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 2 out of 5 by marlinfan Cost is getting too high
Really unhappy (actually pretty darned mad!) in finding out after the fact that the Turbotax Deluxe did not include the basic forms needed to report Investment performance. I had to pay extra for this feature which pushed the cost to nearly $100. In addition I had to pay another $30 to email my state returns.
This is a great product but one that has now forced me to look at different options that are less costly, like H&R Block, for next year.
March 26, 2015
Rated 4 out of 5 by Arizon Missing Forms and Worksheets
We've been using Turbo Tax for years. Since I worked for H & R Block many years ago, I pretty much know when something is added or missing. The interview has improved a great deal over the years, however, some questions are difficult to determine which way to go on the answer. I can tell when a form is not fully filled out or missing altogether. The Error Check is very helpful. But I really like the program and the growing features. Thanks, Ron
October 15, 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 4 out of 5 by TTAX4ever Rocked My Refund
I have been using Turbo Tax for over twenty years. It is always my first choice. This year, i almost switched. My frustration was the changes from the different versions. I have a basic return, and have always purchased the same version. This year, I needed to upgrade to complete one of the sections! Intuit, you have a great thing here, the wheel wasn't broken, why fix it? People will buy it simply because your product is great and easy to use.
June 30, 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
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 KimofromIA Worked OK with a few exceptions
Been away form TT for a few years, decided to dump my high priced CPA and go back. Program worked well. Learned a few things. Import of brokerage and W2 info was excellent.
When entering my e-mail to file state, I messed it up and after correcting it TT continued to disallow my correct addresses. After a few tried I finally got it by making both email windows totally blank, hitting continue and then filling them in again when it rejected them.
March 18, 2015
Rated 4 out of 5 by Knitter31 Hard Day's Nite
It took me less than an hour to do my US taxes but because I was unaware of the special requirements for the foreign tax credit I did it according to the guide and spent several hours searching for the reason that it was not working. A warning should precede the guide that even for one category of income the largest credit has to be listed first!!!!!! Also once it is done wrong ,it is hard to back out of the program. Needs a "start over" button.
April 2, 2015
Rated 4 out of 5 by SnidelySnort Almost there . . .
Besides the fact that I don't know if I really did my taxes right due to the complete lack of transparency in Turbotax, I admit Turbotax IS easy.
This year however there were some questions / entries that I could not understand. I have a Ph.D. in English and am logical, so I know that in several places the directions were not possible to parse. In those cases, I just guessed. The only way you could improve this is to get more people to test it.
August 3, 2015
Rated 3 out of 5 by 2014peanut Refund process can be improved
I always use the walk through method and verify my information a second time. I did notice there were several sections that not all options were there the first time. When I verified I notice the other option for that section would appear or vice verse. It would be awesome if all information could transfer over if you want to see filing married jointly would save you more money. It is time
consuming to re-enter all you information a second time.
September 7, 2015
Rated 5 out of 5 by tommyde Another Year Of This
Turbo Tax is the only way to do taxes. It knows everything even if you think you know. The ease of filling out the forms can't be matched. Certainly not by hiring a tax professional to do it for you at a much higher cost. Printing this year seemed to be much easier as I've had problems with the printing in the past. Having the security of knowing that Turbo Tax is completely up-to-date with all the latest tax changes lets me sleep well at night.
February 28, 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 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 5 out of 5 by Jmott51 Satisfied again.
Everything was great in filling out my Federal and State forms. Well laid out and easy to understand. The only confusion part was using your method of deducting the State Filing fee from the federal refund. It was expensive almost $35 and I had to fill out one form twice. It maybe was because of federal guidelines. Why not use the State refund to pay the fee. Next year I will just send the State in by mail, much cheaper and easier, no confusion.
April 5, 2015
Rated 5 out of 5
by jsek TurboTax 2014, EXCELLENT with one bummer
TurboTax has always been 5-star and I have used it for years. My prior year info transfers seamlessly. Anything that is not obvious I can always solve by posting a question on the forum. I do have to say that for a person with only a small amount of capital gains, it was a hardship to have to buy Premier this year instead of Deluxe, which has always covered me in the past. I would consider a different vendor next year for financial reasons only.
March 27, 2015
Rated 5 out of 5 by SFA1971 DEPENDABLE AS USUAL
I like most everything about the program . I like it better now, when I choose the option to look for things you know you need, instead of looking at everything.
The only thing I don't like is when you type in a zip code, the city doesn't pop up.
I volunteer to do taxes for the AARP and we use Tax Wise and it does have this feature, It also will show the information about a business, i, e, name, address, etc when you enter the EIN number.
February 28, 2015
Rated 4 out of 5 by LavonaGrow Regarding filing state taxes. The screen were you offer the additional coverage auto populated with the product with no option to say yes, or no thank you. It was confusing. I hit continue to see if there was further instructions on purchase or declining and there wasn't but the preview of the amount charged only showed the filing fee. Make it clearer - provide an action yes or no so we can move forward with confidence rather trial and error. LG
April 20, 2015
Rated 4 out of 5 by ljfpaf No so great this year.
