Rated 4 out of 5 by hikingskier CD and Online versions don't talk to each other
I bought CD version thinking it would automatically import my taxes from past years from the online versions that I used in the past, since I had all this stored on my computer. The roundabout way to do this was too confusing and I couldn't get to work so had to manually type in all my personal data and last year's results. Negated the reason for continuing to use Turbo Tax. Intuit needs to figure an easier way to make the online and CD see each other.
April 6, 2015
Rated 4 out of 5 by Shoby Surprise! No K1's in Deluxe
I have used Deluxe for several years. This year, while completing my taxes, I could not input my K1. I received a message that I needed to upgrade to Premier at a cost of $30 to input my K1 info. I called the service center and was allowed a free upgrade to Premier. The service rep was very nice and helpful. It was very frustrating that this info was not communicated to your loyal customers. I will not be paying $70+ to purchase the software next year.
April 10, 2015
Rated 1 out of 5 by Mark391241 Lots of hidden fees
They charge you to purchase TurboTax, a fee for upgrading to TurboTax Premier if you have *any* reason to file a 1040 (interest, dividends, capital gains, etc), a fee for your state return, a fee to *file* you state return online.
All these fees are not advertised and are presented *after* you painstakingly work through their mediocre software, thus committing yourself to using their service and paying their fees.
I WILL NOT USE THIS SERVICE AGAIN!!!
April 16, 2015
Rated 3 out of 5 by StephenMac Problems with the Deluxe version
was surprised by the removal of certain items from the Deluxe Version. Was about ready to take it back to Costco when you added them back in FREE. That was not a good customer focused process without notification for us that use this version every year.
Also it would be nice to know the cost of the State Tax efile earlier in the process. Now you only get it at the VERY end. It should be on the page where you make the initial selction to efile or mail.
February 18, 2015
Rated 2 out of 5 by Lookingaway Promise unkept
I have used Turbo Tax Deluxe since 2004 ( Ten Years ) .
This year Turbo Tax Deluxe did not include schedule "E",
I hesitated buying for this reason, then I received an email from Turbo Tax that stated if I had to update to Premier to get the forms I needed the update would be at no charge this year. WRONG I was charged $30.00 plus tax. "NOT HAPPY".
Sorry but I will remember this next year.
Also there is no mention of the Ohio School Tax or Forms ????
February 23, 2015
Rated 3 out of 5 by JBRISS Deluxe vs Premium - oh my
I had been using deluxe for years. Last year - same thing - except my boyfriend said he had to upgrade to handle stock option sale (not telling me until I ran into an issue with entering my own stock option sale this year). I wasted more than 3 ours trying to figure out why I wasn't allowed to upgrade for free. Then I just paid the darn $30 because I didn't want to waste any more time. I paid $30 to enter one lousy transaction. What a pain in the neck!
February 16, 2015
Rated 2 out of 5 by TessieMae Don't Turn Cheap On US
This year I had to upgrade to Premier which ended up costing me more than I would have paid at Costco if I had gotten it in the first place. I cannot believe that this was a good business decision on your part. This made me very angry and I even considered switching to H & R Block software since I was a former employee of them many years ago. I decided to stay with you for this year, but next year I will read the packages carefully before I spend any $.
February 12, 2015
Rated 5 out of 5 by Rickymc Used Turbo Tax Again
I have used Turbo Tax for several years and found it to be easy to use . My taxes are filed accurately and my refund comes back to my bank account quickly with no effort on my part to see that it is deposited correctly. Also, my previous information from the year before is pulled to the new year and any carry-overs are included in the new year's return. I have recommended Turbo Tax to friends without reservations as I find it to be an excellent product!
February 26, 2015
Rated 5 out of 5 by MHWOrion Support was amazing.
I had to contact tax support a few times and they were knowledgeable , friendly and put it in terms I could understand better than the IRS publications. Made me confident to complete my taxes using the software over going to a tax preparer.
The tax person that helped me through my first 1041 filing for a trust was unbelievable. His knowledge and assistance was way beyond my initial expectations. He stayed with me until I had no more issues or questions.
March 17, 2015
Rated 3 out of 5 by SteveMFS Married Filing Jointly Improvements
It would be really nice if TurboTax would allow entry of both spouses W2's and additional data in a Married filing jointly form as normal, then would split that form into two Married filing separately forms for tax comparison. It is a real pain to have to evenly divide deductions such as property taxes and mortgage interest and charitable deductions. I realize that saving in a married filing separately case has to have both spouses with similar incomes.
