The updates are provided, on average, about a month after I actually needed them - VERY slow in providing a complete, ready to go product. Interface is EXTREMELY clunky, requires WAY more mouse clicks to do what you need to do, and whomever decided to NOT provide the "opt out" of auto-importing documents should be tar/feathered.

I found this version worse than last yers. Why did you have to let me get all the way through the filing process before telling me I had to upgrade at the last step. I signed up for the $60 live advice but the advisors were never able to see my uploaded return nor view all of my screens, even after I opened up ll the permissions. It wa unclear what value of any that $60 got me.

Many of the different areas were not available till late January. I found several mistakes that were corrected but not until March, 2026. This is not acceptable at all. Trying to contact TurboTax was a major joke. TurboTax was a lot better in the past, not so much now. Perhaps this was all due to the various tax law changes?

I have been using Turbo Tax for over 15 years and every single year you have problems importing my investment info from Edward Jones. This year again, there were over 25 errors that I had to manually correct. When I look at my printed Consolidated 1099's from Edward Jones all of the answers are in there.

Really surprised at the ability to auto fill our Schwab financial information automatically. I was a bit worried when an input was required by from me but checking a symbol on the input 's request I was able to fulfill the request. We both have all of our stock accounts with Schwab and it seemed like both of our account data was entered with one click!

I have used Turbotax on my desktop Mac for almost two decades. This year Intuit tried really hard to get me to do it “online”, but I'd rather not have all this information stored in their servers forever. The number of financial firms who have been hacked is extensive. yes, there are laws and information distributions, and payment for identity theft recovery costs, but no-one ever seems to get put out of business and until they do there will be thefts.

Have used Turbo Tax for many years. This software update was more complicated with online information to be received and did not have capital gains identified separately on the wages and income summary. You had to dig down to determine if the capital gains entered were accurate. Previous versions had a separate line item specifically identified for capital gains.

Turbo Tax Premier helps me figure out how to report investments accurately. The rest of my tax information is fairly easy but the investments always stumped me. I feel that I am receiving the highest refund I am entitled to (or paying the lowest tax necessary).

VA State return never asked me to indicate when income was earned, since I am retired and my only income is Social Security (not taxable in VA) and IRA withdrawal/rollover to Roth, all my income was in December. As I had a late payment for September, Form 760C was filled out all wrong. I had to find the form and correct it to show taxable income was al earned in December.

Preparing the Minnesota return was difficult. Moved from a second home to a primary residence in mid-July. Second home was converted to a rental property. I couldn't record the points properly for the second home and had to file the MN return with a printed copy. Had to fill in the points by hand on line 12, Schedule M1SA, even though the total on line 14 did include the points. Also had to hand adjust the statement attached to properly show the two banks and amounts for the amortized points. TurboTax is good but some things can't seem to be handled.