This is Alexander's grandmother and I do his taxes for/with him. I have used Turbo Tax for years. I am both familiar with it and quite comfortable with it. I have faith that with correct information input that there will not be a problem. I find it reliable and relatively easy to use. They offer great support and make it easy to get questions answered.

Software not as friendly to user inputs as prior years. On Form 1040, there is no way to apply refund to next year's tax. Only check or direct deposit are available. Line 37 to apply refund to next year is not an option. All I could do is edit in Acrobat and delete line 35a and manually enter into line 36. Prior year's software was much more user friendly. Who did you hire to mess up a good version?

I have used Turbo Tax and Quickbooks software for years and I have found the software to be accurate, reliable and intuitive. The only problems that I have is the push to pay a high-cost annual online subscription that everyone is going to and outsourcing the customer relations to India where it is difficult to understand what they are saying as they try to speak English.

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

This is a horrible application. I am a CPA and know what I'm doing. I work on taxes for a living, and should be able to override fields and fix things, and still be able to submit electronically. The only option you give me is to mail it in, and send a physical check which I do not have. First and last time I will use turbotax.

The 529 step by step does not work and I had to enter information on the form directly. If I did not discover this flaw, my taxes would have been $15K higher. The 1099-R step by step could not handle split uses of the funds, requiring me to "create" two 1099s fro the one I received. The charitable contributions for non-cash items is terrible. Previous years had a seamless entry/evaluation system. This year, every item had to be entered individually adding significant tiead effort.

I keep waiting for TurboTax to set up a "early" version that I could buy in say Sept 2026, which would help me plan my taxes for the 2026 year and be a prepaid system for the 2026 normal turbo tax software for the 2026 tax year once it becomes available. This would allow TurboTax to get their money early and allow them to charge a little more money for the software. This seems so obvious to me. Come on TurboTax, expand your universe and make more profit! Maybe look at Bolden for a full approach to financial planning so you can grow and expand. Your competition is coming with AI. Please be agile so you continue to survive! I would like to be able to see the details of my State return. I'd also like to understand how much ordinary income vs capital gain income I had. It would be great to see my marginal tax bracket. It would be even better if there were a planning section for next year. I feel like TurboTax is resting on your laurels. Great software but you are at risk of being left in the dust! Innovate and be the leading software providing more services. It's frustrating for me to see you stall out.

Overall it went pretty smooth. One area that could use a bit more instructions was the following: When entering a 1099-R I got to this screen Titled: "Tell us which person may have qualified for a penalty exception". Since there was only one person I assumed I should select Continue, but that didn't display the exceptions. I finally figured out I needed to select the Edit pencil icon to see the Exceptions. I recommend something like: Click Edit to see the Exceptions.

WHAT I LIKED? THE IMPORTING OF DATA FROM MULTIPLE SOURCES. SAVED SO MUCH TIME ON INPUTTING INFO. NOW THE PROBLEM: A WEIRD GLITCH PREVENTS THE UPLOADING OF LAST YEAR'S TAX FORM UNTIL YOU EXIT THE PROGRAM AND RELOAD. TOOK ME 45 MINUTES OF RESEARCHING THE WEB TO DISCOVER THE REMEDY THAT SOMEONE ELSE REPORTED. EVEN TURBOTAX EXPERTS DID NOT KNOW THE ANSWER. IF THIS ISSUE HAD BEEN READILY NOTED THEN I WOULD'VE HAVE BEEN DONE EVEN SOONER.

I need to be able to save and NOT print all the tax documents. I am using the desktop version and do not see how to just save. I already printed it. I don't need to print it again. Also how do I save the 2025 return as a .tax2025 file. I have zero idea and am frustrated.