April 4, 2015
Rated 4 out of 5 by DelD 2015 TurboTax Premier
I changed state of resisdence at begining of 2014. When asked for the date of the change I input 1/1/2014. TurboTax wanted to have me as part time in two states which didn't make sence to me.
I had an inherited IRA that required me to take an RMD. The questions TurboTax asked were somewhat confusing.
I downloaded the 1099 composite from my brokerage but it was difficult to verify the inputs with my paper copy. I have to trust that TurboTax got it right.
April 12, 2015
Rated 5 out of 5 by MustangBilly I'm impressed
Turbo Tax is a very comprehensive and complete tax preparation tool. After 40+ years of being a practicing CPA, and preparing thousands of tax returns, I had to purchase my own tax software when I retired. I was able to understand Turbo Tax the first time. I found it very user friendly and very thorough. It does not miss a thing. I did have to go over a couple of areas a few times to ensure I entered all required info (on partnership K-1's for example).
April 14, 2015
Rated 3 out of 5 by royakr TurboTax Delux
From my experience, there seems to be a logic algorithm problem managing the HSA data. When I entered my HSA data following the step-by-step procedure, then in the review stage, my HSA deduction did not appear. I intentionally put an excess contribution amount, then an excess contribution warning appeared and asking me to edit the amount. After I corrected the amount, then the deduction appeared correctly. So, there seems to be a glitch in the algorithm.
February 15, 2015
Rated 5 out of 5 by AGrizzle So Glad A Friend Told Me About TurboTax!
LOVED this program. In the past I had done my own taxes, but thought that I wouldn't be able to this year becuase I got a new job, bought a house, and have some schedule K losses. I was about ready to pay someone else to do my taxes when a friend told me I should look into TurboTax Investments & Rental Property. I am so glad I did! The program was very helpful and helped me get more back on my taxes than I thought I would! I will definitely recommend it!
March 21, 2015
Rated 4 out of 5 by MBob2738 House depreciation and expenses
Continue to have problems with entering income and expenses for a rental property. Maybe if you could have all income and expenses on one page from previous year and then enter new values for current year, something like federal deductions view. Also it would be nice to have a sample depreciation shown for both first year and current year so I can make sure I am entering everything required. Otherwise good job for income and expenses from a general view.
March 23, 2015
Rated 5 out of 5 by Nicknameunavail Error detected
Re Schedule K-1 (which should be in Deluxe version):
Instructions in program state a separate K-1 should be generated for each reported income in Part III. They are correctly listed and added in Schedule E, Page 2.
However, the entries of Interest Income reported in Line 5, Part III, of the K-1 are similarly reported in Schedule B--both times. I had to delete the duplicate entry so double the amount of interest wouldn't be reported.
March 26, 2015
Rated 1 out of 5 by CThomeowner it worked beautifully for years, but now - yuck!
two problems this year:
1) I must file schedule D, so i'm caught up in the problem of buying Premiere, not Deluxe. paid $99 online, after paying $55 at Best guy...how is a $25 refund going to even this out?
2) having bought the premiere edition, it's still not loading CT state edition, so I spent 45 minutes going through CT Dept of Revenue to figure out how to file on my own.
TurboTax has worked beautifully for many many year, this year it's annoying.
March 29, 2015
Rated 5 out of 5 by NRB2014 Incredible Support
There were some issues that were preventing me from completing my tax return. After I tried and tried to figure out what was going on, I finally called Turbo Tax support. I talked with 2 different people over the course of a couple of weeks (2 different problems) and they were soooo helpful. I really had no idea they would be so kind and patient with me. Based on my experience I will be very likely to continue to use this tax program in the coming years.
April 1, 2015
Rated 3 out of 5 by au186 TurboTax Pros and Cons
I've used TurboTax for years and never been audited. I object to them requiring an upgraded program for investments. K-1 forms are confusing in the program with little help to no help in figuring out what is needed. Only figured it out after consulting with my son who is a CFA. Turbo tax has raised the rates for e-filing state tax forms which is unjustified. I'm going to look at what other programs are offering to decide if I will continue with TurboTax.
April 6, 2015
Rated 4 out of 5 by PAWANDJAKE Used TurboTax for years
Spent a lot of time figuring out how to handle Tax this year. Plan to use TurbTax next year. Comparatively my tax should be a breeze even if i'm an old guy. Think how to make it easier with Lief Insurance. Annuities and LTC. Give Examples in the Help Menu on how to enter Multi-periods, Reimbursement and Per Diem. Still having Form 8853 nightmares. I also like to "E" file. "Life Changes" need a Box for lost a Spouse or Significant Other!
