Rated 4 out of 5 by mommasmithjones As good as it gets...
I am naturally skeptical, especially when it comes to something which involves the government and can have far reaching consequences...
I am also a firm believer that nothing is better than the input provided - so if it's Tax software or a Person - I'm still providing the same data.
Short story is I will always have questions if I'm filling everything out exactly as it should - both because I want as much $$ back as possible, and because I do not want to be penalized by the government for some obscure oversight. But, I do feel more confident using TurboTax with the ability to return to each section of my Taxes, the time to gather all of my information as I need to and as I can, and the ability to research what TurboTax is talking about.
I also appreciate the relatively affordable cost, the accessibility and the importation of the previous year's information.
February 19, 2015
Rated 5 out of 5 by TheRack This works
Turbo tax has worked really well for us the last 2 years. Previously we used an accountant that charge $375. This year our W2's didn't import like previous years. My wife's had to be input manually. Also our 1099-B from my RSU grants did not automatically import all the required data. This is partly because of a change the IRS made to the form. Box 1e was 0 for all my sales. I needed to calculate them all by hand. Last year it was automatic.
I picked up a couple of items I didn't know I could deduct like Vehicle registration fees and purchased items in my home office used for work.
It's also nice that it uses last years info to pre-populate a lot of data and prompt for this years numbers. Saves time.
Overall, I think this is the best experience per dollar especially for our household that has a relatively uncomplicated tax situaton (besides the RSUs).
February 3, 2015
Rated 4 out of 5 by Blackstang16 First Time
Overall I think it is a great tool. Easy and quick to use. Has explanations on everything and anything you question. The software makes the icons and literature inviting. I honestly think everything about the experience was great, minus the misleading pricing.
At first all I saw was free. Then it said if you have HSA account, sold stock etc. then you need the premier version at $59.99. I did see that 1040EZ was free so I said to myself ok well at least I understand why. Then I when about the rest of the questions and finish both my Federal and State forms. When I was getting ready to file It asked me if I want to file both Federal and State together and if so I had to pay $36.99. If not then it would delete my state form. If I am paying for the Premium software I should at least have the option of printing out the state tax form and sending it in myself.
February 4, 2015
Rated 4 out of 5 by Elf333 My experience,
I have concerns that I may mix up personal information with rental information concerning property that started off as my home and is still, but currently rented due to trying to complete a licensure in another part of the state. My concerns is If I put the right information in the right spot. Plus, My question regarding a 29 year old child that came home and is filing for disability, but is not on disability yet, is she consider a dependent was not clearly answered. So I have concerns there. A live represented to talk to would help clarify some of these question when completing tax returns. Other than that, the process if fairly easy. I don't go to tax professional, because I was trained by Jackson Hewitt a few years ago and realize many that do tax preparation, have little to no knowledge of the laws and how to prepare taxes any more than the average person.
February 7, 2015
Rated 3 out of 5 by Dciccare NJ Residency status BUG
After two years of having to RESUBMIT my tax return to the state of NJ (as a non-resident military not spending more than 30 days in NJ) I have found that paying for the NJ return is useless.
I have found out that the NJ tax return does not show the STATUS as a non-resident for military members filing as a non-resident. Instead it shows as RESIDENT (on the part marked "Final Review." Therefore you will wait 4-6 weeks, get a letter asking for documents to be sent to the NJ office in Trenton, then you must wait another month for the return.
TurboTax keeps saying there is an ERROR when putting $0 in the NJ wages part. That is the whole purpose of the military relief act!!! You don't report military wages if you never spent more than 30 days in the state.
Instead of paying 30 bucks for the NJ e-file. I will just fill out the PDF myself and get my full refund by mail.
February 15, 2015
Rated 5 out of 5 by lajollaguy I love that I can finish my taxes in 2 hours or le
This year, I sat down to do my business taxes with the LLC version of Turbotax 2014. Business taxes are pretty involved and there is no online version so it's not quite as slick as turbotax premiere for the home user. It took a couple days to close out my books, fill in all the updated K-1 and 1099 forms, and prepare to file my business taxes. But that being said once that was done, I used Turbotax Premiere to import my own K-1 form alongside my W-2 form, and within 2 hours I was waiting on my refund for 2014! I think Turbotax is fantastic with the right answers to the questions you have right when you need them, and virtually everything is fully automated. I've been using Turbotax since I was a teenage kid working at a service station, and it has never failed me. I also think the improvements in recent years and especially the online versions make all the difference.
