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 love Turbo Tax, and have been using the program for many years, but I'd like to see one change made. When I have a question or need help for example, where do I enter Union Dues, where do I enter unusual medical expenses, what if my wife died, which she did, can I sign for her, do I file as a single etc.?? I don't want to log-in online or be returned to the Turbo Tax website for an answer. I would like to see you install a pro-active data base where I can enter simple questions at the top of your program where it says "help" and receive an immediate or simple answer like a "directory" of some sort and not be redirected to the internet or back to your company's website.

I've used TurboTax Premier for several years, and overall it gets the job done, but the process felt more complicated and time-consuming than in previous years. A few recurring frustrations: state e-filing costs extra even though federal is free, which has never made sense to me. There are also several prompts pushing add-on products and audit protection services that can feel more alarming than helpful—they read more like upsells than genuine guidance. I appreciate the desktop version's Forms Mode, which lets you view and verify the actual tax forms directly. This is useful for more complex returns. The interview flow, however, can lead you into unnecessary forms or circular loops, particularly around foreign tax credits and investment income. California filers should be aware that the state return includes many adjustment screens that aren't clearly explained, so some sections required additional research to answer correctly. Bottom line: good for investment income and moderately complex returns, but not always intuitive. I'd recommend it primarily to users who are comfortable reviewing the underlying tax forms, not just following the interview prompts.

The user interface gets worse each year. When it decided there were values that needed to be fixed it did not show any context. Just a shortened name and a box to type something in. It was hard to find the line in context. Changing values that were entered wrong on the first easy time through is very difficult.

Two issues arose. Older computer would not allow turbotax use. Had to revert to another computer which meant transfers.' Download from Financial Institution would not work after multiple tries. Heard from another person that ter download did not work for the either.

Only complaint concerns K-1 issued for IRA income which despite being informed during step by step it was not necessary to make entries because not my tax liability because was an IRA, YET could not complete FINAL REVIEW to electronically file without answering numerous and difficult to comprehend questions on the K-!.

I have been using TurboTax for many years and appreciate that it is pretty straight forward and easy to use. It was especially helpful when I use to itemize. I have multiple investment accounts, so I used the paid version of TurboTax to handle all of the investment information. I will usually use the import document feature but in my opinion, it is sort of a hassle and sometimes does not import all of the information, so I end up just entering the information myself.

I have been using TurboTax sense it started (originally call Mac-In-Tax) and have been very happy with the product. However, this year they have been extremely late with their product which did not allow me to use it for early planning and analysis of my tax situation before 2025 year end.

I have used TurboTax for years, maybe decades, and this version was the hardest to use. Something as simple as marking a value estimated has been changed from a simple right click to a menu option that I only found after I didn't need it anymore. I use TurboTax so that I don't have to pay someone to do my taxes but TurboTax pushes for me to pay for extra advice.

Everything went fine and very easy until paying for the state return. The screen that appears to enter credit card info is not entirely visible. I had to switch from Safari to Chrome in order to complete. Very frustrating. This also happened for the 2024 filing so it's not a new problem.