Rated 5 out of 5 by lgs123 Free upgrade to accommodate missing feature
As usual I filed purchased Turbo Tax Deluxe to file our return. I have been using this product since it bought out MacInTax.
There was nothing new this year in my tax situation but Turbo Tax 2014 does not seem to cover all the same tax situations as it did last year.
I appreciate Turbo Tax giving me the automatic free upgrade to Premier but wonder why this feature was not part of Turbo Tax Deluxe.
March 26, 2015
Rated 4 out of 5 by DoctorKay Good, solid work-horse
Overall a very good program--using it for years. As taxes get more difficult, it is a good solid program that seems to keep track of events from previous years, so this keeps you locked in. They made a big mistake by trying to dumb-down the Deluxe edition to force you to upgrade. They, however, corrected that and I applaud them for giving me a free upgrade for my trouble. I will continue to use it..
April 6, 2015
Rated 5 out of 5 by lijdhsg Good instrustions
Regarding the K1 (form 1065) the description of some entries did not match your wording. I had trouble figuring out which line to use to enter the numbers. I ended up with a half dozen incorrect entries. It took me about 4 hours to figure out where I had erred.
Other than that, the going was very easy. Thank you for a great product. I'll give you an A. Fix my problem and next year you'll get an A+.
April 7, 2015
Rated 4 out of 5 by Irishboynwv confusing 1041/K-1 information
The trust accountant prepared the initial 1041 form which I received; when you follow TT step by step the instructions are vague regarding the various boxes on 1041; in fact they are confusing in that they don't seem to coorespond at all in places. This was a simple trust and distribution but the capital gains portion of the instruction do not match the form or data input from the accountant at all.
April 11, 2015
Rated 5 out of 5 by JRNCC Always easy to use
It did not calculate the eligible expenses for education to offset the income from the 529 plan reported on 1009Q. IRS says if all funds are used for the support of the student they are not taxed, but turbo tax did not allow for other expenses above what was reported on the 1098T - Call support at TT and she recommended to delete both forms and keep supporting documentation where we spent the funds.
April 13, 2015
Rated 3 out of 5 by keepitsimplesil irked
2014 "deluxe" didn't want to deal with my capital gains, but they upgraded for free -- a pain! I've used the same version for years. I didn't change. They changed. Seems stingy to me.
I like the way they import earlier years on my machine, but I still have to make sure they've done it correctly -- they haven't always.
Check boxes below call trading investments a life change. Um. Not a life change.
April 13, 2015
Rated 4 out of 5 by bjfurman Turbo Tax 2014
Would like to be able to do simple math in the cells that request a numeric result: e.g., 121.20+25.30
I find that it takes a long time for TurboTax to update itself.
When I restart a return, I'm not placed exactly back to where I left off, but usually have to click through a bunch of screens to get to exactly where I stopped.
Arrow keys do not seem to move the cursor from entry box to entry box.
April 13, 2015
Rated 2 out of 5 by pcyr electronic payment
Entering the bank acct data to facilitate an electronic payment to the IRS instead initiated a debit to my bank account for my state payment.
This resulted in a duplicate payment to my State because my state has it's own payment platform that had a scheduled payment for the amount due.
Resulted in a double payment to my State and no electronic payment to the IRS (now have to send a check to the IRS)
April 15, 2015
Rated 5 out of 5 by Shawn7 great program! been using it for over 20 years. I used the choose my own method. I did not like the fact that as I completed each section, it would automatically go back to the top. I didn't like that I would have to scroll down each time to go to the next section that I want to cover. I would much rather that after I would complete a section that it would move down, & my next section would be there
April 15, 2015
Rated 5 out of 5 by Bertalu Turbo Tax just gets better
I've used TurboTax forever! It just gets better. I especially liked the fact that I had something different to have to file than most folks do and Turbo told me exactly where to go and what to do. I explore on my own for the most part, but when it comes to donation of Goods, the guide is a dream! It figures out what stuff is worth, and that is invaluable in figuring out the biggest bang for my buck.
April 15, 2015
Rated 4 out of 5 by tomintheburb 2014: It's that time again!
