Rated 4 out of 5 by Pepere6 Hard copy printing after e-filing
After e-filing there should be an option to print a hard copy without printing all the backup data for each state return. I have income sources in three states and therefore must file in three states. I always opt for e-filing but need to keep a hard copy due to the nature of the nature of our business. Although you can go through the long list of forms to select only those that you require, it is time consuming and could result in errors if you accidentally fail to print a form you need. It would be convenient if TurboTax had an option to print the full Federal return and the Stat returns only.
February 23, 2015
Rated 5 out of 5 by MsGay my 1st time
What a pleasant surprise...very good, very user friendly. I am techo phobic... I never have done it this way. I have paid big bucks many times to hand in my well organized numbers so someone else could run it thru their program and now I see how easy it is to input data and let the program do the work . I liked it alot, and I think next year will be better because my records will be on hand to reference and I will have a better handle on how to do my entries. It will probably make me keep better records for deductions too. Very Happy not to leave $600 plus dollors at H&R Despite ther cute ads !!
April 4, 2015
Rated 4 out of 5 by GLynn96 Review of 2014 Home and Business
I used the CD version of Home and Business both for 2013 and 2014. I. In this version, there is NO place in the interview to add the following for K-1s:
-ending percentages for partner's share of profit, loss & capital
-partner's share of liabilities at year end
-partner's capital account analysis
I had to add all this information on the forms view
2. In Turbotax Corporation and Partnerships software, when you right click on a data field, it tells you the source of the entry for most fields. This is a very useful feature, perhaps you could incorporate this feature into Home & Business software.
April 6, 2015
Rated 4 out of 5 by Byrlie I Did It! Eventually...
I was able to get my personal taxes done with the Turbo Tax Personal and Small Business version that I purchased. I had to get an accountant to do my business taxes that set me back $500. Needed my Schedule K-1 forms. I could have saved money and bought the less costly Personal Turbo Tax so that didn't make me too happy. And the business part of the personal and business edition just made it more confusing to someone who is not an accountant. Keep the Turbo Tax versions separated for the specific task they are used for. It will help us and save us some money. Once completed, everything went well.
March 5, 2015
Rated 4 out of 5 by NatLK Turbo Tax 2014
I originally bought another tax software this year, after using Turbo Tax for many years, due to the price increase and the fact that I started my own business mid-year 2014. I was disappointed in the cost increase and tried the other software. After getting frustrated with the software and receiving an email from Turbo Tax saying they'd upgrade previous customers for free this year, I went back and am glad I did. It is so much more user-friendly than the other software I used and I feel I got the best tax refund I could. Thanks for working with your customers after receiving feedback, Turbo Tax!
March 5, 2015
Rated 2 out of 5 by JeffEagle Buggy Home & Business Edition
Easy Step was terrible, losing track multiple times as I went forward and back. Sometimes it would kick me all the way out to the beginning of a section. Back button was especially poor, sometimes forgetting what page I was on, so even if I hit continue it lost my place. In addition, some of the rendered forms did not format properly on my Mac OSX screen, splitting numbers and moving them down a row, etc. Very, very buggy this year. Moving to HR Block next year. Worst TurboTax I have ever used, going all the way back to the first years when they robust videos and guides...product seems cheap now.
March 24, 2015
Rated 4 out of 5 by jdard Quickly got to the point
I first did my taxes by hand this year for the first time since 1988! 12 forms and counting! I got a better understanding of the benefits of turbo tax. The healthcare forms are bad by hand. Turbotax it was a breeze. But that being said I found errors in the way TurboTax report business income. The error is not in the calculation but rather in the questions it asks. Bank business account interest income should be reported on schedule C and not on Schedule B. I have been reporting this income on schedule b for years and years because Turbotax asks for all 1099-INT during the building of schedule B.
April 13, 2015
Rated 2 out of 5 by Mackeral Home & Business did everything I needed
I have used TurboTax on my Mac since they bought out Mac-
in-Tax. I always used the Deluxe addition and it provided everything I needed to handle multiple stockbrokers and a simple business and seemed simple but thorough to use. Last year I decided to try the Premier version and since it did nothing additional for me, I went back to the Deluxe version that my wife picked up for me. I was surprised that it could do nothing like previous versions and I had to spend an extra $43 for the Home and Business before I could get the forms I needed. I was so disappointed that I may use H&R Block next year.
