Rated 5 out of 5 by kkgl 2014 Experience with Turbotax
TurboTax representatives provided excellent assistance over phone promptly and patiently. TurboTax did made good on its upgrade for free.
In my opinion, if turbotax had kept the same format with only required changes for its deluxe version, it would have been easier for customer like me. I would have paid little more for the product if necessary. Eventhough I ended up getting Home and business version upgrade for free, I had to learn few things more and had to call representatives twice. State version down load was not working. Second call fixed it.
March 1, 2015
Rated 3 out of 5 by laugau Deluxe version
(1) My Window 8 was reloaded due to virus and 2013 files was lost. Turbo 2014 got 2012 Carryover and applied to 2014. It took me a lot of time time trying to correct the overpaid tax and section 179 disallowed amounts. Eventually found a way to overrided it.
(2) I spent lots of time collecting data for Schedule A, but eventually used Standard Deduction instead. I hope turbo would estimate how much medical expenses and some others with high deductibles would be allowed before or during inputting data so that I could save some time not trying too hard.
February 23, 2015
Rated 4 out of 5 by BobSEV TurboTax Home & Business 2014
TurboTax is OK. I have not used other tax software programs so I cannot compare TurboTax with other tax software. Sometimes TurboTax isn't as clear as it could or should be about the next step, for instance when about to file and it recommends a review, but the button choice is 'print' or something like that, I recall. This isn't a big problem but indicative that some screens need to be a little better thought through for instructions of what is coming next or what to do next, since the program is set up in an essentially linear step-by-step process.
April 6, 2015
Rated 5 out of 5 by MJN47 Great product! Easy, Fast, Responsive
The experience this year was great again even though there was a bit of worry starting out. I purchased deluxe as always only to find out the schedule C had been removed from this version! No worries though, Intuit proved their dedication to the customer experience and chose to give folks like me that update to Home and Business Free of charge - WAY TO GO! It means a lot to me that a company is this willing to put their money where their mouth is and make it right for the customer! Great product - no doubt that I'll use it again next year at tax time!
February 7, 2015
Rated 4 out of 5 by bigprofessor 2014 turbo tax for the Mac
I have been using Turbo Tax for years, and in general have found few problems. The 2014 year follows the same trend.
The issues I had this year were:
1) confusion in keeping track of contributions to Roth IRA's required me to go through everything related to Roth two to three times to get it right. If a person did not know what was right this could cause a problem including overpayment of Federal tax's.
2) The new save to the cloud is a good idea however I would like the ability to save the actual tax files to my local back up as well s to the cloud.
March 29, 2015
Rated 4 out of 5 by EdfromChatham Good but Not Perfect
For someone who is not a CPA, this software is great. If you have a simple home-based, service business, as I do, with no inventory and no depreciable equipment, go for home & business. However, be patient! It loads slower than a mule in mud and it has some kinks -- like failing to tell you why you can't file your State return electronically when you get to the end. Also, the "Help" feature is next to useless. I tried five different ways to get a simple answer and had to finally call someone who helped me in two minutes. It's worth the price, however.
April 3, 2015
Rated 5 out of 5 by Nellie100 Good Solid Easy to Use Program
I have used Turbo Tax since it hit the market, and have always loved the product, However, if you are open to suggestions, I offer the following:
(1) White space on screens is good, but several screens have too much. (2) If the same questions apply to both parties on a joint return they could be on the same screen with an option for neither. (3) Screens that have you answer yes, no, or none of the above, should go to the next screen without having to click continue. (4) Reverse the packaging change made for 2014.
The fewer clicks the faster it goes.
April 13, 2015
Rated 2 out of 5 by Frustrat3d wth
Unfortunately I will need to look at other products next year. I think I have been using TT since 07. Being forced to upgrade was the beginning. Then there was investment income that was not showing up but being calculated that did not let me get my eic. Then TT could not transfer my sale of a property to capital gains so I had to manually do it. Then the upgrade glitched and I had to have support send me a fresh upgrade. Then the state glitched. Lots of hours talking with support this year. At least they have very nice support people working for them.
