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 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 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 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 3 out of 5 by India2 The previous versions were much better.
Turbo Tax used to be a lot easier with less advertisements for additional services.
They are out pricing their product. I will look into other tax softwares next year. I bought the upgrade and did not get a credit for the original purchase.
It is definitely not as user friendly as it has been in the past. I recommended this to my brother and he could not navigate through the program without my help.
May 30, 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 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 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 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 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 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
Rated 5 out of 5 by Csatisfied What did I do before TurboTax?
I have been a Turbo Tax user for quite a few years. I gather all needed information ahead of time and find the software very easy to use -- not intimidating at all! Turbo Tax makes the process of completing your tax return go very smoothly, and it "knows" what questions to ask. I let it walk me through everything and feel confident that nothing was missed. Couldn't imagine doing all this by hand again.
April 11, 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 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 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 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 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 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 govegas Repeated Rejection
TurboTax twice reported that IRS rejected the same return; however, a direct conversation with an IRS representative reviewed the rejection reason and replied that IRS had not rejected the return. In fact IRS found no basis for a rejection. With only two days left before the filing deadline I'm contacting IRS again to see if there is now a valid reason for the second rejection before I mail the return.
April 13, 2015
Rated 5 out of 5 by Blonduck Small Issues
Turbo Tax is great for most things, however when you want to file electronically for Fed and NOT for State - it drops the ball. You have to go back and look for the way to print the State return for filing. The buttons say "don't file now, I will do it later" It should offer a button for filing by mail right there. I can print the paper return and file by mail for a LOT less than the $25 they charge!).
April 10, 2015
Rated 4 out of 5 by YanHW Good and easy to use
It is good and easy to use. Nice feature to download W2 and 1099. The Federal and State Tax due at the top screen is also nice as a guide to encourage entering more deduction or stop entering deductions (ex:if the deduction that we have is much lower than the limit).
the downloaded form from Mutual fund has ordinary dividend and capital gain. The capital gain does not show clearly in the list of income.
April 11, 2015
Rated 5 out of 5 by Monkeysmom2006 Turbo Tax makes Tax Time Easy
I have been using Turbo Tax for over 6 years and I am extremely pleased with the product. I love that it will transfer your items from the previous year and move over a lot of stuff that you would normally have to re-enter. If you are like me and work at the same job, live in the same house, and donate to the same places every year, you will enjoy this feature! Turbo Tax also makes the preparation easy.
February 3, 2015
Rated 4 out of 5 by Jean70 Oops!
This is lots better than manual calculations, and some things get better every year, but navigation is a bit cumbersome, when returning to add info -- it used to be easier to return to a specific spot in the return.
Home office deductions worked out fine (since I figured out what to do last year). Since I do most of my work away from an internet connection, it's hard to get detailed help when I need it.
April 1, 2015
Rated 4 out of 5 by ConstantinB Trying to file my 2014 Tax Returns...
I have been using TurboTax Premier for several years and everything worked OK. This year, I got stuck in the process of paying electronically. It is possible that I did not understand the process, so please excuse me if that was the case.
Anyway, please improve the final part of the program so that users spend less time trying to understand what the TurboTax programmer meant...
April 9, 2015
Rated 2 out of 5 by SeeYaTurboTax Emptied My Wallet
TurboTax took everything I used in the Deluxe version, moved it to the Premier version to charge more. Then they charge $39.99 to do my State taxes... but wait! This is not the efiling fee from last year. Just a completely new fee to empty my wallet. Later, I got charged for the e-filing fee, which also went up. Thank you TurboTax. You made a decade long loyal customer decide to use H&R Block next year.
April 9, 2015
Rated 5 out of 5 by GoneBoating Made Easy for Dummies
I have used Turbo Tax for the last 20 years and have always been very satisfied with the product. It's user friendly and all the tax headaches, laws, by-laws, required forms were all within this product. I think it does a better job than a tax attorney.
I've used the tax experts online as well and they always answered my questions diligently and professionally.
Love it. Will use it the rest of my life!
February 5, 2015
Rated 5 out of 5 by RexCrab Awesomely Quick & Easy
I was able to complete my complicated tax situation (Dividends, Stocks, bonds, Proprietorship,...) by just answering the step by step questions. All I had to do was to take the same records and paperwork I would have normally taken to a paid tax preparer and type in the information it asked for. It remembers all my information from last year and imports it into the next year tax year. Quick and easy....
April 7, 2015
Rated 5 out of 5 by Haweye Can't imagine not using Turbo Tax every year.
Have used this product for many, many years including the electronic filing feature; no problems, no glitches! Enter current info for tax year with a guided step by step prompt. Or, if you're an expert and prefer to "do it yourself" that option is available also. Used Turbo Tax software while in business and continue to do so in retirement. Highly recommend Turbo Tax software for any user level or need.
March 9, 2015