Rated 4 out of 5 by Grandpareid I am retired and about 59% of my income is reported on 1099-R forms. I receive monthly payments and to my knowledge they are qualified plans, although I will confess that I do not know the difference and when I have called the places that issue my checks they do not know the answer either. If you say it is a qualified plan and your receive monthly payments Turbo Tax wants that to be a RMD, which I do not believe it is. It is a bit confusing.
April 10, 2015
Rated 3 out of 5 by LongTimeUser136 Going down hill
1.Required to upgrade and pay for premier then notified that I could have received upgrade free. Then said upgrade was a mistake and deluxe would again handle situation next year. I now need to do something to get some of the money I paid for the upgrade back. We shall see how that goes.
2. The program does not remember where you left off. Always begins at the beginning and you have to go to the next step. This is called the Guided process??
March 23, 2015
Rated 4 out of 5 by Charwil41 Loyal User - but annoyed
TurboTax is easy to use, but minor items keep it from being great. 1. Annoyed at being forced to Premier from Deluxe this year. Hopefully the $25 "rebate" will come through and Deluxe will work next year. 2. TurboTax can't get the Ohio RITA return right for city income tax. 3. When I read instructions for making a review it had "Contact Us" button that only led to site for asking questions and didn't have place to make comments such as this.
February 21, 2015
Rated 5 out of 5 by MajorMaule Old Timer's Review
I am 85+ years old and really appreciate how easy it is to file using Turbo Tax.; After using Turbo Tax for several years, I must say that it is accurate and extremely user friendly. I have rentals and oil/gas royalties. Turbo Tax doesn't miss a trick handling these items.. I highly recommend using the "Guide Me" feature for accomplishing all sections of the program. It is excellent insurance against forgetting something or making a mistake.
February 27, 2015
Rated 3 out of 5 by TheBigLee Form 8615 Children with Unearned Income
When you have two children and are liquidating investments made in their name over their lifetime to pay for their college expenses, it is necessary to use this(these) forms.
Turbo Tax needs to work on making this process easier and less complex, perhaps by linking multiple filings of tax forms prepared for each child.
Additionally by having a means to test if it is more economical to file one family return or separate forms for each child
March 25, 2015
Rated 4 out of 5 by KenWS TurboTax works great with exceptions
I like TurboTax, but sometimes it will put you into a situation that you are almost unable to get out of. It pulled a form into this year's return from last year that was no longer applicable. It would not let me e-file until the information was entered, so I had to dig out my old return and entered the old information. Fortunately, it worked and my e-file went through. Very frustrating. Something liked this also happened a couple years ago.
March 31, 2015
Rated 5 out of 5 by lz7rdg Pricing Changes
Your abrupt pricing changes caused me to purchase Premier when I have used Basic for years. I received a nice apology from an officer of the company and I finally ended up with Premier for the price of Basic and I appreciate that.
Intuit will have to remain competitive and if you keep your pricing structure as you started it this year, you will not be.
I love the product but there are others and I will not pay a significant premium for it.
March 4, 2015
Rated 2 out of 5 by RyyY Stock Option Information Needed
Could not find any useful information or forms to properly fill out stock option information such as writing or selling of puts and calls. On-line help was useless as well with no one having any information which I find incredible. Millions of people trade options everyday!! Also was unable to find any phone number to contact TurboTax regarding this issue. Will not use this service again next year unless they correct this glaring deficiency.
March 19, 2015
Rated 4 out of 5 by MargN Still no print option for various summary screens
Turbo Tax has always been helpful to me in preparing my taxes, even though I found a few questions confusing this year, especially in preparing my NC state return. My biggest complaint is that, whenever I attempt to print a summary screen as I go along, it takes me to the print option for the related form. That's not what I want!
Also, it was expensive this year, as I moved to a new state and had to complete 2 different states' tax returns.
April 6, 2015
Rated 4 out of 5 by PookieJan easy and relatively quick
I waited til the last minute because I thought I would owe. Surprise, surprise, I get refunds for both fed and state. It is easy to use and I love that it takes me through everything so I am sure about what I am submitting. The load time for the updates was a bit long, but I suppose that is because it is April 15 at 8 pm Pacific, so folks are actively using the update system. But in any case, once I got going it only took about an hour to do.