February 1, 2015
Rated 5 out of 5 by Jen14 FAST & EASY During Super Bowl
I've used Turbo for years and they have never let me down. This year I was bored during first quarter of Super Bowl... weren't you?? I decided to try the online version. I was done by half-time and filed shortly thereafter. It was even easier than store bought ... no computer downloads, easy transfer of last year's taxes, etc.
I highly recommend using Turbo Tax online version! It's so easy, you can multi-task while maximizing your deductions. Just an aside... my case was not routine.. had many unusual circumstances and itemized deductions. It helped that I had all paperwork assembled ahead of time and separated by income and deductions, but we do this long before using Turbo Tax.
All in all... if you are using another service or regular forms and computing on your own, then you are missing out! Intuit saved about me hours, maybe days, of work, worry and calculations!
February 1, 2015
Rated 4 out of 5 by SPSJWALSH Works but has issues
Worked pretty well but it seems there isn't the personal touch as years past. Two issue in particular I had was transferring information from ItsDeductable to your tax form was not clear. I actually had to Google how to do it because I could not find clear instructions in the program. Why would that not be an automatic or chosen hyperlink in the appropriate spot on the form?? The other issue was concerning the 1098T. My daughter took a summer school course but was full time during the normal spring and fall semesters. Because the 1098T from the university where she took a single course did not have the "at least half time" box checked, it assumed she was not a full time student at all. Major impact on the end result. TurboTax seems to be getting less user friendly and I have been using this program for quite a few years. Hopefully it does not continue down this road. Still its a pretty good program to use for taxes.
February 22, 2015
Rated 5 out of 5 by dowdow13009 Better than having someone else do it for you.
I used to get my taxes done at H&R Block. I'd sit and watch some person who isn't an accountant punch the information I gave them into their tax program. At the end of it I'd pay $300 - $400. After three years of doing this I figured I could do it myself. My first experience with TurboTax took a while but each year it's gotten easier. TurboTax saves all my information so I don't have to enter a bunch of stuff that I did last year. My tax situation has gotten more complicated over the years by adding stock sales, a rental property, and business expenses but I still feel comfortable using TurboTax to walk me through it all. I can also take my time and make sure I have everything included instead of lugging all my papers to someone's office and risk forgetting stuff. Every year at this time I give my coworkers who pay hundreds of dollars for a tax professional a hard time. I pay under $100.
February 20, 2015
Rated 5 out of 5 by wcmarcos Filing with ease
This is the second year that I've used TurboTax for preparation and fling of my taxes, and both years I have been impressed with the ease of use and the flexibility of having the "walk through" versus entering everything yourself. It's nice to have a searchable database of forms that you can skip to as you start going through the myriad of paperwork. When I compare it to another big name product that I've used in the past, TurboTax is far superior. The GUI is very user friendly, and the support is top notch. For me, there are a tone of forms that I could do manually, but TurboTax does it quickly, accurately, and has protection behind it. Although doing tax returns isn't at the top of my fun list, at least with TurboTax I look forward to seeing all of the credits/deductions/savings they can help me with, as well as providing yearly comparisons in an instant. Great product!
February 9, 2015
Rated 5 out of 5
by FTRGUY Great efficient product
Professional military officer, I've used TT for 7 years. Every year it improves and has become very efficient. I have very little time with a wife, 3 kids(with another one on the way) and working 10-12 hours a day(some weekends). I am a proactive-do as much as I can myself- person and this product easily has become top notch in my book. I can work on my taxes as time permits and I pick up where I left off. I use a word doc to take notes as I progress through the software to keep track of my thoughts, ideas, etc. and highly recommend this suggestion if you can't plug through it in one session. I have 2 houses in another state and active duty military and every year I have q's that I can research and/or ask the advisors through chat. I look forward to many more years subscribing to this product. Don't blow it or I will go elsewhere. In the meantime, exemplory product and well done!
February 17, 2015
Rated 3 out of 5 by jchipps No longer a loyal customer
I've been using Turbo Tax for approximately 10 years. During that time I never even once considered any other tax preparation service, as I felt that Turbo Tax was an excellent program at a fair price.