March 5, 2015
Rated 5 out of 5 by XPLSV1 A Great Tool to Navigate the Tax Maze
I have been using Turbo Tax for years and continue to find it a great tool that probably allows me to do my taxes more accurately than the majority of the tax preparers out there. I have seen the tax laws get more confusing each year, but Turbo Tax keeps me abreast of the changes as I work my way through the quandary of our tax system. I do not think I would save any time if I took my tax documents to a professional...the majority of the effort is gathering everything together, which I would do for a professional just as I do for my Turbo Tax sessions.
April 13, 2015
Rated 4 out of 5 by ChrisP1970 20th Year Using Turbo Tax
According to the files on my hard drive, this is my 20th year using TurboTax, and it's still as reliable and dependable as ever.
I'm an "enter stuff via spreadsheet" guy, and I like the way I can bounce around to enter the data I've currently got at my fingertips.
My biggest complaint is I can't seem to paste data into any fields in Turbo Tax. That's a big problem for entering passwords for my online banking/investing systems (they're long an secure) and an annoyance when I'm taking data from my own spreadsheets and transferring it into the software.
April 15, 2015
Rated 3 out of 5 by ZZZ1 Don't Change a thing from 2013
I was very dissatisfied with the product that for many years I have used Deluxe to file my return and this year that was not sufficient. I think it is unfair to completely restructure your products to automatically add $30 or more to the cost just to do the same thing. The good news is that the upgrade was free, so I do appreciate that. But if that were not the case, I would have been looking for a more reasonable filing option. I have been a Turbo tax customer for more than a dozen years. Why the Change? Please put it back the way it was for 2015!!!!!!
February 22, 2015
Rated 4 out of 5 by thewig On Your Own
Turbotax review for errors fails to catch double-entry of health insurance premiums and perhaps other expenses that can be filed either as business or personal.
Turbotax language addressed to the user, attempting to be friendly or comtemporary, sometimes goes off the rails, for instance, "Is this, like, your main job?"
The Help section is pretty useless as it does not get you direct answers from Turbotax, instead offering only a user-community forum. To get precision help, you have to discover Turbotax's customer service via a separate browser search.
April 4, 2015
Rated 4 out of 5 by NMSM The Tax Filling Needy (Me)
Only filing taxes once a year means that whatever insights I discover in one year I will likely have forgotten by the next.
TurboTax would provide the likes of me with a great service if you could develop both a detailed outline or checklist of items to keep track of during the tax year is some orderly manner for the tax-paying under-advantaged (me) AND you might attract a larger number of Catholic priests if you made how to report FICA (housing allowance etc.) clearer and easier. Also, business deductions and expenses could use a more thorough listing.
April 6, 2015
Rated 1 out of 5 by BobD777 Pay MORE$, get LESS!
I am a long-time TurboTax Basic user and have been very pleased with the functionality, consistency and accuracy. This year I moved to a state with an income tax, so upgraded to TurboTax Deluxe only to discover that they had gutted both Basic and Deluxe of functionality they had for over a decade, forcing costly upgrades to Premium or Home & Business. I no longer trust TurboTax to be consistent in providing year to year functionality, so I'll be looking at alternatives. Too bad TurboTax put the push for new profits over consistency and customer service.
April 13, 2015
Rated 2 out of 5 by MaryNo1dancer Not impressed with this new version
I have used Deluxe many many years and loved it. Easy to use. This new Business version, which I was required to get because no Sch C or Sch D or 8606 in Deluxe, I don't like. Took me an hour to figure out how to import the 2013 from Deluxe into Business version. I hate that it starts out with BUSINESS questions/forms instead of personal and W-2 and simple things first. My business has always been complicated to input so having to start out with that first was a nightmare. I always input EVERYTHING else first (1099's, etc) and saved business for the end.
March 7, 2015
Rated 4 out of 5 by Basilious Basic comments
The States programs sometimes, it picks up erroneous values for income etc.(glitches) already imputed in the Federal Return.
I file Federal and states NY,OH and my resident NJ.
