Rated 4 out of 5 by plslogan This is the first year I've had a problem with Turbo Tax. I didn't realize we had been bumped up a few tax brackets and needed forms we have not used before. I had downloaded Deluxe and needed Home & Business. I called Turbo Tax and they upgraded me with no problems. Ramero even stayed on the phone with me until I was sure it was all working. Turbo Tax is GREAT even for dummies like me... It asked the right questions for me to find the information I need. I still had to pay taxes, but Turbo made it easier to get the right info in the right place.
April 2, 2015
Rated 4 out of 5 by Dick7525 Review of TurboTax Deluxe
I have been using TurboTax Deluxe for over twenty years and was very displeased to find out the package was changed for basic forms like C, D and K. I applaud management for correcting a major blunder and look forward to seeing TurboTax deluxe the same content as it has been for years, next year!
Areas that could be better.
Eliminate auto unchecking needed boxes after completion when one reviews.
Make state input forms so one can go back and select only the item they want to look at when reviewing. Starting at the first step is non-productive.
February 27, 2015
Rated 4 out of 5 by danmdks Like it
This has been a stable, relatively reliable product for many years. It imports information from last year's return and really makes things easy, like personal data, depreciation, etc.
I do not like the fact that Intuit is pressuring customers to store their data on the cloud. Current events and experiences of other corporations suggest this is not as secure as it should be (yet).
E-file has been glitchy several years, including this year. State e-file is expensive and getting more so.
I would recommend the product for it's overall ease of use.
March 30, 2015
Rated 3 out of 5 by jeepsinnc More Confusing Than Before
Flavors of TurboTax have become like to cereal or cookie aisle...way too many. Previously, one could have confidence in buying just one product. This year was different. First there were concerns about hacked TT files and fake returns filed. Then there was the mixup about which version to buy. After I thoughtfully purchased "deluxe" I was still asked to keep upgrading to more complete versions. Fortunately, no charge. The whole idea behind TT originally was KISS. Intuit has now moved beyond that, and value to the customer depreciates as a result.
April 12, 2015
Rated 4 out of 5 by Grant543219 Struggled to Finish
Generally, I buy it each year so I must love to hate it. There's often an obvious error so you have to watch closely. This year it showed I was not a US resident so I wasn't eligible for certain State deductions even though I was a citizen on my Fed form. I also needed to fight the software for an extra hour to find a way to enter SE payments where I was required to calculate percentages of amount previously entered. Questions on many subjects I searched in the web FAQ, were unanswered after months of customer queries. Cant wait till next year : )
April 9, 2015
Rated 5 out of 5 by JimBigMo Excellent as Always
I am self employed and purchased what I thought would be the same as the Deluxe version in prior years. Then I learned that it did not include preparation of Schedule C. I was greatly relieved when it gave me the opportunity to download the Home and Business version at no additional cost.
It steps you through everything with great examples and help for each topic as you go. If you keep good records it can be done quickly and smoothly and far more economically than paying a tax preparation firm.
The free Federal e-file caps off a great experience!!
April 15, 2015
Rated 3 out of 5 by Nithuigim TruboTax Personal & Small Business
Easy to use. Nice to have last years info brought in. The W2 import didn't work, for about the fifth year in a row. Nice to be able to download the state tax, but to have to pay almost $30.00 to file the return on top of the almost $90.00 to buy the product is steep, and something i will have to consider when purchasing next year. And of course, the increase in price to get the same capability as last year has been covered a lot. Even made the national news. Until now it has been an automatic choice: taxes = turbo tax. Next year, not so automatic.
April 6, 2015
Rated 5 out of 5 by Y318Worker TAX PREPARATION MADE EASY
I paid a CPA to do my taxes for years. My tax situation includes a very small business. After annual tax preparation fees upward of $500 for an hours service, (I'm not making that kind of income), I decided, enough! Purchased my first Turbo Tax in 2014 and the rest is history. I was surprised how easy it was. Took me 5 hours the first taxes, 3 hours to prepare 2014 taxes. Any questions I had were available via Q&A resources that Turbo Tax provides. I've yet not to find an answer to my questions. Turbo Tax, thanks for helping out the working folks!
March 15, 2015
Rated 3 out of 5 by tuckermarriott 2014 Taxes
The Turbotax software is easy to navigate. However the expenses continually add up. The cost of the program is not the part that is hard to swallow. The cost to file electronically for the State, the cost of Audit Defense (which is typically covered under a CPA cost), this and that.... There is also online advertising which makes it appear cheaper to do your taxes online, but when you look at the fees it is far cheaper to download the software. I would prefer a program that the expenses are lined out, and that there are no "leading" advertisements.
March 5, 2015
Rated 1 out of 5 by DavidDCary I'll never use TurboTax again
I have used Turbo Tax Deluxe for over 15 years, this year I wasn't able to file a schedule C or E without upgrading to Home and Office version. The program tried to force me to take depreciation on a Home Office that I did not want to take, it was very difficult to override this year. The program forced reimbursed business expenses to cover un-reimbursed business meals; I had to override in forms.
I didn't trust the handling of the education expense credit calculations.
I have loss all faith in Turbo Tax, and will try a different program next year.
