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 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 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 Jaygissy Whew!?
While usually I am very pleased with the TurboTax product, this year's version caused a bit of frustration. In the many years I have been using TurboTax, I've never had a problem paying for in-program purchases. This year's version, the in-program purchase for additional state, and for electronic filing, simply refused to connect. And while there is a designed in work-around for this problem, thankfully, that provision makes it seem the program expected there to be a problem.
April 15, 2015
Rated 4 out of 5 by Bob3980 2014 Tax Adventure
Got all the 2014 Forms needed for filing this year's Income Taxes. Calculations and worksheets looked good as usual.
Just a little frustrating returning to completing the tax return after printing a form or amending an already completed form.
Do not remember this frustration from previous usages of Turbo Tax (Been using this software since they used to come on 3.5 inch floppy disks.).
However, I am more than satisfied that Turbo Tax helped me file a good tax return for 2014...
March 13, 2015
Rated 2 out of 5 by SIMLA40 Disappointed
This year I encountered problems starting with the feature change to the Deluxe edition which delayed me. I was unable to download and had to return the Deluxe CD to store and purchase the Premier CD. Then I continued to have trouble purchasing an additional State and had to contact support. Their Quick fix option did not work, so they had to do it. Then I was unable to file the additional state. I opted to just print and mail and filed the other two. So many issues this year.
February 28, 2015
Rated 5 out of 5 by OpaRW Consistent and straightforward
I have been using TurboTax since the early Intuit days when it was called MacInTax. It has always been a good, reliable product. Having access to the myriad of forms electronically makes life so much simpler. I considered this a green product as I no longer have to pick up, or fill in and mail, paper forms.
Once you have your information gathered it only takes a couple of hours to fill your information in, check it, e-file, and be done.
A much greener way to do taxes indeed..
March 15, 2015
Rated 5 out of 5 by toddinpal Lessens the pain of getting gouged
I've been using TurboTax for years and find it extremely helpful after having previously done my taxes by hand. It completely automates all the calculations, updates information in real-time, and fairly easy to use considering how screwed up our income tax laws are. The ability to download all the various forms/statements is huge. Not having to manually enter W2's, 1099's, etc., save an incredible amount of time and eliminates all the potential errors that could be introduced.
April 3, 2015
Rated 5 out of 5 by baseba11fan42 Confident calculations
After a couple of years of using an accountant, I went back to doing my own taxes the last two years because I couldn't see what added value the accountant was giving me compared to TurboTax. By the time I had all the info for the accountant, I felt like I could enter it (or better yet, download it) myself for a lot less money.
I feel like I have a better idea of what impacts my taxes when I do it myself. And I am relieved of the pressure of doing any of the math work myself.
April 10, 2015
Rated 4 out of 5 by HarrietinSC Premium TT
I normally purchase TT Deluxe. This year I purchased TT Premier because we had a house we rented part of the year then sold. We also sold my mother's house which was left to me as an investment when she passed. To add to the confusion, the two houses were in two different states from where we live. The program was helpful but I am going to have to wait and see if everything was covered. I am a big fan of Turbo Tax but this was a crazy year. Hope the IRS doesn't come to see me.
April 11, 2015
Rated 2 out of 5 by SlavB e-filing instructions misleading
E-file does not work with last year's PIN and last year's AGI info. New PIN is not possible to get online or by phone from IRS. However IRS telephone message indicates that PIN is not required and for last years AGI to enter $0 (even if it is not correct number) in order to e-file.
No explanation as why amortization for rental property changed from 27.5 years to 40 years. No explanation for accounting/amortization method of rental properties - not sure if selected right option.
February 15, 2015
Rated 4 out of 5 by Maintken Strong armed at the exit gate
Easy to install. Walk trough design is pleasant and allows you to sit down a while and work then go away to collect data or regroup and return later. I enjoy learning taxes by doing and have a better understanding how to plan and reduce my taxes when im done. I dinged it one start for all the new pricing tiers and nickel dime add ons at the end to file. The charges are excessive in my opinion and may cause me to bail on this product after 15 yrs of use if they remain next year.
February 22, 2015
Rated 4 out of 5 by pg17 Easy to use
I have been a Turbo Tax user for over 10 years. I think it is user friendly and has always made me feel secure about my return. I was very disappointed this year with the way the versions had changed thereby making it necessary to purchase the level above when nothing had changed from the previous year. I hope that this is not repeated next year. I will continue to be a loyal turbo tax user provided such changes don't continue in the future. Otherwise it is a very good product.
March 6, 2015
Rated 5 out of 5 by Traben68 Load Off My Mind
Turbo Tax asks all the right questions up front so you don't have to wade through needless forms that do not apply to your situation. They review everything that could be pertinent to your filing status. Anything that could flag a return for audit is reviewed and corrections are made if needed. The tax code is not something most individuals understand, however, Turbo Tax seems to have a very effective way of using the information the client gives to the very best tax advantage.
February 6, 2015
Rated 4 out of 5 by WillyDave Done at last
Overall Turbo Tax is easy to use and links to prior year data are very helpful. Still need to check all data transferred from prior year; this year one cell was not auto-loaded resulting in confusing results, but I was able to track the error and correct it by going to prior year data. Checks and e-filing was easy this time. It's more and more effective each year. The negative news reports earlier this year (January) didn't seem to affect me; TT must have corrected the problem?
