Rated 4 out of 5 by BillDbub Complications made simpler, not perfect, profess
liked the ease of being walked through the LP K1 forms and the other ins & outs of state & local taxes. The exceptions to the rules kept creeping in and the end result is I paid large fees to the states; whereas if the questions were structured differently I might have been clear on how the tax was paid prior to jumping the gun...no way I could have waded through the forms and all the old paper way!
Looking forward to improvements next year to ease my l;oad further.
April 12, 2015
Rated 2 out of 5 by Davidson1 Last Turbo Tax worked well. This year was poor. I was unable to file my daughter's return because it rejected an employer federal ID number which was accepted last year. On my return it kept asking for information for a worksheet that appeared to be nonexistent and kept me from filing electronically. Also on my SC return it improperly overstated my tax payments when transferring and there was no way to correct.
I am very displeased with my 2014 Turbo Tax experience.
April 13, 2015
Rated 5 out of 5 by Birddog4371 Turbo Tax Deluxe
Thanks for fixing the mess with my need for the capital gains and the free upgrade to the Premier edition. I have done my returns for many years with TURBO TAX DELUXE and I hope to continue for many more. I actually enjoy doing my taxes with your product. Next year I will try to read the back of the box more carefully to see my needs. I would appreciate some help with It'sDeductibe so I can get it to download to my return. Thanks for all the good years of TURBOTAXING.
March 5, 2015
Rated 5 out of 5 by Vladimirof Satisfaction since 1982
Every year, Turbotax seems to get better. The guidance and review are wonderful. The first year I used it (1982), I TOOK IT ALONG TO THE CPA WHO WAS DOING MY TAXES. I QUERIED THREE DIFFERENT ITEMS HE HAD WRITTEN, WHEREUPON HE ASKED WHERE I HAD GOTTEN THE DATA. I SHOWED HIM MY TURBOTAX RETURN, AND HE WAS AMAZED, ADMITTING THAT HE HAD MADE THREE ERRORS.
From then on I have only used Turbotax, and my children use it as well, also doing the state returns where they live.
February 10, 2015
Rated 3 out of 5 by rb6banjo Worst Turbotax Experience to Date
Up until this year, Turbotax has been a problem-free helper in getting my taxes done. I have used Turbotax for a number of years (I can't count how many). I have NEVER had to call in to get phone help. This year was much more problematic. I'm assuming that it's because of the fiasco that you guys have experienced this tax season. I will definitely try Turbotax again next year but if the problems continue, I will certainly consider other options for the following year.
March 14, 2015
Rated 3 out of 5 by jgama54 Not as good as previous years
This year's version seemed prone to crashing on my MAC. It would search and search for updates and then just "spin". I had to force quit my computer several times and restart to make it work.
Also, I had a question about a specific addition on my state return. TurboTax's information was so generic that I had to research state websites to get the answers I needed. If I'm paying for instructions for my state return, why did I have to go find the instructions on my own?
March 16, 2015
Rated 4 out of 5 by DukeB Turbo Tax Highlights
A couple of times I needed to go back to a previous section of the software and check information. When I tried to return to the place I was at prior to jumping back, it didn't take me to the same page. Usually had to start the section from the beginning.
I would really like to see an option for just printing the pages required for paper filing. Appears it will only give you the entire package and then you have to deselect those pages you don't need. A bit confusing.
March 26, 2015
Rated 4 out of 5 by pb098 Some Glitches in 2014 Version
Should allow the search function to call up every step of the tax process, not just the main headings. Also allow adjustments to the deeper deductions areas even if those were bypassed or answered no before. I had to delete all data entered in a previously completed section and start from scratch to get to a question I needed to reconsider. Sometimes you think of other things when starting your tax return, and you should be able to locate that specific section easily.
March 27, 2015
Rated 2 out of 5 by halderman2 TurboTax Premier - NOT IN MARYLAND
As a user of TTax since 1988, I was very displeased to learn that I could not claim a Maryland tax "CREDIT" because TurboTax does not support the form. I have to efile (Maryland mandatory requirement) to claim the credit. However, due to non-support by TTax, I cannot complete my Maryland return nor can I efile it. TTax was a waste of money as I now have to find another tax prep program that will handle this situation or have my Maryland return prepared professionally.
March 29, 2015
Rated 4 out of 5 by RustyGee Great Tax Helper
Very easy to walk through preparing and filing tax forms. I spent about 2 to 3 hours clicking through all the forms and entering amounts as asked. i like how last years information is available and carried into this years forms. I have used Turbo Tax for the last 5 years and it is so much easier than picking up all the information and going to the local tax store. I used to work for a national tax preperation company and this is so much easier and most likely cheaper.