My Federal return is very long, the program do not have detailed "tax item Tree file" to allow you to jump back and forth in the step by step input procedure! "Show topic is not well treed". Download 1st. State program is defaulted for resident State it is no good for multiple state users like me.
State income tax instruction booklets should be included with the State downloading.
March 26, 2015
Rated 1 out of 5 by Louschulz Deteriorating Interview Process, Compartmentalized
You now have to buy a "Business" version of Turbo Tax if you are an individual taxpayer with W-2s and a schedule C for freelance income? There was a second download I had to install while preparing my return as well, although I can't remember what the topic was now. Turbo Tax is just creating more products for sale.
The interview process is so unintuitive and convoluted this year. I couldn't even bother to take the time to keep track of all the things that I hated this year. I have used Turbo Tax for many years and will be trying something else for 2015.
March 26, 2015
Rated 4 out of 5 by Dontneed Review of Turbo Tax
Over all good program, they are geting pricey on the backing up if you file electronic, $ 59.99 plus now $ 30.00 plus thats is an extra they could work on, already bought their program for $ 90.00. But U do and will continue to recommend Turbo Tax, I have used others in the past and even HR Block, got audited with HR and we paid for the protection but diid not receive, I ended up paying and additional $ 250.00 because they left something out, Turbo Tax good program. Should give discount to purchase next year if I have pruchased for 3 - 5 years. Good idea
March 30, 2015
Rated 1 out of 5 by JimC2 Big headache
TurboTax missed a marked estimated value for self employed insurance premiums in the federal forms. TT allowed me to efile my federal forms with an estimated value. The estimated value was caught in the state review. This should not have happened! I have spent over 8 hours on the phone to just to find the marked estimated value and many more hours to figure out the next steps.
I now need to amend the federal but I have not filed the state. TT does not handle this case. Looks like I need to file incorrectly with the state and then amend both.
April 6, 2015
Rated 5 out of 5
by TheCoach22 Easy Automation
Overall this is a great program to quickly and easily make it through the tax season. TurboTax is best used consistently, in my opinion. By using it year after year, your tax information from the previous year can be imported which will make things so much easier if you don't have changes in your life.
I will continue to use TurboTax as it makes my life so much easier! The hardest part for me was getting my accounts set up online for my banking items, that way TurboTax could just import the data for me. Next year will be a breeze with everything online!
April 8, 2015
Rated 4 out of 5 by Robbbbb It was possible to get things done
The faky "congratulations, good planning" when it was post hoc not pre hoc is just silly. I know there is lots of negative emotion around taxes, but this inappropriate pat on the back does not occur at the moment when one is frustrated.
I've learned to go to the external "its deductible" but it would be better to have an editable way of handling charitable deductions in the program. I know you want me to go to the cloud but Snowden makes me think you've got to be kidding, if the feds can get it then so can other country's feds, as well as their bandits.
April 11, 2015
Rated 4 out of 5 by NanaYaaOforiwaa The software is good for small business. We operate a nonprofit and we use this program to complete our W-2s and 1099s. Helped a friend do his taxes this year. He is a farmer. Was surprised that there was no home office component in that section. Farmers need some where to work on their business too. I just wondered why there was no recommendation to do a dummy form for business use of home in a Turbo Tax file under schedule c and transfer the numbers. It was very difficult to use the IRS worksheet to do it. Someone needs to program and correct for that.
April 13, 2015
Rated 2 out of 5 by sunnymaui1 VERY FRUSTRATING!!!
I don't know what is going on with your software/product, but after years of using turbo tax faithfully, I am so very disappointed this year.
After getting 3/4 of the way finished, turbo tax just shut down on me and when i restarted, all my information was lost!!
This happened TWICE!!
Its literally like I had to do my taxes 3X over!
I feel that I rushed through the third time, so I hope everything got entered correctly. It just shouldn't have had to go this way!!
Thanks Turbo Tax....I now have a SUPER migraine and will do things very different next year!!
