Rated 5 out of 5 by Demote Most time on my records
I used turbo tax for 11 years and they went overseas to work. I set up a form that captured all my expenses and income in detail and sent the Excel spreadsheet to my CPA (recommended by a friend that had worked overseas) and let her sort out what was needed on the return. All correspondence was handled by e-mail. It took longer to handle the e-mails than it would have to fill in the data on Turbo Tax. $78 vs several hundred.
My advise is to use TT always..
April 7, 2015
Rated 5 out of 5 by FoodPreserver Why I love Turbo Tax
I was able to do the taxes in the privacy of my home and had to explain nothing to anyone. It is very straight forward and easy to use.
I did all the taxes sitting in my desk chair. I use my Quick Books program and it is zip, zip; print copies and the taxes are done and e-filed, with the refund to be deposited.
I would never consisder using another tax program.
AND with purchasing the Audit Defense. I am relaxed and do not worry about having any mistakes!!!
April 8, 2015
Rated 3 out of 5 by jjjjjooooohhhhh Fedeal Govt Retiree Tax Return
Subject: Form CSA 1099R for Civil Service Retirees in TurboTax.
It was a nightmare working through the taxable portion of my civil service annuity. I finally figured out a way to do it.
In TurboTax (TT), leave Box 2A taxable amount field blank and continue. TT will use information from previous year’s return to calculate the taxable amount of the annuity for the year using a background worksheet. Incidentally, I could not find the Form 1099R replica in TT.
April 9, 2015
Rated 1 out of 5 by Vik137 Does not do efile
TurboTax failed to efile due to an EIN rejection, however they were the same EIN's as last year and there was no efile issue.
There are hidden costs and extra 24.99 to file state tax when it was supposed to have 1 free state tax filing with it ( I am the only one using it so no one else used the free file)
Now I have to print and mail, but of course the 24.99 is not being refunded.
I have used Turbo tax for years, next year I will be using something else.
April 11, 2015
Rated 5 out of 5 by kamaaina Always great.
Easy to use and inexpensive as compared to a tax advisor. I started using Turbo Tax in 1995 when self employed. My tax guy charged me something like $600 to do my taxes. This was after I gave him all business items broken out for the schedule c and my spouse had travel expenses outlined. Started using Turbo Tax and found it much better. Request in future can use the Deluxe version to do rental property and investments without having to upgrade and pay more.
April 11, 2015
Rated 5 out of 5 by JenChatBail Very user friendly
I trust TurboTax above any other tax application because Intuit has an impeccable reputation and I have never had a problem with the accuracy of my return. In addition, the price is right and so much more cost effective than having a big name tax preparer. In using TurboTax, I like how you have options to choose what you want to enter or have the application walk you through it step by step. The filing process could not be easier. It gets better every year!
April 12, 2015
Rated 5 out of 5 by Word88 No refund, but at least saving money w/TurboTax
This is a very easy to use product I would recommend to everyone that would like to save a decent chunk of change by not paying others to do it. Especially if you have extra forms (former business owner) that need filled out. That's where the walk in places gouge you.
Great for 2nd time TT users as well, because of the carry over of information. Saves time, next time.
I never expect a refund , but save probably $300 to do with this product. Good Job TT!!!
April 12, 2015
Rated 5 out of 5
by PietroBeretta Like a good friend, always there!
I've used Turbo Tax since 1995, and just like a good friend, year after year, this programs has always guides me through the maze of ever changing Tax system, riddle with confusing legalities and interpretations that may lead you to a world of financial perils. My Thanks to all of you in Intuit for doing all the hard work, and making it possible for filing my taxes in a timely manner, accurately, and saved for future retrieval in simple and elegant formats.
April 15, 2015
Rated 4 out of 5 by zlofromNH new user to turbotax
overall good experience from a new user (used turbotax 8 years ago). reason for switching to turbotax is i have fidelity brokerage so import 1099 is easy.
could have improvement on side-by-side comparison of choice, such as credit vs deduction.
could have a summary for individual vs others in same tax bracket so user can see where he/she stands in terms of tax on this bracket for a couple of major items such as deduction, credit, charity donation, and so on.
February 14, 2015
Rated 1 out of 5 by 71challey Unhappy Customer
I was very unhappy about the price increases. I am going to look for another solution next year.
I also could have used more detailed information on how to properly file against 529 plan for college with my son. What is really an valid expense. Do we both claim on our returns? Does the growth within the fund which was posted on 1099Q?? Where or why do we have to post anything about the growth of the fund value? There was a lot of confusion for me this year.