Pa and ageat Dog
April 7, 2015
Rated 5 out of 5 by rcyn Easy, Breezy, Useful
Have been a long-long-long time Turbo Tax customer. Like millions (I suspect) of others, was very surprised to learn that the deluxe version of Turbo Tax that I purchased (as I had for many years) was inadequate for completing my 2014 returns. Extremely happy to see Turbo Tax admit that a mistake was made and Turbo Tax provided excellent customer service by correcting the error.
Doing taxes isn't fun. However Turbo Tax has made the process less painful.
April 13, 2015
Rated 5 out of 5 by JoMaZi Maxed the Deductions
I have used TURBO TAX for more than 15 years. As the tax laws have become more complex, TURBO TAX has stepped up to the plate with worry free filing. The availability of downloading information from financial institutions has made the process more user friendly, greatly improving and shortening the process. The prediction that the affordable Care Act would complicate filing was not true for for me as I relied on TURBO TAX to have the issues well in hand.
April 17, 2015
Rated 1 out of 5 by CheeYoung Very disappointed
I used Turbotax to do most part of the tax returns in previous years except the part of Schedule D and Form 8949, which I had always done myself. This year I decided to use your software to do this part. It turns out to be a big mistake. Your software kept asking me filing in the numbers for the records that I have filled many times, and also kept repeating the same questions over and over again. It was so frustrating. I am going to try TaxAct next year.
May 18, 2015
Rated 3 out of 5 by anyoldjoe hardcopy filing state
Because I owed state taxes, I was not about to pay to e-file them, so, when I got to that point, I answered that I would return to file my state return.
I found it confusing and difficult to get back to the point where I could continue the process to produce the hardcopies needed for my state return.
It kept wanting to take me thru the e-file process for federal which had already been done.
I eventually got it done, but it was far from clear how to do it.
February 25, 2015
Rated 2 out of 5 by Jag94 Poor Customer Relations/Electronic Dowload
I had to return Deluxe because it would not complete my schedule D. Paid more for Premier, because the only option at time was to get $25 after I file. Later, I heard you would have upgraded online, but that was not offered when I needed it.
When I needed to down load USAA documents, it was in two parts , not available on the same day. When I downloaded the second part, it deleted the first part from my return. The correction took two more days. Not good
March 5, 2015
Rated 4 out of 5
by caj70 K-1 problems for estates and trust
It is not clear how to enter estate and trust k-1 info regarding expenses on a liquidated trust (schedule e supplemental) and the 2 % AGI limitation. Apparently this goes on Schedule A as misc. You only go to business expenses and non of this falls under that. Also, hard to understand why the loss on the above K-1 shows up as a gain on the California return; but it is correct on the Federal return, as a loss. Not enough tax to worry about, but am curious.
March 15, 2015
Rated 4 out of 5 by Indiana8364 Overall good experience
I've used TurboTax and H&R Block in the past. I switched back to TurboTax last year because it has the best ability to import data from financial institutions. A huge time saver. Also TurboTax allows more entries for some types of deductions and therefore makes the data entry process easier. Overall it satisfies my needs very well and I will use it again because I have some unusual tax needs. If I had a very basic return I'd go with a cheaper alternative.
March 21, 2015
Rated 5 out of 5
by Ali2LA Clear Step by Step
My 3rd time using TurboTax, so this time through was a pleasure. First time was difficult, and second time I switched from doing two sets of Single into one set for MFJ, so that was more difficult too. Now that my prior year return was also the MFJ and was loaded in, this year was a breeze. I love the step-by-step instructions and the questions to make sure nothing is overlooked. I read some of the links to explanations and those help clarify the section.
March 21, 2015
Rated 2 out of 5 by RLCB Recording 529 Distributions
I had difficulty getting turbo tax NOT to tax my 529 distributions that I used for eligible college expenses. I entered the distributions in the income section and I entered the eligible expenses in the education expense section. When I entered the 1099Q from the university, I kept getting an error that I couldn't put a value in Box1 & 2 (billed and paid). I manipulated some numbers in order not to get taxed, but I know I'm going to get a letter about it.
April 8, 2015
Rated 3 out of 5 by Shrubber6 Big life changes
I have been using TurboTax for over 10 years. As a military family, Turbo Tax finally adapted to our needs only a few years ago. Now as I retired from the military and had a major shift in income, Turbo Tax really left me hanging. The explanation for AMT was confusing and poorly documented. Though each year it imports from my previous year's tax, it doesn't seem to see any trends and really didn't help me understand differences in this year vs. last year.
April 13, 2015