Turbo Tax delivered the same look and feel with a few short cuts over last year. Made for a little less data entry but changes were a surprise. Still did my full 1040 and State in just a few hours, start to finish including e-filing. I love the ability to stop and save and continue later. I never worry about losing my place. Let's me look up info for a new bit of tax filing that I hadn't done before.
February 14, 2015
Rated 3 out of 5
by davinahenrydavo getting worse
had to pay for premier to enter K1 form, then found out wasn't needed from estate auditor.
had more costs $40 per state just to work on info then $19 more to e-file each state. It costed me $ 63 to get my $13 from IL . I just wanted to get it done, I don't mess around with IL anymore after not having enough withheld and owing taxes is 2014.
Don't you get 5 free states after spending 50$ on turbo tax?
February 2, 2015
Rated 4 out of 5 by Reviewer37 Going from Very Good to Great
The conveniences of TurboTax e-filing are excellent. When I want to return to correct a number or some detail in a previous section, I'd like the ability to go back to where I entered the number instead of starting with "Walk me through it," or "I'll type the data myself," or some other screen. This requires me to hit "Continue" several times until I reach the screen with the number I want to change.
March 14, 2015
Rated 3 out of 5 by Papalatte Filing for a deceased
Turbo tax needs to be aware that e-filing is not permitted for a deceased person. The Fed and State require them to be mailed in with signature of person filing for the deceased. Turbo tax asked for my credit card info to file the state return. I don't know if they charged me as of yet. The fed PIN no. was also asked for e-filing but that wont work due to the signature required by the representative.
March 31, 2015
Rated 5 out of 5 by ChristyK99 Great product, few requests
1. When it asks about "Carryovers" from prior years, I wish it would explain whether it had picked up data from prior years' imported returns. I'm not sure if I have to look at last years or if it checked for me.
2. When there are errors, I wish it would give the option to take me to the Step-by-Step question where I would fill in the corrected data -- rather than only the form option for correction.
April 11, 2015
Rated 3 out of 5 by Javis Reciprocity Income calculation error between NJ PA
I lived in PA and worked in NJ, but when i used this program to calculate and refund my NJ taxes, it tell me to enter "0" for NJ income source - which is what is supposed to be done. Even the program states that, but it kept erring out saying I had to enter my NJ income, and not leave it at "0". It is buggy. Not happy about it. After i paid for Efile to NJ, it is sating it cannot Efile. Not happy !!!
April 12, 2015
Rated 5 out of 5 by DAMPAJIM TURBOTAX SAVED ME $840 MORE THAN MY PROFESSIONAL!
LAST YEAR FOUND US RETIRING, SELLING OUR HOUSE, MOVING TO A NEW STATE & BUYING A NEW HOUSE. AFTER USING TUBOTAX FOR AT LEAST 2 DECADES, I THOUGHT I SHOULD USE A PROFESSIONAL FOR ALL THESE CHANGES. HOWEVER, I BOUGHT A TURBOTAX AFTERWARDS, JUST TO SEE IF I COULD DULICATE WHAT THE PRO HAD DONE. INSTEAD, TURBOTAX REVEALED 2 MAJOR & A FEW MINOR ERRORS ON THE PROS PART, THAT AMOUNTED TO $840 IN TAX SAVINGS!
February 10, 2015
Rated 3 out of 5 by samonsen 1098-T & Form 8965
I had problems entering my son's 1098-T when he had a refund but his 1098-T showed grant income that needed to be off-set by ed expenses. I also had problems completing Form 8965. He had a marketplace place exemption with no ending date because he qualifies for the Indian Health Service medical care. The Turbo Tax form made me enter an ending date even though this type of exemption has no ending date.
February 15, 2015
Rated 5 out of 5 by Hoksina This Year's Winner
The easiest process I've used since I started doing my own taxes. All the way back over 15 years. The only problem I had was trying to use the "help" options. Most of them were written in a pitch that was too small for me to read, even when I blew them up to full page size. Other than that, everything went well, only took about 3 hours and my return was complete and filed! Just waiting for the refund!
February 18, 2015
Rated 4 out of 5
by FRBChemE A Bit Difficult
I finally jockeyed the forms around to the shape I wanted. I wanted the greater part of my refund to be forwarded to next year. The federal did not ask. The state did ask. That made it easy.