March 8, 2015
Rated 5 out of 5 by carlje Fiasco
Utilized Turbotax Deluxe this year since I bought early and ultimately ended what I had the previous years. I thought used to change it was not upfront and I took advantage of H & R Block's offer and compared them side by side. While I like TurboTax better, if next year it is significantly more I won't hesitate to change next year for two reasons I didn't like the method you used for the change and I don't like the issues you have had with security breeches.
March 8, 2015
Rated 4 out of 5 by Tim2596 Another good job
I thought removing filing for investments from the premier version was bush league. You did the right thing only when you had to
Is it the state (WI) or TurboTax the gets the $19.99 for state filing? It seems the state would be wise to cover at least a portion as I assume it is much cheaper for them to process an electronic return.
On some of the Federal forms, it says "see instructions" I don't find any link from TurboTax to the Federal filing instructions.
March 16, 2015
Rated 4 out of 5 by ihatetaxes2356 Have always relied on TurboTax to do my taxes each year and have been pleased throughout the years. I was disappointed that this year they took features out of the Deluxe version requiring me to get the Premier version instead, however I was pleased that they made up for that by giving me a free upgrade. If they require me to purchase the more expensive Premier version next year, however, I will not be purchasing TurboTax 2015 - ball is in your court Intuit!
March 20, 2015
Rated 4 out of 5 by RHWo Good - but a few problems
I imported the 1099-Div forms. But there was no provision in the step-by-step review to provide the data for some of the adjustments to state income. There was also no link in the forms view which showed where the data for the final state form came from. I finally figured it out by looking at previous year tax forms. You must augment the data in the downloaded 1099-Div forms to designate additions and subtractions from Federal Income to get the State income.
March 23, 2015
Rated 4 out of 5
by readyfredy I owe but next year it changes!
Next year our income will be half of what it was this year. We withdrew funds from 401K to move and purchase house, then a family death and we inherited a partial annuity. Next year our income will tank so it is very hard to pay like this is an every year occurrence. I am not sure if there were any way to offset this years income but we can see no reason to pay estimated taxes for next year. We are just going to make sure taxes come out of this years income.
March 28, 2015
Rated 4 out of 5 by Teristaxes Turbo Tax Premier
Turbo Tax thoroughly reviews everything that you need to do your taxes. I am very satisfied with the product but the price is not good. I am seriously thinking of going to H&R Block next year if the Premier is $80.00 again. H&R Block was $30.00. The Premier allows for investment info. Just because we might have 1 or 2 investments doesn't mean we are rich! PLEASE bring the cost down to be competitive with the other software that is doing the same job!
March 29, 2015
Rated 5 out of 5 by marushin ist turbo
This is my first Turbo experience an I found it quick and easy to navigate. Also I was able to contact Turbo and talk to real people when i had a question. I didn't have to read all the paper instructions and make out all the worksheets and forms ,etc. Also if you make an error --ie double entry,when you correct the error Turbo instantlycorrects all affected worksheets and forms. Back up copies are in your computer so you don't have to copy a bunch of forms.
March 26, 2015
Rated 5 out of 5 by stupidrequireme Great product as usual
I have had many years of zero taxes due. I would have liked to know each year that that would have been an excellent time to withdraw money from my IRA. If I had been doing that each year I could have minimized the taxes I will eventually have to pay on my IRA funds. For example, I took out $6000 this year and still owed no taxes. When someone is in this situation, it would be good to suggest tax saving ideas like this to them. All those years I had no idea!
April 6, 2015
Rated 5 out of 5 by KateinSoCal Very easy to use
I find Turbotax very easy to use. The timesavings is WELL worth the cost of the software.
I do taxes for myself and my mother. Make sure to download Turbotax rather than start the tax documents on-line. It can be a little hard to make sure you are actually downloading the software. You can then do more than one filing (I think the limit is up to 5) for no extra fee to Turbotax. You will have to pay for each State tax return e-file. Federal e-files are free.
April 6, 2015
Rated 4 out of 5 by tjg333 All good in the end!
I was all good, until the end. The automated ordering of a state return (CA), via the internet did not work, so I needed to call. Also automated (online) ordering of state e-file did not work, so I needed to call again. Just took extra time to get that done, but wasn't a big deal. It would have been much easier to order these features online. Technical issue? Maybe the ability to order online was inoperable at the time I tried. 4/9/2015 at about 9:00 am MST.
