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.

Turbo Tax has a problem with the estimated worksheet. If I put in the refund amount to be credited to the following year, It does not put that amount into the estimated worksheet. It still shows that I owe estimated tax even though the refund would be more than the estimated owed. This year forces you to upgrade to Windows 11 even though I can use Win 10 Pro until October 2026. Win 10 Pro works great. Win 11 has more bugs than a hotel room mattress.

Turbo tax should immediately display the amount of the standard tax deduction available -- BEFORE walking the customer through all of the itemized deductions. In my case the standard deduction for me and my wife was more than $40,000. I wasted a considerable amount of time and effort going through the itemized deductions because I didn't realize how huge the standard deduction was. If the standard deduction had been shown BEFORE walking me through the itemized deductions I would have quickly realized the futility of playing with the itemized deductions. I am angry about the fact that I can't save and print my return without needing to subscribe to Adobe Acrobat. I assume you get a sizeable kickback from Adobe at my expense -- I don't appreciate this gross inconvenience. It should be illegal for a company to not disclose such a policy -- forcing an unexpected subscription -- prominently to the purchaser before the purchaser buys the product.

I've been using Turbotax for probably 20 years. Last year, when I filed my 2024 return, you estimated a $1216 State Tax refund. Several weeks after filing, South Carolina Dept of Revenue came back and said that was wrong, I was only due a $309 dollar refund. I didn't argue wit them, I looked at it and they seemed to be right. That is the one mistake that has ever come back to me. I do appreciate how you keep track from year to year of capital gains and loses.

Not happy with this product, this time. I used it for the first time last year & it went much smoother. It cannot be our tax situation, since they are similar to last years. The State (NJ) Tax returns were particularly troublesome. With questions about the 2023 tax returns! Not understanding why since they have all that info!

Multiple problems today trying to launch and update TurboTax to complete my 2025 tax returns. First I tried to launch TT by clicking on a return I had been working on, but nothing happened. I shut down my Mac and restarted, but this made no difference. Then I clicked on TT icon in the dock. Same result even after shutting down and restarting the computer. Finally, I removed TT from dock and launched the app from the Applications folder after once again shutting down and restarting. This finally worked. (Running macOS Tahoe 26.3.1)

Turboxtax has been stubbornly notorious for the final check before filing. It kept asking to FIX issues such as answering Digital Asset on 1099-B for high volume trader. They are PDF file from broker. We had 260 trades from Chase. I'd click NO and Continue 260 times each. That will be 520 clicks! STUPID Intuit.

Simple, easy to use - good instructions, helpful working through new tax situations not previously encountered or thought about that do come with life changes. Calculations have always been accurate even if they pointed to painful amounts of additional taxes due; did have occasional surprise refunds ;-)

My return actually went smoothly this year with very little frustration with TurboTax for once. Mostly because I've learned what to watch out for. My only disappointment is that they changed the charitable donation form for donated goods. You have to enter a search query for every item donated instead of there being a nice list where you can enter the quanties. e.g. (4) pair of women's dress pants and it would keep a running total of all of the donations and give you a total value. I had to write the values all down on my list, then add it myself. I will be honest, I still feel like I can't trust TT based on previous experiences, but it seemed to go well this year.

I would give it zero stars if I could. Made it all the way to file my taxes and then it said I couldn't file because an update was needed. When the program closed for the update I lost all of my work and had to start completely over!! Terrible and will consider another platform next year.