Experience is very good as usual with one glaring exception for entering income interest manually by company wafter the initial entries. On review one cannot discern multiple accounts by the same company name one from the other without clicking edit. We do not have much interest income, but this is still an aggravation when reviewing our joint income. I think the last four digits of the account number should show on the list after a person has entered their data.

Imports previous year well, and you can move between Internet or Desktop - Desktop is more user friendly, you can see the full tax forms at any time. I had to use Support this year, and my agent was excellent - very helpful and patient. E-filing was very efficient.

Turbo Tax Premier needs to be able to incorporate additional items from broker statements such as Foreign taxes paid/accrued by country and tax-exempt income by state. I should not have to input these items manually. SDIT tax return for Ohio does not properly pick up Ohio income!

I have used TT for many years because I liked the Q and A format and the ability to have TT do all the calculations. However, one thing that I have always resented is the inability to easily print the information on a TT screen that I was working on. I don't understand why TT will not allow a customer to do this. Regarding TT expert assistance, I was unable to find the option I was interested in, which lies somewhere between asking a question and having an expert prepare my entire return. What I wanted was to prepare the return myself, and then have an expert review the entire return with me and identify any issues that I may have missed.

The system does not understand that I can be single for Federal Tax but married RDP for CA and therefore rejects both because of the discrepancy of filing status. This is even with constant updates through 4/2/2026. I paid $25 to e-file CA, and AFTER paying, I am told you cannot e-file.

When I got ready to eFile my federal return, TurboTax filled in a pin for me and my wife. The one for me was incorrect.. As a result my return was rejected. TurboTax should have walked me through the process of locating the correct pin before eFiling the return. I needed to log into my IRS account and find my new Identity Protection Pin. It did the same thing to me last year. I figured they fixed that but they did not. Other than that the process was pretty smooth. Improved somewhat.

TurboTax has a good, simple platform to file taxes. However, they have turned their platform into a intrusive add-on sales machine that constantly askes about purchasing upgrades or pushing you to their online version. Product is becoming less appealing every year.

The estimated tax section for federal taxes could be GREATLY improved by making it like the NC estimated tax section, which shows the $ values from last year, so you KNOW what where data was entered, and can enter the same $ value, plus any expected changes. I could find NO WHERE to put my social security earnings. My ROTH Conversions went buried under other income, which I could not find without asking help. Please...make this simplier.

TurboTax stated that it would determine if it was best for me to take a standard deduction or to itemize, but determined before I entered medical costs or pharmacy costs that I shoud take the standard deduction. In fact, it did not allow me to enter medical or pharmacy costs, but defaulted to $0 for each. I had significant medical costs due to spine surgery and a hip replacement which would have resulted in a relatively high dollar among with itemizing. How could TurboTax determine that the standard deduction was the best option before all itemizable data was entered. TurboTax gave no explanation for preventing the entry of medical and pharmacy data. There may be a good reason, but it was not given. Not happy that TurboTax left me in the dark on this issue so I coiuld give it 5 stars. I never encountered this is prior years using TurboTax.

Very frustratiing experience. One screen tells me everything is complete, then later it tells me I need to enter more information. There is no way to blow past that error and no way to file without the information. AND it doesn't help you with what information shoudl be entered or where to find it.