Rated 2 out of 5 by FERL changes from last year
I felt it was harder to enter information in the 2014, the questions did not seem to flow. I entered self employed expenses in the business section but in the personal there was also an area to enter business and none of the information carried over from what was entered in the business section. Last year I did not need to upgrade to be able to do a schedule C and this year I had to pay more to get the schedule C version for turbo tax. I will consider different software next year. I have been using turbo tax for over 10 years and I am that dissatisfied with this years version.
April 3, 2015
Rated 3 out of 5 by OSUCRY At least I finished
Due to some answer up front, TT required me to upgrade to Home and Business when Home only would have worked just fine. There was no reason to do this. Additionally, I incurred additional business tax when I really don't have a business. It took me entering my data FOUR times to finally get something I was willing to submit. Now I know why I got all the apology emails earlier this year. I will probably spend the next year seeking someone to do my taxes since it seems like TT can't be depended upon to provide the same continuously good service and product and product as in the past.
April 15, 2015
Rated 4 out of 5 by lharr57 TurboTax2014- from zero to hero!
TTax2014 started out on a really bad foot. First they changed what forms were available in Deluxe (basically a major price increase) without notifying loyal customers, then when they tried to fix it with free online upgrades, it introduced some bugs. HOWEVER, they obviously train their customer support reps well. I spoke to at least two reps and both were extremely courteous, professional and patient. The last rep resolved my issue and as a courtesy for the inconvenience allowed me to e-file my state for free. Their customer service is the main reason I'm giving TTax four stars.
April 13, 2015
Rated 1 out of 5 by grippy RVP
I am extremely dissatisfied with Turbo tax from being made to purchase a higher program to do what I always do with the Personal Deluxe program. Then I was encouraged to find that there will be a refund check of $25 after I efile this year.
Then was again discouraged and frustrated to no end with the problem of not being able to efile my taxes and NOONE has filed these and IRS has NO record of Efile.
Please assist ASAP
Many people use this program in my organization but we will find alternative programs if this cannot be resolved.
Thank you for your attention to this matter.
February 23, 2015
Rated 1 out of 5 by FreeStateFiling Low Income people should get FREE State Tax Filing
My income was under $15,000, yet I am charged $20 to electronically file State Taxes. Additionally to do so, you want me to pay more for you to DEDUCT it from my Tax Return, or ask that I pay for a credit card that I do NOT have.
Do you realize that $20 is 3 hours work at a minimum wage job (after taxes). and you wanted more to simply route part of my refund to your bank account.
I will re=enter the info electronically at my state site and save the money. For the 30 minutes it takes to do so, I will effectively be paid more per hour than I will make when I get out of college.
February 19, 2015
Rated 5 out of 5 by Gordon08 Great small business Tool !
I did save a bundle on filing fees ( three years in a row) and no phone calls from person preparing my taxes to gather more info. Good to excellent tool, personal or for business, easy to follow instructions and always the option to go back to specific topic or IRS form to review or add info. My best advise is to gather all your information, records and practice. Start a "dummy return" then after corrections and verification, start the new filing return with confidence that everything is there. Don't forget to "save" your return often to avoid loosing progress in your computer.
March 18, 2015
Rated 3 out of 5 by JBambolina Overwheleming
I've been using your product for several years and I feel that every time there are errors it is difficult to follow. Errors will refers to carry overs or worksheets or schedules there is no explanation to assist with understanding why in the middle of the guide me process it doesn't show the connection. I think it should link automatically to the form from the previous year rather then have to open the previous year filing and go line by line. Please get this resolve because for the amount of hours of going back and force I might as well pay a tax professional to do it for me.
April 2, 2015
Rated 1 out of 5 by Richiestach unsatisfactory
my wife has 2 sole proprietorships that were originally a single entity but we were recommended to divide. a vehicle was used in business, but when divided the vehicle was used in the second business. turbotax had listed an option to indicate vehicle no longer used in business but kept insisting it was sold and tried to process as sold even though there was supposed to be an option to no longer use in this business but not sold, and not converted to personal use. Never could get figure out how to access the option that was described in the step by step, but didn't seem to exist.