April 14, 2015
Rated 3 out of 5 by OvertaxedMD Good... but the cost??
I am pleased with the functionality and organization of the software, and the ability to import data from third party companies and software. However, I am so disappointed by the higher cost of the software vs prior years and paying $24.99 to efile a state return, that I may stop using it unless there are reductions in cost or improvements in value next year (include the state efile!!). As it is now, when you add in full Audit Protection, it would not cost much me more to use a professional preparer again which is a far more valuable service, saves a lot of my time, and supports my local economy.
April 15, 2015
Rated 3 out of 5 by Barry245 At times confusing; forced upgrade!
Used basic TTax for years. No problems with IRS, keeps track of info, transfers to current year, etc. Don't like having to upgrade to more expensive TTax programs for the same info this year. Yes, it was free---- this year. But what about next. Will I be forced next year to pay the additional cost of the upgrades? I am retired and can't afford superfluous expenses. Take me back to prior years when the basic TTax did great.
Would like one question for vehicle expense: Do you intend to use mileage usage only? If yes, then bypass the numerous questions about ownership, total miles driven, etc., etc.
April 15, 2015
Rated 3 out of 5
by pargen disapointed
i'm not sure i will be using turbo tax again next year because of the surprise charges. forced to upgrade to get the same results that i got last year from deluxe and i was expecting a free state efile and there is a 19.99 charge even for the first one. that's $70 more than i paid last year. so for the price i might as well drop everything off at H&R block and let them do my taxes. i like your product because it WAS reliable and affordable. well it's still reliable. i'm not sure i'll be a return customer. i don't like these kind of surprises. i will be evaluating other options before i file again.
February 3, 2015
Rated 4 out of 5 by LisaPinWA buying the download helped me compare MFS to MFJ
I have used Turbo Tax for over a decade and this was the first year that our returns were more complicated than I thought I could handle. It took some time and a lengthy phone call to support (Hi Leslie!!) but saved me a lot of time and money by not having to go to a tax preparer or fill out 3 separate returns to compare Married Filing Jointly to Married Filing Separately. For some reason I found it very hard to locate the refund/owing amounts. Maybe it was because I had been working on it so long. I also had a lot of trouble getting the download to open on my computer. But, the support was there.
March 22, 2015
Rated 5 out of 5 by COLNOR Better each year
User since 2011.
Experience gets better each year, due in part to improvements to the user interface and my understanding of the byzantine tax code. I especially appreciate quick fix of the Schedule C snafu earlier this year.
I'd categorize myself as an intermediate use (itemize deductions, have kids in college, wife runs her own home business). If my finances were any more sophisticated, I'd likely turn them over to a good accountant.
I still support junking the current income tax system for a simplified flat or consumption tax, but until that occurs, Turbo tax is my choice and recommendation.
April 1, 2015
Rated 5 out of 5 by junkmail6263 I have saved money over the years with Turbo Tax
I used to do my own taxes...by HAND! Oh, I hated that experience! I am right brained, and mathematically challenged, so I would get so confused with all the forms, and boxes, etc. I hated it! Have I said that already? Then a friend told me about Turbo Tax and I paid the money to buy it and have never looked back since. I can do my taxes in a couple of hours now and get a great refund. I lost money...oh, so much money, by doing it by hand. I hated it! But, I love Turbo Tax. I have my daughter and her husband using it, and my oldest son will use it next year because I am NOT doing his taxes for him!
April 9, 2015
Rated 1 out of 5 by DahlsITA Hidden Fees
After paying $80 for the program at Costco (Turbotax Home and Business 2013), the program kept trying to add other services for a price. It kept pushing me to add an Audit Defense to my cart for $40 and then it charged me $25 to E-file my state return (Even though my state and federal returns were only going to be about $90 each). It also gave me an option to just have the money deducted from my return rather than using my card... but to have it deducted would cost $35.