But with Turbo Tax continually raising the price and requiring me to upgrade to more expensive products to complete my very basic taxes, I will certainly be entertaining other options such as HR Bock or perhaps even preparing my own taxes next year.
I don't itemize deductions or have any extraordinary tax situations. Mine is a VERY basic tax preparation. But just because i have a very small mutual fund account that produces a mere several hundred bucks in dividends/capital gains, I must now use the Premier version of Turbo Tax, at a much higher price.
There should be a version for customers such as myself, who need to enter a simple 1099-DIV, but otherwise have very basic tax preparation.
February 1, 2015
Rated 5 out of 5
by DenisC Turbo Tax , Relief in just 40 minutes
Really like the way it carries your old info and data, keeps all your input from the prior year. It empowered me and saved me about $350.00 I feel like an accountant now, and realize how I overpaid all the years I used a tax pro! Not only did I save most of that cost, but also was spared from TDA (tax deadline anxiety) as the 15th of April approached. I would make daily calls to my tax preparer: "when will my taxes be done? " I was always fearful of the penalty or having to file for more time. Now its under my control.
Log in and initiation is also a breeze and I couldn't be more satisfied. I , like everyone else, puts off this task, and just deciding to do it is half the battle. Knowing that Turbo Tax creates a easy start / login, and a relaxing atmosphere with professional reassurance as you prepare your tax's keeps the stress to a minimum and eliminates the wait for your return and refund.
February 9, 2015
Rated 3 out of 5 by JoshuaL1 Unecessary Uprade/ Painful Degrade Process
I am a USAA Member and qualify for free use of "Turbo Tax Deluxe" I was forced to upgrade to the Premium Edition when asked if I sold a home this year. I knew I was not subject to capital gains therefore that portion was not applicable or necessary in my situation. However, the software would not allow me to continue unless I upgraded.
After searching the FAQ section on how to return to the Deluxe Edition, this action required deleting all data and starting from scratch. How convenient that upgrades are automatic but degrades are near impossible (unless your willing to start over.)
I have used Turbo Tax software for years, but they may have lost my business and everyone I can influence from here on out. Hope the $39.99 'up-sale' was worth it.
Every professional complaint/problem, has a solution. Turbo Tax, please include the ability to switch between editions with the click of a button and you may have my business in the future. Thank you for listening.
February 22, 2015
Rated 5 out of 5 by K1940 Got Needed Advise on Entering 1099 B info
Have used Turbo Tax before -- and appreciate it's cross checking and guided entry -- also bringing up informaton I have already entered the previous year. I like that it gives comparisons to the previous year, providing another way to crosscheck accuracy.
I ran into a problem with a stock sale. I took a loss, but could not find out how to enter that I took a loss when filling out the 1099B information. And I NEVER would have been able to without speaking with a TURBOTAX advisor. I think that the software should be fixed to ask directly if there was a long term gain or loss, and then probe for the appropriate information. The rep was so helpful that I could not help but feel she made up for the software's shortcomings.
All in all I don't think there is an easier way to complete and file my taxes -- even though I still have to do research on my own before I start to know what tax changes are from year to year.
February 19, 2015
Rated 2 out of 5 by flrpfp Worst software for the last 7 years
I have used Turbo Tax for 7 or 8 years, maybe more and this is the poorest designed one of all. Why Trubo Tax changes their web forms each year is beyond me. They try to make it look simple and if one was using an easy 1040 perhaps it is okay. This year it was difficult to maneuver around their software. Plus the explanations were so vague that one couldn't determine what forms they were referencing. When looking up "how to enter vehicle sales tax", because it isn't clear at all this year how to do that, their HELP look-up reference form displays information for the year 2013 and the information isn't relevant to the 2014 tax forms. I finally went the IRS web site, used their calculator and then entered the information in the Turbo Tax form. I believe it is time for me to look for a new TAX software product for 2015. I could not recommend Turbo TAX to anyone this year. I used Turbo Tax Premier for the 2014 tax year.
February 18, 2015
Rated 1 out of 5 by wittsend3 New, But NOT Improved!
