TURBOTAX CUSTOMER REVIEWS

TurboTax Product Reviews

Browse thousands of real customer reviews to learn why TurboTax is
America’s #1 tax prep provider.

TurboTaxTurboTax Customer Ratings & Reviews
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Rated 5 out of 5 by from Turbo Tax- a well designed system I liked the step by step process and the automation to import data
Date published: 2023-03-27
Rated 4 out of 5 by from Overall Turbo Tax Meets My Needs Turbotax continues to improve each year. Thanks! I've been using it for at least 6 or 7 years now. I welcome the ability to load up last year's personal data, import W2's, 1099-B and 1099-DIV forms. Not having to manually load up the stock sale price, cost basis, etc. from stock sales for capital gains is super helpful. One area I did get tripped up on and wasn't super clear was finding the conversation to enter my daughter's 1098-T and 1099-Q info, on her 1040 (I prepared hers as well). As her parent I could take advantage of the Education Credit - I make too much. When filing her 1040 for some reason on the first pass I completely missed the conversation for entering in the 1098-T and 1099-Q info along with costs associated with her college labs and laptop expenses, etc. I can't put my finger on why this was. I was surprised by this, in that TurboTax pretty much walks you through all steps necessary to ensure maximum refund. If I hadn't gone back and done more digging she'd of been paying an additional $300 in Federal Taxes on the gains from the 529 disbursement to her college! Granted, likely my oversight but it should not have been so easy to miss. The amount of taxes surprised me, so I back tracked and eventually found an edit button to initiate the conversation required to expose these 1099-Q and 1098-T data entry fields, along with other college/secondary school expenses. It was strange. I would have expected TurboTax to take me through loading up the 1098-T and 1099-Q data regardless, to be sure she maximized her deductions. I'd recommend strengthening the software in this area for sure - force the conversation and data entry whether or not a credit or deduction is allowable i.e., make the 529 disbursement, 1099-Q & 1098-T and required supporting expenses (lab fees, books, laptops, etc.) more transparent. Also, it'd be helpful to shore up the help explanations specific to why and how the taxes on the 1099-Q earnings are determined. Thanks!
Date published: 2023-03-27
Rated 5 out of 5 by from Makes Filing Taxes SO Simple I've been using Turbo Tax for years and honestly it makes filing taxes so simple. The process this year only took me 45 minutes and was simple, informative, and not stressful.
Date published: 2023-03-27
Rated 5 out of 5 by from i LOVE turbotax! I have been using TurboTax for many years. I love how easy it is for me to file my taxes. I dont have to print document after document to take to someone else to possibly forget things and have to drive back home etc. This allows me to work at my own pace and still help me with all the techy questions and such that the irs needs. I love how if I'm not sure theres always a help button and if needed tax reps ready to chat or call. TurboTax has saved me a ton of money over the years. I'll never not use TurboTax!
Date published: 2023-03-27
Rated 5 out of 5 by from very helpful help with my confusion and offered ways to save in various ways
Date published: 2023-03-27
Rated 5 out of 5 by from turbo tax is the best, I save money paying someone I love turbo tax, because I saved money paying someone to file my income tax. Thanks turbo tax
Date published: 2023-03-27
Rated 5 out of 5 by from It is awesome excellent. I have been using since 2005. I love it.
Date published: 2023-03-27
Rated 4 out of 5 by from Excellent Product TurboTax is an excellent product. I have used it for more than 30 years. However, this year the customer service via their Contact Us phone number and Live Phone Support phone number needs major improvement. I won't dwell on the details, but I will offer some suggestions. First, all tax returns are not created equal. The vast majority are probably reasonably simple and most of your "specialists" can easily handle it. However, some like mine, include Schedule K-1 (Form 1065); Several Form 1099B/Form 8949, with Box D, E, A and B checked; Credit for Foreign Taxes Paid on Dividend Income from ADR/ADS stocks etc. etc. Many of the "specialists" that I was referred to had limited experience with these topics. Hence, I wasted a lot of time and multiple phone calls with minimal benefits. Finally, in some cases I had to review the complicated and incomprehensible IRS instructions for these forms on my own to address my questions. This situation can be easily resolved with the computer technology that is readily available these days. For example, for repeat customers, especially those that have been with TurboTax for 30+ years (lol), your "AI Robot" can automatically scan their previous year's tax forms and connect them directly to the right qualified "specialist". Thank you for reading this review. I love the product and will continue to use it and recommend it to my family and friends. Also, I will gladly pay for a "Live Assisted Support" or even "Live Full Support", if you can guarantee that the "Support" I get will be from a appropriately qualified specialist.
Date published: 2023-03-27
Rated 5 out of 5 by from YEARS WITH TT I have spent years using turbo tax and I highly suggest it. Their online advisors are always helpful and as a self-employed woman I love being able to easily file by myself. Proud TT user
Date published: 2023-03-27
Rated 5 out of 5 by from Turbo Tax is great Fast, accurate and saved me time. No appointments and no hassle.
Date published: 2023-03-27