April 7, 2015
Rated 4 out of 5 by Hiddencharge Turbo Tax does a great job with getting all of the deductions for a tax payer. It is easy to use. However, it is making customers angry to be charged more money when they are ready to E-file. If cost $19.99 to e-file with the state it should be paid upfront or it should be told of the charge at time of purchase. Also another hidden fee of direct deposit! Really? It is not clear that this extra charge is not there if you pay by credit card.
The credit card payment did not work so I had to call to make a payment. However it was great that you waived the $19.99 fee for my trouble.
February 25, 2015
Rated 3 out of 5 by Crocker OK, but could be better
I couldn't figure out why some forms were being used. My biggest complaint is that if a person is NOT sure of using a form, there is no way to see what happens and UNDO the work without having it printed at the end. Once Turbo Tax sees a form was created or used (even if it ultimately wasn't needed, it prints it, EVEN if you decided at a later point to NOT use that form due to some changes. Waste of paper AND more importantly, you are giving the IRS info that I, as the customer, may not want them to have. I don't want the IRS to see all sorts of forms with zeros in it and stuff.
March 2, 2015
Rated 2 out of 5 by Amber555444 Did not like this year's changes to software
Was excited about a FREE FILING option - then I realized if you have to itemize anything you would have to pay. In prior years I was able to access prior returns just by being a Turbo Tax user and this year you have to subscribe to the DELUXE Edition. Also had a direct sales business that operated at a loss...in order to file that I had to purchase TURBO TAX BUSINESS at $80 another cost not applicable last year. Just like with the federal and state governments if you make any kind of living (decent or not) you are penalized for it. Not happy, will try another software next year.
February 21, 2015
Rated 4 out of 5 by Misterbeadle 2015 Experiences
The display box was not colorful this year and it took more time for me to pick the right product. They all looked the same. While doing my taxes the section for my business expenses was not as obvious as in previous years. I went all the way through to the end of entering info and had to go back and find the section. Also, the window that opens up for you to fill in forms was too small and not every line had a pop-up to answer what the line was asking for.
There are too many other competing tax-preparation products out there for TT to start degrading the preparation experience.
April 1, 2015
Rated 4 out of 5 by DBai Not Like Year 2013 or Past Years
Turbo Tax continues to be a great product. In Year 2013, I used Deluxe to complete Sch C/Form 8829. Once I discovered Deluxe had changed (after my purchase for 2014), I was pleased that Turbo Tax had a made a positive effort to correct by offering to free upgrade to Premier. After I upgraded, I felt the software was not as easy to use as far as completing Schedule C/Form 8829. My experience with Turbo Tax afforded me the ability to go to the forms and complete the necessary information although I was never asked the right questions during the interview phase for Schedule C/Form 8829
April 14, 2015
Rated 3 out of 5 by DJ9413 So-so
This year I received a invoice from the state indicating that I had underpaid what I owed on 2013 taxes (also done entirely in TT). I thought I had overpaid and had a small refund coming. I don't know why this happened, and trying to enter the correction in TurboTax was confusing. Don't know whether to blame this on TT or the the over-complexity of our current tax regulations. In any case, I gave up on trying to check the numbers myself and just washed my hands of it. It doesn't help that TT tries to sell the user products and backup services while I'm trying to get my work done.
April 7, 2015
Rated 2 out of 5 by BearBrod Turbo Tax -Waste of Money if you have sick pay
As a ten year plus user ofTurbo Tax I found this year to be frustrating. All that money and not able to file Federal or State return! Seems if you have third party sick pay but no Wages (box 1 income) the software can't compute properly and you have to print and file. As a retired NYS employee, our pensions are EXEMPT from our state income, yet the software continues to try and make the income taxable, transferring it from Federal to NYS and not allowing an adjustment.
So for $80 I had to print and file BY MAIL. Waste of money. Will probably use a competitor's software next year.
