One challenge we had was in importing data from Fidelity. The 1099-R forms were ready before the 1099-Div, 1099-Int and 1099-B for capital gains. When we imported the second set it would knock out the 1099-R so we would have to go re-import that and then fix errors. We had to create a spreadsheet to check which forms stayed and which were knocked out. We have several accounts at Fidelity.

Turbo Tax would not allow me to use direct debit or deposit, even after I verified and confirmed my Bank of America Routing number from their website. It forced me to have to mail a check and wait to get a state refund check versus direct deposit and debit. you need to fix this bug

The ability to import detailed Schedule D transactions from brokers -- AWFUL for 2025 but great in prior years. Why did you change? I have hundreds of transactions to import, with always a few requiring cost or date adjustment. You have made it very difficult for 2025, to the point that after using TT for about 35 years, I will be looking for another provider.

It was alright until the audit check. I downloaded the investment information directly from my investment firms. During the audit check, before filing, I had to enter made-up information into fields that otherwise had no auto-filled information. Otherwise, I could not get out of the audit loop. Very annoying and inaccurate.

I will be actively looking for opportunities to ditch turbotax next year for your unethical business practices. I purchased premier desktop with a $25 fee for state efile. When starting it prompted me to select online and said it was free after finishing, to file would have cost me 270 dollars. So I went to desktop and was unable to import my completed return so I redid it on desktop and when I went to file the option to pay with a card was not working (probably a turbotax policy) so I had to pay an additional $40 to use the refund to pay and amazingly that worked, who would have thought. I think there are now better options than turbo tax.

Have used Turbo Tax for years. Usually very happy with product. 2024 and 2025 PA state product has an issue with Sch. D capital gains identified by taxpayer, spouse, or joint not carrying over from Federal input, and no helpful input screens on the PA side to fix the issue. Never a problem prior to 2024. I have previous experience as a tax accountant.

IT GETS WORSE EVERY YEAR... ONLY REASON I USE IT IS I THINK IT WILL IMPROVE, AND YOU NEVER KNOW UNTIL YOU'VE SPENT YOUR MONEY AND ARE INTO THE 2ND PAGE.WWWRRROOONNNG AGAIN . THIS YEAR'S WAS THE WORST YET. THANK GOODNESS FOR CHAT WHO EXPLAINED WHAT I WAS SUPPOSED TO DO!! IT USED TO BE SO EASY YEARS AGO. WHAT HAPPENED? I AM GOING TO JUST GVE IT TO A TAX MAN OR WOMAN EVEN THOUGH I DO NOT MIND DOING IT MYSELF IF I HAVE THE OLD PROGRAM FROM 8 YEARS AGO, SIMPLE AND ALL YOU HAD TO DO WAS EDIT THE LAST YEARS RETURN ENTRIES WHICH WERE LISTED AND POPULATED AND ANSWER A FEW QUESTIONS!!! IT JUST GETS WORSE AND MORE CONFUSING EVERY YEAR.

Turbo Tax "locked into" the Standard Deduction for me when the itemized deduction choice was clearly the better choice. I was not able to find a way to get to the screen where I could simply pick the one I wanted. To make the override happen I needed to delete all of my data entry in the Credit and Deduction section and start over. It took a while to come to that conclusion, bit it worked. The key, I think, is to not toggle back and forth to understand what is happening with the program - just make the choice and let it be.

I appreciate the on-line downloads from my investment carrier and the auto fill of related documents. I believe that you can give better "age related" info about required investment payouts rather than the "you might need to take a payment info" for those over age 73....

1. Turbotax Premier Desktop version does not have an updated interface to upload my Crypto transactions (new Form 1099-DA) from my Crypto tax software. This resulted in manual editing for corrections. 2. Then for some reason, after e-Filing, it tells me to physically mail in Form 8453, with Form 8949 transaction data that is already included in the e-File. I had no forewarning to troubleshoot, and it does not tell me why, ie what is the missing information, since Form 8949 includes all line items.