March 29, 2015
Rated 5 out of 5 by WPPturboKTP Go Turbo!
As a long-term, satisfied TurboTax user, I recommend it frequently. But sometimes a prompt can be nerve-wracking. Here's one from this year:
Check This Entry:
Other Income Statement: Other taxable income for the taxpayer-1 must be entered. There is a entry box labeled Line 17 (a).
I clicked on HELP and received this response, as had many others, some as long as two months ago:
"Sorry.... This question has yet to be answered. Be the first to answer and add it below."
March 30, 2015
Rated 1 out of 5 by Qualla Turbo Tax is slipping and costing me money
My Rental and Royalty entries got cross linked and I had to start over. The errors were fixed but the Error check would not allow me to file my taxes electronically. I got tired and entered minimal information to get the thing filed, losing money along the way. Doing this cost me over $100.
If the problem is not fixed next year I will dump Turbo Tax for another product. This is the second time in ten years that Turbo Tax has let me down. They won't get a third chance.
April 12, 2015
Rated 4 out of 5 by OnyxE 2015 Highs and Lows
The program is simple and easy to use. Similar to the thousands who commented previously, the sudden change that required upgrading to Premier because of investments was poorly thought out. There should have been some indication that Premier was now required since the back of the Deluxe box had the same check marks as previous years. I appreciated the offer to return the extra fee paid, but the experience was disappointing, especially after 10+ years of using TurboTax.
February 16, 2015
Rated 5 out of 5 by PhilTHuntley Got it done!
Easy to follow menus helped to get through the exercise. Only issue was with Schedule D worksheet - for investment-types over 50 lines long, only 50 lines would display for review and editing, though all totals were retained and details did print later. On printouts of Forms 8949, all investments of a letter-type were grouped together, and not sub-totaled by investment account, making review more difficult. Otherwise, everything else went very well. Good job, as usual!
March 14, 2015
Rated 4 out of 5 by masterphisher Still Easy To Use
Still believe this is the best software for personal taxes, even including business if you buy the appropriate version. I was especially disappointed that there was no indication upfront that Premier would not include investment handling. The approach of not telling you until you received the annual automatic copy was not a wise marketing decision and almost made me return it and go to another supplier. The only thing that saved the day was the offer of a free upgrade.
March 26, 2015
Rated 3 out of 5 by Ladytenor It was great until...
I hadn't put it the recipient name and address on three 1099Rs. Turbo tax caught two of the errors, but didn't catch the third instance, even though I re-checked for errors. Both returns kicked back at me for e-filing.
Also, Turbo tax is great for straightforward returns, but for more complex issues the preparer had better have a good idea of how their finished return should look.
After you've used Turbo Tax or other tax prep software, the step by step is awfully slow.
April 10, 2015
Rated 3 out of 5 by Barbara1000000 Too much secrecy
Didn't like the lack of notification about changes to the product. I was also told I could not get my upgrade refund if I filed an extension rather than file by deadline. There are some holes in the estimated taxes for 2015 section: 1) there should be a calculation for estimated AMT rather than jut a box to input your own estimate and 2) there should be a calculation to determine the minimum estimated tax payment needed each quarter to avoid a penalty for underpayment.
April 13, 2015
Rated 5 out of 5 by Lulubelle4 Turbo Tax Rocks!
I am filing a Schedule E for the first time this year and was going to hire an accountant after using Turbo Tax for several years. After I got everything together, I realized it would actually be more efficient to do the return myself. Turbo Tax gave me the support I needed and was easy to follow. I was able to duplicate all calculations (except for AMT) with ease. I saved a few dollars and learned more about the tax laws for vacation rentals. Thanks to all at TurboTax
April 14, 2015
Rated 2 out of 5 by CeeJay123 disenchanted
Although I have used TurboTax for many years, this will be the last. By the time the software is purchased, state filing fees & fees for deduction of fees from refund are paid, it simply isn't worth it. Additionally, there were several spots that caused difficulties. Last year I completed the form with no problems. This year, with exactly the same income/deductions, there were several points of frustration & delay. It doesn't seem as user friendly as in previous years.
April 14, 2015
Rated 5 out of 5 by hignitemoo love my refund
I was a nervous wreck filing my taxes this year because I have multiple w2s and 1099s. I called for support from product support and the lady I spoke with was personable as well as knowledgeable she was great. I also spoke with a tax agent and she was wonderful. I used turbotax premier it was very easy to use and I felt comfortable. thank you turbotax for making it easy to do my taxes as well as affordable. I will be returning next year for my third year. Job well done.
