The technical person that finally helped me download the TurboTax Desktop version of Premier (after waiting in queue for 45 minutes) was wonderful. She was knowledgeable and helped me get into the correct website to download and install the TurboTax Premier, so I could complete our taxes.

Two issues that need to be addressed are (1) when I imported from financial institution TurboTax created some new institution boxes for me in addition to the ones it brought in from last year. That led to confusion about 1099-DIV and 1099-INT entry. If you are going to bring in boxes from as year, tn make sure when I import from those same places you dont create duplicate boxes, Also, the desktop software had to be conneted to the internet or you didnt see the new pencil and trash can icons or the svg files for Dividend, Interest, etc. buttons in the investment section. Those should be included in the download installation and not require you be internet connected. That led to confusion because it said NEEDS REVIEW and there was no way to review given we were not on the internet. I don't connect to the internet while doing taxes except for one import.

We are long-time users. TurboTax walks us through quite well, but this year's version got caught in a loop several times and the interface was not clear how to put in capital gains. The help panel was helpful for that. We use the desktop version because we are very concerned about privacy. It was hard to get it this year, because the TurboTax website kept wanting us to do the work online. This was very, very irritating, and will get us exploring other options next year.

I have concerns about the 2025 TurboTax Premier accuracy since it did not catch the missing data required by the IRS. Our return was rejected until I went back in to fix it. 20260414 This is the 3rd time I am submitting our tax return to federal & state due to TurboTax Premier not catching federal return errors!!! You need to hire me to do due diligence in testing TurboTax thoroughly. As a computer programmer of 40 years, I would never turnover to production this faulty software! Please offer me a job there so I can save your business. I am serious!

1. Put the charities in alphabetical order or give me the ability to do this I have a lot o fcharities on the list. As I go trough receipts, I have to hunt for the charity to open 2. the prior method of entering charities was much better and streamlined. The change you made went backward. Please dont change methods unless its an improvement. 3. valuating item donations is less usable. There are fewer choices to select from, and require constant entry of dates for the same bag of items. My question to IT always is, are the changes made because some change is required every "X" years, or maybe a project for an intern? I've used TurboTax for more than 20 years and it was bothersome to use the revised method. 4. I was surprised I could not find an answer to what I feel is not an uncommon questioin. I am retired and have three income sources that need an RMD. But I take all the RMD from two of the three. The total of the withdrawals from the two more than cover the third. This is OK per discussion with others but wanted to see such in writing from Turbotax. Could not find anything from questions in the forum or in help.

TT leads you through tax topics in a logical order, making the process as easy as possible. IF you have your needed information organized, it streamlines your tax filing process. The interface is 'friendly' and easy to use. In fact, TT 2025 is easier than ever. One minor complaint - for those who do not want to use the cloud, it is much more difficult than it should be to get to the downloadable version!

Terrible. Topics are not arranged intuitively, nor is the walk through complete. If I didn't already know I had to file certain things, I would have missed them by walking through this topic. Also, there are so few links for clarification or to see what the actual form is, a feature that was available on every screen of my last software. If I wasn't sure of the answer to a question, I had to separately go to the internet, try to figure out which schedule we were on, and then look through it for the correct line and read the line instructions. Now to add insult to injury, this AI tomfoolery review box is changing my correctly spelled words into nonsense as I type. 0 stars, would not recommend to a friend.

I rely on TurboTax for my tax issues. It is relatively easy to use and so far, its accuracy has been reliable. It does do a lot of calculations and data transfers from previous filings and it does not explain them, but adds forms and data that appear to be superfluous. A subsequent explanation of such added forms or reasons why data was used, would be appreciated.

I find the data down loads cumbersome. Use the same on line app log on each source uses for every day access. Provide sufficient error messages when something goes wrong. I wanted to download data from Interactive Brokers which was a non IRA account with hundreds of transactions I directly downloaded. Interactive interface said it was completed' Turbo Tax never identified down load completion. I have no idea what went wrong etc. Gave up, did it all manually.

This last version of Turbo Tax has an issue with me leaving the data on one spot open from my 1099R forms specifically from box 16 of the 1099R form. Box 16 on 1099R forms are open therefore nothing to enter and Turbo Tax is does not except that there is nothing to enter. Looked up on your help line and multiple responses stated enter line 1 or 2 from your 1099R forms and it worked and the software was happy. But why did I have to trick you software. This is not right.