Rated 5 out of 5 by rrec262 Outstanding Once Again!!
My tax returns continue to get more complex and involved, but I have yet to see the limits of Turbo Tax. No one likes to see added tax on capital gains, medicare, limits and phase outs, etc. but I'm very appreciative that Turbo Tax takes time to understand it and get it right. Transition of personal info from previous years is seamless and e-file is easy. The guided questionnaire makes completing the return painless. Great personal customer service through the 800 number!!!
April 13, 2015
Rated 1 out of 5 by WYLDWYN2 SECOND REVIEW THIS YEAR
This year's Turbo Tax was a disaster. Poor instructions, very difficult to print properly; no option for mixed methods of filing federal and state returns (either print both or send both electronically). I am finished for this year and also for the future. I've used Turbo Tax for many years, even when it still went by the name "Macintax". However, you may remove my name from your "automatic" resubscribe list because I intend to try out a different program for my 2015 taxes.
April 13, 2015
Rated 2 out of 5 by zaqwsx failed to function correctly, Questions not answer
-TT insisted on making 2 Form MO-CR's for Missouri state tax but wouldn't include them on efile attempts; I ended up mailing in that return. This was depicted as an error that I couldn't fix and TT failed to respond to repeated questions.
-TT insisted on me filing in NC where don't live, I pay no taxes, and got no return.
-TT took both my K-1 forms but in but during review of state returns said I had no K-1's in my Federal return (?); TT failed to answer questions about this...
April 15, 2015
Rated 3 out of 5 by AllDone2014AZ I bought this at Costco, like usual, and had to do the "free upgrade" thing to be able to incorporate a K-1 form. I appreciate that Intuit stood behind me as a customer. However, for the next year I will comparison-shop for tax software when I haven't bothered with that in years. I appreciate the predictability of how TurboTax works, and frequently use the view of the completed form. The State wizard seems really weak, somehow, in comparison to the Federal. Help is useful.
April 7, 2015
Rated 4 out of 5 by Wonlife Effcient Tax Prep
I have used TurboTax for many years. It continues to provide me, a non-tax person, a way to efficiently prepare and file my taxes. My biggest issue is the high cost ($24.99) they charge to e-file your state return. E-filing is better for all sides and we should not be charged such a excessive fee. I will most likely continue using TurboTax in the future as long as they bring back the stock sale options to the Deluxe edition. This year you had to purchase the premier edition.
April 14, 2015
Rated 5 out of 5 by soodle excellent
I heard that your company was having problems, but you were working on corrections. I love your software and decided to use. I had faith that you would fix the problem. I Filed my federal and state returns without any problems. I will use this again and again. I checked with some of the other tax prep companies and ask their people some questions. I did not like their answers. I decided I could do better and learn something for the next tax season. I learning a lot. Thanks
February 8, 2015
Rated 5 out of 5 by tmmian Detailed and easy
I feel it better than a franchised store as they try to get work does as early as possible and do not pay as much attention. they work like an assembly line and get the production numbers but it all depends on yourself how much you want to go in detail. Those folks will put in forms what you tell them and if you can do it yourself by plugging in the same numbers as you had to give them, you know the inside out of your return and are confident of your submission. I love it.
February 26, 2015
Rated 5 out of 5 by Derek123 Fast and practical
The easy guide provides understandable questions with multiple choice answers. Further, if you are not sure of the right answer, there are help buttons to explain the answer in more detail. TurboTax then puts your answers in the appropriate blocks on specific IRS forms. This takes the frustration out of completing your taxes.
Lastly, since i just retired, TurboTax allowed me to complete a pro-forma estimate of my taxes for next year so I can withhold the necessary amount.
February 27, 2015
Rated 5 out of 5 by Dana025 Always lives up to the hype
I have been using Turbo Tax for what I would consider my entire life of taxes... I would never choose anything else. I like don't use the question and answers section to start my return I like just entering the data I have on hand. I also like that I can search for the Form I got and it takes me to where I can enter that data. All in All I am loyal customer.
To elaborate on my con - I would like to set Expert Mode then for it to not ask "Guide Me" or "Explore on your own"
March 19, 2015
Rated 4 out of 5 by javerde We screamed...you listened!
Have used TurboTax for about 18 years but planned to switch to other tax vendor in response to the changes made to TT Deluxe (deletion of Schedule C and of import of investment datal for Schedule D). I would have switched had the company response to customer "hue and cry" not been so swift and comprehensive. So...purchased Deluxe version and was amazed at how easy TT folks made it to update to premier version which included the features previously supplied in Deluxe.