March 2, 2015
Rated 5 out of 5 by MickeyAcct Easy to use
Very good tool to use for doing your tax returns. Leads you through question by question. Brings forward all pertinent prior year info to save time. Complete with supporting worksheets to explain calculations as needed. I did have extra work , I thought, in my business use of my car. Turbotax got all hung up on getting details of my new car, the trade in and basis of new car for 2014. I only use mileage for vehicles in my business. I do not depreciate the vehicle since my mileage and business use is so minimal All other areas of the federal and state tax returns worked very well.
March 19, 2015
Rated 4 out of 5 by evnlng Tougher this year with need to upgrade to H&B
I hope they go back to the previous Deluxe edition next year. This year I had to update to Home and Business to handle Stocks and Royalties, neither of which constitute a business, but both had to be handled that way, yet avoid defining them as a business to avoid self-employment taxes. What should have been a simple year, ended up not being.
April 12, 2015
Rated 5 out of 5 by Tonks1 DIY Taxes
I have always done my own taxes and appreciate how easy Turbo Tax makes the unpleasant process of filing Federal Income Taxes. Even though I have a great deal of experience, I sometimes encounter tax language that I find confusing. I would love to see a separate glossary section with examples that I could view prior to filing out the forms. I have also encountered some confusion when dealing with income that is reported on a 1099-MISC.Many different kinds of income are reported on a 1099-MISC. The Step by step instructions need more detail regarding various types of rental income.
April 12, 2015
Rated 5 out of 5
by deeR0w Always Faithful
I've been using Turbo Tax for as long as I can remember (10+ years). Every year I dread having to file my taxes and I walk away amazed with each iteration of this product - I'm not sure why I stress over this since I get it all done in a matter of minutes.
If you stay on top of your finances throughout the year with Turbo Tax's sister product, Quicken, you can rip through this process in under an hour.
Mind you, I've got LLCs, rental properties, consulting gigs, a full-time job, etc. So an hour doing taxes versus 8+ hours prior to switching to Turbo Tax is incredibly satisfying!
April 11, 2015
Rated 2 out of 5 by Dantaxuser Long time user now unsatisfied
My primary grievance as a long time TurboTax user is that Intuit has removed the business forms and worksheets from every version except the most expensive, forcing you to upgrade without telling anyone this was going to happen. To add insult to injury, the guided questions are more extensive and the links to help you understand the information required are actually not accurate (I verified a couple by going to the IRS website). At the end of the day Intuit made it more expensive for a product that is more difficult to use. I will most likely be looking for alternatives next year.
March 11, 2015
Rated 4 out of 5 by manleyg Like it a lot, but don't love it much.
I have used Turbotax for years, and likely will continue to use it.
It would raise my comfort and confidence level if it could offer me the option of returning to the point in the interview that I was at when I needed to go to a form to check something out.
Not knowing or being able to see where I should return to the interview process so that I don't overlook anything leaves the opportunity to skip useful questions.
But having the ability to switch modes and review whatever, whenever a question arises is terrific. I just need "breadcrumbs" or tracking indicators for both modes.
March 13, 2015
Rated 4 out of 5 by tkar369369 The ugly, the bad and the great.
I could not get updates through Turbo Tax when I first installed it. I used the offered patch method for updates which worked fine.
Then I couldn't download the state return. I called support, on a Sunday evening, and got a great agent which together we worked through the problem of my original disk from Costco which was defective.
After quite a while on the phone, all problems were solved and I completed my returns shortly there after.
It's great to be finished thanks to Turbo Tax's great service reps. I went from upset to very satisfied so I will be using Turbo Tax next year.
March 30, 2015
Rated 4 out of 5 by JimWestonFla Easy Filing!
Overall, I think that it is awesome software and very simple to use. The only suggestion that I would request is that if you select the option to have Turbo Tax walk you through each step of the income or deductions section, it would be much nicer and faster if the program went through all 8 or so deduction options before bringing up the summary page instead of bringing up the summary page after each of the 8 options. This becomes a bit tedious, especially if I answered no to a deduction, I don't need to see the summary page to tell me that I just answered NO to the last question.
