I have been a loyal TurboTax user for many years. Each year, it feels like it gets more and more difficult to purchase the software and to do my tax return. For years, I have always e-filed my federal and state returns. This year, TurboTax would not allow me to e-file because there was a 0 on line 27a of Part II on the Profit or Loss from business form. I could not figure out why a 0 would prevent me from e-filing. I was forced to spend $60 and had to wait over 1 hour and 15 minutes for on-line support. In the end, I was guided on how to remove the 0 and then I was able to e-file. To describe this experience as frustrating is a huge understatement. I had to spend extra money and a lot of extra time just to get my simple tax returns done and e-filed. I will say the woman that helped me online was great and was able to figure it out, but it took even her, an experienced TurboTax support person of 5 years, quite a while to find and fix the error. I greatly appreciate her help. However, I am very disappointed in the software. I am using the Home & Business version running on Windows 11.

Usually have no issues and everything works great but this year I had to file in MD and had a tax credit that Turbo Tax would not process - very disappointing especially since no warning in the program only refusal to allow me to fill in that section of the form had to go to outside sources to verify that Turbo Tax would not work

I could not transfer my 2024 turbo tax to 2025 turbo tax and had to start from new. And now i was not able to save my new turbo tax 2025 as a pdf file. So i may not be able to transfer the 2025 info to my 2026 tax return. Consequently i will be going to a new tax service next year. After 15 years as a turbo tax user you just lost my business, not that you really care.

I had trouble entering interest and dividends from my Charles Schwab accounts. I have over 5 accounts. The import screen and the company title do not include the account number. I have a hard time verifying that all my accounts have bee imported. I also was able to enter 2 accounts twice. I am very unhappy with importing accounts from by stock brokers

TurboTax gets the job done. I have some complexities like K-1s that raise topics that aren't fully covered in the TT Home & Business product but it gets me close enough to find other answers myself. It also makes it easy to cover my wife's small business. I have used the product for years and am comfortable with the user interface and process for completing my return. I will continue using this product in the future.

This was my first year using the live agent advice and the two ladies that helped me were AMAZING! I was getting frustrated but they knew exactly what the tool was asking and how I should enter my information. Thank you so much for this feature and the ability to call back several times!

I began reporting a second business this year as a stock trader. I found this field very confusing and the program went into something having to do with some agricultural co-op. As so many people are getting into this field, I think you need to do some vast improvements there. I have used Turbo Tax for several years, but this was all new to me. And you did not make it easy.

Was needlessly asking for a password I did not understand. Would not transfer data from the previous year. Steered me to online tax filing when I had paid to download the application. Took 20-30 minutes to find the download page. Getting started was stressful, buggy, and not easy.

The questions are not always clear regarding what is being asked and why. Sometimes it's clear. But sometimes it's ambiguous regarding how to answer the question, e.g. what to include in the figure that you're entering. If we answer incorrectly, it could cause an inaccurate tax return.

Generally easy, but there are some pages where information required is not explained well... sometimes no explanation at all. Usually solved with a bit of research, but occasionally I just have to "wing it". The only material problem I've had with the 2025 software is the payment page for buying state eFile. At the "Payment" page, the expiration date field only shows months 01 through 09. Considering my primary payment card expires in October (and most of my other cards are also in the last 3 months of the year) this is a major annoyance. This was the same for both "Business" and "Home & Business".