April 14, 2015
Rated 4 out of 5 by TeacherTaylor Solid Step by Step work = Great refund
The process of starting was easy because I had used tubo tax the previous year and it imported information about my job and house so that I did not have to reenter all of that info from scratch. That was the easy part and was good. However the huge amount of options and credits creates a haze of options. I went through all of them just to be sure but that was more than 3 hours of hard concentration to get my full deduction. So many choices that finally got me a good refund.
February 17, 2015
Rated 4 out of 5 by Bosgood Problem with Portlnad Arts Tax
In do it yourself mode for deductions, there is no place for working on State and Local taxes. In order to enter data for "Portland Arts Tax", I had to make an entry for Multnomah County estimated tax. Then I made a note on the Schedule A worksheet that this was for the Portland Arts Tax.. There really should be two things done.
1. There should be a way to work on Local taxes.
2. On the drop down list for 2014 estimated local taxes, the Portland Arts Tax should be listed.
February 26, 2015
Rated 4 out of 5 by billpeintinger Taxable Part of Soc. Security: 2013 vs 2014
Taxable Part of Social Security Benefits: Compared to Turbo Tax 2013 my taxable Social Security portion increased from $7,595 (2013) to $20,875(2014) although nothing has changed in my filing status and my SSA Benefits for 2014. Did Turbo Tax 2013 miscalculate or has the tax law changed that much since 2013. I would appreciate your response. If there was an error in the 2013 calculation there would be a need to re-examine my 2013 return and file an amended return if needed.
February 16, 2015
Rated 3 out of 5 by qats At best, average
Understand the complexity of keeping all Federal and State tax regulations up-to-date; but not impressed with the accuracy of Municipality calculations. Based on data entered, the municipality form 37 was in error, and required online research and correction. When attempting to make corrections on the form 37 provided by turbo tax, was not allowed to make necessary corrective entries and had to exit turbo tax and complete form 37 by other means. Failed to meet expectations.
March 3, 2015
Rated 4 out of 5 by EJayF Love TT but some issues this year
Absolutely a must have product if not using an accountant or a service. Can't beat the price (Costco).
This year had problems with Its Deductible:
Would not let me add my own items with my estimated value if not found in item selection. Had to open a separate donation for such items - very cumbersome. Past years this worked very well.
Issue with final edit - software claimed I needed additional info for 179 expense deduction from K1s from S Corp. Never had that before either.
April 14, 2015
Rated 5 out of 5 by LuvRetirement Easy Peasy
Not Turbo Tax's problem, but I have to vent:
Biggest problem I had was with the Tax Code on Contributions! Multiple contributions to same charity (like a weekly or monthly pledge with additional cash contributions or donating items to Goodwill, etc. Spring & Fall) used to allow 'various' for 'date' - now I have to lie and put just one date down!
Have used Turbo Tax to complete tax returns for myself, friends, and family - always feel confident that every nuance & area covered.
April 14, 2015
Rated 5 out of 5 by ChuckfromPine Turbo Tax never lets me down!
I've been using Turbo Tax, every year since 1995, and have never had a problem with my returns. It gives me the freedom to select my own path. I can good step by step like a tutorial, or just address the areas that I know from experience are the only ones I need to be concerned with. The best advantage to using Turbo Tax, year after year, is that it pulls up my previous year's returns and automatically brings forward all the important areas that have multi-year implications.
April 10, 2015
Rated 5 out of 5 by TurboTaxer66 Turbo Tax Excels for more years that I can count.
With the start of my first real job I dreaded tax season. I never had time to "go see someone" or when I did I seemed rushed. I took a chance back in the 90s on Turbo Tax and haven't looked back. Every year I don't dread tax season, I just spend a short time working on them once I have all my information and Turbo Tax does the rest. I was also happy to say I was the first person I knew who e-filed when Turbo Tax made it available those many years ago. Thanks again Turbo Tax.
April 9, 2015
Rated 5 out of 5
by HCDinCanton 2014 TurboTax Fed + MI Premier package
Overall a very well thought out package for preparing taxes.
The Premier also features ability to handle rental income and Investment data.
As noted in "Cons" it would be nice for the software to remember the security name for repeated transactions in the 1099-DIV section. This would make things a LOT quicker for multiple entries that have different dates.
Other than that issues, the package worked smoothly and it only took about 3 hours time to do the tax year and file.
April 7, 2015
Rated 3 out of 5 by DouglasRochMN Confidence rocked
Generally once I got the functionality I had always received in Deluxe version (after paying to upgrade to Premium), things went pretty much as expected. Really poor explanation of why functions such as Stock Sales were pulled from the Deluxe Edition - and poorly documented in any product description. Then Minnesota temporarily shuts down accepting electronic returns from TurboTax - that's a real warning sign that says maybe I should look at other solutions for 2015 filings.
