty good this year. A place or two where the cursor could have been in the right location when the page loaded where it was not, some things where the wording was a bit confusing for me to understand. However, consider both of those nit-picks. My biggest issue is that I can't decipher how the software came up with the amount of tax that I owed. Seems to me that this is purely numerical once you have taken into account all deductions/credits and whether the source income is ordinary or qualified, but I could never make sense of it and that frustrates me.

I hate the 2025 version of Turbo Tax. What used to be easy to navigate is now near impossible. Even the simple process of starting a new return requires multiple steps, not the single key stroke from previous versions. Also the program is directed at selling additional (typically useless) added services to Intuit or paid advertisers. Again, I will seriously look for a new service next year.

Been using turbotax for many years. Never again. Wouldn't forward info from 2024, wouldn't save properly, errors, edit and delete buttons hidden only found them by moving the mouse around, review didn't find a missed field that stopped the file process. I can go on and on. Struggled through to get it done. Got a message that the Idaho state was not yet update a few weeks before the deadline. Used to be good but not anymore.