March 4, 2015
Rated 1 out of 5 by TomF3420 Wouldn't print required Schedule A
In Arizona we might file Itemized deductions (for medical deductions not allowed by the Feds) even though we took the standard deduction on the Federal return. This REQUIRES a copy of the Federal Schedule A (filled out but not filed) to catch the portion of the Federal deduction that would be applicable.
I had to download a Schedule A from IRS.GOV and transcribe the numbers from TurboTax due to this limitation. This after spending a lot of time trying to do this from TurboTax.
February 22, 2015
Rated 5 out of 5 by Goatherd Turbo Tax Rating
1. The go-backs ( when you want to change something ) are not always easy. It does not tell you how far you have gone.
2. The help text is in too small a font.
3. The theft and casualty instructions are vague. Ordinary folks like me do not know what to do and the terms/explanations need more work
4. Otherwise, the experience is REALLY GOOD. This software has changed my filing habits and given me extra income and confidence. Our gratitude to your staff for making this possible.
February 8, 2015
Rated 5 out of 5 by quicksdraw Why did I wait so long?
I've always taken great pride in preparing my own returns with a big stack of 1040 instructions and a calculator. This year I decided to spring for Turbo Tax Premier and was astonished at how simple but comprehensive it was. Did my taxes - with a long list of itemized deductions, capital gains and losses, and an inherited IRA to boot - in just a few hours. The biggest headache was assembling all the paper. I'm completely sold - and will definitely use Turbo Tax again next year.
March 14, 2015
Rated 3 out of 5 by Paulmark More difficult than last year.
I used TTax Deluxe last year but in mid-process this year had to upgrade to Premier to finish.
I was a bit uncomfortable in both 2013 and 2014 versions with all the behind the scenes work going on. Since I could not check progress myself; I had to have faith the return would be correct.
When applying for E-file PIN my application was rejected three times even though it matched the 2013 return data. I wanted to reload to try again before calling IRS but the TTax link was gone.
March 29, 2015
Rated 5 out of 5 by 1HappyGal Awesome Customer Service Rep
Your customer service rep was very knowledgeable and patient with me and was able to get me past the glitch so that I could complete my filing process. He was very pleasant to visit with while the computer was doing its updating and etc.
I have used Turbo Tax for years and this was the first time that I have had to call for help. I was very impressed with the help that I received!! I will continue to use Turbo Tax and refer it to those I visit with regarding taxes.
March 29, 2015
Rated 3 out of 5 by notafaneither Easier to continue working with awkward approach than learning a new program. Would not recommend to new users. I hate the way it forces you to go to another screen on dividends and interest to enter simple data. Then when you get to itemized deductions and you would like to enter more detailed entries, you need to put your detailed data on an excel sheet to add things up and keep the detail. I hate the way it's difficult to get outd of the print screens, at least in windows 8.
April 2, 2015
Rated 4 out of 5 by Norm50 Good job!
In the past my income tax file was saved automatically every few minutes. This year for some reason it didn't get saved automatically which cost me about 3 hours of work that I had to do all over again. I've been using Turbo tax for about 20 years and this was the first year that that has happened. I search all over for the saved file and it was nowhere to be found. When did start all over again it left out the deduction I was working on and I had to search for it to put it in.
April 7, 2015
Rated 3 out of 5
by Millbrae2003 Good but improvement needed
Form 709 for Gift Reporting should be supported. It took me over 4 hours to complete the form by resorting to the IRS Instructions.
I'm concerned that I had to pay extra for Turbotax this year because I have a rental. Also the e filing fee to the state is a nuisance, although I did pay it because it saves me printing out hundreds of pages on my slow printer. However, I will be looking at what competitors offer next year in terms of value. Too bad; I've used Turbotax since 2000.
April 13, 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 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 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 2 out of 5 by bellinr99 Disappointed
This is the first year I was truly frustrated with your software. Though I am a CPA, I found myself having to do independent research of the IRS tax code to determine gain or loss on my rental that I sold. I purchased the premium edition because I thought it would guide me through everything, but it didn't. There were other similar annoying situations that required me to have to search for forms. Never thought I would say this, but I will consider using other software next year.
February 25, 2015
Rated 5 out of 5 by suzannestec TurboTax Review
After having gone to a service to file my taxes and having them take my documents and basically plug the numbers into a computer and then charging me a % of my refund I decided I was capable of using TurboTax and plugging my own numbers in and get all the money back. It's been great so far. For my peace of mind, I do pay for the audit defense just in case I may have misunderstood something, but it's a small price to pay based on what I paid for someone else to do the same thing.
February 25, 2015
Rated 5 out of 5 by rhpd2015 No Issues
I have used TurboTax for many years. For several years I helped beta-test the TurboTax software. I use the Premier Version because of our investments and IRA accounts. Because we have not had a mortgage for the last few years, the TurboTax software determined that standard deductions resulted in the largest return. I depend on TurboTax to lead me through the process, asking pertinent questions, to make certain that I receive my maximum refund, and don't overlook any tax changes.
March 11, 2015
Rated 4 out of 5 by PSSanDiego TTax review - 2014 tax year. March 2015
I have been using TurboTax for ~25 years, back to the old DOS version days. For many years I have purchased the Deluxe version - as it had all the features I need, and included the state program. This year (2015 for 2014 tax year), TurboTax intentionally deleted features from products and made an upgrade purchase required to get them. They literally had a customer-for-life, and they blew it! I am a customer they will lose. In the future I will consider other tax programs to try.
March 15, 2015