This year was not a good year for TurboTax. Program bugs prevented updates from working; the software had to be removed and re-installed. Forms were not ready until well into 2026 - there is no excuse for not being able to enter Schedule D data and get a reasonable estimate, perhaps based on prior year or tentative tax law, as soon as the early releases are available. The software does not remember choices made on the tail end of forms ("None of these apply"). Thumbnails (for example, of downloaded forms) should show additional details (for example, T,S, or J for 1099s) Some fields generated from downloaded data print so small as to be illegible both on screen and in printed forms. It prompts at every opportunity to sign up for additional services that were previously declined. Really disapointed this year,year.

Donations were not up to speed. Had to guess at donations amounts because the table to get better accuracy wasn't there. Other things were difficult. Then I purchased the desk top version so I could file five returns as I help my nephew, brother, and sisters. After filing two returns it said I reached my limit and I was supposed to have five returns to file and did not reach my limit. So frustrated as I feel like I am getting ripped off.

Despite having the Premium version, the software logic is deeply flawed for residents of non-tax states. As a New Hampshire resident, I am forced to download a "blank" NH module, which effectively consumes the "one free state" credit included with the software. When I try to file in a state where I actually have a non-resident obligation, I am charged an additional $45 for the download plus e-filing fees. Furthermore, the desktop version is buggy. Attempting to move my return to a second computer as it comes with 5 installations, it resulted in an endless "download NH" loop that blocked all progress. Buggy, expensive, and frustratingly designed.

I would prefer to have a CD version of Turbo tax. This year I had a new computer and had trouble to find last years turbo tax to download as well as to install turbo tax onto my computer. Last year it only saved it as a PDF file. I needed more help from friends with more knowledge in IT to help me with download a desk top version and to find my last years file to download into this year to start working with TT.

I was frustrated trying to find where to enter a simple $3.11 Wash sale loss disallowed. Any searches came up with the same instructions, not very clear. I finally found it by checking the box by the Adjustments to Cost Basis. You could make that easier.

This year it was terrible. I could not install it until I talked with customer service. Then I could bring in 2024 Tax information. So I had to talk customs service again. This process took many hours.. When I finally was able to bring in 2024 info the program said it did but actually nothing was imported .

Turbo tax did not work correctly when I first entered my 1099R. Customer service did not help me. I had to try editing and resubmitting the information multiple times. Also, I thought that the software included e filing the return and was disappointed to see a $40 fee. I was just so frustrated by then that I went ahead and paid it and filed the returns.

I was really put off by the requirement to replace my apple computer in order to continue to use turbotax. Strongly considered switching to competitor. But in the end, more than 15 years good experience with TT was dominate factor. Still grumping about the "extra" expense, but now hope for compatibility will extend a few more years. The tack on fees for "e-filing" and processing refund were an unpleasant surprise and to my mind not adequately disclosed up front. The two state situation was adequately handled but instruction for handling multiple 1099-R were confusing as if you move mid-year you will get two from the same brokerage but your RMD doesn't change. TT gets confused and over calculate your RMD & add a tax or penalty, Note.My 1099-R from brokerage contained, and I entred, the 17 characters in the state withholding account number box as I was doing the federal tax. Only when I got to the state portion was this flagged as on 14 characters were allowed. After some searching, TT identified which three characters to omit. Should have been flagged in federal part but was not. Had to go back to federal form. Not efficient with my time. On the plus side, the comparison with prior years is extremely valuable to catch big variations year that may be real or typos or omissions. Bottom lime, will probably use next year.

My return suffered from a known bug, that had been reported in the online community pages last year in which Form 1099-DIV box 12 amounts that are taxable in MD do not transfer to form 502 Line 2. It's bad enough that you have the bug, but to know about it and not offer a work around is unacceptable. You should be transparent about known bugs and offer work arounds. Of course ideally, you should fix them. But in the interim, you should at least let customers know that the bug exists and how to deal with it.

I have used this software for years and at the end i still must enter my information two or three times.Turbo tax interface is the same as it was 5 years ago! i load my credit card info for staet return and hit transmit. Then i get an error message to correct my downloaded W2. Why am i getting an error message at that point! My daughter's return required a form 8615. Why could the software allow me to direct it to my Turbotax return. Secondly Form 8615 required Schedule D information. I did not have a schedule D. the software or your help options would not provide any details on what to do. Again, my comment is, "Your software is outdated."