TURBOTAX CUSTOMER REVIEWS

TurboTax Product Reviews

Read unbiased reviews of our TurboTax products from thousands of customers and see for yourself why TurboTax is the
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Own a business
Student
Rated 2 out of 5 by from It could be so much better (a) Married joint vs separate filing: TT gives you even less direction on this than in previous years, just mentioning that married couples with large differences in income usually file jointly. That doesn't cut it, especially when state taxes are concerned (since you'll file the same way for state). My state, Ohio, is notorious for abusing couples who file jointly. Of course, TT does tell you to do your taxes both ways to be sure. Gee, thanks for the help ... entering data twice is so much fun. What TT should do is tell you to create separate returns for each spouse - and then provide a utility to merge those 2 returns automatically into a joint return for comparison. That would be quite convenient and helpful - and it's simple programming on the TT side. But I guess the Intuit guys aren't motivated. (b) State refunds from last year: Millions of people have them - and in some cases they're taxable. Since I did my 2019 taxes in TT and loaded them into my 2020 return, TT should figure if my state refund last year is taxable this year, right? Nope. TT asks me if I itemized (it knows this already from last year's taxes) - and then tells me to go back and refigure my taxes from last year manually if I did. Otherwise, they say, we'll just treat all of your refund is taxable. Epic fail. (c) IRA recharacterizations and conversions: IRAs, including any non-deductible contributions, are handled in two separate areas. Why? I have no idea. And the interview questions are somewhat misleading. If you had IRA withdrawals, recharacterizations and/or conversions, you really need to understand what your tax implications are and how the values should appear on the final Federal forms. If you rely on TT to do this for you ... and you don't fully understand the esoteric questions ... you may end up paying way more tax than you should. (d) TT issues payment vouchers for estimated taxes for both state and federal taxes for the 2021 tax year. I'm getting a refund this year (albeit small). I have never had to pay estimated taxes. Never. (e) Why can't I enter a 1099-INT, 1099-DIV and 1099-B together at one time when the combined form comes from the same company? (f) For my state paper return for filing, TT wants to print out a copy of the federal return that's not required. (g) TT can't figure out my bank or driver's license info (required for e-file) from last year's return.
Date published: 2021-03-20
Rated 5 out of 5 by from great tool easy and fast.recommend to anyone. will definatly use again next year
Date published: 2021-03-20
Rated 5 out of 5 by from AWESOME simple and easy to use, especially for college students.
Date published: 2021-03-20
Rated 4 out of 5 by from Satisfied Makes filing taxes easy and it helped with the fact that we had two states to file taxes in.
Date published: 2021-03-20
Rated 4 out of 5 by from Turbo Tax Make Filing your Taxes Easy Turbo Tax is very thorough, asks all the right questions for you get your biggest refund. As long as your have all of your documents together, TurboTax walks you through the whole tax process from beginning to end. Easy to follow instructions, and also asks questions if they feel something isn’t right with your answers. Would recommend to anyone for making filling your taxes easy and convenient.
Date published: 2021-03-20
Rated 1 out of 5 by from Incomplete, disappointing, poor online support Encountered a problem with electronic filing. I used the summary option for entering data from a 1099B. The software told me that I would be required to attach the 1099 that contained the information, and I would be prompted to include that when I e-filed the form. At no time was I prompted for that, nor was there any apparent way to add attachments, except f or the 8453. I proceeded to consult both the Help tool with the program and the Intuit web site. There was mention of the problem from other customers, but no solution. There was no apparent response from Intuit directly, except some vague references to the attachment feature not being supported. Not wishing to spend additional time on the matter, I proceeded with the paper mail option. Over the years I have had other issues as well with TurboTax Business. Most typically issues after reviewing and and then going back to certain steps. Mysterious "errors" that were not flagged on the original review forward will appear. One tax season TurboTax calculated zero tax when in fact tax was due. Trying to obtain TurboTax support out of tax season was not possible. Overall I find the software has bugs, such as described. The embedded tax help information it supplies is not terribly detailed. And this year, ran into an inability to file electronically, one of the prime motivations for using the product.
Date published: 2021-03-20
Rated 5 out of 5 by from TurboTax is exceptional! TurboTax is a very user friendly tool! Experience was great. It walked me thru eveything like someone was holding my hand.
Date published: 2021-03-20
Rated 5 out of 5 by from turbo tax lowered my stress level I really love the turbo app I was really worried about this year's tax because of the pandemic and all the changes that happened this year. Turbo tax put me and my mind at ease, everything was simple and easy to understand, and when I wasn't sure I could click on a button and get my answer. thank you so much TURBO TAX
Date published: 2021-03-20
Rated 5 out of 5 by from Quick Response to my NC state return problem Had problem efiling my NC state return which I wanted to do after efiling my federal return. Turbo Tax was quick to respond with a fix/update. I continue to be a strong supporter of Turbo Tax. Thanks!!
Date published: 2021-03-20
Rated 5 out of 5 by from Turbotax expert excellent! My expert Jolyn was so helpful and knowledgeable! I felt really safe moving from a private accountant to Turbotax due to her expertise.
