Rated 3 out of 5 by 2963 Nice Refund
Im a tax practitioner and have bveen for the last 33 yrs. and I've used Pro Series and so getting used to a new system as Turbo is a real shocker for me, but am seriously thinking of switching to Turbo Tax either next year or the next, if I can get used to your slower way of imputing data. Other than the slowness of your system, I like it okay. Got the same results with my ProSeries and Turbo. I would also like to see a Print Option so that I can choose which forms NOT to print for all returns; saves a lot on paper and time.
February 3, 2015
Rated 5 out of 5 by USMCSgtE5 As usual great product
This is the eighth year that I have used Turbo Tax and have always been impressed with the ease of use and the accuracy of the product. In eight years I have not had any kickbacks or problems. I am a retired CPA and while employed as a CPA I have used various products available to CPA tax preparers (not Turbo Tax) during tax seasons. I have found Turbo Tax to be very easy to use by any non-professional individuals. It has the answers needed for at least 95% of individuals filing tax returns. I would highly recommend its use.
February 10, 2015
Rated 5 out of 5
by David2TT TurboTax Review (April, 2015)
I've used TurboTax for a few years now and overall I'm very pleased with it. For the most part,TT is good at explaining obscure tax language in terms I can understand. My only suggestion is to expand this good feature a bit. There were times (specifically, doing my state K1s) when TT presented puzzling instructions -- probably directly from the state forms -- without explaining what they mean. I know such explanations are hard to include for all forms for all 50 states, but that's where I think there is room for improvement.
April 8, 2015
Rated 4 out of 5 by CarrieP23 Easy Peasy
I have used TurboTax for years - and I've never wanted to file by mail until this year. I have never had an issue with TurboTax, it is my go to software for taxes - but the file by mail option was not there for me. The only option was efile and efile later - what happened to file by mail. Even the help option told you to select file by mail. Ugh - super frustrating. The only way I could figure out how to print my state tax to mail it in was to go through the motions of efiling, and then just cancel before actually submitting.
March 14, 2015
Rated 4 out of 5 by TaxTurner Good but frustrating
I have used turbo tax for many years, and I have always been very impressed with its user interface and usability. This time was no exception for many areas, but overall I found it more confusing than in the past and there were numerous areas where things were unclear. Specifically, there were numerous areas where numbers were referenced without adequate descriptions or source locations. There were also several situations where questions were asked without complete descriptions or context to make answering the questions easy.
April 15, 2015
Rated 3 out of 5 by jjcalva Small Business and CA return
While the federal return is great the state instructions are not very good. Make sure you don't make the same mistake I did on your CA LLC return form 568. The wizard should ask you about line 6 Amount paid with form FTB 3537 and 2014 form FTB 3522 and form FTB 3536. . . . . . . . . . . . . . . . . . . . . . . . I
It should actually pull this information from your prior return and ask you to verify it. Otherwise you end up over paying your LLC fees and the state of CA is not good about making sure you get your refund for it.
April 14, 2015
Rated 3 out of 5 by Blackmanx Need better direct access features
Turbo Tax's strong point has always been it's interview-style approach to taxes. This works well, but completely falls apart when you want to correct one number. Let's say you estimated your healthcare costs (Personal & Small Biz) and then want to go back and correct it. It is almost impossible to find the right place to do this. There are similar examples. What TT needs is a way to quickly and easily address each line of detail without forcing you back to the underlying forms. In short, a much more robust navigation facility.
May 10, 2015
Rated 5 out of 5 by Airtraveler Turbo Tax through the years
Have used Turbo Tax since the second year it came out. It has gotten easier to use and I like being able to see the "running tax" amount on the top. Had trouble the last few years with oil royalties we inherited because the program seem to want to make it a business -- which it is not, just small (very) checks we get from time-to-time for a very small interest. Working though the home office questions is well laid out. Like the ability to save a PDF so tax forms may be reviewed when needed and the software is off the computer.
February 9, 2015
Rated 5 out of 5 by UncleChunk Better than Other Years
I started my new business in 2014 and was unsure what business expenses were legitimate and what were not. The Home and Business version was easy to step through, thorough, and educational with respect to allowable business expenses. Especially reassuring was the color coded risk of audit panel. This version of Turbo Tax not only helped me minimize my taxes but also allowed me to sleep better knowing that my risk of audit was acceptable. And now I have a much better handle on what business expenses to watch in 2015 and beyond.
April 6, 2015
Rated 4 out of 5 by Steveanonymous Worked as expected
There were really only two issues with the software:
1) Upon opening the software, an update was needed. After the update, the software said it would open. But nothing happened. I had to start it manually from my Windows menu. This happened twice following an update.
2) It seemed to me it was difficult to jump around to different parts of my return. If I wanted to look back at something (e.g., check income, or deductions, etc.), it was easier to just wade back through the Q&A process. I would have preferred a more direct jump.
April 2, 2015
Rated 1 out of 5 by sorrynicknameta What Happened?
