Customer Reviews for TurboTax - Online 2025 - Investors & Self Employed - Federal Tax Return - Android, Apple iOS, Chrome, Mac OS, Windows [Digital]
Customer Rating
3
Great for easy returns- Sucks for long held Stocks
on February 28, 2025
Posted by: Kskasia
from CT
While for simple return with no investments I highly recommend TurboTax. However, if you have sold long held stocks that you kept purchasing over time I do NOT. It made me review 86 separate entries for a stock sale (I sold all of one type of Index stock that reinvested dividend resulting in 86 transaction). For each one, I had to open two windows and verify that some special situations did not apply. There should be an easier way. Like select and apply to all. Since it was slow opening each one, it took me 3.5 hours to complete everything. So frustrating. Do better Turbo Tax.
As usual my experience was great. It took longer this year because I had some shuffling of IRA, so I had to double make sure I checked all the boxes and I had all my information in just right.