Date published: 2021-03-20
All TurboTax® Offerings Reviews - Page 2427
Narrow your results
Select all that apply to find reviewers similar to you.
Own a business
Student
Rated 2 out of 5 by from It could be so much better (a) Married joint vs separate filing: TT gives you even less direction on this than in previous years, just mentioning that married couples with large differences in income usually file jointly. That doesn't cut it, especially when state taxes are concerned (since you'll file the same way for state). My state, Ohio, is notorious for abusing couples who file jointly. Of course, TT does tell you to do your taxes both ways to be sure. Gee, thanks for the help ... entering data twice is so much fun. What TT should do is tell you to create separate returns for each spouse - and then provide a utility to merge those 2 returns automatically into a joint return for comparison. That would be quite convenient and helpful - and it's simple programming on the TT side. But I guess the Intuit guys aren't motivated. (b) State refunds from last year: Millions of people have them - and in some cases they're taxable. Since I did my 2019 taxes in TT and loaded them into my 2020 return, TT should figure if my state refund last year is taxable this year, right? Nope. TT asks me if I itemized (it knows this already from last year's taxes) - and then tells me to go back and refigure my taxes from last year manually if I did. Otherwise, they say, we'll just treat all of your refund is taxable. Epic fail. (c) IRA recharacterizations and conversions: IRAs, including any non-deductible contributions, are handled in two separate areas. Why? I have no idea. And the interview questions are somewhat misleading. If you had IRA withdrawals, recharacterizations and/or conversions, you really need to understand what your tax implications are and how the values should appear on the final Federal forms. If you rely on TT to do this for you ... and you don't fully understand the esoteric questions ... you may end up paying way more tax than you should. (d) TT issues payment vouchers for estimated taxes for both state and federal taxes for the 2021 tax year. I'm getting a refund this year (albeit small). I have never had to pay estimated taxes. Never. (e) Why can't I enter a 1099-INT, 1099-DIV and 1099-B together at one time when the combined form comes from the same company? (f) For my state paper return for filing, TT wants to print out a copy of the federal return that's not required. (g) TT can't figure out my bank or driver's license info (required for e-file) from last year's return.
Date published: 2021-03-20
Rated 5 out of 5 by from great tool easy and fast.recommend to anyone. will definatly use again next year
Date published: 2021-03-20
Rated 5 out of 5 by from AWESOME simple and easy to use, especially for college students.
Date published: 2021-03-20
Rated 4 out of 5 by from Satisfied Makes filing taxes easy and it helped with the fact that we had two states to file taxes in.
Date published: 2021-03-20
Rated 4 out of 5 by from Turbo Tax Make Filing your Taxes Easy Turbo Tax is very thorough, asks all the right questions for you get your biggest refund. As long as your have all of your documents together, TurboTax walks you through the whole tax process from beginning to end. Easy to follow instructions, and also asks questions if they feel something isn’t right with your answers. Would recommend to anyone for making filling your taxes easy and convenient.
Date published: 2021-03-20
Rated 1 out of 5 by from Incomplete, disappointing, poor online support Encountered a problem with electronic filing. I used the summary option for entering data from a 1099B. The software told me that I would be required to attach the 1099 that contained the information, and I would be prompted to include that when I e-filed the form. At no time was I prompted for that, nor was there any apparent way to add attachments, except f or the 8453. I proceeded to consult both the Help tool with the program and the Intuit web site. There was mention of the problem from other customers, but no solution. There was no apparent response from Intuit directly, except some vague references to the attachment feature not being supported. Not wishing to spend additional time on the matter, I proceeded with the paper mail option. Over the years I have had other issues as well with TurboTax Business. Most typically issues after reviewing and and then going back to certain steps. Mysterious "errors" that were not flagged on the original review forward will appear. One tax season TurboTax calculated zero tax when in fact tax was due. Trying to obtain TurboTax support out of tax season was not possible. Overall I find the software has bugs, such as described. The embedded tax help information it supplies is not terribly detailed. And this year, ran into an inability to file electronically, one of the prime motivations for using the product.
Date published: 2021-03-20
Rated 5 out of 5 by from TurboTax is exceptional! TurboTax is a very user friendly tool! Experience was great. It walked me thru eveything like someone was holding my hand.
Date published: 2021-03-20
Rated 5 out of 5 by from turbo tax lowered my stress level I really love the turbo app I was really worried about this year's tax because of the pandemic and all the changes that happened this year. Turbo tax put me and my mind at ease, everything was simple and easy to understand, and when I wasn't sure I could click on a button and get my answer. thank you so much TURBO TAX
Date published: 2021-03-20
Rated 5 out of 5 by from Quick Response to my NC state return problem Had problem efiling my NC state return which I wanted to do after efiling my federal return. Turbo Tax was quick to respond with a fix/update. I continue to be a strong supporter of Turbo Tax. Thanks!!
Date published: 2021-03-20
Rated 5 out of 5 by from Turbotax expert excellent! My expert Jolyn was so helpful and knowledgeable! I felt really safe moving from a private accountant to Turbotax due to her expertise.
Date published: 2021-03-20
All TurboTax® Offerings Reviews - Page 2427