I've used Turbo Tax for years, but this years changes didn't work well for me. I couldn't import last year's data into this year's on-line version. It took much longer to complete all the information. It wasn't easy to Navigate back to a completed section and then skip forward to where I'd left off. Near the end of the interview, I was prompted to upgrade to Premium, which was not expected. I didn't want to e-file for State and Turbo-tax wouldn't let me. Still, I was charged over $36 for using the CA state version. State versions were built-in to the price in previous years. I called customer service and waited 2 hours to talk. The C.S. person did refund this portion and the extra Premium portion. While that did make the payment situation right, it shouldn't have been that difficult and was definitely a downgraded and more time-consuming experience from previous years. I will most likely use a different tax prep service next year.
February 20, 2015
Rated 3 out of 5 by dogbait 2015 Turbo Tax was not as "user friendly" as 2014
This is my third year using Turbo Tax. I recently retired from the USPS and recieve my retirement annuities from OPM. Turbo Tax and OPM needs to get together so all the personnel from the FERS retirement plan can utilize Turbo Tax without getting stuck on survey questions. For example, many 1099R forms mentioned in TT do not correspond with OPMs 1099R. The use of the word "UNKNOWN" in box 2 is one example. I know many other postal retirees have said the same thing about using Turbo tax. It becomes even harder to navigate through the survey questions when an individual retires before there Minimum Retirement Age and on a disability. I was on the phone for four hours with a turbo tax consultant who was very nice and knowledgeable. It was the main reason I have stayed with them. They have an excellent staff and if they lose them, I am gone also! Also, need to re-write some of the questions, because the wording is very tricky and unclear.
February 1, 2015
Rated 4 out of 5 by Gabo82 Easy to use but there's still room for improvement
TurboTax is easy to use, with very friendly interfaces and easy to understand questions. All topics or most of them include additional information to help you decide wether you should or should not choose certain options. I see room for improvement in form 1099 B. My broker, Betterment, says it has an agreement with TurboTax to load automatically all the transactions, however I had problems to do this and I had to start all over again.
Also, if you make a mistake and say that your wife can be claimed as dependent by someone else, you can't change this option. So I had to start all over again.
Finally, when you want to send your e file with AGI, the decimal point is not allowed. This caused me confusion and later I found that cents don't matter, so a message saying that cents don´t matter would be helpful.
I can tell you it's easier than H&R. Frankly, after a few questions at H&R, I decided not continue.
Thanks and keep refining this tool.
February 6, 2015
Rated 5 out of 5 by Larry4Reviews Can't be beat
I have been using Turbo Tax exclusively for at least ten years and during that time its program has seen huge refinements which center mainly on ease of use by people nervous about the entire tax filing process. Until this year I only used the disk program, getting it in the mail, installing it (easy) and following the directions. This year (tax year 2014) was the first year I filled out my taxes through the website program only. Piece of cake and I really liked the immediate time save feature. Also, several areas were vastly easier to complete compared to previous years, for me stock options in particular.
I could go on and on heaping praise on Turbo Tax but suffice it to say, it's about as foolproof a tax product as there is, the electronic equivalent of "Tax Preparation for Dummies." BTW, in preparing your own taxes you learn a lot about tax law, much of it pretty interesting, making you smarter in the process about something that has a real impact on your life.
February 18, 2015
Rated 4 out of 5 by Eryxx Decent Tax Software
I've been using Turbo Tax since it was Parson's Personal Tax Edge back in the '90s (subsequently purchased by Broderbund and only God-knows-who-else.)
The 2014 version seems about as reliable as previous years, but the interface seems "dumbed-down" this year. Perhaps that's a good thing, but it felt... dumber.
Also, I wasn't prompted to enter a few forms, I had to go and search them out, which doesn't seem quite right.
Additionally, just because I received ONE K1 schedule, I was forced to upgrade to the Pro or Deluxe version (whichever it was,) to the tune of an extra $15. The software asked me about 8 extra questions, I forked out $15... seem fair to you?
All in all, it got the job done, I can only assume it achieved the best tax situation without running through the whole ordeal again with another tax prep program, which I am neither inclined nor paid to do. I'll most likely just blindly use Turbo Tax 2015 next year, and following years, I haven't had any known negative consequences thus far.
February 9, 2015
Rated 5 out of 5 by Gloriousght PAINLESS AND SIMPLE TO USE!!!! Even self employed!