April 4, 2015
Rated 3 out of 5 by BobbyG12 Turbo Pain
I needed Sch. C, so had to upgrade to Home & Bus. which this year was free luckily. Big cost increase if it wasn't. The box containing the desktop software was vague on the "Deluxe" limitations. TT tried to give me a credit on state tax that I didn't want to take. I overrode it to zero. All checks found no errors. I paid the $19.99 to file the state and then hit transmit for Federal and State returns. It then stopped me and said to remove the overrides before transmitting. That check should have been there before reaching that point. I'll look at Tax Cut next year before buying TT.
March 14, 2015
Rated 5 out of 5 by WJNII State
I file a joint return. Turbo Tax allows you to edit personal data
for federal but there is no such provision for State in the event of errors when the program automatically transfers personal data from Federal to State.
For instance, in the state portion, my name and social security number was indicated as the owner of my spouse's business and her name and social security number was indicated as the owner for one of my businesses.
For the sake of accuracy, when moving to the "State" portion,
a "verification of personal information" page with a provision
for editing should be included.
April 14, 2015
Rated 5 out of 5 by ProfGarber Unfortunately I had to pay
First paying $24.00 to pay for filing the state return is quite excessive. Also in making the state payment it was very hard to do. Even one of your people that got on the line with me had to refer me to another assistant, who by ther way, has never come on the line even though I've been waiting over 20 minutes. So guess what, I finally figured out how to do it myself. After all, as a Professor of Business Law at DePaul University for many years I always tell my students to use Turbo Tax. For that alone I shouldn't have been charged $24.00 to have you simply submit my Illinois return.
April 14, 2015
Rated 1 out of 5 by NSPaloAlo Problem with New Hampshire
Turbo tax said that I needed to buy a New Hampshire tax package. This was not true. Turbo Tax said that an income of $52,000 required a New Hampshire tax form. This is not true. New Hampshire individual tax is based on income and dividends being over $2400. In this case, dividends and income were $67. I have reported New Hampshire income earned for the last 4 years and this is the first time Turbo Tax indicated that the New Hampshire form was needed.
I have always trusted Turbo Tax but now I am not sure. Someone should go back and evaluate the New Hampshire package updates for 2014.
April 9, 2015
Rated 1 out of 5 by EllenMS Do not trust your software too many mistakes
Have used Turbo Tax for over ten years and have always found it valuable until this year. I found the software faulty and difficult to use. The updates were few and given the manual intervention needed to be made on the forms itself, I found myself not trusting the system. I spent 12 years of my professional life preparing difficult tax returns for individuals and corporations, so I know the laws quite well. This year I continued to question whether your system was doing the proper calculations.
I am struggling what to use next year because of my experience with your prodcut this year.
April 14, 2015
Rated 4 out of 5 by tigervet 2014 TurboTax Software Performance
This years' TurboTax software has improved from prior years.
I still get lost when I try to go back to a specific segment of my tax return. However, this year I have found that when I do a search it often gives me the option, with one click to go to that part of my tax form. This was a tremendous savings of time for me. However, all searches do not give that option. I hope for next year more searches will be available to get me directly to that portion of my tax form that I am looking for. A wonderful time saver for such a complicated federal tax form.
I will be back again next year!
March 20, 2015
Rated 2 out of 5 by Midland YOU REALLY FOULED UP THIS YEAR
I have used Turbo Tax for over a decade. In the past I have found it relatively easy to use...no more. Many of your questions are ambiguous, as questions related to RMD's and periodic payments. We are not CPA's but I consulted a CPA and he said the questions are BAD.
Your hugest error is the deletion of the Schedule A from the Deluxe version. Many users want to see their deductions on the Schedule A to satisfy themselves that they do or do not qualify for itemized deductions.
Having to upgrade to Home and Business is an unnecessary hassle.
I will think twice before using TT next year.
February 28, 2015