Rated 3 out of 5 by anyoldjoe hardcopy filing state
Because I owed state taxes, I was not about to pay to e-file them, so, when I got to that point, I answered that I would return to file my state return.
I found it confusing and difficult to get back to the point where I could continue the process to produce the hardcopies needed for my state return.
It kept wanting to take me thru the e-file process for federal which had already been done.
I eventually got it done, but it was far from clear how to do it.
February 25, 2015
Rated 4 out of 5
by caj70 K-1 problems for estates and trust
It is not clear how to enter estate and trust k-1 info regarding expenses on a liquidated trust (schedule e supplemental) and the 2 % AGI limitation. Apparently this goes on Schedule A as misc. You only go to business expenses and non of this falls under that. Also, hard to understand why the loss on the above K-1 shows up as a gain on the California return; but it is correct on the Federal return, as a loss. Not enough tax to worry about, but am curious.
March 15, 2015
Rated 2 out of 5 by RLCB Recording 529 Distributions
I had difficulty getting turbo tax NOT to tax my 529 distributions that I used for eligible college expenses. I entered the distributions in the income section and I entered the eligible expenses in the education expense section. When I entered the 1099Q from the university, I kept getting an error that I couldn't put a value in Box1 & 2 (billed and paid). I manipulated some numbers in order not to get taxed, but I know I'm going to get a letter about it.
April 8, 2015
Rated 4 out of 5 by Indiana8364 Overall good experience
I've used TurboTax and H&R Block in the past. I switched back to TurboTax last year because it has the best ability to import data from financial institutions. A huge time saver. Also TurboTax allows more entries for some types of deductions and therefore makes the data entry process easier. Overall it satisfies my needs very well and I will use it again because I have some unusual tax needs. If I had a very basic return I'd go with a cheaper alternative.
March 21, 2015
Rated 2 out of 5 by Jag94 Poor Customer Relations/Electronic Dowload
I had to return Deluxe because it would not complete my schedule D. Paid more for Premier, because the only option at time was to get $25 after I file. Later, I heard you would have upgraded online, but that was not offered when I needed it.
When I needed to down load USAA documents, it was in two parts , not available on the same day. When I downloaded the second part, it deleted the first part from my return. The correction took two more days. Not good
March 5, 2015
Rated 5 out of 5
by Ali2LA Clear Step by Step
My 3rd time using TurboTax, so this time through was a pleasure. First time was difficult, and second time I switched from doing two sets of Single into one set for MFJ, so that was more difficult too. Now that my prior year return was also the MFJ and was loaded in, this year was a breeze. I love the step-by-step instructions and the questions to make sure nothing is overlooked. I read some of the links to explanations and those help clarify the section.
March 21, 2015
Rated 5 out of 5 by mimack Very well done
This year went much smoother than in past years. Had a complicated tax year, but the software handled everything smoothly. Had very few issues with 'missing' information at the end. Imports went very smoothly, much better than in previous years. I put off doing my taxes thinking it would be a terrible chore, but instead it went very smoothly. Linux support would be nice. I have to keep a windows machine for the sole purpose of running turbo tax every year.
April 2, 2015
Rated 5 out of 5 by mark0909 The software application worked as intended
The software application worked as intended. I did not have any issues with entering data into the application. I had a few new items to enter this year, so I had the opportunity to see that the software application was properly designed for a user who had one or more atypical income sources. It appears the software engineering team did a good job on coding a couple of the little used or lesser used use cases that relatively few users will need to utilize.
March 26, 2015
Rated 5 out of 5 by happyhoop Get's easier every year!
I have been a user of Turbo Tax for over 9 years and it
gets better each year even though taxes get more complicated each year. The folks (and it is real live people that make this
product work) at turbo tax do a great job in keeping up with
all the confusing and complicated tax rules and laws.
THANK YOU TURBO TAX FOR MAKING IT POSSIBLE FOR
AVERAGE FOLKS LIKE ME TO DO MY OWN TAXES.. And the
icing in the cake is they get all the money they can back for you.
March 10, 2015
Rated 5 out of 5 by LAWNY Too Much to Think About at Tax Time
I can't remember when I did not use Turbo Tax. My wife and I were concerned this year because we relocated for a new job after the year started. We had moving expense, a home to sell and taxes for two states. With my experience using Turbo Tax I felt comfortable that the well supported software would get the job done. It certainly did and I learned a much about the tax requirement differences between states.
I will continue to use Turbo Tax in the future.