February 2, 2015
Rated 5 out of 5 by SACINA Excellent linkage to financial institutions
I've been using TurboTax for my personal return which is fairly straightforward: Military retirement, Social security, IRA RMDs, and investments for more than 10 years. This is the first year I've let it go to my brokers and download Sked B and Sked D data. Very slick! Really speeds up the process.
The best thing about running Quicken and TurboTax is that you can "what if" your investment decisions to determine their tax impact beforehand which can save a lot of money.
March 2, 2015
Rated 1 out of 5 by ralphni Blah
Here I am ready to efile and bam I get hit with account ID and password - why not get all the information up front??
When you say I can print it doesn't print it just shows me the pdf file??
there is very little to no processing information up front. I don't always know what when, how, why, etc.
the only thing that has kept me is the pdf file - paged correctly. I can always find things. but frustration at the end of the process will make me look for a cpa next. year.
February 22, 2015
Rated 2 out of 5 by carolinabackyar Okay
I could not reset my password because I do not know what nickname I have on file for my oldest (and only) child. I do not have a nickname for her. I never have as I like her name as it is just fine. Likewise that is probably the worst security question there could possibly be. I wanted to get Audit protection but because logging in kept failing because I could not answer this question in order to reset my password and there was no Chat or phone support I had to opt out.
February 7, 2015
Rated 5 out of 5 by pfrankson Turbo Tax Always
I have been using Turbo Tax since the mid 1990's. It has always been a benefit to me. I tried using a "brick-n-mortar" establishment once and they came back with owing money. I used TurboTax and they found me ways to actually get a refund! I did have a financial person review both returns and the accountant agreed with TurboTax. As my financial situation has changed overtime, TurboTax has always had the right product for me. Definitely the best monies I have ever spent!
March 23, 2015
Rated 4 out of 5 by Artseller63 Returned to TurboTax
For the "average" return with stock/bond investments or rental property, TurboTax is very straightforward. But when oil royalties, oil leases, farm cash-rents, and realted income_expenses are involved, it's exceedingly more difficult. TurboTax can handle it - it's just not that great in explaining how the various entries are related. True: if you dig deep enough, and search the forum long enough, you will eventually find what you need - but it shouldn't be so difficult.
March 23, 2015
Rated 4 out of 5 by JJameson Easier than last year
I was surprised that even with mortgage interest payments, state, real estate, excise taxes and other reasonable deductions that the standard deduction amount for our situation was not quite met. Seems to me that people that don't own homes and property really get a tax bargain relative to those that do.
The capital gains calculation set up was a little better this year with Turbo Tax Premium, but that was in large part to changes in reporting by the investment company.
April 3, 2015
Rated 5 out of 5 by coondog13 Turbo Tax
As many others most likely said I was not happy with moving the financial information from Deluxe to Premier and charging another $25. That is not the way to treat long time customers unless you are taking us for granted. I understand TurboTax is trying to remedy the problem.
I love TurboTax and would highly recommend it. It is easy to use and walks you right through everything required. Once you begin to use it you will never want to file taxes using any other method.
April 10, 2015
Rated 5 out of 5 by Anita2013 I like your tax program
I need the program with investments and stocks, so this year I had to buy your premier program. In the past this was included in the deluxe program. I did not need a lot of fancy stuff as our life is not big investments and stocks like many people. I guess it worked, but the extra $30 for the program almost changed my mind. Thanks for a useful product and program, but seems like every time you turn around the costs increase, while our salaries stay the same. Thanks. ALF
April 13, 2015
Rated 5 out of 5 by Sandlover Keep up the good work!
I've been using Turbo Tax ever since it came out. I usually have fairly complicated returns to prepare and Turbo Tax has walked me through and helped me understand all of it. I've also used the help phone line with a professional tax person for particular situations and was greatly impressed. One year I used another tax product - what a mistake. It was tedious, confusing and I wasn't sure I had even done my return correctly. So, take my tip and use Turbo Tax every year!
April 13, 2015
Rated 3 out of 5 by ruthie45fred More difficult this year
I found it very difficult to download financial information from my Investment Company. The directions to create the file to download were not clear to me so I chose to enter all the information myself. In past years I used the regular Turbo Tax (not premier which I bought because the package said I needed it to download investments which ended up I couldn't use) and downloaded straight from the company and had no problems. I finally gave up and entered all info myself.
April 13, 2015