1) TurboTax for Wisconsin does not explain Wisconsin Schedule SB Form 1 - Subtractions from Income, line 16 Retirement Income subtraction (credits restricted) very well. The restricted credits should be compared with taking the subtraction - for a married couple both receiving retirement income, the subtraction is $48,000! That makes a HUGE difference of about $2,000 savings in our case. 2) The printed instructions for mailing an amended return for Wisconsin have an incomplete mailing address, which does NOT include the city, state nor ZIP code.

The desktop version was frustrating this year, especially for crypto. The online product has a much better import and automation workflow, while the desktop version felt clunky, outdated, and far more manual. It makes no sense that a paid desktop product would have worse crypto handling than the online version. The biggest issue was having to do extra manual work for crypto reporting that the online version seems to handle much better. That is a major downgrade in usability. I'm also unhappy with the audit defense offering on desktop. It appears to cost more than other options while offering less coverage than the web version. Charging more for shorter coverage makes the desktop product feel like a worse value overall. TurboTax desktop used to feel like the more capable option. This year it felt like the opposite.

Pretty good all except for the e-filing process at the very end. TT has a known payment info bug (state info-wks) that still persists in 2025 (over five years). It refused to accept my bank routing and account info for state e-filing (refund) while it accepted the same info for federal filing (we owed money). Made an otherwise decent experience very onerous.

I HAVE USED TURBOTAX FOR 20 YEARS AND EACH YEAR IT SEEMS TO HAVE DIFFERENT BUGS WHICH ARE ANNOYING TO WORK AROUND. I ALWAYS MANAE TO GET TAXES DONE BUT SOMETIMES IT IS NOT THE EASIEST SOFTWARE TO USE. STILL I KEEP COMING BACK BECAUSE I LIKE ALL MY RECORDS ON THE SAME SYSTEM AND I LIKE THE INTUIT AUDIT DEFENSE FEATURE.

Everything was great as usual. There were a few places where I searched the web to gain a better appreciation of the tax rules. I also think you could have communicated better regarding the delay due to tax changes affecting depreciation for rental properties.

Too much time spent moving the cursor around with a trackpad or a mouse where the tab key could be used very effectively to move between fields. Also, I did not appreciate having E-file transmission fail because a software update was required. I should have been made aware that an update was required long before that.

That I have to buy Business AND Personal TurboTax versions is egregious. I have a simple Trust filing, and need to buy Business version for that. Yet the Business version doesn't do personal taxes, so have to buy a separate version for personal filing. That's over $200 for fairly simple filings, PLUS charged for California state e-filing. Makes me angry every year. Have written to my Congressman asking that the U.S. and States auto file taxes for people like many countries already do.

I have been happily using TurboTax (TT) for decades. This year it was a mess. From the beginning, TT was not able to find and transfer data from my 2024 return. The directions provided from the web site were impossible for me to follow. I was forced. In trying to input my data as a new return, all my carry over numbers were lost. I ended up digging out my old computer, opening the 2024 version, saving a copy on a thumb drive, and loading it into the 2025 program. What a mess!

I found it difficult to erase mistakes. I inadvertently added my 1099 for secretarial work (covered separately) into the line that asked for the same but into my wife's online book business. I could erase the amount but the program continued to ascribe it as an error and highlighted the box as such.

All was good except imported data from Wells Fargo interest contained an erroneous MN state tax withheld of over $3,000,000. Because it was such a huge error, I was able to spot it and remove it. I don't know of this was a bank error or a Turbo Tax error.