April 15, 2015
Rated 5 out of 5 by DadOfJD Thank you for doing the right thing!
Turbo Tax makes doing a very objectionable task reasonably painless, and potentially pleasant... I have come to depend on the accuracy and completeness in preparing my return... much of that dependence is the expectation that my experience in consistent from year to year... the issue with the forms could/should have been prevented, but I give high marks to Intuit for how the issue was/is subsequently being handled... I will be back next year.
February 14, 2015
Rated 2 out of 5 by DoninMcKinney Turbo Tax Deluxe
In previous years I could purchase the Basic version of this software. Now you cannot. I bought the Deluxe version only to find out that I needed a further update (and payment of $30 + tax) to allow for the K-1 form. I never had issues before this year. But now I get the 'priviledge' of paying more than twice what I used to for the Basic version. And the functionality is no better. Only more expensive. I will look to other software next year.
March 1, 2015
Rated 4 out of 5 by JLFLG Long Time User with Mixed Exerience
I was very disappointed in how the change in the Deluxe version's availability of certain forms was handled. However, this was corrected somewhat by the refund made available in the software after filing. Next year I will move to your competitor which provides all of the function I need at a considerable savings unless you reconsider your changes. It is not worth $30 to move to premier when I only need a one line entry for an investment sale.
February 1, 2015
Rated 5 out of 5 by happygal720 Perfect except for one small flaw
This is the second year using TurboTax....just to increase my comfort level, I had my CPA cousin review prior to filing....he could find nothing to change or correct which is great! As noted in cons, it kept telling me to file FL state tax and we don't have one...this made me a little uneasy. The problem with which version to buy was very unprofessional...think TT learned something themselves this year. Super product with proven track record.
February 17, 2015
Rated 4 out of 5 by Howsa58 Generally excellent software-one caveat
I am a long time user of TurboTax and have generally been quite satisfied with my experience. This year I ran into a problem with the pull down menus. Somewhat randomly but all to frequently, they didn't respond. For example, if I wanted to save a file the File pull down did not respond. So I had to use CTL-S. Likewise the other menus weren't available. Sometimes after a while they worked. At other times I had to close the program and reopen.
April 10, 2015
Rated 2 out of 5 by Paulyone Disgusted with Do Not File/Form Not Final on Ohio
I read the same causes many times but no solid way to get rid of messages and simply print so I can file my return.
So I tried to file my state return electronically. Guess what? At the last click required to submit, I got a message that a form was missing and I should go to On-line tab and and update. I did that and no forms were updated. Tried to submit again with repeat of error.
What do I do now??? Maybe fill out my Ohio return by hand.
July 29, 2015
Rated 2 out of 5 by MisterMister Disappointed this year
TT was a major inconvenience this year. The attempt to extract an extra fee for the same service as in previous years was quite irritating and reflected heavily on my perception of the product. Although the final outcome was acceptable the path was not transparent and discovered only when i explored somewhat obscure buttons. I have reduced the rating of this product from excellent to about FAIR and have begun to explore other options for 2015.
April 8, 2015
Rated 3 out of 5 by jikol Turbo tax Premier vs Business
Premier wins due to the easy import from our brokerage accounts. Plus, the State filing was key!
Business version fails due to no import capability on trust accounts. We have hundreds of transactions that have to be reported and without the import turbotax wasn't worth what I paid. Also, right ....my state (TN) was not listed as one of the states available to use the automated filing. Very disappointing. I hope they correct this by next year.
April 15, 2015
Rated 2 out of 5 by EJMarq First Time Disappointed
Very disappointed in this year's program. WE could not encrypt our returns. When we tried, program froze up and all data was lost. We had to start returns over each time. I tried returning the original copy we purchased, but the second copy did the same thing. We have used Turbo Tax for many years. This is the first time we had such a serious problem.
Also, we could not save anything to the Turbo Cloud. When we tried, the program froze again.
April 13, 2015
Rated 3 out of 5 by OlenJr Some problems
I've used Turbotax for many years. This year has been the most frustrating. First it started with upgrade to premier to input royalties, next it would not register my pension as taxable income and help couldn't figure out why, so they said start over causing a lot of input twice! Estimated tax is difficult to alter, especially in CA state, where I had to go to the form to do it. I think over the years the program has become less user friendly.