February 9, 2015
Rated 4 out of 5 by DaleE1 Long time user
It would be nice for you to remind us that you are going to charge us to e-file state returns. Also I have found the printing sequence to be awkward for the past couple years. Printing from the PDF, you have to close the viewer and return to TTax, and then cancel out of the print window to proceed. Also, this year had problems after E-filing Fed, had to use back button to get back to filing options to print out state return to mail.
Finally, It would be nice if you gave loyal TTax customers a price break. ( for below, Retired, former small business owner.
February 24, 2015
Rated 3 out of 5 by svrobinson Trouble with vehicle disposal
I had to call for help in entering a disposal date for my previous car, which I used for business. The screen offered no help at all, and the help agent had to puzzle through the process. The choices for the old car were a) I own it, b) I lease it, and c) not my car. There wasn't a choice for "I disposed of it" on that screen, so none of the choices were valid.
I also didn't like having to re-enter many choices on various screens in going back through a process to correct something or fill in a blank. Why can't you save the previous choices all the time?
February 22, 2015
Rated 4 out of 5 by DMK2 Was Nervous, but it worked great
I've used TurboTax for years, but I agonized over whether or not I should buy and use it this year due to all the hubbub. I'm very glad I did though. I use Schedule C, so I purchased the Deluxe download, and when I got to the Schedule C part, it prompted me to upgrade for free to Home & Business which I did, and it was seamless. No troubles whatsoever. Very happy. I also did my State taxes. Note that I do not e-file my returns; I print them out and mail hard copies. Anyway, I'm very happy I could stay with the ease and info transfer of TurboTax this year!
March 15, 2015
Rated 1 out of 5 by SSWETH98 HOW NOT TO CREATE SOFTWARE
SYSTEM WOULD NOT ALLOW ME TO DOWNLOAD THE ONE FREE STATE SOFTWARE THAT I AM ENTITLED TO. JUST BECAUSE I HAD INCOME IN TWO STATES [LA & MS] AND I WANTED ONLY LA DOWNLOAD. IT WAS ASKING FOR 39.99 EVEN FOR THE FREE DOWNLOAD THAT I AM ENTITLED TO.
I HAD TO CALL TURBO TAX THREE TIMES TO GET THE PROBLEM RESOLVED BY BUYING A SPECIAL LA DOWNLOAD, COST WAIVED.
EVEN THEN, THOUGH THE STATE RETURN WAS COMPLETED, IT WAS UNABLE TO REVIEW IT. I HAD TO ACCEPT STATE RETURN WITH NO REVIEW.
VERY SERIOUS FLAW IN THE SYSTEM.
Comment coming from a Computer/Software Expert.
March 17, 2015
Rated 3 out of 5 by jondiboo After 5 years using turbotax I was disappointed
This year was frankly a nightmare. We have used Turbotax successfully for 5 years. But this year, when we tried to enter income from a S corporation it would not let me unless I upgraded. So for one line I had to pay an additional $15. I don't think the system was correct because we had no business expenses and did not need a business section. We only needed to enter into the income section "income from an S corporation". No matter what I did, it would not let me proceed unless I purchased an upgrade.
I will likely use another method of filing next year.
April 12, 2015
Rated 4 out of 5 by onmyown1 tax questions
I like that it is easy to follow but I wish that it would offer more information regarding using your home as an office for your business. It guides to the tax form that you need to retrieve from the IRS but that should be incorporated in the software. In addition, the section about non-farm optional income or tax and farm optional tax method should be spelled out so that turbo tax knows which one to select. Especially if you have used turbo tax in the past and are transferring last year's information in to the current year it should have that information.
April 15, 2015
Rated 5 out of 5 by SteveSLC 2014 Turdo Tax
For decades I used to do my own taxes by hand, and in recent years I have used professional preparers. TurboTax is by far the cheapest and easiest way to prepare Federal and State returns - BY FAR! I trust their guarantee of accuracy, because if it isn't accurate, I'll sue, and no business wants that bad press. TurboTax reduced my filing from 8-10 hours down to about 2 hours for both returns. Once you have used it and have your personal information entered from a previous year, it cuts the prep time even more. I'll be using TurboTax for the rest of my life.
March 12, 2015