Turbotax doesn't recognize joint accounts, so downloads forms twice. This means downloading information from our financial institution doubles the entries, which then have to be manually removed. All that is needed is to check the account number with the records already downloaded. This process is troublesome and a shame as otherwise the process would be significantly easier.

I have been using Turbo tax for the past 5 years - user friendly interface with pop-up description of what the section makes it easier to navigate your way through tax filing. if one has a simple income sources with standard deductions - i would recommend using turbo tax. The only thing i don't like - it is advertised as free federal filing but towards the end there is always a charge waiting to be paid to file your taxes. Haven't figured out how to get around that yet --- some day.

This is awful! I would have ZERO stars if the review allowed. This is the worst version of TurboTax ever. I have used TurboTax desktop for over 20 years. This version has a lot of problems. One issue with the 1099R was identified back in January, and it still isn't fixed on April 14th! I can't e-file federal or state because of this TurboTax software error. The AI bot is a sad excuse for customer service and I am not paying another $50 to talk to a human. I am canceling my TurboTax Advantage membership and using some other tax software next year.

Why can't the software recognize I live in a no state income tax state and just skip that whole section and stop asking me to file a state return? The ask a question function does not work very well. Could not help fix an Income Review glitch. Had to reload the program. TurboTax is a necessary evil for a terrible system and Intuit does everything it can to make free filing impossible

You made things more difficult to accomplish this year. I mistakenly chose to import investment info and apparently it interpreted this that I wanted to do it for every investment. And I couldn't figure out how to go back and undo that choice. So to fill in one number (interest) for several small accounts, I had to fight with it to let me just put the number in. These were accounts that I couldn't import the info for because they weren't on the list of choices. Just seemed overly complicated this year. Then when I got to the end and tried to file my forms, it informed me that it couldn't because I needed to update it. Why on earth didn't it tell me that when I first started filling the information to file the forms so that I didn't have to go through that again?

The good: The download process is very cumbersome still, but getting slightly better. Intuit finally figured out how to eFile IL state when return has high impact zone using form IL 1299C and Schedule M. Thank you for this after many many years of having to mail my form in and call support to get a refund for my state filing fee cause it was ineligible for efile after they collected my cc info. This took usually at least 30 minutes of my time to get to the right person, then waited a week for my actual credit. The bad: TurboTax still does not transfer relevant info from one from previous year, or from one form to another, so you need to re-enter it multiple times (bank info, DL number, property tax PIN ID,, etc. If it was on last years return and you answer "NO" when asked if you moved, as an example, they should carry that info forward and ask a confirmation instead of making you reenter it from scratch. They also do not fill out all the line items on key information worksheets so you now understand how they came up with calculation. Some of their explanations when you click on the i icon to learn more provide no additional useful information. The ugly: Still too much scrolling and mouse movement needed when navigating from top to bottom or to next screen. Also the AI interface, even in this survey keeps changing the words that I type as it is trying to predict what I want to say (and it is not spell check either).

I own a rental house. In 2024, I had to pull from my 401k to put a $7000 furnace in it; I wasn't allowed to deduct it. In 2025, I had to do it again to replace a roof costing $17,000; I couldn't deduct that either. But I was charged taxes for the income I sunk into a rental! TurboTax seemed weak this year. I had SSA-1099SM that I couldn't find anywhere that form was referenced.

I have used Turbo Tax for many years and this year I found the changes you made to importing tax documents was extremely confusing and unlike the method used in all the previous years. Also when paying for add ons it is extremely difficult to enter the data because the screen is so big that I cannot see certain fields. I had to change credit cards just to be able to enter in the expiration date because it would not scroll down to month 12.

I have used Turbotax for many years. I found filing my taxes with your product extremely difficult this year as the returns that I originally created kept being marked as corrupted when I attempted to return to them. I eventually ended up filing my husband and my return using the on-line version of the program after several attempted using the desktop version. When I filled my son's return he never received confirmation of the returns being accepted or rejected by the federal and state tax authorities. I ended up refiling his return as we couldn't determine whether his returns had been accepted. This resulted in a double filing fee for his state taxes! I am very frustrated with this years product!

Many of the instruction use three letter acronyms that I don't understand. T-Tax made some errors that I had to correct. Why is that? The import function is clumsy and not useful. I should not have to import through the Intuit website. Why can I import form my financial institution as T-Tax had done previously