I've been using Turbo Tax every year for decades and it's usually dependable. This year, the download software was so glitchy and frustrating that I had to discard and start my return over again several times. I had to hunt down the Intuit phone number to get live tech support. Thankfully, the wait time on the phone was only about 5-10 minutes, and the person I spoke to gave good instructions about how to troubleshoot the issue. Even so, I think my days using Turbo Tax are done.

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.

Whatever changed from 2024 (and previous years) to 2025 TurboTax made it confusing, and I had problems trying to download information from Fidelity. I've used TurboTax for 20+ years, but my experience this year has me considering to find another tax software.

I have been using TurboTax for over 20 years and this was the first year I can honestly say that I was disappointed with the software. In addition to not being able to cleanly import all information from the prior year, I was also not able to import one W-2 and one 1099-R that I had previously been able. Additionally, one required form (W4-P) was not supported by the Premier level software and recommended a print filing. Finally, I was frustrated with the desktop vs. online choice. Is the program better (recommended) more complete Online than in the Desktop software? I got the feeling that you would like to migrate to an online only option. If that is the case then you should provide a reason to switch from the desktop. Perhaps it's time to try another program.

There was what seemed to be a substantial update to the product as opened the Turbotax desktop application. I hadn't opened the product in about 2 weeks. I re-opened the product around April 1, 2026, and received the update. It caught me a little off guard that there appeared to be a substantial update. But, I know that importing forms from investment companies worked after the update. Those form imports did not work before the update.

I've been using TT for several years. This is the first time I had to fight with it. (1.) It wouldn't import all the Schwab files I selected from a combined 1099 (1099B was missing). Customer service said for me to enter it manually. Not a big deal however the remnants that were imported created multiple entries I had to comb through to remove all duplicates. (2.) I believe it was because of the remnants of the 1099B that caused me to have to upgrade to the premier version, from the Deluxe + State. (3.) I E-filed 3 returns and now the software is telling me I've hit my limit of 5 free E-files. One of the returns had 2 text responses from the IRS as 'accepted' and 'denied' although I only E-Filed in once. Now I get to chase down which returns were successfully filed and which were not. I have yet to receive the text from the IRS that my last e-file was accepted which coincides with the notice that I have reached my 5 free filing limit. I still have a 4th return to file so it looks like I'm in for some more phone time with customer service to get this resolved.

After 20+ years of using TurboTax this may be last year. Was never able to download usual forms from my brokerage. When filling out certain forms, found that many questions and answers posted online applied to TurboTax online but were different from desktop version.

Turbo Tax used to relatively straight forward and direct. Now it seems like every year you are asking/requiring information that is not necessary to do taxes. I don't know who you are gathering information for, the government or to sell to advertisers, but I really object. I am paying you for access to your software. You need to stick to only information needed to calculate taxes.

The main reason I have for using Turbo Tax is that it imports tax forms from Fidelity. Otherwise it's a bit more expensive and not that much different from other software I've used like Block and TaxAct. The support people required a substantial wait and were a bit difficult for me to understand - accent / phone noise. Importing tax data from Fidelity and banks had a few glitches, but worked well enough after a few tries. A little disappointed in the info offered after filing - no comparision with others and few useful suggestions for next year. I used the desktop version up til now, but the on-line version seems like the way to go in the future... no updates to wait through and more questions and hopefully info.

I like your app and have used it for years but this year, when going to file t I had to enter my name and address 3 different times! How frustrating since you already know my name and address!! How about entering it and letting me change it if needed? Same with bank codes and accounts. How about I enter it once and then confirm it?