I engaged with three of your agents. One of them dropped my call and did not call back. One of them was going to check something and put me on hold and it transferred me back into the 20 minute que to get an agent. Spent way too much time 2 hours trying to get help to import data from my brokerage. Never had that problem before in 18 years. Very frustrating!!!

I've used TurboTax for many years and this is the first year I haven't given it a 5-star rating. It remains accurate but it is not as easy to use as in previous years. I wish I could pinpoint exactly what was so different but I can't. I love the way it brings the previous year's information forward very easily. I love that it can be used step by step or by topic. I always enter data by topic as forms come in. It makes the final job easier. When I have all my forms entered, I go through the step by step process to be sure I haven't missed anything, then I file electronically. I filed my Federal return but held back on the state as I wasn't quite done with it. When I went back to electronically file the state return, I had a terrible time getting back to it. I fought with the program for about 5 hours before I was able to electronically file my state return. But, both are done now and I will definitely use TurboTax again next year. It still makes the whole process easier.

For the last 2 years the software has not been able to locate the previous years version on my iMac. Also, it is not clear when your work has been saved and there is no clear save tab. There is also difficulty downloading financial institution data (Fidelity) forcing me to enter manually.

I've been using Turbo Tax since the 1990s. This year was a bit disappointing. There were several problems that needed manual updating to correct. One was with importing brokerage data. In preparing two returns, I had to manually delete double instances of INT & DIV forms. Additionally in preparing two returns, both kept coming up with "enter data for Canadian income", of which neither of us had any, this year or last year (imported last years data. While in the end we got filed. No errors detected. But it's buggy.

I've used Turbo Tax for over 20 years. I love it! I started using it when my tax accountant would meet with me and ask me questions and I noticed that he was preparing my taxes with tax software. There was no reason I couldn't do that and save myself money.

Estimated tax calculation routine needs work. I knew i needed to send in quarterly payments, because I owed nearly $3000 for 2025, But after putting in the required data, TT said "You don't owe any taxes for 2026" and would not calculate estimated payments. After a couple of attempts, I had to go into the forms view and work out the estimates there. I have nearly $1000/q in federal and $1000/q estimated tax payments. Why is step by step so inaccurate? And shouldn't Turbo Tax import the data it needs from my return (e,g. my agi and last year's taxes?) Entering Foreign tax is still not working well. It take sthe 1st country, then the first country disappears when the 2nd country is entered> I entered data for 8 or 9 countries, but when I looked at for view, it only said various. Confusing. I have used the Deluxe version for over a decade, but looking at the features on the box, it looked like I would have to buy Premier to handle my investments and foreign taxes. But Premier looks like last year's deluxe with a significant price increase.

Not as clear and informative as I'd hoped. Fortunately Microsoft CoPilot was able to answer any questions I had and guide me through many of the screens. Also there were several Learn More or Information links that just took me to the generic help support page rather than the specific topic the link referred to.

I have been using Turbo Tax for over 10 years and been happy with it. Something changed this year and I had difficulty navigating the screens and made several mistakes with forms, downloading info from my accounts, and getting the information correct. I even duplicated dividend forms and almost didn't catch it. I will revaluate my options next year.

1) Turbo Tax insisted we had income from Canada. Totally false and bogus. 2) State Tax refund from 2024 was imported from last year, but the number was incorrect. 3) When filing you already know and display my bank routing information, so why do you make me enter it? 4) You know my general tax situation because you import the previous year's numbers, so when guiding me through this year, only focus on the categories that I entered last year. If I have a new, arcane situation, then I'll ask for that form. You could streamline the process so I could file in 15 minutes, but this drags on for an hour answering "no".

Need to increase these line numbers beyond 4000 for stock trades. Your web version needs to be data compatible with the desktop version. Your help topics doesn't always address your questions. Used DeductAble for transferring my donations into turbo tax premier 2025, but after transferring all data, I still had to input all location addresses for each donation date, which was time consuming.