April 10, 2015
Rated 4 out of 5
by 1SelfEmployed Very good - could be better
Overall I am very satisfied and would never, ever do my taxes manually nor would I be likely to use any other tax prep software. I wish, however, that there was a place to enter the school taxes and the property taxes separately and that they would then calculate together as one line item. There are a couple other places where this is the case. The less manual addition that needs to be done outside of TT, the more accurate it will be. I also found this year's version a little harder to navigate than previous versions, due to all the "improvements."
May 13, 2015
Rated 3 out of 5 by NotAveUser How TT Can Improve
Nice that someone answers the phone in a reasonable amount of time so close to tax time. The second person I spoke with was very helpful and her solution worked.
It would be nice to be able to just enter info on the tax forms and then let TT do a review and error check instead of having to go through the interview.
I have used TT for over 15 and I know what to do and where everything goes. I did appreciate the Healthcare section very much.
I will likely continue to use TT, but PLEASE make it easier for those of us who know what to do.
April 9, 2015
Rated 3 out of 5 by NanaSC Made the Painful more Agonizing
Have used Turbo Tax for 4 years.
Started off normal then hit a few bumps.
The its deductible account I created last year, did not save any of the charities used. Had to re-enter all of them.
Why did you demand information about my health insurance status?
I used my free state e-file and you still charges me 20 dollars to e-file. Really ended on a sour note...
Making a tax service look more attractive now. After spending 100 dollars for the 2014 software and 20 dollars to file plus 2-3 hours time, I believe it would be cheaper to work with them.
March 6, 2015
Rated 4 out of 5 by CDUB14 Years of Turbo Tax Use
Overall I find the product to work extremely well for most purposes. However this year, I sold a rental property that I owned jointly with a friend. The results of the sale on her return were different than my return. Since I have a number of years of tax experience, I loaded her data on my system, and tried to start from scratch. In the end I found myself entering data on the worksheets to get the results I believed were correct. I think it had to do with the free upgrade process. For whatever reason my upgraded to higher version than her upgrade.
April 6, 2015
Rated 3 out of 5 by Ted6793 Did not rock my refund.
It seems that turbo tax gets a little worse and a poorer value every year. Previous iterations, did not require upgrades to manage simple capital gains and simple sole proprietorships. This year seems to be the worst version yet. Are the questions written by native English speakers? The construction of the sentences and odd use of negatives, made it difficult to determine whether to answer some questions "yes" or "no". Given how the price keeps going up and the quality keeps going down, I think next year it will be time to look for new tax software.
February 16, 2015
Rated 3 out of 5 by peggie47 Difficult to navigate - redundant information
The program tries to make tax preparation simple, but TurboTax has made finding the IRS forms being generated hard to find. I have always prepared my own paper forms and was often uncomfortable with the way TurboTax generated a reduction or an increase in my taxes without an indication of what had changed. A toolbar icon that generates the IRS forms would be helpful. In addition, my original copy of TurboTax indicated that a state e-file would cost 19.95. However, when I filed the state return the cost had increased to 24.95 without any explanation.
April 15, 2015
Rated 4 out of 5 by b4i1inlife Doing taxes with Turbo Tax
We have used Turbo Tax for years. It's good in the fact that it leads you through the process; asking questions along the way. It seems to cover just about everything. It would be nice to have more comparisons between last year's return and this year's. Some of the things I had to fix in the review never came up while going through the process initially. (Never had that problem before.) Also, a new instance this year with a 1099R and the entire entry, along with subsequent choices, was unclear and/or incomplete. Nonetheless, I'd use Turbo Tax again.
February 16, 2015
Rated 5 out of 5 by CaliforniaSam Thanks for all the help
I really like the fact that TurboTax offers so many detailed categories and lists, to be sure I catch the little things that I am bound to forget, especially months after they have occurred. It's also great that our little home business can be taken care of with a package that I can sit down and use myself, saving on all the trips to a preparer (and the fees, of course).
Our tax code is horribly complex, but until the unlikely day when it gets simplified, it's wonderful to have a reliable and comprehensive package like TurboTax to turn to for help.
March 31, 2015
Rated 2 out of 5
by pedrokie A big letdown this year
Without a doubt, this was a big letdown. TT has been my favorite for years and years. Then suddenly, they not only change things around, jacking up the price for those of us "forced" to claim business expenses in the past (e.g. got a 1099-MISC) and now everything is up to me to read and decide about deprecations, carryovers, all those things I want TURBOTAX to do for me. Several places I would click on explain, only to be sent to the IRS to read a long complex document I don't understand and don't fully appreciate where it applies. AND I HAVE A PHD!
April 12, 2015
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 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 3 out of 5 by 1669 Poor experience this year
Found several blanks where figures should have transferred over from prior year's returns. For instance info on vehicle expenses used every year did not transfer over so had to research again date of purchase, etc.
Did not want "Personal/Small Business Edition" but had to buy as advice on Basic edition said it no longer would work for my rentals, Farm, & other incomes. I have always been able to use the Basic edition & did not need the extra advice from more expensive versions. Will look for cheaper version from another software company for next year.
June 1, 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 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 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 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