Rated 4 out of 5 by RW9015 Deluxe to Premier scam
I have been using Turbo Tax to prepare and submit my personal and partnership tax returns for 18+ years. This fiasco of making me spend $33 more to upgrade from the Deluxe version to the Premium version because of a Schedule E bothers me enough that I think I will try a different product other than Turbo Tax next year. Holding my return hostage unless I upgraded was not a prudent or ethical business practice on your part. Why would you do that to loyal customers?
February 13, 2015
Rated 5 out of 5 by Missy5ka another painless tax submission
I have used Turbo Tax Deluxe for many years now. I is a great program that makes the tax season seem less intimidating. I help prepare returns for my family members and this program is very accommodating. Asking me significant questions that are applicable to my situation helps the process go quickly. I still tend to go through the questions several times to make sure I haven't forgotten anything, but using this software puts my mind at ease.
Thank you Turbo Tax.
March 14, 2015
Rated 4 out of 5 by Maggie7253Mike Buying the Right Program!
If it is the first time with TurboTax you may have difficulty following the program. EX: Income, do you want to do it yourself, or do you want to import the items. Deductions, almost the same thing. If you go through the program doing the work, I found I did not need to do all of the items. I don't need a preview when I am ready to PRINT the final product. Why was that done? Am I missing something. the KISS method is well known, and I subscribe to this procedure.
March 20, 2015
Rated 3 out of 5 by Steve3421 Disappointed with TurboTax missteps
Your software is great but your version changes and price changes are terrible. You must think your customers are stupid not to recognize this for what it is--a substantial price increase. I read somewhere that you are offering a $25.00 rebate but no where on your website have I found the offer. If this is the best TurboTax thinks of its customers, it may be time to move on. And that is really unfortunate because I have been a longtime user and enjoy the product.
March 22, 2015
Rated 5 out of 5 by Rconigliaro Susan and Sabrina
I had some challenges doing my parents returns yesterday and I called the 800 number twice once in the morning and spoke with Susan and once late night and spoke with Sabrina.....both were exceptional and I could not have done the taxes with them...so kind, nice and extremely patient.....my father passed away last year and was confused how to do everything....and thank God for these 2 ladies....they should get a raise..........Great job!!!!!!! THANK YOU..........
March 24, 2015
Rated 3 out of 5 by bknnt4hk 2015 form 1040-ES
I was accidentally choose this option in the federal tax filing. When I print out tax file before e-filing, it shows I have to pay federal with held tax on April 2015, June 2015, Sep 2015, and Jan 2016.
I try to cancel this part but I can't cancel it at the time. It took my the whole night to figure out how to cancel it. I even went to turbo tax help but it didn't help.
Finally, I use very simple way to delete all the informations and redo the tax from beginning.
April 7, 2015
Rated 4 out of 5 by Cententhal Sometimes the Forms are Easier than the Guidance
A good product, and works quite well. The only area I find difficulties is when doing the K-1 forms, which are a complex mess to any person who gets them. The Easy-Step questions are confusing and I think it would be better for Turbo Tax to just have the user input the form, exactly how it is provided, and have the system convert it to how its needed for tax purposes. I have begun to use the forms view, as it seems to be easier than the Easy-Step on this section.
April 7, 2015
Rated 4 out of 5
by CemeteryMan Deluxe vs Premier
The interface to import investment info is poor. No step by step and obvious does not reflect the individual vendors/institutions. Your on-line questions and answers are vague and do not really address the questions.
Once you enter a form it is hard to back out of it. There should be an option to eliminate a form. Case I have a schedule K-1 1065 but not a 1065 S I inadvertently entered into the 1065 S form and it plagued me forever until I just deleted the form.
April 11, 2015
Rated 4 out of 5 by Hatethenickname Good, but the premier upgrade scared me
I've used TurboTax for years. This year was very scary when TurboTax decided to drop the forms for sale of stocks and required an upgrade to get it. I purchased the same version I've been using for years, not knowing about this hidden surprise. This made me very untrustful of a tax package I've used for years. I'm glad they offered the upgrade for free and appear to have rescinded the upgrade requirement....but now I'm still wondering about what will happen next.
April 11, 2015
Rated 5 out of 5 by Art54 Even The Elderly
85 years old and still a TurboTax user. When you hire another company, you still have to provide all the paperwork. TurboTax allows you to prepare your return and never leave home. By importing last years TurboTax information you are guided without having to recall on your own. The error check is so helpful. Filed electronically and had our refund deposited to our bank account within fifteen days. Awesome! Plan to be around for filing 2015 Returns using TurboTax.
