Had to utilize a tax expert - not for any tax assistance per se, but I could not e-file our returns. The linkage to pay the fee to e-file for CA was linked to your tax Assistance feature, which was declined. As it turns out this prevented up from e-filing and accepting our banking info. My recommendation is to make the features separate. I was concerned if I waited until the last minute, I might not have filed on time.

Got hung up entering a 1099-Misc I received from Gemini for Staking Rewards. When I entered it a 1099-Misc income it wanted to set me up as a business. I don't want to be a business. I googled for help and it told me to just enter it as Other Reportable Income which I did. Turbo Tax should ask "Is this 1099-Misc for Staking Rewards.....then just enter it as Other Reportable Income.....or something like that.

Sometimes it's too difficult to use the search function and find where to go into the program to change numbers that are not correct. Also, your glitch back in around 2021 or 2022 where my carryforward short term capital gains doubled from the correct amount (this is a glitch you gus apparently know about), caused me a lot of hours last night trying to figure out if my AMT carry over was really zero or not. Using AI I found an explanation of that issue plus a good discussion about how short term capital losses should count against my AMT this year and so I, through hours of work, reduced my taxes by $65,000 by finding the error caused by Turbo Tax and fixing it in my Federal Tax form and CA tax form, but it caused my a lot of pain, anguish, and lack of sleep.

The software appeared to generate unnecessary fixes, especially for institution supplied data where blank was submitted instead of zero. And the error did not take me directly to the proper worksheet - I had to search through the flagged document w/s to find the place to enter the "0.00" This seemed like a poor service designed to trick users into signing up for the new Help cost.

Overall it is a quality product that makes it "easier" to file taxes. Need to make it easier to update return based on corrected 1099s. This section should have a simple 1 button to take you through simply updating 1099s. Its a very common thing for them to be revised sometimes more than once. Also for states that don't have income tax (Yeah for TN!) it would be better to allow it to go straight to filing fed return w/o all the prompts to

I've been using Turbo Tax for over 20 years now, but this was the first year that the program was unable to help with calculating estimated taxes by 15-Jan-26. I'm retired, and I usually put my final estimates of my taxes in before 15-Jan so I can get a rough idea of my total tax liability and make sure my final estimated tax payment is correct, but this year Turbo Tax had many sections that were not ready, including rental property, capital gains, etc.

Turbotax prompted me that I had overfunded my HSA account and that I would be penalized 6% if I did not withdraw funds. I did so only to find out that I had in fact, it was not overfunded. To get this resolved, I had to take a lot of time contact my HSA admin and pay $60 for tax advice on Inuit to get this resolved even though it was it was Intuit's mistake. Turns out this prompt may have been generated from some interview about last year's taxes that I was unable to go back and see or correct. Not happy about all this.

TurboTax this year was a bit of a disappointment and continues to drop off in quality and helpfulness from prior years. I think this is my 25th year using the program. I ran into several bugs even into late March and April that caused significant extra work and confusion. One was that TurboTax had no idea how to help me accurately enter a K-1 Partnership form. It incorrectly forced me to enter an S-Corp that didn't exist and I had to go into Forms to remove the inaccurately generated forms that resulted from interview screens I should have never been forced to visit. The import feature continues to be wonky at best, searching for etrade has zero results because e*trade is the name in Turbotax. TurboTax should be smart enough to offer e*trade as a possible match when etrade is searched. The flag feature is helpful to return to a topic, but unhelpful in that you can't mark a flag as complete without just deleting the flag. If I learn something else or realize i have more to add for a flagged item, it would be good to go back to it even after I thought I was done to double-check. Leaving it as an active open item flag can cause confusion and uncertainty, where a "completed" flag still keeps all of your notes and keeps your place to return back to it if you needed. The integration with an Intuit account for anything is such a pain. Why do I need to sign in to visit the public knowledge base? Search there isn't even too great, so I just asked my question in duckduckgo.com or a more helpful search rather than sign in to search to find no helpful answers from Intuit. Also the credit card process for paying for State e-file was so slow and laggy. It took me two tries to accomplish paying because it errored out the first time. Lastly, when e-filing on 4/14/2026, TurboTax defaulted my payment to be 3/15/2026. The text even said it would default to 4/15/2026 if filing before that date, but then didn't do that. Luckily I caught that, but just a lot of things like that this year where it seems like Intuit was constantly dropping the ball and expecting me to catch their mistakes which is disconcerting and fundamentally not why I use TurboTax.

Two issues that need to be addressed are (1) when I imported from financial institution TurboTax created some new institution boxes for me in addition to the ones it brought in from last year. That led to confusion about 1099-DIV and 1099-INT entry. If you are going to bring in boxes from as year, tn make sure when I import from those same places you dont create duplicate boxes, Also, the desktop software had to be conneted to the internet or you didnt see the new pencil and trash can icons or the svg files for Dividend, Interest, etc. buttons in the investment section. Those should be included in the download installation and not require you be internet connected. That led to confusion because it said NEEDS REVIEW and there was no way to review given we were not on the internet. I don't connect to the internet while doing taxes except for one import.

I don't like that when TurboTax asks a question and I answer “No,” it still walks me through that entire section even though it doesn't apply to me. It also doesn't clearly differentiate between me and my spouse. Please add a feature that takes users directly to the next unfinished section instead of returning to the top of the index page after each completed section.