March 29, 2015
Rated 3 out of 5 by clamLinguine feeling luke warm about turbo tax
It's relatively easy to use, but not so different than other tax programs. Maybe a little easier than taxAct.
I'm really disappointed that I could not successfully import last years numbers from taxAct even after a lot of searching. So that means no year-to-year comparison. I gave up on that.
No way am I paying $25 to file a state return. I did not know that up front and it seems exorbitant considering CA will do it for free at the gov site!
April 14, 2015
Rated 5 out of 5 by WorkBEE Changes to 2014 Tax
Having to beg for Premier status because of 1 issue, a small royalty income that used to be in the regular Standard package, now I had to download "something" to make it Premier so we could enter ALL of our income, and it turned out to be put in "RENTAL" category anyway.
We have used TurboTax since it was created in La Jolla for DOS users,TurboTax forced us to get Windows sooner because TurboTax was not going to create a DOS version any more.
April 3, 2015
Rated 5 out of 5 by chacz A Great Tax Program
I did my return from a place in fl. Didn't have last years file on the computer I used and could not transfer last years tax information. This greatly complicated filling out return. Turbo Tax should be able to keep a copy of a return online in a file dedicated to the user in a turbo tax account. That way no matter where a person is or what computer they are using they could be able to transfer last years return information into current return.
March 28, 2015
Rated 5 out of 5 by smartguy80 It's done for '14
As usual (I've done Turbo for several years), I did it all in one sitting. I had all my papers and so the ducks were in a row.
The progression of income and deduction categories was good.
It would be helpful if the program went down to the bottom of the category list so that I did not have to scroll down after finishing a category. That annoys me a bit, and I get tired of all the scrolling.
It all worked well and I am done for my 2014 taxes.
February 26, 2015
Rated 3 out of 5 by RonCPA Non-cash Contributions
Non-cash contributions don't require that the original purchase price be entered for donations less than $500. Once I had already entered an amount, the only way I could get it out was to override it, which I did. However, when filing the return I was required to delete the override. The problem is that when I overrid it, it shifted the original purchase price from the next line and replaced my overide to that amount instead of blanking it out.
February 26, 2015
Rated 4 out of 5 by jwsdel56 critique of 2015 product
Since payer ID numbers are entered for the federal return with the proper programing they could be transferred to the state. If those ae to be required again (as now) at least show the amount as one cannot match the payee name and ID with the entries in case of multiple entries. Also, one should be able to print a copy earlier in case of E-filing. I get nervous that the filing is going to happen before the printed review which I deem essential.
March 3, 2015
Rated 4 out of 5 by Donald3116 Generally pretty good
Even though taxes get more complicated, Turbo Tax seems to make them easier each year.
This year had problems with local taxes. When doing the Columbus OH city tax, wages appeared twice; once as earned income and once as business income.
Cleveland CCA seemed more difficult this year to get the offset to work with city where wages were earned. Then it pulled in a $750 credit that it had no support for.
At least problems were easy to overwrite.
March 29, 2015
Rated 2 out of 5 by deteraanswagt Not Happy with turbotax
I have always been happy with turbotax. However, when I bought the version I needed this year I had to upgrade over last year which is a big reason I may not go with turbotax again. I had to upgrade again when I was preparing my taxes because the version I had upgraded to was not enough to take care of some of my tax items. In other words I had to upgrade 2 steps to do the same thing I had done in prior years with the package I used previously.
April 8, 2015
Rated 5 out of 5 by hbrider Good for 2015
I was very happy to see you did not go thru with the original plan to eliminate the schedule d etc from the Deluxe version. Truthfully i was looking to switch to HR Block's version until i clicked on the explanation telling us you were going to credit the upgrade to Premium. I would have switched otherwise. I've been using Turbotax for many years and was really disappointed that i had to switch. Hope you take this into account for 2015 tax year
March 21, 2015
Rated 4 out of 5 by jgallow Consistent Turbotax User
I have used TurboTax for several years and have great confidence in the accuracy of my tax returns. I always file electronically, but prefer to use software from purchased disks. Because of that I couldn't recover my saved returns from previous years I filed electronically, but could not recover anything from the Intuit site. Paper copies enabled me to complete this year's return by manually entering data from previous years, but it was a pain.
March 5, 2015