This was a lot less stressful than I thought it would be, even for self employed and not having done self employed taxes before as a new business owner. much more affordable than going to one of those preparers, who basically have a similiar program they plug the same info into. Why pay a couple hundred dollars to someone who's been doing it for 2 weeks of training when we can do it ourselves. I thought it was going to be hard compared to someone with their own w-2 forms from an employer, but even having rental income, it was simple enough.
only wish I knew what to have ready before I start. but the good thing, though it times out, you can log in very easily and start back where you left off anytime, without searching for where you were. or you can back up and edit your information. I like that too.
I think I will stick to these guys. I once tried another company and it was useless.
for those who have simple filing, its even free! Mine wasn't but for less than $60, who can beat that!
Thank you Intuit!
January 24, 2015
Rated 5 out of 5 by LisaLobster Awesome Service
Overall, I love Turbo Tax. It makes filing taxes almost fun--feels like a game or something! I have been using this site for 4 or 5 years and really love it. I can log in any time of the year to see a previous year's tax returns, which is helpful. The only negative thing I can say about Turbo Tax is that sometimes I have a hard time finding the exact answer to a question I have about living in one state but owning rental property in another--in fact, we got audited for 2012's return because it was the first year we had a rental property and I accidentally added the mortgage interest as both "home" and "rental" because of the way the questions are asked...it's a little vague. No biggie though because I was smart enough to buy the Audit Defense for that year--and THAT has been a dream! The guy we work with is ultra professional and knowledgeable and he handles EVERYTHING. This has not been the nightmare I'd always envisioned an audit being, and all thanks to the Audit Defense thing. Best 40 bucks I ever spent.
February 7, 2015
Rated 5 out of 5 by WallStWoman90 Honest Review
I have been using TurboTax since I was 18 and needed to file a 1040EZ. Now my situation is way more complex. I have used the Deluxe and Premier Versions. I have built a lot of knowledge with the program because it actually teaches you as you go along plus it identifies and corrects your errors. One year I even got audited, and things went very smoothly.
What I think TurboTax needs to work on is fee transparency. This happened to me with the Deluxe and Premier Versions. You get quoted a price and at checkout it changes. There is a fer that says deduct from your refund fee. 34.99. I filed this year thinking I was getting the promotional offer for premier. I thought my total would be 91.95 and you are quoted that a few times before you check out. It appears on your confirmation page. There is no item to click on to see its Purpose. In my eyes they make it look like you are getting a promo offer but you are not. Fee transparency is very important to a repeated client especially as my tax situation evolves. I do my own taxes for that reason.
January 31, 2015
Rated 5 out of 5 by JoeLikesDogs Great for complicated taxes
My return was complicated. TT generated over 80 pages of forms and worksheets. So it was well worth the cost for the hours of tedious work that it saved me.
In addition, last year it found thousands of dollars of taxes that I had double payed the previous year and was about to double pay again, so it has saved me lots of $ or at least headache trying to get my $ back if I ever noticed my error. I have a degree in economics, so I'm not math challenged, but the IRS managed to trip me up anyway.
It's very user friendly. It asks questions in layperson's language, and it gives you guidance when a question probably doesn't apply to you.
I am a US citizen working for an international institution. This results in a couple of very specific tax issues for me. TT had options that handled them.
A small place it could improve is when determining amounts for estimated tax vouchers for the upcoming year for people who don't have withholding. There is a minimum amount that guarantees that you won't be subject to penalties. TT could include that option (or make it clearer if it's there already and I just didn't find it.)
February 18, 2015
Rated 5 out of 5 by Caslynn I. Love. Turbotax.
I've used Turbotax every year since I started working and I will never use anything else. Turbotax is quick and easy. It explains everything I'm doing as I'm doing it and has detailed "more info" sections and an easy to navigate help section. It also helps me find deductions and credits that I would never know to ask for if I filed by myself. Plus, they do all the work for me. My federal return is e-filed and they help me get my state return situated too (if I can't e-file that as well).
The only real drawback to Turbotax is that if you'd like to get the most out of the product you have to upgrade to premium and that costs a little bit more. It's expensive (whereas it's just free if you file a paper form all by yourself), but if you need (or just want) assistance it's worth the cost.