It was convenient and fast.. but it was annoying how it pushed other products on me, especially when my return wasn't very much.
April 12, 2015
Rated 4 out of 5 by NoNameIsGood Great program but hard to read much of the print
Please make it easier to read the small, gray print !!!!!!
An individual page can be enlarged by using the "view" tab but that gets to be a pain doing it with each page and having to go back to the "view" tab for each incremental increase in size. Too much of the direction and "help" print is in light gray instead of black. Make all the print black, start it at a larger size and make it an easier , more fluid motion to increase the print size where needed.
Trying to find a nickname that works for this survey is also a major pain !!! I'm on my 11th try for a nickname that has not already been used.
March 18, 2015
Rated 4 out of 5 by MThom As always, user friendly!
TurboTax Deluxe is great for filing my returns because I have so many variables. I have a small business as well as my main employment, and my spouse works two jobs also. I always choose the option of being led through all the topics. There is inevitably a deduction or credit I would not be aware of and TurboTax shows it to me to my advantage. The screens are simple and clear, and no matter what mistake or oversight I make, it is caught for correction. I appreciate that it pulls the previous year's tax info and populates this year's return. Saves so much time. I have used it for years and trust it.
March 18, 2015
Rated 5 out of 5 by DouglasRovang Feedback
It took some time to familiarize with the changes from Premier to Home & Business. I file in two states and have a Trust and an LLC. Inputting the Trust & LLC data was much easier than previously - but it took a while to figure out the "Business" input section had nothing to do with Trusts or LLC's, so I wasted some time in that area. The HELP #find# section is now very robust, and really helped quickly fix some "error messages" and questions I had trouble with in previous years using Premier. If TurboTax doesn't change anything between now and next year, next year's tax submittal will be very easy.
April 4, 2015
Rated 4 out of 5 by KERLITOSWAY Complicated Return but done successfully
I find this program working well for my needs and have been using it for about 5-7 years. It has taken awhile to know where all of the pieces are and having the Live Community has helped with a number of things. The program are not for electronic savvy individuals doing their taxes. As it gets more and more complicated over the years, the program will not look at alternative ways of handling your taxes. That is something that only an accountant or tax professional can do.
Good program and hopes that it continues to evolve and introduces a few more intuitive aspects so its not just punching numbers.
April 15, 2015
Rated 5 out of 5 by JAKubasta Doing my own taxes!!
Love, love, love the product and service you provide! I really appreciate how your company handled the small business TurboTax version issue... very impressive (you owned it!).
I would really like to see info put in to TurboTax for deduction area where it tells you BEFOREHAND what amount you need to meet in order to be able to use the deductions... i.e. health care expense. It would save me ALOT of time on my taxes and gathering all the details if I know I am not even close to the number I need to be able to take advantage of the deduction.
Thank you for offering such a great product!!
~ Julie :)
March 7, 2015
Rated 4 out of 5 by clane68 Reliable, more answers needed for small business
I have used Turbotax for many years and have generally found it to be reliable and a good walk through the tax preparation process. I use the Q&A and community section quite a bit and feel that in the small business section, the specific needs of my business are not always met. The organization of the responses to a search are also hard to follow and I'm not sure if they are in order of relevance. I have been preparing my taxes enough years with Turbotax that I can wade through most areas and I find that the software is a good instructional guide to having optimal tax situation for very little money.
March 1, 2015
Rated 5 out of 5 by ToriLove77 TurboTax makes doing taxes easy!
I have been using TurboTax to file my taxes for over 15 years. I would not want to file my taxes any other way. I love how TurboTax walks you through every step. TurboTax was there for our family, when we purchased our first home, when we went back to school,when we had a baby, when we changed careers, and when we started a business. You don't have to worry about making any errors because TurboTax checks for errors and scans to make sure your returns are correct based on IRS standards. It also checks to make sure you are getting all the credits and deductions that you qualify for. Thank you TurboTax!
