Software worked less well this year than previous and had more pushy ads. In particular, I found the instructions less clear in a couple places and it made a potentially costly mistake with my broker's uncovered securities by assuming a 0 basis cost, which should warrant at least a notification like in previous years.

TurboTax doesn't generate Schedule D where I can see all my stock transactions and capital gains/looses for the year. Very disappointed!!! Similarly, even though you have all the information with you, you didn't enter the date of acquisition and cost basis for Restricted Stock Units (RSUs). That resulted in you using zero as cost basis, resulting in huge tax, which was shocking. I had to do some research and go and manually enter data for all the lots that I sold. I will consider this as a software bug.

The interface gets worst every year. You mishandle the foreign tax credt. Lacks necessary features to properly handle state taxes. You mishandle government agency security interest for state tax reporting. You mishandle capital gains on US treasuries for state tax reporting. You hide the detail infromation entry in forms mode. You force many manual form overrides and splitting of imported 1099 data. Your verification code emails are blocked by Xfinity.

Maryland excludes a certain amount of pension income (such as IRA distributions) that are fully taxable as Federal income. The excludable amount is calculated in Worksheet 13a and reported on Forms 502 (line 10a) and 502R (line 11). However, TurboTax 2025 didn't include this exclusion as a choice in the list of incomes where Maryland differs from Federal. In our case, TurboTax didn't include any amount in 502 or 502R, and its final calculation showed us owing Maryland $12 rather than an actual refund of $2,400.

Little improvement from year to year on user experience. Need to get user focus groups from various tax scenarios and have them go through their pages and tell you what they find hard to understand, where they get lost, experience with downloads, helps, etc. If your team spends a couple of days with a select group of people to go over their taxes minus the data, you will walk away with enormous amount of input to make the program more versatile, fool proof and friendly. Here is yet another annoying bug, why do you have a 4 character minimum on nickname. Am I suppose to make up additional letters to append to my name "Ben"?????

The disastrous handling of my SSA1099 form caused a gross under reporting of my taxable social security benefits and total taxable income. Running the Turbo Tax error/accuracy check program is a worthless exercise! Intuit should reimburse me for my Turbo Tax Deluxe purchase! More so, Intuit should refund all the many users that experienced software screwup.

Guided tour through every section of tax returns is quite helpful. Topics are logically organized. Unfortunate that I still have to spend hours reviewing documents that I already uploaded to Turbo Tax to answer Turbo Tax questions about the data on those forms. For example, I have to locate and add up the specific amounts received as foreign dividends as to which foreign tax was paid. Also, really hard to match specific uploaded forms to Turbo Tax questions when multiple forms are uploaded from the same broker; each account has a number on the uploaded form, but Turbo Tax does not capture that data or otherwise distinguish among multiple account statements from the same broker (e.g., Fidelity), so I have to search through multiple documents that I already uploaded to Turbo Tax.

Could not efile state tax return even though I was willing to pay the additional fee, error message kept saying something went wrong with payment, even though I never got the opportunity to give credit card information. Also, in the filing section, too many times asking to print the returns - wastes a lot of time.

Generally good product that simplifies complex tax issues when often required. Deficient though in allowing inputs for higher education expenses as needed for tax-advantaged education savings accounts and other credits. Quite buggy. Impossible to override errors and enter necessary values.

To transfer 2024 info to 2025, you might tell us to update 2024, open and save the return, and relaunch 2025. Very frustrating when 2024 is dropped into place and it is rejected. UPDATE: after 2 successful returns, the 3rd revealed a BUG in the program, which I solved while on the phone with TT support. The SAVE command caused the program to crash. The SAVE without password worked but still there's a bug for those that prefer password protection.