I have been a loyal Turbo Tax used for over 20 years, however this is my last year. I was shocked by the surprise in app purchase required to have the same functionality I have been using in the deluxe version for years. I only continued to use the product after being offered a free upgrade when I called to return it. Then I got another surprise when I went to electronically file my state tax only to find a 66% increase in filing fee. Tried Blocks tax software ( offered free to unhappy TT users) and found it to be comparable .
March 24, 2015
Rated 4 out of 5 by IslandWorkMom Always reliable!
I depend on Turbo Tax to prepare our taxes every year. We are a middle class working family with regular W-2 income, mutual funds, rental income and small business income. In 2015, I used TurboTax Home and Business. The most helpful feature is transferring information from the previous year to present. The only thing I would want to improve is being able to edit names of charities when making typographical error, and not transferring supporting detail. Other than that, Turbo Tax is great, especially for a busy, working mother!
March 29, 2015
Rated 4 out of 5 by DWF50 Not quite as easy as last year
Sched. C process not as clear as last year, particularly with business asset entries apparently for depreciation. All assets had previously been taken as Sec. 179 depreciation, yet entries were still required concerning date of purchase, date placed in service, etc. Generated items during final review which had to be corrected, but were basically unnecessary.
Otherwise, an excellent product. I will use it again next year. Please, Please don.t get into the situation with various versions next year that you experienced this year!
March 18, 2015
Rated 5 out of 5 by NicknameIssues Turbo Tax is the best
I think I found one error in one of your screens. In the summary that shows all deductions, the line Other Deductions appeared to be incorrect. It showed me a negative approximately 12,000 when the amount should have been $1,294. This represented gambling losses in the same amount as my wife's gambling winnings. Take a look at this and let me know if I am correct. I do not believe that this screen error affected the accuracy of my return, but if it did, please let me know immediately. Thanks
PS I will be using TurboTax next year
February 7, 2015
Rated 5 out of 5 by expatmainer TurboTax is awesome
I have been using TurboTax for over a decade to file my taxes. I love the fact that I can file my return as soon as I have all my tax statements. No waiting for weeks for a tax professional to complete their work. I also like the fact that all my ongoing information is transferred from my previous return the year before. Really saves time. As does the ability to input financial information from the QuickBooks program I use for my small business. My only complaint is that a free state e-file is not included in the purchase price.
January 31, 2015
Rated 4 out of 5 by GJJJE Easy filing, just an issue with which software to
I bought the regular Home edition for 49.99 and the Business edition for $139.99 because the Home & Business didn't indicate that a sole member LLC could use it. I saw many posts about the confusion.
I was thankful for the free upgrade that was allowed on the Home edition to file a Schedule C, however, I am out the $139.99 I spent on the Business edition because I cannot return it now that it is opened.
Really want to make me happy -- send me a refund for $139.99. I have used TurboTax to prepare my taxes for more than 10 years.
March 1, 2015
Rated 5 out of 5 by SandraCZ I <3 Turbo Tax
I love the peace of mind I have knowing I was walked through each step in an organized and clear way. This is my second time using TurboTax. Having everything from my last year return imputed to this years return made it so fast and simple. I own my own small business and am thrilled at how quickly and easily filing my taxes was this year! Thank you Turbo Tax! I will be using Turbo Tax next year and the years after!
My only complaint is that I feel e-filing a state return should be included without the additional charge of 19.99.
February 15, 2015
Rated 5 out of 5 by Mike5932 2014 Federal & State Returns
Overall excellent program. In-depth data input if necessary; Interview questions are easy to understand and implement; Q&A info is invaluable; On screen hints and explanations for each section/question is fantastic and very helpful. Using this program I can make the appropriate decisions for each entry using the "Hints" and Q&A help and not rely upon the "interpretation skills" of a third party. I have used Turbo Tax for years and this is my first review. I will continue using this program for many years to come. Thanks Turbo tax!
April 10, 2015
Rated 4 out of 5 by widnes424 Not quite as good as prior years
Handled the new 1095-A form poorly if you also file a Schedule C. Easy to duplicate health insurance cost if you inadvertently enter on Schedule C (as was always required before the 1095-A). Worse yet ... took quite some time to figure out how to undo. Also, there's a problem this year in saving to PDF when a prior version of the file already exists. Workaround is either to delete the PDF file, or open the PDF in print-preview mode prior to save. Otherwise ... similar experience as prior years with typical incremental improvement.
April 7, 2015
Rated 4 out of 5 by NHsky01 Like home ofc help. State tax not well integrated.
I didn't know the new rules for a home office so appreciated Turbo Tax's help with this. An audit is the last thing I want!
I had to figure out on my own how to decrease my MA non-resident state tax even though it increased my Fed. tax a little bit. I used Sch A (medical) as one of the MA deductions which substantially decreased the income that MA could tax! Even though using a Sch A gave me less of a deduction, it only increased my Fed tax by $19. But it decreased the MA state tax by around $300.
Turbo Tax should have know this.