The other problem, I see others have had trouble with is reviewing and printing before E-filing or printing to mail. Printing for Record etc. should be done before E-filing. I cannot read electronic impulses yet!
March 12, 2015
Rated 4 out of 5 by mafox296 Every thing is fine except for the following:
1) On review if there is an error you are shown the appropriate form but it is difficult to get back to the interview mode.
2) the charge for e-mailing the state return does not show up until you have have chosen and completed all the steps required, and then you discover a charge of about $25. This is too much. This should be clearly stated at the outset.
April 4, 2015
Rated 1 out of 5 by Nickandlee Much more expensive then prior years.
In prior years i was able to buy the basic package which handled my taxes which included investments and K1's This year I had to purchase the Deluxe pakage which, i found out could not handle investments As a result, i had to upgrade online to the Premier package which cost an additional $30 plus dollars Bottom line, a lot less capability for more money. I will look for competitive packages next year.
April 6, 2015
Rated 2 out of 5 by Jim132 Disappointed
Seems like you can't bring up last year's return unless you purchased the disk for 2013. It took a lot of extra time to enter all the historical information, and the return gave different results than in the past, particularly with K1 statements. In the past, many pages were filed in this area, but for 2014 Turbotax indicated that nothing needed to be filed because the K1's are part of an IRA account.
April 13, 2015
Rated 5 out of 5 by JPCrusher Greatly simplifies the process of entering tax information and filing with the government. I appreciated the "correction" of Deluxe to include investment handling. I would suggest Intuit consider carefully omission of this detail in the future from a pricing perspective relative to competitor products. I have really enjoyed using Turbo Tax for many years now and would truly not want to switch products.
March 7, 2015
Rated 4 out of 5
by Shirll Just a bit tougher this time
If the Feds can accept a FREE e-filing why can't my state? It makes no sense that I'm charged $19.99 for doing things the most simple, paperless way.
And this year it was a bit confusing/frustrating to have to 'upgrade' my TurboTax just for the one form I needed (K-1). I've used this EVERY year without any extra clicking & picking.
No worries - I STILL recommend your product to everyone I know. Thanks.
February 19, 2015
Rated 4 out of 5 by DaveTek Turbo Tax works again
Picked up Turbo Tax at Costco as usual. Entered all of the income and deductions and let Turbo Tax do most of the work. The only problem I had was finding out that to enter the capital gains from having timber harvested was as a non-stock transaction under the investment income section. I found it via internet search rather than in the Turbo Tax helps. Other than that, Turbo Tax worked great, as usual.
March 21, 2015
Rated 3 out of 5 by Becent Ackward to Use
After all this time in use you would think that using Turbo Tax would be a comfortable experience but it is not.
The biggest problem is that it only gives limited feedback to the user after entry of data. Therefore no confidence is given that the data input is recorded properly or that it had the desired or expected tax effect. Continual comparison with previous years would also be a great enhancement.
March 28, 2015
Rated 3 out of 5 by Chip73 K-1 Report
Error check constantly brought me back to the K-1s to add zeros where I did not need to add zeros, I should have been able to just leave blank if there were no entries to be made. It was a real pain in the neck, not professional at all. And I do not know if Fidelity reported earnings on the K-1 companies, how do I know I have not double reported income. I have doubts about the veracity of the software.
March 31, 2015
Rated 4 out of 5 by Irishwp Still easy to use
Liked the east guide to enter information. Making changes after completing return could have been made easier, I had to figure out how to do this. For next year I'd like to see either Schedule D and associated schedules put back in Deluxe edition, or, if left in Premier edition, the price lowered. I will have Capital Gains/Losses in 2015 and do not feel this fact warrants the high price of the product.
April 3, 2015
Rated 2 out of 5 by MichaelAK2015 Turbo Tax for Mac 2014
Really, looking at last year with Turbo Tax, cost almost exceed my combined refund.
Flew through state versions and not sure that they are correct. Bought the state versions but then they wanted an incremental fee for electronic filing after I pay for the state versions.
Manually printed and mailed in not worth the fees to file electronically.
Got to be better alternatives for the Mac user community.
April 10, 2015