Turbo tax used to really great and easy to worth with, even though some things can be confusing. but it has many issues. this year for example was the worst for clothing donations. What happened to the table chart to just enter how many of what you are donating. We donate a ton of clothing each year. It comes from 80 year olds that never got rid of anything. boxes of kids clothes in the attic and so on. So if we donated a box of kids clothes we could enter the date then check off how many pants, sweaters, tshirts, shorts, dresses and it used to lump it all and calculate everything. Now we have to look up the cost ourselves and enter each item seperately. It makes me wonder if you want us donating at all. Not a good change at all. Bring back the table. Also importing 1099 and stock reports. I had duplicate entries for everything. I had to g back and delete entries. and what was imported was wrong. I had 30 errors to fix at the end, all because of duplicate entries and the imports had the wrong address and Tin which messed everything up an wasn't asking the questions that I would have solved the error messages if they were imported correctly to begin with. I have to walk through turbo tax a second and third time just to make sure things were correctly imported.

The section on Roth conversions was way too confusing, especially having to go back years to see when Roth conversions were done and for calculating the basis. The questions were very generic and no definitions provided on Traditional vs Rollover and when to include which accounts.

I was not as happy this year, as in the past. I had downloading from brokerage firms difficulties, and had to process a couple times. It seems some numbers "changed" from one to the next. I had to do a careful review with records (hard copies) against what downloaded. I'm not sure how that was possible, and could have been "user error," but instructions seem less clear this year, somehow.

As always TT simplified the tax prep process. This year I hit a couple of issues but managed to work through. (Example: I had manually add my CHET contribution to my state return (CT 1040) -- maybe I missed a question or a bullet on higher education contributions.

Over many years of use, many things have improved. Electronic downloads of tax documents work well now, and e-filing works much better. Each year I seem to run into a bug or two that consumes quite a bit of my time, however. This year it was an unexpected number in my state tax return. After spending too much time investigating, I discovered that Turbo-Tax had misinterpreted its download of my 1099-DIV from Charles Schwab. Schwab reported tax-exempt bond dividends in 3 columns: the amount paid in 2025, adjustments for 2025 made in 2026, and the adjusted amounts. TT reported both the pre-adjustment and post-adjustment amounts as if they were separate payments, thus double counting. It made me wonder how many other errors like that there were that I did not discover. TT could also do a much better job of informing users about key limits and thresholds that they should know about to avoid wasting time on useless data entry -- such as medical expense thresholds and AGI limits for various itemized deductions.

It was good experience with desktop software but while transmitting files for eFile, initially I had failure because I had to update desktop version (I downloaded the software just a week before) and retry again. It could have proactively checked the desktop version and advised me to download the updates before even I attempted for eFile in first place.

Having done my own taxes for over 60 years, - without software mostly, then TaxCut and now Turbo Tax, and having various semi-complex issues, I think I am well qualified to comment. Turbo Tax is quite useful , but is beginning to suffer, somewhat due to Tax code complexity, and from a number of program bugs in the effort to become more "user friendly". I found with the K-1 forms, the carry forward blocks did not function properly leading to trying various dummy (incorrect) values to be able to move on to the next line item. Then a mystery signifiant "additional deduction" appeared in the review without explanation, and there was no way to obtain a link to become informed. It turns out that this was the new "Senior Deduction." It also took a number of attempts to get the "forms" button to activate in order to verify how certain entries were being recorded- in prior years programs, this was always easy. I also discovered that a Treasury Direct 1099 has no Box 1, yet TurboTax Interest entry form has both Box 1 and Box 3, leaving one to guess whether you enter the entry twice, or only once ( the correct answer is only once, in Box 3- discovered after noticing my initial entry on both lines created a double count of the actual interest earned. I caught the error through due diligence- not Turbo Tax looking for possible errors in the final check step. I could not discover if possible or how to download K-1 entries from either of our PTP LLC's. nor from Treasury Direct. It was easier to just manually enter than search longer. I cannot e-file due to the inability of TurboTax to accept an attachment statement document upload. (an IRS Code section 266 annual filing election to accrue expenses on a land investment held for eventual sale). finally, TOO MANY solicitations to e-file, buy help, etc. endless !

Been using TurboTax for many years and have never been disappointed in the ease of preparing my federal and state taxes with the help of TurboTax! Will continue using TurboTax for as long as I have to submit taxes. Thank you for making this process less stressful!

Desktop version doesn't have a good flow. It would be OK if it marked everything that you reviewed as reviewed like the web version, but if you don't actually enter data for a topic, it looks as though you didn't look at it, so it just makes it very difficult to see what sections you've finished reviewing. makes it very hard to double-check what you still need to look at.

I was initially unable to pay the TurboTax bill for my state filing using my preferred credit card because the drop-down menu for the month of my credit card would not go beyond "08." Eventually, I had to select another credit card where the month of the credit card fell within the range "01-08."