This year everything went as planned (desktop version) until a glitch occurred regarding itemized deductions versus standard deduction. The step by step interface defaulted to standard even though it was obviously better to itemize and then wouldn't let me manually switch. The step by step interface finally showed the correct refund amounts but still showed that I chose standard deductions. Checking the forms showed itemized correctly. Minus one star for this error.

Overall I have had good success with Turbo Tax Premier across several years, but occasionally I encounter a glitch in the program and have to work around it manually. In 2025 it happened when I answered one of the final review questions and the program changed my annualized income Form 2210, showing an underpayment penalty. I was able to fix it, but if you aren't pretty familiar with manually filling out forms and working around the program, Turbo Tax would have gotten me into a dispute with IRS.

I have used Turbo Tax to file my tax returns for a number of years. But Tax year 2025 is the most challenging year for me to file my returns. Part of it is the 1099R amount combining the RMD distribution and ROTH conversion amount. I was confused by the questions Turbo Tax raised to split the two amounts. I made an error and caught it because I was missing Form 8606 although I did a conversion. I got it right in the end after a few passes. Another item tripped me when I filed the tax returns and they were rejected because of missing IP Pins. I had to get them from the IRS On-line but had to use ID.me to sign on to the IRS site. Login.gov is not an acceptable way to login to IRS, only ID.me. A heads up to secure an IP PIN from the IRS as a pre-requisite to E-file would have been nice. The filtering of data thru straightforward questions is one of the keys to get an accurate tax return and to avoid re-filing. I opted to use the legacy method versus the new web application for simplicity and I felt constricted when I initially tried it. There was a point in the interview which offered no way to return to the previous page but to proceed and complete the process using the web application.

I use the import feature to import my 1099-Rs, 1099-INTs, and Consolidated Statements from my investment firm. This is easy and eliminates input errors. I also like several features such as the 1099-R summary that shows all my retirement distributions and pensions,. We have a basis (some tax free money) in our Traditional IRAs. The IRA worksheet tracks the basis and shows any Roth IRA conversions and balances by year as well as contributions and distributions. Makes it easy to review and track.

Contrary to the experience of prior years, I encountered some annoying glitches, in particular with importing brokerage files. Also had to deal with the weird glitch concerning income from Canada...luckily, I found the solution to that by searching online for the experience of other TT users One feature that was very helpful: TurboTax lined up the prior year's 1099s for comparison with 2025 entries, and pre-filled the Payer's information blanks.,,a welcome time-saver

Over many years I've discovered errors and glitches in TT programs. I usually discover these in two ways: 1) My own knowledge of what ought to be, 2) Studying "Forms View" and finding inconsistencies, inaccuracies, contradictions, and unexplained blanks either filled in (or not). I've done my best to report these errors to TT personnel, but each year the same old ones persist, and new ones arise.

I was disappointed this year for the following: 1. Last year Turbo Tax data not transferred to this years turbo tax 2. Did not include our full names, is missing our middle names 3. Forced m to included "premium turbo tax" and then charged cost 4. Got hung-up on the state tax return for questions that did not apply and did not apply to our return 5. Tried to force us to use online forms in lieu of on my computer Hope next year you change you "style"

I had to ask AI, ChatGPT and Copilot many many questions to clarify my entries as TurboTax Premier did NOT provide enough information on the topics such as "Special case: nominee interest" reporting, and how to interpret the very confusing working behind Investment Income Adjustments relative to my MN state filing. For one thing... TurboTax should of BY DEFAULT checked this box for me under "Tell Us About Any Income Adjustments," because when I checked it it showed that there was an amount that should be looked at. TurboTax could give EXAMPLES as to how to interpret the very confusing instructions that follow.

TurboTax is mostly easy to use and gets the job done. This year I had more trouble than usual as some values got duplicated resulting in high taxes (but smart check said everything was fine). There were also some areas where it asked to fill out information, but the explanation was unclear. Still, it got the job done.

Attempted to transition from Desktop to Online version of Turbotax. Unable to transfer prior year Desktop Turbotax to current year Online Turbotax. Tried many different ways, even free version of Online provided by my financial institution, but each time Online version required me to start from scratch. I gave up and purchased new Desktop version... very frustrating!