March 4, 2015
Rated 4 out of 5 by MostlyPleased1 Simple to Use
I have used H&R Block software for years. I had some problem with it for the past several years, so I switched to see how turbo tax worked for me. Everything went smoothly. It was simple to find areas to work on and recalculations happened automatically to help me see how they affected the outcome. I was disappointed that the box seemed to indicate that state e-filing was included, but you had to pay for it. It is offered online for free using turbo tax for qualified people, but the option is not available for the purchased product.
January 31, 2015
Rated 5 out of 5 by JDinMedina Small Business and Personal Taxes Done Right
The detail and accuracy of determining every possible deduction both for business and personal is remarkable. Calculations of course are absolutely accurate and the running total of just where your tax liability provides a constant monitor as you enter each income or expense. The review at the end of the process is great, especially telling how your return stacks up against all of the returns filed by tax payers.
This is the 6th year doing my business tax returns and my 21st year doing my personal taxes with TurboTax. It's the BEST!
April 8, 2015
Rated 4 out of 5 by Upset415 I have been using Turbo Tax for many years - The printing options this year were horrible. I didn't like the printing options - I submit my return my mail and prefer to have it print what I needed directly - not having to go to a pdf file or print preview. I found it very confusing. Still not sure I got all the pages that I need to send to IRS. (This may be a deal breaker for me when it comes time to purchase tax software next year. I know if my husband had to do the taxes he would definitely be confused with the printing options.).
April 13, 2015
Rated 3 out of 5 by BobfromMD TurboTax 2014 tax year edition
Each level of TurboTax always supported all elements of the lower levels, plus some additional features. Now you seem to have tailored your structures to make the user select a particular level in advance, where the new selection may not support all forms that may have been relevant in former years.
I much prefer the former structure, and I would probably not choose TurboTax under the current structure, if I did not have my existing tax history saved in TurboTax records. Please return to the former more supportive levels structure.
March 27, 2015
Rated 2 out of 5 by SamMiller1 Amended Return
I have using TTax for about 10 years. This yearI had a complete printed copy and a Pdf copy by no .tax copy so basically had to completely redo my taxes! Unfortunately, I had deducted the original downloaded copy of TTax before IRS contacted us with a mistake in the estimated tax paid. The we received a late 1099-R that was different from our calculation. I "hope" the amended return is correct but am not confident.
In addition, for some reason I was unable to download a copy of TTax 2014 and had to have a technician accomplish that.
May 15, 2015
Rated 4 out of 5 by 7GTHOM2 Overall Excellent, but there was one problem
The only issue was when you are recapturing the remainder of unamortized closing expenses at the sale of a rental property (and probably other property), the form asks for the sale price and cost basis of which there are none. This is very confusing and if you put in the sale price of the asset you double the gain. I worked it out with an extremely knowledgeable TurboTax technical representative, but that shouldn't have been required. This is the first year in probably 20 TurboTax hasn't gotten 5 stars from me and it was due to this.
April 9, 2015
Rated 4 out of 5 by Pancakewad K1 problem
Everything typically goes well, I have used Turbo Tax for many years. This year it got stuck on my K1s Federal. I got to the end and Turbo said Ieft one of my Ks blank and this needs to be fixed. I went back and double checked both of my Ks, they were fine, no blank spots anywhere. The message would not go away. Later I got stuck on a “worksheet” extension, there was no indication of where to go to fix the extension or what belonged to, I didn’t fill out any extension pages. No information about where to go to fix it was frustrating.
March 15, 2015
Rated 4 out of 5 by GMmmm Easy to follow. I itemize and questions and suggestions help very well. I do like specific instructions to go to review/update a part of the form.
Final printing of the required Washington County. Oregon Tri-met tax on self employed tax:
we need 2 forms. First prints to the page break and then prints "page two data" in the middle of the second from. Second form prints more (the rest of the data for the second report) in the middle of the second page. (must not expect two self-employed plus regular joint return) on the same return??)
April 2, 2015
Rated 3 out of 5 by TheUsses Not Very Accessible
I normally use the web version of TurboTax. This is the first year I have used the software version and, while I appreciate that it is intuitive and helpful, it doesn't work with my screen reader.
I am visually impaired and use a program called ZoomText to magnify the screen and read text to me. The software version of TT doesn't allow me to read 90% of the text within the program, so I had to have someone else navigate while I provided the answers.
Unless this is fixed in future versions, I'll be switching back to the web version.
March 10, 2015
Rated 3 out of 5 by cdilly Who designed this mess
I have to use an ip pin. I spent over an hour trying to find how to enter the pin numbers. When I finally accidentally found the place by searching the forms file, (it didn't show on a search, only looking down the list) then there is all kinds of confusing windows to pick through.
The normal work thru makes no mention of the ip pin, I thought I was ready to file, then had it rejected because of the No IP PIN. I tried to get numbers after rejection by IRS. No wait until we send one. They arrived before the date they set as their goal.
February 13, 2015