I would generally give Turbo Tax a 4 or even 5 star rating, but this year, while completing our taxes, it suggested we upgrade to Premier due to our capital gains and losses. We spent the $35 to upgrade to only have the software not prompt us to complete the required form - we had to research and find (within the forms list) on our own. The upgrade was a waste of money.

As an 11-year customer of TurboTax, it pains me to write a negative review, but it's time to face the truth. The truth is that in the age of AI TurboTax increasingly seems clunky and overpriced. I used FreeTaxUSA.com to complete the returns for one of my relatives. For relatively simple returns, it's a better product than TurboTax, and it's free. TurboTax needs to cut its price drastically to survive.

I have been using TurboTax for a long time and I am feeling quite comfortable. But this year, my wife's legal name was changed after she became a naturalized citizen. So I changed her name in the personal info section. However, all the subsequent interview questions still used her old name, and it makes me feel like the change was not taken properly. This needs to be corrected. Other than that, it is great to use the product.

This will be the last year I use TurboTax. Every year there seems to be a bug or error that is not explained or that cannot be easily corrected. This year I had to delete multiple TurboTax worksheets in order to be able to file electronically. When directed to the location of the "error," I was unable to make fixes or changes.

The changes to this years taxes were difficult to navigate. It included new issues with my 1099s. They also treated my 1099 R from my Gov. Pension differently, asking for information about my pension and asking me for my CSA number. I would have appreciated a heads up on changes this year so I would have been better prepared. I spent considerable time having to research the information you wanted. I expected Turbo Tax to make filing easier, I was disappointed. I will be looking at a other software for next years taxes.

Number 1 issue was downloading data from my banks and financial institutions. This was a major pain and took many hours to resolve/work around. Even after TT modified software I still had to copy URL from my default browser (Edge) into Google Chrome to get it to download. Don't understand why TT requires dividends, interest and foreign taxes paid to be broken down by 4 date ranges...For the most part that data is available from my financial institutions downloads.

For many years I did my return by hand, as a former CPA. Once I retired a few years ago, I started using Turbo Tax to prepare my returns. The software is so user friendly and allowed me to check items as I was preparing and inputting my return info. This a fantastic product and I highly recommend.

Generally good; however, it doesn't perform all needed calculations - especially when providing information to avoid penalties resulting from irregular timing (usually mutual fund distributions at the of each year). Also, TurboTax fails to recognize my son's disability status correctly. I find myself looking for the TurboTax error each year and overriding some information.

Have used Turbo Tax for MANY years without any problems but this year, have attempted 4 times to transmit my return via e-file. Three times return rejected on basis of 2024 AGI amount entered. Was checked numerous times and was accurate. This past submittal (e-filed 14:30 3/15/26) I changed refund status to "apply to next year (27) taxes vs refund". If this doesn't work, I will be filing a complaint with Turbo Tax as amount paid for software "...includes free e-file". Believe software issues need to be addressed.

Had to report 1099-B Proceeds From Broker & Barter Exchange Transactions - Tried to import the form from the broker and it failed due to the wrong web address. The interface dialog login box showed the web address but would not allow me to edit it. So I was unable to import. I had never had to use / report capital gain/loss using this form before (RSU) and it did not include the cash out I received. I upgraded to premium from deluxe and that did not help with any of the issues above. I'm concerned that the cash I withdrew (less than $1000) will be flagged as there was no taxes deducted. The 1099-B form also did not match the instructions. I decided to spend the extra $35 for Audit Defense just in case