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 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 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 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 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 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 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 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 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 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 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 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 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 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 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
Rated 5 out of 5 by Turbotaxuser37 filing for years
I have been doing my own taxes with turbo tax for the past 5 years or so and my father did them for me through turbo tax before that. We love the simplicity. I have very easy taxes and it allows me to skip around to only look at the things that I need to fill out, while allowing my father the ability to go through all the options. It allows up to a certain number of filings each year which is perfect for our family who have three different independent filings.
March 15, 2015
Rated 4 out of 5
by Griff89 TT 2015 Pricier and More Complex
A large price increase for a more limited tax package. Where one package covered several tax situations (I do the taxes for some relatives and friends) I was now required to buy a second package--effectively raising the price of the necessary software even more.
Some of the questions we had to answer were not well defined and your questions, at times, were ambiguous. This was not the smooth working TT I was used to. Note: I am a TT user for the last 15 years.
March 17, 2015
Rated 4 out of 5 by Dougearl Made iIt Through Another Year!
Have used TurboTax for years. That notwithstanding, it is frustrating to see a calculated value in a block and not be able to determine where that number came from. You should be able to right-click or double-click on a value and generate a window with that audit-trailable information.
I also would like to see ability to sort charitable contributions alphabetically, and delete blank lines in between entries.
Other than those things, very happy with TurboTax.
April 11, 2015
Rated 3 out of 5 by tminca Not great for managed accounts
Rather than helping with importing information necessary to generate for 1116s as needed, it tries to automatically generate them. But it can only generate a single 1116 per 1099B, so if a 1099Div has more than three countries OR the same country it is found on more than one 1099Div you are sunk from getting anything useful. I'm several hundred dollars the poorer this year (and last) as a result of the inability of TT to deal with paid foreign taxes very well.
April 12, 2015
Rated 4 out of 5 by lllllllvvvvvvvv Fine overall. My personal situation with working out of state and living most of time out of state, and maintaining a home base at our home in another state is not adequately addressed. You use the word 'living'- I understand that covers most people, but for those of us caring for parents at their home in one state, working in others, and keeping a home in a third state are left to shoot in the dark to get the program to work. Otherwise I am delighted with it.
April 2, 2015
Rated 3 out of 5 by italheart Glitch
Turbotax 2014 Premier edition has a glitch. I was preparing my niece/nephew's return. Initially, I did it as married filing separating and then went back and changed the filing status to married filing together to see the difference in the return amount. I had to go back through every item all over again and still came out with a refund/amount owed that did not make sense. I ended up having to delete the return and re-entering it all over again. I major hassle.
April 4, 2015
Rated 4 out of 5
by Kahuna0911 2015, for 2014 the year of disapointment
Never liked the $20 add on for eFile of the state return but when TT changed their benchmark "deluxe" product it was a huge mistake.... Said to me to drop Inuit and pick up H&R software. BUT alas, my call to customer service proved productive and they provided the upgrade.
You guys own the market, but the users are fickle and won't stand for that stuff.... take it for granted and you cold end up like NCR.... who owns one of their point of sale systems anymore.
February 4, 2015
Rated 2 out of 5 by HeavyPayor Somewhat Difficult
I really struggled with stock transactions this year. In prior years I was walked through all of the details of different stock transactions. This year they were all originally put in as a regular stock transaction and I had to search for a way to designate an RSU, NQSO and ESPP transaction. I am not sure what changed but it really took me a lot longer to do my taxes this year with Turbo Tax compared to the last 15 or so years. I have to admit I was frustrated.
April 17, 2015
Rated 5 out of 5 by Heyjude81069 Fast and Simple
I have been using TurboTax for many years, and have transitioned from married with 3 dependents and itemized deductions to widowed with 1 dependent and the standard deduction. TurboTax is very intuitive and does not waste my time. My only complaint this year is that we had to buy a more expensive version of the software to accomodate my sister's rental. This was very aggravating and totally unnecessary in my opinion. You have a good product. Don't mess with it.
March 5, 2015
Rated 4 out of 5 by Keith1Marge1 Not so fast
I have used Turbo Tax for 10 - 12 years now and have always been pleased with the detail and the ease of entering data. I like the flow of the process and the through, step by step nature.
I do think you spend to much time or trying to sell additional features and other products that are not necessary. I do not believe I need the premium version to successfully file my return. There should be a question and answer section to help determine the appropriate need
March 6, 2015
Rated 4 out of 5 by Riversbend Problems and crashes
I have always relied on Turbo Tax in previous years. This is the first year I encountered problems. The program crashed several time for unexplained reasons. I also sold property in another state and the program did not address this issue. I had to go on-line to get Federal worksheets and publications to figure to additions and deductions. I thought I paid for a complete tax program. There was also missing or incomplete MD forms which held up the filing process.
February 22, 2015
Rated 4 out of 5 by layabout Good -- But
In general I like the product and have used it for years.
It still doesn't do a good job of handling form K1's. For example it tells you that if you have entries in box 1 & 2, to fill out a separate form, but it gives no hint as how to include the various other information in that second form (there wasn't a lot of money involved, so I just guessed). Insufficient lines are provided for box 13-D and 20-Z, with no hint as to what to do with the extra information.
April 6, 2015