All TurboTax® Offerings Reviews - Page 5244
TurboTaxTurboTax Customer Ratings & Reviews
Narrow your results
Select all that apply to find reviewers similar to you.
Own a business
Student
Select a row below to filter reviews:
Rated 5 out of 5 by from Turbo Tax- a well designed system I liked the step by step process and the automation to import data
Date published: 2023-03-27
Rated 4 out of 5 by from Overall Turbo Tax Meets My Needs Turbotax continues to improve each year. Thanks! I've been using it for at least 6 or 7 years now. I welcome the ability to load up last year's personal data, import W2's, 1099-B and 1099-DIV forms. Not having to manually load up the stock sale price, cost basis, etc. from stock sales for capital gains is super helpful. One area I did get tripped up on and wasn't super clear was finding the conversation to enter my daughter's 1098-T and 1099-Q info, on her 1040 (I prepared hers as well). As her parent I could take advantage of the Education Credit - I make too much. When filing her 1040 for some reason on the first pass I completely missed the conversation for entering in the 1098-T and 1099-Q info along with costs associated with her college labs and laptop expenses, etc. I can't put my finger on why this was. I was surprised by this, in that TurboTax pretty much walks you through all steps necessary to ensure maximum refund. If I hadn't gone back and done more digging she'd of been paying an additional $300 in Federal Taxes on the gains from the 529 disbursement to her college! Granted, likely my oversight but it should not have been so easy to miss. The amount of taxes surprised me, so I back tracked and eventually found an edit button to initiate the conversation required to expose these 1099-Q and 1098-T data entry fields, along with other college/secondary school expenses. It was strange. I would have expected TurboTax to take me through loading up the 1098-T and 1099-Q data regardless, to be sure she maximized her deductions. I'd recommend strengthening the software in this area for sure - force the conversation and data entry whether or not a credit or deduction is allowable i.e., make the 529 disbursement, 1099-Q & 1098-T and required supporting expenses (lab fees, books, laptops, etc.) more transparent. Also, it'd be helpful to shore up the help explanations specific to why and how the taxes on the 1099-Q earnings are determined. Thanks!
Date published: 2023-03-27
Rated 5 out of 5 by from Makes Filing Taxes SO Simple I've been using Turbo Tax for years and honestly it makes filing taxes so simple. The process this year only took me 45 minutes and was simple, informative, and not stressful.
Date published: 2023-03-27
Rated 5 out of 5 by from i LOVE turbotax! I have been using TurboTax for many years. I love how easy it is for me to file my taxes. I dont have to print document after document to take to someone else to possibly forget things and have to drive back home etc. This allows me to work at my own pace and still help me with all the techy questions and such that the irs needs. I love how if I'm not sure theres always a help button and if needed tax reps ready to chat or call. TurboTax has saved me a ton of money over the years. I'll never not use TurboTax!
Date published: 2023-03-27
Rated 5 out of 5 by from very helpful help with my confusion and offered ways to save in various ways
Date published: 2023-03-27
Rated 5 out of 5 by from turbo tax is the best, I save money paying someone I love turbo tax, because I saved money paying someone to file my income tax. Thanks turbo tax
Date published: 2023-03-27
Rated 5 out of 5 by from It is awesome excellent. I have been using since 2005. I love it.
Date published: 2023-03-27
Rated 4 out of 5 by from Excellent Product TurboTax is an excellent product. I have used it for more than 30 years. However, this year the customer service via their Contact Us phone number and Live Phone Support phone number needs major improvement. I won't dwell on the details, but I will offer some suggestions. First, all tax returns are not created equal. The vast majority are probably reasonably simple and most of your "specialists" can easily handle it. However, some like mine, include Schedule K-1 (Form 1065); Several Form 1099B/Form 8949, with Box D, E, A and B checked; Credit for Foreign Taxes Paid on Dividend Income from ADR/ADS stocks etc. etc. Many of the "specialists" that I was referred to had limited experience with these topics. Hence, I wasted a lot of time and multiple phone calls with minimal benefits. Finally, in some cases I had to review the complicated and incomprehensible IRS instructions for these forms on my own to address my questions. This situation can be easily resolved with the computer technology that is readily available these days. For example, for repeat customers, especially those that have been with TurboTax for 30+ years (lol), your "AI Robot" can automatically scan their previous year's tax forms and connect them directly to the right qualified "specialist". Thank you for reading this review. I love the product and will continue to use it and recommend it to my family and friends. Also, I will gladly pay for a "Live Assisted Support" or even "Live Full Support", if you can guarantee that the "Support" I get will be from a appropriately qualified specialist.
Date published: 2023-03-27
Rated 5 out of 5 by from YEARS WITH TT I have spent years using turbo tax and I highly suggest it. Their online advisors are always helpful and as a self-employed woman I love being able to easily file by myself. Proud TT user
Date published: 2023-03-27
Rated 5 out of 5 by from Turbo Tax is great Fast, accurate and saved me time. No appointments and no hassle.
Date published: 2023-03-27
All TurboTax® Offerings Reviews - Page 5244