Plus, I'll be honest here: I'm super shy and I get really terrible anxiety about doing grown-up things like going down to H&R Block and speaking to a human and remembering all the proper forms, so being able to file privately and quickly online is a huge bonus. This stuff is great, especially if you're a wallflower like me.
January 23, 2015
Rated 4 out of 5 by jmmclaugh Efficient
The questions provided make it very easy to understand what and where the answers should be coming from. The information from the previous years use carried over for efficiencies; I needed to simply confirm all the information was still accurate. The guided tour helped me ensure I didn't miss an opportunity for a savings.
Less than ideal was during guided tour, I was sometimes asked the same questions over and over again, though I had answered that they didn't apply. Also, I was disappointed that I had to upgrade to the Premier from the Deluxe. I only have one rental property that barely generate revenue. I understand the form is the form, but at the cost of the upgrade for a single additional form was unfortunate.
Other than my mild disappointment, the form was filled out correctly. The ease of use was still delightful. The ability to contact tax advisors on chat while working on my taxes, should the need arise, was very comforting.
I am not a person shy of doing my taxes - they are relatively simple for a small family. I have used the TurboTax services for over 7 years and have never been disappointed by my choice.
February 10, 2015
Rated 5 out of 5 by HaDaMo TurboTax 2014
I most appreciate that you have made TurboTax available for "free filing" online. I think this takes the worry of many users who may not be able to readily get to a retail outlet or order the CD and load the software onto a computer. In the number of years in which I have used the software, I have seen it evolve positively into a more versatile program - it is very useful that you may elect to enter/compute your state taxes in addition to your federal return. I also appreciate the 'service' that Intuit has developed in its creation of TurboTax software and its availability to the common taxpayer. May I suggest that Intuit develop a version of TurboTax that a user may use/populate throughout the year - one in which all of the information about your purchases, fees paid, life changes [employment/marital status, moves, etc.], may be loaded throughout the year so that the user need only wait for the various tax forms by the January/February of the year following the tax year in which they will file. This would allow you to keep more accurate track of your filing status and reduce corrections as well as the possibility of audit.
February 13, 2015
Rated 4 out of 5 by bobnowak medical still difficult to use/new to medicare
this made it difficult to navigate especially when asked for my "employers" contribution to my hsa; which was $0; and I contributed $4400....should underline, capitalize, highlight. 2. Although i'm eligible for medicare on my 65th bd, i didn't use it; as its secondary insurance to my employers plan. Another area that's confusing and was frankly easier on 2013 turbo offering is donations. I donate to same charities as 2013; but couldn't put in the specific 12-15 dates I donated.....so ended up putting 1/2/2014 under each charity the yearly total.....because "various" was not accepted.....I can see putting a lump year sum; but allow space for the specific 12-15 dates you donated at that charity. The IRS may deduce 1 donation of $1500 on 1/2/2014; when in fact it was 15 visits to the charities with an average of $125; not including mileage. Also, did I miss the mileage deduction "prompt" for charity work/contributions? one more thing....on my w2, box 14 has FLXHSA $4350; which is MY HSA deduction, not my employers....but turbo tax came back with "did not recognize" so I'm wondering if this medical deduction wasn't realized...thoughts? bob nowak 2/14/2015
February 14, 2015
Rated 4 out of 5 by frybaby04 Makes filing taxes stress free!
I used to pay someone to do my taxes, until I learned she just used a professional version of TurboTax. Then I asked myself why I didn't just give it a try? I was able to do my family's taxes during some confusing tax situations with ease. The first year I tried it, we had just moved to another state and there were moving bonuses, dual residency taxes and Restricted Stock Units for my husband that the accountant had always just ignored! TurboTax literally saved me $450+ by walking me through all of this! I had called several accountants in my new state asking for estimates because of the dual residency issue. I couldn't believe what they were going to charge me but it was enough to motivate me to try TurboTax. I've been using it every year since for the last 6 years and couldn't be happier. I've had to work through 401k rollovers, IRA's, reverse stock splits from company buyouts, you name it. I will never have an accountant do my taxes again. Because she never did anything with my husband's RSU's, we lost a few thousand dollars those years. I am afraid to redo those years, though because I don't want to risk the higher audit risk that will come with that. But maybe I should one day!
February 17, 2015