Customer Reviews for TurboTax - Online 2025 - Investors & Self Employed - Federal Tax Return - Android, Apple iOS, Chrome, Mac OS, Windows [Digital]
Customer Rating
2
So bad for investors and traders
on February 22, 2025
Posted by: wolfstreet
from USA
Made a mess of my investment transactions even after it downloaded them from my broker. The software does not understand options and was insisting on cost basis for selling covered calls and asking if they were sold or expired (actually it's both?). For some reason, every transaction was labelled as "needs review", even straightforward stock transactions. Also, it imported my 1099s twice and added them to my income for a nice surprise at the end. Going to research different software for next year's tax filings.
Turbo tax can be challenging. I long for the days of paper returns! I wish Turbo Tax would allow me to see the forms as they are completed. It is very frustrating to have to go back and correct information which is clearly incorrect. And oh my goodness how do I print my returns????