April 19, 2015
Rated 2 out of 5 by MtnMama228 This was a tough year
I have a Sch D for years - had to pay for the upgrade and ask for credit after the fact. A week later it was changed so people just got it without paying for the upgrade. Bad customer experience all around.
Also, I entered A LOT of item donations in Its Deductible Online and the import into Turbo Tax never worked (I tried it 3 times over 2 weeks). I finally gave up the import and spent HOURS re-keying the donations into Turbo Tax. Another BAD CUSTOMER EXPERIENCE.
March 8, 2015
Rated 4 out of 5 by RUW3 It could be BETTER!
Nearly every major part of a return is listed in a group on one page. For instance, when you start on income, there are several items such as W-2, several 1099's etc. Each time you finish with one type of item, you return to the top of the previous screen. By the time you are nearly through you may have had to scroll past most of the screen several times. If you were returned to where you branched to an entry screen, you could just continue up or down as you need.
March 20, 2015
Rated 2 out of 5 by TimEngineer Declining Values
My 2013 taxes and 2014 taxes had the same issues. I was able to do the 2013 taxes with Basic Turbo Tax. This year I had to get Deluxe at the store and then upgrade to Premier because I had a K-1 that the 2013 Basic software handled just fine. Got uncomfortable with Intuit values with all the Quicken upgrades. Stopped using Quicken. I'm very disillusioned with Intuit values now. Why do I keep rewarding them? I'll be looking for other tax software options next year.
March 21, 2015
Rated 5 out of 5 by Karen839011 The Easiest Way To Do Your Taxes
I have been using Turbo Tax for over 20 years and have never had a problem with it. I like the way it can upload investment data from my brokerage firm. It asks questions that clarify my tax situation. There are no glitches. Everything matches my own paperwork when it uploads the information. I also don't have to have last year's return available to do my current year's taxes. It just captures the info from my previous year's entries. It is cost-effective as well.
March 25, 2015
Rated 4 out of 5 by DublinDubs Easy Peasy
Zip code for state refund address (2nd half) didn't match the filing instructions address zip code. Saw this problem with previous year's Turbo Tax for 2013 tax year. Also, I think it would help to have the direct deposit information for refund (if any) to come before the prompt to print the file. That way you can save the pdf file with that information included and then print. Threw me for a loop for a few minutes. Other than these two items, everything was fine.
March 26, 2015
Rated 5 out of 5 by Donaldo45 Quick, Easy to Fathom Tax Return
I have used MacIntax and Turbotax since the 1990's without a problem; in fact the programs have consistently made sure I did not forget or overlook potential errors, deductions and information that needed to be corrected. The archival information from year to year in terms of automatic entry of addresses etc. and carried losses are worth the price of the program. Comparison analysis of year to year information is useful for tax strategies for the forthcoming year.
April 5, 2015
Rated 4 out of 5 by Bob1433 Generally, I very much liked Turbo Tax this year. I appreciate the option of being guided through everything or picking and choosing myself what to complete.
A few opportunities for improvement. I bought a second home in 2014, but didn't find that addressed in any questions posed in the interview process. Consequently, I had a couple of difficulties entering information about the new property correctly. Secondly, it is too difficult to override data in the forms.
April 10, 2015
Rated 4 out of 5 by conservative01 still works great
To avoid going to a tax consultant, the program needs to provide more research.. For example, now laws, highlight area that are normally auditted, etc.
Also ranges for everything. Do not understand why this data is not a regular part of the program.
1. Federal and state averages for fields
2. Averages for income bracket
3. Ranges for all deductions, not just the big categories.
I think I am not getting the best return, but just feel comfortable with the process.
April 12, 2015
Rated 5 out of 5
by TerrySC Deluxe to Premier for Free Got me Mine with help
4th year with TurboTax, 1st with a student attending college. TurboTax helped me to identify Forms needed and answered my questions in regards to Tuition and Scholarship deductions. I really feel safe that all the information provided in the return was accurate because of the questions and help provided by TurboTax as I went through the program. When dealing with the IRS, you want the most updated software and help available to get what is yours...and I got mine!!!
February 6, 2015
Rated 4 out of 5 by Zubes23 TurboTax eval
I had taken an early withdrawal of part of my Roth IRA but was not subject to any tax because of using it for higher education. However the only thing TurboTax asked was if I used it as a first time home buyer and something else I don't remember. I had to do a bunch of research to determine the right form to go to so that I could document why I was not subject to taxes. I could have been presented a checklist with more scenarios, and checked the proper box instead.
