A 40 year customer and I'm done with TurboTax

stevelp · ‎March 17, 2026

I have used TurboTax since the mid 80s, back when they mailed me 2 diskettes containing the DOS version of the program. In those 40 years, I have had virtually no trouble with what is now called Deluxe Desktop version. I've been happy with the product.

But this year I cannot import the various 1099s from my investments. I have spent over 6 hours trying to follow Turbotax's suggestions such as turning off the various safety mechanisms in Firefox and Chrome, reinstalling the software, not auto-filling the userid and passwords, and so on and so forth. SIX HOURS! I draw the line when I am told to turn off anti-virus software and turn off firewalls including on my router!

This new import "feature" just doesn't work for me. And from what I read on the inter-webs, I am not the only one. I will be cancelling my TurboTax Advantage account and I'll be looking elsewhere for next year's taxes.

M-MTax · ‎March 17, 2026

@stevelp wrote:
This new import "feature" just doesn't work for me. And from what I read on the inter-webs, I am not the only one.

I understand your frustration but make sure any program you select supports your financial institution(s).

For example, H&R Block does not support Merrill imports this year and supports fewer brokers than TurboTax in total while TaxAct support even less (and doesn't support some popular brokers like E*Trade).