This year I want to scream. Forced Win 11 upgrade, continual ads to buy services, file online, support, etc etc, unable to get past bill address info when trying to efile. Multiple issues with valid passwords not being accepted, multiple passes through cumbersome security. Not a happy camper.

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....

TurboTax is generally quite excellent. I find just about everything easy to use, with one exception. A couple of years ago, a change was introduced in the 1099-DIV/1099-INT/1099-B section. This section is now very clunky and hard to use. From the "I'll choose what I work on" page, when you click on any of Dividends, Interest, or Stocks buttons, it takes you to the same page where you have dividends, interest and stocks all intermixed. Then, if you want to see the details of stock sales, it takes you to a table which is VERY clumsily depicted, with column widths that you cannot change and text that wraps around to next line making it very hard to see. (I use a MacBook Air computer with TurboTax downloaded). What I would LIKE to see: when I click on Interest, I want to see only 1099-INT forms. When I click on Dividends, I want to see only 1099-DIV forms. When I click on Stocks/Bonds, I want to see only 1099-B forms, and when I click to see the details of stock transactions, I want to see a table that is formatted nicely.

The UI/UX on this version of TurboTax was terrible. It started off by constant reminders to do taxes online. I don't want to! The section on income/investments was confusing and unclear as to what was done and what needed review. The app constantly threw modals up asking for feedback. Just stop. Also, the typeface and leading were terrible small/tight and not adjustable.

TURBO TAX HAS THE OPTION TO CHOOSE DIRECT DEPOSIT OR HAVE A REFUND MAILED. HOWEVER, STARTING FOR 2025 YEAR RETURNS, THE IRS CHANGED THE RULES AND THEY DON'T MAIL OUT REFUND CHECKS. AFTER TALKING TO THE IRS, WHILE NOT STATED ANYWHERE, ACTUALLY WILL MAIL OUT A REFUND IF YOU WAIT 30 DAYS. THAT STIPULATION SHOULD BE AN OPTION ON A REFUND SITUATION AND STATED AS TO SUCH, OR JUST REMOVE THE OPTION TO GET A REFUND BY MAIL.

The handling of foreign tax credits is horrible. The instructions seem to encourage skipping the credit altogether. Following the instructions requires multiple passes through the calculations to build a file that can be e-filed. This is not professional and does not build confidence in the final answer. Another issue is it is nearly to impossible to match the 1099 downloaded to Turbo Tax with the pdf download so that I know how to answer the question. In addition, question were asked to fill in numbers that Turbo Tax should know from the downloaded 1099.

My only issue I had - my 1099-R has the amounts in the "1. Gross distribution", "2a. Taxable Amount" and "9b Total Employee Contributions". I should not have to go through the "Simplified Method" screens. I know how much per month is non-taxable. Turbotax should take the info input. Only IF the 2a amount is NOT filled it should it make you go through all those screens. This was my first year with 1099-R. Bottom line: IF form 1099-R has ALL the info needed please do NOT make people go through the screens. It caused some issues and took too much time.

no extension available in desktop, online is way to cumbersome. It took me over an hour to find the location in the software, then tried to sell me turbotax...... if I had not been using for years would change to another software package. considering starting over next year with something else

Disappointed with return/process due to the fact that Intuit tried to slip in $70 of additional fees which were not fully explained. Specifically, one was identified as "turbotax premium service" and "state efile fee". To correct this, I had to contact support. It appears that they were able to resolve the turbotax premium service, but I was advised that the only way to avoid the state efile fee was to print and submit the form via USPS.

I use TurboTax as I am very familiar with the program (many years usage). I trust the accuracy of the program and I love the feature to go to forms. I also really like the ability to print to PDF files. I really like the software running on my own computer. I do not want to use something that runs on a server.