One reason that I use TurboTax is for the ability to download brokerage information; instead of having to load it manually. There was a problem with this feature (2nd year in a row). I was not able to use this feature. Hopefully, this can be fixed going forward.

TurboTax Deluxe desktop did not correctly carry information from my imported Fidelity Form 1099-R entries onto Form 1040, and I had to manually review and correct how the amounts were flowing to lines 4a and 4b. For software that imported the forms automatically, I should not have had to inspect the underlying IRS forms and manually edit entries just to make sure the return was being reported correctly.

This year, I had problems with 1099-b import from Fidelity. From one account, data came involving a trivial corrected cost basis which put $4 in a box that TurboTax wouldn't allow, but wouldn't let me correct from any sheet, and wouldn't let me e-file because of this one worksheet box. When I repeated the Fidelity imports in desperation, a second Capital Asset Sales Entry worksheet showed up - the first download from Fidelity had missed the 1099-B for a whole account (1099-Div and Interest were present)!! Possibly I deleted the worksheet while fighting with the stupid $4 basis box, but since TT wouldn't let me delete the worksheet from the Fidelity account with the $4 problem, so I don't think so.

2025 Turbo Tax was very buggy. Normally Turbo tax is the most bug-free and beautifully executed software so this is disappointing. * I installed it and it failed to run so I had to uninstall it and reinstall it to get it to work. * It kept asking me to fill out fields for a child tax credit that did not come close to applying to me. * There were many other bugs. At one point I had to end the program with Task manager and restart it.

I was supposed to pick a date for when my cc would be charged for my federal taxes and no option was ever provided. After e filing the federal return, no further options for filing my state return was provided. I did not choose to e file the state return and there was nothing further listed for doing so after the federal return. your feedback option also sucks, I can't use a nickname someone else already has????

We've been using Turbo Tax for many years until now it forces user using window 11 for desktop version. We didn't realize this until start to download the software. Our desktop works fine on Window 10 and we don't want to buy new computer just to file the tax. They offer online version, but we didn't buy the software to use online version. That's ridiculous! We'll consider different software next year.

I used Turbotax for more than 10 years. I usually print the returns and file by mail. This year I wan to try e-filling for both Federal and State but ran into issues and could not do the e-filling. The issue was the software asked for the zip code of the recipient which I provided correctly but the software could not continue and I have to return to my old method of printing my returns and file by mail. I paid $20 for state e-filings but because it was not able to complete, I wonder if I will get charged. If I do hopefully I can refund it.

Each year there are more things that are not transferred from the previous year when uploaded. It makes using your software more difficult. I am seriously considering changing to another company even though I have been using this product for many many years.

Not great. Glitches and having to go back to beginning of section all the time. But the real issue was that they offer to send in the payment for you but if you foolishly elect that, you have no proof it was timely submitted to the IRS and you are exposed to interest and penalties. Do not submit via TT! Only go to IRS and state sites directly so that you avoid this expensive risk.

Lost most of my information sometime after a save. Re-entered it. Things that used to be included in the version I bought now require an upgrade for more $$$$$. Can't remember bank account information between Federal and State Versions. Buggy imports from my financial institutions required manually reviewing and correcting line after line. Never prompted me for my IP PIN even though I have used one for years with Turbo Tax.