Don't like the interface changes. It costs a person time when the screens fundamentally change from year to year. Disappointed in the disfunction in the brokerage download. That used to work well and saved time in past years. Had to manually re-enter all of it.

The IRA rollover section was confusing. It was difficult to determine what to answer for the source and for the destination as far as category. It was a rollover, yet in some of the summary tables it would show that as income, though not taxable. This is very misleading in that it was a rollover, not income. The import function is limited and in boxes 12 and 14 for W2's my codes are always different then yours and I am not sure that the program actually captures COLA, and codes it does not recognize. Overall the questions need improvements because I had to experiment with the answers and then look at how it reflected it on the actual tax form and calculations. You need more help links throughout because of the poorly phrased questions--maybe give an alternative phrasing in a help button to make sure interpretation is absolutely correct.

This was my first year using Premier or business modules. I feel as a TurboTax user for years, there should be a way to search for a given "schedule" or sheet while filling out my taxes and have TurboTax take me to that sheet. For example. If I want to go to Schedule C to review my info I should be able to search for Schedule C and Schedule C or associated entries pop up in my return to review or add data. This was very difficult to find where my information was being stored for certain entries related to a given schedule.

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

I have used this for years, still a little confused on what may be required each time needs to be a little more in "English", a definition no IRS talk. Overall like using. Also, I use Quickbooks, but find that the catagories I put items in to on Intuit Quick Books are not the same as IRS forms and I have to combine items.

It worked. I like the way it keeps the prior year's information and applies it to the new tax year's sections. I like the way it works with Quicken. Quicken needs to integrate better with Tax Planner. It's a pain to create workarounds for Tax Line items like IRA distributions so that one can see Total, Taxable, FWT and SWT distributions. It was difficult this year to use [CASH] as place to use double entry to place amounts into items on Tax Summary and Tax Schedule.

Love most of the available import features, hate the double and triple entries needed for addresses and bank information. Ridiculous, especially if the same from a previous year. Needs improvement for double tax exempt interest and new overtime exclusion.

I've been using TurboTax for years and I like the continuity and familiarity. My 4 starts come from two reasons. I'm not able to adjust the size of the font. I'd like to be able to select font size (S, M, L) with the program. This will improve accessibility. Second I did not like the form download experience. I prefered the seamless process that was offered in the past.

1) Created duplicate forms that I needed to delete one. 2) My 1099-R State Distribution was blank on document. Turbo Tax complains : "withholdings can not be greater than or equal to gross distribution or state distribution." I had to manually enter the box 1 gross distribution amount 3) Asks to re-enter data it could easily get from my last year's TurboTax info.

I have input the necessary data to create the 2025 W2 and W3. The forms are visible on the screen. When I attempt to print, all data is put in 2024 forms and NOT 2025. I have deleted and reentered and this happens repeatedly. When I use the 'easy' version offered by Intuit, as an alternative, it does not complete the boxes correctly and does not mirror the prior year as to the employer.