April 9, 2015
Rated 2 out of 5 by RABinNOVA Too many additional fees
I did not like the fact that the Deluxe version did not account for selling my home this year and required me to upgrade to Premium. Then after the upgrade, the sale of my home, which was a loss, wasn't included in the tax return.
Additionally, I bought the Deluxe version for the State filing. Then when it actually came time to file, I still had to pay extra for the State eFile option. In total, the cost was twice the original purchase price of the software.
April 15, 2015
Rated 5 out of 5 by florider24 Excellent Support
My wife & I are 1st timers having had used H&R Block over the last 3 years paying a premium +$300 per year.
I must say that initially we thought, lets take a chance if anything we have H& R Block but in the end it was a real breeze completing our return with the help of their CPA's in the background.
I don't work for Turbo Tax nor are we sponsored, so when I write we will definitely be using them again next year I mean it!
Go with them and don't look back!
March 7, 2015
Rated 3 out of 5 by dmk1492 TurboTax - buggy product
Every year I hit several annoying bugs in TurboTax. And my taxes aren't really complicated.
Several bugs experienced this year:
1. Failed to import data from Charles Schwab
2. While entering ESPP transaction manually I selected wrong company name. I entered all the numbers clicked save, and attempted to edit wrong data. That was not allowed.
So I was forced to delete whole transaction and start from scratch. Wasted 10 minutes of my time. Very user friendly !
March 17, 2015
Rated 4 out of 5 by KingArthur70 Turbo Tax Enhancement
Since this (2014) is the first year returns had to deal with the affordable healthcare act, more detailed information on the treatment of insurance premiums would be very helpful, i.e., out-of-pocket versus total premium. I was blindsided by the fact that healthcare tax credits are based on unadjusted gross income not AGI and as a result I have to reimburse the government for the monthly credits received even though our AGI does not requie income tax payment.
March 20, 2015
Rated 1 out of 5 by SABRINA2002 long term customer
ok so I am doing my taxes this year with turbo tax just like I have done in the previous 8 years. I bought turbo tax premier (investments and real estate) for around 40.00 . This program would not let me file electronically without charging me some kind of $39.00 for audit support. Not only the extra charge but it would not give me the free state. I am done with turbo tax too much money and I do not like the practice of billing me for something I do not want.
March 28, 2015
Rated 4 out of 5 by Slownez Great software
Used the Deluxe of version TurboTax for the past 15 years. Didn't like the way Intuit bumped me up to the Premier version (for $20 more) by changing the features without explaining any where on the box what features have changed! I wondered why TurboTax was getting such poor online reviews until I read that many small investors such as myself, non-business owners, bought the Deluxe version not knowing we couldn't use it for our stocks, bonds and mutual funds.
March 31, 2015
Rated 4 out of 5 by Squeegee Consistently easy to use
Easy to use. Easy to get around. Easy to get answers when you have questions. The only place I consistently have time consuming difficultly is in my list of organizations that I donate to. I would love to be able to put them in alphabetical order so I don't have to hunt for them going up and down last years imported list several times before I find the one I'm looking for.
Overall, TurboTax is great. Much easier and faster than manually filling out the forms.
April 3, 2015
Rated 2 out of 5 by TremontSouthern Worst Experience in 12 Years
Terrible human engineering regarding downloading state software. I would dismiss the management who allowed this year's changes to happen. When you called for help on this issue, the lines were busy and you had to wait for a call-back. This happened on my personal as well as my business software (2 separate purchases).
On personal software package, you must use the forms mode to take the tax credit for foreign taxes paid. Why?
You may lose me as a customer.
April 5, 2015
Rated 5 out of 5 by UED3 2014 Turbo Tax
Turbo Tax is the only way for me to do my taxes. I even have my son doing his now with TT. Easy to flow and move around to various sections within the program. I paid for the Audit Defense this year. Doubt I'll need it but thought the price was right. The only thing I don't like is having to re-answer the questions at the end of a section once you've completed them already and are just reviewing that particular part. Still love and trust Turbo Tax. Thank you.
April 14, 2015
Rated 5 out of 5 by Bob7a Indispensible software
I have used Intuit's TurboTax software for 14 years. It is a well-designed program that makes a time-consuming and sometimes painful process as easy as it could be. Using the information from the previous year's tax return to pre-populate and guide the current year's tax return is a great time-saver and helps to avoid overlooking tax areas that need to be addressed. Once you have completed your return, the software will review it to be sure nothing is missing.
February 17, 2015