February 26, 2015
Rated 5 out of 5 by Ttax30 Best Tax Progam
Have been a Turbo tax user since 07 and every year the software is easier to use. Imports documents and clearly guides you through completing the forms by matching box descriptions with key information. Really saves time and the help engine was clear and concise. Thanks for the great software. In the past I have completed my own taxes, used other software and even had professionals prepare my taxes. This is the best and I will be a loyal customer for years to come.
March 18, 2015
Rated 5 out of 5 by throwaway TurboTax is very thorough and has gotten much better over the years (or I've become more proficient with it). Overall, I wouldn't do my taxes without it, since I have rental property income/deductions/depreciation, etc. HOWEVER, one really annoying feature is that TT doesn't remember all of your answers, so you have to re click many screens when reviewing or editing. MOST info is remembered, but you have to pay attention because it sometimes is not. TT: PLEASE FIX.
March 19, 2015
Rated 2 out of 5 by JimAlbert Took awhile this year
This is the worst year ever for TurboTax. First I tried to load it into my computer only to learn it was no longer supported. Not a happy experience. Then I found that TurboTax Deluxe, which I have used for many years, no longer covered Capital gains. After some negative publicity and software updates the ability to do Capital Gains was returned by giving a free upgrade to TurboTax Premier. You can be assured I will think twice before buying tax software next year.
March 21, 2015
Rated 4 out of 5 by jojoc overall - good program
I almost filed electronically without designating if I had health care coverage for the tax year, I don't recall being asked that by the program and the program did not flag this at the end during final check, I caught it when I was reviewing a printed copy prior to e-file. The program still asks questions about previous tax year info that it should already know provided you used Turbo Tax the year prior and your return for that year is available - please fix this.
March 22, 2015
Rated 4 out of 5 by nancy7670 Once again--Terrific
I was finally ready to e-file both my Federal and State and thought although I do not like the $25 fee to file my state return I would go ahead and pay it. But when I saw another $40 charge for processing my refund I decided to mail my state return in. To do that required me to go back many steps and get to another part of the program. Not a big deal. I just would have preferred knowing that an additional fee was coming. I am sure this fee is a State of Ohio thing.
April 1, 2015
Rated 1 out of 5 by goodmaal Very Concerned
When I selected the e-file option and attempted to send my file, I received a message stating that my SSN was a duplicate that had already been filed and that I'd need to submit an amended return. However I did not previously file. When I went to check on the status of my tax filing it said - congratulations, the IRS has accepted your return! I have no idea what to make of this, so I will contact the IRS to see what they have on file. But this is a serious problem.
April 12, 2015
Rated 3 out of 5 by Tim037 It was better last year.
I know the "pick up your personal information from last year" feature saves some time, but the program kept prompting me to enter information for accounts and charities that appeared on last years return, but did not belong on this year's return. I also found it more difficult to break out of the walkthrough when I wanted to go back and look at details or skip ahead to relevant sections... overall, the experience was better with last year's version of the software.
April 12, 2015
Rated 4 out of 5 by PCochran Turbotax great for Fed-- lacking for CA state
All the good features of the Federal forms and step by step were lacking at the State tax level. Buttons didn't work, no back buttons to get back to where information was entered originally, and most frustrating was that the imported data from the federal forms was not accessible on the state forms. Not able to make any changes once I got to the state forms. the State forms were asking for details of history of entries made at the Federal level from previous years!
April 13, 2015
Rated 4 out of 5 by LavonaGrow Concerned about changes to Delux and Premier
Should have informed users in November upon notification of availability of the download, that Deluxe no longer auto transfer investment data and cost of Premiere.
Would like the ability to search within TurboTax.
Make it more prominent were to switch between the guided entry and on my own forms.
I want to easily print pages especially the charitable contributions.
Under charitable contributions, tell us at the time of doing the entries if an address is needed.
April 15, 2015
Rated 5 out of 5 by DonPell TurboTax 2014
Turbo Tax is one of the top tax programs around. It's only problem is the cost. Next year I will be doing a comparison between the tax programs and select one that is more cost effective. i will base it on fed, state, and e-file for both. It would have cost me an additional $30 because of a $28 1099 misc form. had I not qualified for a free upgrade. Total cost for me: $70.00. I love the program but not the cost. If they can keep it under $70.00 I will stay with them
February 16, 2015