I have used Turbo Tax for many years and this was by far the most difficult experience I have had. Not only did the online only off me one option (and more of a service than I needed) but when I purchased a license for the service at a local retail store I was bombarded with offers to upgrade and very little support to simply use the version I needed and paid for. I will be exploring other options with other tax software next year.

Prior years I received exceptional support. Short waiting time and knowledgeable personnel. This year I had to deal with an 800 number that only wanted to text/email an address before offering a Human. Not sure which was better. Humans that I spoke with (on 3 different occasions) were very polite, friendly but not very knowledgeable specific to my questions. Several times your phone system dropped me. On one occasion the staffer called me back (unexpectedly). The s/w is very complex and you need experienced users available to answer unique questions.

I was unable to import anything. I kept coming to the screen about a popup. You didn't give any help on this to tell me what to do. Then when I was entering the information I got an error. You didn't give any help on this. I had to go to ChatGPT to find out the aborted import created blank files I needed to delete. You let us chose specific forms for printing but then print everything. This has happened for years. I keep notes on how to proceed on turbotax but then you change everything each year. And after leaving this page to check the spelling of a word when I came back everything was gone.

Overall, it's decent, but some of your prompts are annoying especially the new investment UI - I usually have to delete some saved entries because your import process seems to assume everyone will import plus if you are going to do interest and dividends in the same place - have one button in the do it yourself screen instead of two.

TT had problems downloading and incorporating the Schwab 1099 composite and it took extra time for me to figure out what was missing and where. it worked much better last year (2024). Also had difficulty adding a depreciation able asset to my rental property.. Additionally i think TT should have done a better job with the Wisconsin tax form. Caused confusion.

Importing is NOT picking up state differences on Treasuries. As of 4/9/26 I still was unable to get TTX to generate estimated tax vouchers, even blank ones. Each year something get a tiny bit better but then there seems to be a basic thing TTX cannot do, like ES vouchers! Frustrating.

Turbo Tax was very easy to use, walked me through a complicated subject, was fast an even went to my investment institution to download all me tax documents and place all the numbers into the correct boxes for me. I was very impressed. I spent about 2 full days working with the program, but this included reading just about every help menu and even going on the internet to find some answers. Compare that to spending at least 2 weeks of every spare moment gathers info for my CPA and waiting months to have him work on my return because he is so busy with large corporate clients. Turbo did a great job getting me the biggest return possible. It paid for itself many times over.

Turboxtax has been stubbornly notorious for the final check before filing. It kept asking to FIX issues such as answering Digital Asset on 1099-B for high volume trader. They are PDF file from broker. We had 260 trades from Chase. I'd click NO and Continue 260 times each. That will be 520 clicks! STUPID Intuit.

The estimated tax section is terrible. I couldn't figure out where to enter my retirement income so the results were totally inaccurate. I talked to a live expert who couldn't answer anything specific about the software, such as where to input my retirement income. She was, however, quite helpful by recommending I ignore the software results if I felt they were inaccurate and told me I could use my own calculated results to pay estimated taxes. Given what I paid for this software, I shouldn't have had to calculate estimated tax payments myself.

Very good, however, the first time I used the 2025 Premier turbo tax version, it didn't lead me to the Form only part right away. I had a hard time preparing other taxes for my family and friends. It appeared the 2025 turbo tax was only limited to my taxes. I didn't purchased t the software to do only my taxes, it was for me, my family and friends.