I engaged with three of your agents. One of them dropped my call and did not call back. One of them was going to check something and put me on hold and it transferred me back into the 20 minute que to get an agent. Spent way too much time 2 hours trying to get help to import data from my brokerage. Never had that problem before in 18 years. Very frustrating!!!

Turbo is usually great, however this year the import process had a bit of a security issue. I understand this can happen and things change but turbo tax should have posted a solution to fix security hang up. Instead they recommended manual entry of transactions. Solution is to reset permissions to access local network.

I was disappointed that the system would not calculate my 2024 Social Security Adjustment payment. I had to do a good bit of research to figure it out before I could file. Also, it required me to research my 2024 Spousal Tax Liability adjustment, another time consuming effort, even though I was able to import my correct 2024 Turbotax return.

Some of the prior year's information did not carry over to this year. Also, for the Oregon state tax return, Oregon has a "kicker" that returns excess collections over the state budget to tax filers for odd years. Since the "kicker" worksheet wasn't used for the 2024 return, the form didn't load automatically for 2025. If I hadn't known to search for the "kicker", I could easily have missed being refunded 9.836% of my 2024 Oregon tax. This alternating year kicker arrangement should generate a prompt from TurboTax to remind taxpayers of its existence.

The user interface in this year's program was obviously a major re-write: it had more bugs and an ant hill. In past years I began entering data in late February or early March, and finished after 3 or 4 days work. This year required more than a month of calendar time, much of which was spent searching for bug work-arounds. Some examples: The "Edit" and "Delete" buttons on investment data entry screens were colored dark grey, and presented on a very slightly lighter grey background. I discovered them only by accident; they're almost invisible. I have used 3 methods for paying federal taxes: (1) by paper check with my return, (2) quarterly estimated tax payments, and (3) withholding tax funds from distributions from investment firms. When figuring my outstanding tax due for this year, Turbo Tax recognized only two of those sources as tax payments, leaving a large "obligation" of overdue taxes. This snafu was typical of many of the bugs I encountered: if I quit Turbo Tax for 2 or 3 days and then updated the software, the bug had been fixed.

Imports previous year well, and you can move between Internet or Desktop - Desktop is more user friendly, you can see the full tax forms at any time. I had to use Support this year, and my agent was excellent - very helpful and patient. E-filing was very efficient.

I cant believe after all these years, its still so hard to use this software. After the end of my filing, it says I need to mail a form, and then it says only if I chose to not send the 8949 details electronically. Where in the software was I provided this choice, and why was I not told about this before filing? Now I have no idea if I actually need to find a printer to get forms mailed to IRS

I have used the Desktop version of TurboTax Premier for years and received a CD. This year had to download and had multiple problems, including thinking I may have been scammed, some may have been due to I believe being told I could deduct the purchase price if I used the Online Version so I believe I was using that. When I tried to file I was told I hadn't filed Last Year 2024 which made no sense since Turbo Tax uploaded my 2024 taxes to get me started, I was directed to ID and me or something like that to fill out information. Today was finally able to get back to the desktop version and had NO problems

Overall, filing my taxes was simple and I was satisfied with the process. The one major complaint I have this year what at the end when trying to e-file my federal return. As in the past there are to options to receive your refund, mailed check or direct deposit. Unfortunately, I found out as of Sept. 1, 2025, the IRS is no longer mailing checks. I received a letter from the IRS that now I have to submit my bank information for direct deposit. The software needs to be updated to remove or notify that the mailed check is no longer an option. And now, it is a major pain process for me to get on the IRS site and submit my bank information in order to get my refund.

I have been using Turbo tax since it was first started. Its a wonderful product. Keep up the good work. But I wish you would allow uploading brokerage information from a file on my computer rather than from uploading from the broker"s web site. Your disclousure states that I must agree to let you look at all my data , rather them just my tax statements.