I have been using TT since 1988 and I have to say this time has been a real nightmare. Not near as user friendly as in the past. I had to really work to find things. I did this yrs taxes 4 times and every time it was different and a different outcome. Sadly next yr I am thinking about having my taxes done. IF this yrs was done by AI then I'm done with TT. AI is NOT good !!!!!!!!!!

Honestly It was just the worst to use. I am a student and I have scholarships that I got, I filed in two states, and there was just so many ways this could've been easier. you enter one thing and you see you tax return go from refund 1000 dollars to ow 300 and you are just confused as to what went wrong because what you entered was a scholarship amount, and then 30 minutes later it asks you if the thing you entered was a scholarship and was supposed to be included and then it jumps back to 1000 dollar refund. I hate turbotax

Don't waste your money. TurboTax has become a masterclass in predatory upselling. Last year, using IRS Direct File was a much smoother, honest experience. It was straightforward, free, and didn't involve being hassled to "upgrade" every five minutes. Now that we've seen how simple filing directly with the IRS can be, paying TurboTax's exorbitant fees, especially their ridiculous $60+ charge just for state returns, feels like a total scam. Skip the corporate bloat and find a service that doesn't treat your tax return like a hostage situation.

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.

Did not engage personally and taxes were rejected when submitted. Turbotax gave instructions on how to find the form 1095-A that was missing and had not been received. Post office said they were behind in deliveries by a month. The IRS instructions were not good on how to get the form on line. Market Place did not have a form 1095-A listed. However a search with the word "statement" eventually led to the form that was needed on the Market Place website.

I really like using TurboTax each year, but I will say I have had challenges with inputting information regarding my child and the use of the 529 plan. I really think there should be functionality that questions if something seems odd or not. In my case I didn't realize if did not include the right about for room and board. I entered one month versus 12 times that monthly amount. Seems like there should have been an error or call out to ask is that correct? I did something similar last year. I catch it after I file because the advice section has triggered me to go back and look back on the feedback. It highlights that I paid a penalty which then tells me I made an error. Can you look into adding some functionality. Thanks!

Software not as friendly to user inputs as prior years. On Form 1040, there is no way to apply refund to next year's tax. Only check or direct deposit are available. Line 37 to apply refund to next year is not an option. All I could do is edit in Acrobat and delete line 35a and manually enter into line 36. Prior year's software was much more user friendly. Who did you hire to mess up a good version?

You could improve the way you display investment titles. I have 3 Schwab accounts. The way you display them they all have the same title so I can't tell them apart. Solution: Allow the customer to have a 3 or 4 digit identification field so we will know which is which.

The 1099 inputs are very time consuming and frustrating for the user especially if you have hundreds of option trades. TurboTax needs to recognize through the description option trades and ignore $0 cost basis since the net gain/loss amount is already calculated on the 1099. TurboTax also does not allow the user to do sufficient bulk updates on the 1099 form to make the "Review Needed" error go away.

It seems like the web version is more capable than the desktop version. I help some of my friends do their taxes. I tried importing one friend's stock trades in the web version (which included ESPP trades), and I did the same for my daughter (who also had ESPP trades). Both accounts were at Fidelity. The web version required the 1099-B doc to be dropped into the program whereas the desktop version imported it from Fidelity. The web version was able to resolve all trades, but I had to adjust the trades that were imported. Is this because Fidelity doesn't share enough info? I also import my trades from Fidelity, and I had to manually adjust almost a hundred trades in my return.