April 5, 2015
Rated 4 out of 5 by JBDBR Generally Happy
I am generally happy with Turbo Tax. The instructions are easy to follow and you can go into whatever depth you want on a particular part of tax filing.
I did not like having to go to the Premier version for completing some straight forward investments that I have. I had no complex stock transactions etc. so I shouldn't have to use the higher priced version of Turbo Tax. This year it was free but I hope in future years they will restore this capability in the deluxe version.
April 6, 2015
Rated 4 out of 5 by elvikingo One more year, done
I am more committed to Turbotax because it really works for me. A couple of times I thought it made a mistake, but after looking deeper, I was wrong and they were right. However, I have a business with limited income and limited expenses, and Turbotax really wanted to have me upgrade and wouldn't let me input my stuff. I had to let the systems do its thing, and after the cycle was done I went in and modified the Schedule C. Outside of that, it was helpful and smooth sailing.
April 3, 2015
Rated 4 out of 5 by Sassiesdad Privacy rocks
Tried to import info from Edward Jones Broker and was not able to do it. Had to enter info myself. Just moved account info to E.Jones last year and found their 1099 forms a bit difficult to decipher. Would have been much easier to import. Other than that, the process was as simple as it could be. One would have to be a complete idiot not to be able to follow all the detailed guidelines provided. Have been using Turbo tax for several years now. Prior to that I used H&R Block.
February 26, 2015
Rated 3 out of 5 by JoeJoe71 Nice but complex
TT this year was less helpful. For instance it did not point out that I was paying a late penalty nor did it suggest how it could be reduced (which I did dramatically manually). Form K-1 entry was a series of catch-22 errors forcing me to enter several worksheets for the same investment and I had to test the impact of this by trial and error. TT should be able to handle automatically the K-1 data submitted without work around procedures by me (that is what computers are for),
April 7, 2015
Rated 5 out of 5 by Chet4189 Problem Selecting Right Software
I purchased the Business Software the same as I have done in other years but found out this year that it did not contain some of the forms I needed as it did in previous years. This forced me to take it back to the store and purchase the Premier Version of Turbo Tax to complete my tax returns for 2014. Of course, this cost me an additional $25 to buy the enhanced version. I trust that this will be made more clear next year what is included in the various versions to purchase.
April 6, 2015
Rated 4 out of 5 by Steve54212957 Very good tax software
It's great that Turbotax can access financial institutions and download key tax information right into the program. This saves a lot of work and eliminates data entry errors. I wish it was better at handling Master Limited Partnerships and knowing how to do the taxes for these. It goes part way, but some info must be entered by hand. I also did not find a way to designate an unpaid preparer if you're helping someone else do their taxes. But all-in-all a very good tax program.
March 5, 2015
Rated 1 out of 5 by CccEeeSss GREATLY DISAPPOINTED!!!!
I have been a loyal Quicken & TurboTax user for many many years. I regularly use Quicken Deluxe to do my banking, pay my bills, & track my IRA / broker account. For some unknown reason I was FORCE to purchase the Premier version of TurboTax AFTER purchasing the basic tax software (I had always used the basic tax software because I do a simple stand deduction return). All this because I had a 1099-div statement. Well look out going forward - you just lost a life long customer.
February 27, 2015
Rated 5 out of 5 by love2roam Most anyone can do their own taxes
I've used turbo tax for 10+ years and it makes filing taxes fairly uncomplicated. The step by step reviews and guide lists help one decide what forms need to be filled out and all the calculations are done before you have time to even press "continue." The health insurance area was new and could have had a little more explanation, but the health insurance options are also new, and I'm not certain I always understand all the new plans. I will definitely use turbotax next year.
February 22, 2015
Rated 2 out of 5 by bannanas have been using TurboTax for many years, BUT!
will have to review TurboTax with other programs next year. Didn't like the extra hoops I had to jumbo through becaues I use an iMac computer. Can't even print or concert to a PDF file without going back to the intuit site. Really do not like that.
NOT TO MENTION THE WHOLE MESS WITH HAVING TO GO FROM THE DELUX VERSION TO THE PREMIER VERSION WITH THE EXTRA COST, WITHOUT ANY WARNINGS.
It is also a bother to pick an unchosen nickname to move along with this review. How stupid!
March 14, 2015
Rated 4 out of 5 by NHGuy1128 Satisfactory product
Intuit opted to take out funcitonality from their products forcing users to purchase a higher level (i.e., more expensive) product to accomplish the same return that could have been done with a less expensive product last year. Explanations for this change by Intiuit customer service reps were mediocre at best. It seems to be an attempt to increase revenue without actually having to raise the price of the individual products. After many years, it's probably time for a change.
March 15, 2015