Entered numerous capital gain transactions. Some got bumped from D to E LT Gains. Couldn't use program to move. Had to reenter. People with similar problems had waited 29 days for response to inquiry. And still didn't have it.
Schedule K-1 had an entry on foreign interest expense allocation. Entered all data from K-1 but program was looking for a foreign source income allocation I did not have and it would not explain in more detail.
March 23, 2015
Rated 5 out of 5 by RobStaff Robert's 2014 Federal Tax Return
I have used TT Deluxe for many years and it contained all of the schedules I normally used. The 2014 change in format was an unpleasant surprise but the TT Premier update provided these schedules and facilitated swift completion of the return, especially with its reference to the prior year return schedules. The program provides a consistent means of updating or changing personal information, income and expense items, and making any corrections.
February 24, 2015
Rated 4 out of 5 by UrantiaReader Good Product
I've used TT for 15 years. I continue to enjoy the Step-By-Step ease of use with the option of going directly to the forms. I find it very useful that TT imports info from Quicken and from last years tax information.
I was very upset about having to pay extra for an upgrade, until Intuit made it right without extra cost.
I really miss being able to print off a Two-Year Comparison and the Tax History Report that was available in previous years.
February 4, 2015
Rated 5 out of 5 by MsPeters Customer Support was Excellent!
As a first time user of Turbo Tax, I was a little apprehensive if I had the knowledge to answer the tax questions I usually pay someone else to answer. I learned that Turbo Tax was easy to use and walked me through step by step of the filing process. I had to call the customer help desk twice and both times the agents were helpful in promptly resolving my question to my satisfaction. Will use this product again in the future. Thank you Turbo Tax!
April 12, 2015
Rated 3 out of 5 by ragerry33 Proofread your programming
In several instances the program asked me for a response, the frame for the question and response came up on the screen, but it was blank. The program would not continue until it received a response. In other cases I got into loops in the questions that were difficult to get out of. One situation that was a headache was the fact that I totaled a car and used the insurance pay out to buy a replacement. The program simply could not understand this.
April 13, 2015
Rated 4 out of 5 by TDFJ Successfully used the product, but
I have been using Turbo Tax Deluxe for many years. Even in the years when I had sold some stock and/or real estate. This year Turbo Tax made me buy Premier instead of Deluxe, which I had used for years, just because I sold a few shares of stock. I can't see where the 2014 Premier had anything more of benefit to me than the 2013 Deluxe did.
Had some problems with getting to add supporting details when adding utility expenses for the rental condo.
March 6, 2015
Rated 5 out of 5 by cornet89 pretty good first time experience
I did my taxes online last year and I thought it couldn't get any easier. This year when I knew that I had a lot more that was going to go into my taxes and decided to use turbo tax to file, I was pleasantly surprised at how much better they have made it. I was walked through my whole tax experience step by step and I could not be happier with my decision. I received a larger return than I thought I would get and it was due to turbo tax software.
February 21, 2015
Rated 5 out of 5 by BigAl007 Long Time Turbo Tax User
Turbo Tax is a great way to file taxes. It is easy to use and remembers my tax situation from year to year. So, it is easy to compare this year to last year details and make sure I am claiming the same items. The process is step by step and easy to follow. Turbo Tax opens right to where I left off if I have to close the application and come back to continue at a later date. This was my 12 year using Turbo Tax to file both federal and state taxes.
March 24, 2015
Rated 4 out of 5 by Gatorman324 90% good
Overall the standard items worked quite well, as usual. Downloading 1099s and investment/capital gains information was a big help. Most difficulty came when navigating partnerships/K-1s/Capital gains that sold this year. Some Form 8949s that were entered improperly early in the process could not be removed from the list of tax forms. However it appears that the calculations on those forms may not have been included in the final tax calculations??
June 9, 2015
Rated 4 out of 5 by JPerr Great, but two areas to improve
Stock Option Exercises: my benefits broker does not issue a 1099B, but rather a summary of activity. I had to go to on-line help to figure out how to get prompted by an interview. I suggest there be a question added in the main interview to lead to the special handling steps.
NY State taxes - I kept trying to figure out how to check direct deposit, then on-line help said wait until you file. That should be clarified in the tax payment interview.
April 7, 2015
Rated 2 out of 5 by Supprized Bring back SchD to Deluxe
Only realized Turbo Tax no longer had ability to file schedule D using Deluxe after purchasing, installing and beginning return. Had to purchase Premier and experienced problems with the install. Was ready to switch to another product after using Turbo Tax for 15 years. What changed my mind was the great customer service provided by Micaela. She worked with me to resolve my install issues. Restore ability to file schedule D using Deluxe for 2015!
April 14, 2015