March 2, 2015
Rated 5 out of 5 by Appletones Customer Service
Customer service referred me to a tax consultant concerning a question on Ma. form about IRA previously taxed contributions. The consultant, Denice, answered my question quickly and easily. I had another question that was driving me nuts about an exempt portion of interest of an $11 credit on a Ma. form, that was keeping me from finishing my return. Denice took the time to hook up to my tax form and with professionalism, expertise and a friendly courteous manner solved the problem after going through a number of procedures to help a novice computer operator. Thank you Denice and Turbo Tax. Great Job!
April 9, 2015
Rated 2 out of 5 by MadProfMark Going backwards
I have been using TurboTax and MacinTax before that since 1991. Unfortunately, the features of the software keep disappearing, and it gets harder to use every year. Creating multiple versions that increase the cost is a mistake. Making it difficult to track back through numbers is also a mistake. The ability to go into forms, and double click on a number and find the source of the number made it a fantastic way to make sure you were doing your taxes right and understood how they were being done. Now it is just a black box that you must trust with no understanding of where the numbers are coming from.
April 15, 2015
Rated 4 out of 5 by LarryTM 2014 tax preperation
In the review Turbo Tax should be more explicit with exactly what they require. I spent many hours trying to satisfy its K1 objections and was generally not successful.
The fact that K1 information is not included in my brokerage account (Fidelity) downloads defies imagination and logic.
Perhaps Turbo Tax should use its good offices to prevail upon Fidelity to include ALL investment information in its down loads.
Please note, I have used Turbo Tax for many years and have always had excellent results. This is the first time I had such difficulty.
Thank you for your interest and consideration
April 13, 2015
Rated 4 out of 5 by SixYearTTFiler Easy and Thorough Tax Prep & Filing
I've been using TurboTax for 6 years. Favorite feature is the automatic entry of last year's data, including personal info and W2s, and carryovers. TurboTax checks for every possible deduction, so I know I'm getting the most refund I can, and gives me tips to decrease my tax bill next year. One thing that was annoying with the 2014 version was that I had to upgrade from TurboTax Premier to enter my self-employed business info. Also, every time I opened the file, it prompted me to enter my contact info to register the product, which I had already filled in. Otherwise, I was very happy with the software.
March 6, 2015
Rated 4 out of 5 by spinozarabel Good coverage and reasonable
Mine is a complicated situation: Home business, with foreign clients and foreign income and with foreign financial holdings. Although I was able to get complete coverage using home / small business version, there was confusion for me. In the interview process for the complicated forms the questions asked were imprecise. I had to refer to forms to see understand the interview questions better. The topic of foreign tax credit was also confusing. So plenty of room for improvement. If I had spreadsheets for all the forms hat I could buy for a small price I would rather go that way! There's a business idea!
April 2, 2015
Rated 2 out of 5 by TADB1 Good prep program but let me down at transmission
I have used TurboTax for years with no problems. This year I completed my taxes but could never get the file to transmit. The error message made it sound like problems in my computer or connection. I made every change in setting recommended.
In the end, I believe TurboTax simply couldn't handle the volume of internet traffic but wouldn't give an error message that said so.
I thought I would just file an extension, but TurboTax did not provide the option of sending an extension application online.
We ended up printing the forms and waiting in line at an open after hours post office.
April 15, 2015
Rated 2 out of 5
by Linda1946 Not so user friendly
I found this year's TurboTax fairly confusing and not so user friendly as in times past.. Explanations and directions about rental property entries as well as explanations about the difference in married filing jointly vs married filing separate. were not clear and I found I had totally skipped entering the information about rental property because of poor directions. I just found myself unsure if I was entering information appropriately and worried about being audited. Don't know why you made the current changes in the tax programs, but it was not a good change. I think you need better program writers.
March 28, 2015
Rated 5 out of 5 by DoctorDoug GETS THE JOB DONE
I have been using TurboTax for many years and found it very satisfying. When I was working, I ran my own business (Physician) and had many complex issues with deductions, expenses, investments, etc. Turbotax always had the power and simplicity to deal with these business-related issues and complete my entire tax preparation with minimal cost, time and aggravation. Now that I am retired, I still find it very easy to use, and it handles my retirement income and secondary job income very well. I like the Audit insurance as well! Like the add says about a certain breakfast cereal..."Try it, you'll like it!"
April 14, 2015