I have been using TurboTax for many, many years. This year's version (Desktop version Deluxe) was a big hassle for two reasons: 1) It requires Windows 11 (we mostly have computers that still run Windows 10, but have one newer computer that we were able to run TurboTax on) 2) The financial data import for Merrill Lynch did not work. It seemed like TurboTax would not/could not connect with Merrill Lynch (error 590 all the time). This had been one of the big time savers with TurboTax for us. Because of these hassles, I may stop using TurboTax in the future.

I've used TT for many years, but it never seemed this disjointed with an often irrelevant workflow. I had to use Gemini AI to get past the Canadian RPP, which Gemini noted was a known problem for more than one year that is still unresolved. I've never lived in Canada, but it did not stop you from forcing me into that loop that never ends. I teach personal finance and recommend TT regularly. I will be more reserved in my recommendation in 2026. I will use TT next year, it will be my first year of retirement. If it is like this year, I will be saying goodbye and looking for an alternative. I would be sad to do so, but that is not as bad as the frustration experienced today. Sincerely, Allen in Virginia

This 2025 TT DELUXE Desktop version run into some difficulties like not saving my entire w2 informations and almost filed a 0/0 due/refund scenario. Only my own intuition saved filing a 0/0 due/refund disaster, probably the software guard rails would have kicked-in but there were no such indication even after the time I singed for audit guard etc.

TurboTax in general help me to report tax but in some place, it give me headaches. At end of Federal tax, it will do a review and points out errors. It shows the error on tax forms instead of tell you which steps on the TurboTax you made mistakes. Sometimes, I have to understand how the tax forms works in order to correct the issue. The tax forms can be so complicated that I don't know how to correct the issue. It defects the propose of buying TurboTax.

Our TurboTax expert, Tamara, was amazing. She persisted even when I could not phrase my question quite the right way. Eventually, she understood the question and helped me enormously. It made my whole day. However, the downloaded TurboTax software was not up to its usual standards. Language & explanations were poor. Could not import old tax returns. Could not address an issue about e-filing a state return. AI is only as good as its programmers. Hoping for better next year

New format for entering dividends and interest took a while to get used to. Not sure I like it as well as before. Felt I was being pushed to import info and not given chance to say "Don't ask me again about importing." I can't really review accuracy. I hope it is more accurate than 2024 turned out to be. I ended up with a penalty for underpayment of state taxes because of last year's error.

Import was good. An issue with having to change the font size so the screen fits. The final page, I couldn't click on the button due to scroll option wasn't available. I had to hook a second monitor to move the window so I could click the window button.

It was almost impossible to get to the state return after I'd transmitted the federal electronically. My state charges a fee for electronic mailing, so I'll mail it in to get my refund.Finally I was able to add my DRDP on the state form but it took multiple tries. But it's cumbersome to get back to the program after you try the print preview.

I originally began using Turbo Tax on a Dell PC back in 2006 (for Tax Year 2005). Two years ago, I transitioned to a MacBook Air. I have since noticed that the Mac version of Turbo Tax seems to be more cumbersome to navigate and the text is smaller and harder to read. (My opinion is that the original program's conversion from PC to Mac is sloppy.) Also the elimination of being able to purchase the program on a CD is disappointing. (Downloading the digital version is way more complicated than it should be...given the current technological advancements that are being made.)

Give me an option to use the same bank debit/deposit details (name, routing # and acct. #) from my federal return on my state return. Entering this information twice for each filing is super inefficient and a waste of my time. One additional set of radio buttons; Use the same bank details and Enter different bank details. Not hard. Entering the same information four times is quite annoying. You've already got the double entered values from the federal filing. Just allow me to use it for the state filing.