April 4, 2015
Rated 4 out of 5 by RickSTrcVwMdrdg 2014 TT review
Not enough explanation as to why certain categories are required. Form 1116 seems to have little expiation as to why errors may be present. This category of explaining other tax credits lack explanation support. Error reporting needs a clearer explanation on how to fix.
Overall though program is still quite reliable and I will continue to use Turbo Tax. User for more than 15 years. BTW- children are adults i.e. grown so question below is a bit misleading.
April 15, 2015
Rated 5 out of 5 by EJMorgan Fantastic--great enhancements for 2014 tax year
This is the 5th year I've used TurboTax. It's only gotten better. I loved the new enhancement this year (at least I think it's new)--being able to "flag" areas that I have questions about or need to re-review. Big time saver!
I am new to "investments" so needed some help from a friend to get it "right" the first time. Now it's a breeze. I love the way that TurboTax imports last year's basics and walks you through changes.
I think it's an excellent Value!
March 9, 2015
Rated 5 out of 5 by PsychH Makes the complex simple
As a long-time user of TurboTax, I am impressed how it seems to get even more user-friendly every year. I use it for my returns, as well as for several family members, and from start to finis it seldom takes over an hour with even more involved returns. My confidence level in TurboTax is incredibly high, and I appreciate how they have taken what used to be a pain in the rear and made it something I have come to actually enjoy. Flat out, a terrific product.
March 21, 2015
Rated 4 out of 5 by LCardinal Software Fine/Marketing Poor
The basic software was relatively easy to use, just like in the past. However, the packaging of the software was so confusing that I wasn't even sure I was buying software to file a tax return. The words "Deductions and Homeowners" on the package made it seem like it was extra software to be able to better compute certain special deductions, rather than basic tax software. Please go back to the simple, straightforward packaging with words like "Deluxe" etc.
March 5, 2015
Rated 3 out of 5 by jjjjjooooohhhhh Fedeal Govt Retiree Tax Return
Subject: Form CSA 1099R for Civil Service Retirees in TurboTax.
It was a nightmare working through the taxable portion of my civil service annuity. I finally figured out a way to do it.
In TurboTax (TT), leave Box 2A taxable amount field blank and continue. TT will use information from previous year’s return to calculate the taxable amount of the annuity for the year using a background worksheet. Incidentally, I could not find the Form 1099R replica in TT.
April 9, 2015
Rated 5 out of 5 by cnnjnnbnn Great Program!
I've used most of the tax prep software out there, and Turbo is by far the easiest to use. My only comment would be that the "yes/no" questions don't seem to be saved when I review my forms. Also, the constant scrolling to get to the next question is annoying. H&R doesn't require the scrolling. I discovered that it's better to buy the actual disk instead of downloading it off the internet. I had problems saving and printing when I used the internet program.
March 31, 2015
Rated 5 out of 5 by FoodPreserver Why I love Turbo Tax
I was able to do the taxes in the privacy of my home and had to explain nothing to anyone. It is very straight forward and easy to use.
I did all the taxes sitting in my desk chair. I use my Quick Books program and it is zip, zip; print copies and the taxes are done and e-filed, with the refund to be deposited.
I would never consisder using another tax program.
AND with purchasing the Audit Defense. I am relaxed and do not worry about having any mistakes!!!
April 8, 2015
Rated 5 out of 5 by kamaaina Always great.
Easy to use and inexpensive as compared to a tax advisor. I started using Turbo Tax in 1995 when self employed. My tax guy charged me something like $600 to do my taxes. This was after I gave him all business items broken out for the schedule c and my spouse had travel expenses outlined. Started using Turbo Tax and found it much better. Request in future can use the Deluxe version to do rental property and investments without having to upgrade and pay more.
April 11, 2015
Rated 5 out of 5 by NBIV Another successful filing
I have used TurboTax for several years and it could not be easier. I just buy the version that fits my tax situation for that year and everything is automatically transferred to the correct forms as I go along. The questions help remind me about available credits and deductions as I go. All of my information is automatically transferred from year to year and electronically transferred from all of my financial institutions so I do not have to enter the data.
March 10, 2015
Rated 5 out of 5 by JenChatBail Very user friendly
I trust TurboTax above any other tax application because Intuit has an impeccable reputation and I have never had a problem with the accuracy of my return. In addition, the price is right and so much more cost effective than having a big name tax preparer. In using TurboTax, I like how you have options to choose what you want to enter or have the application walk you through it step by step. The filing process could not be easier. It gets better every year!
April 12, 2015
Rated 5 out of 5 by Demote Most time on my records
I used turbo tax for 11 years and they went overseas to work. I set up a form that captured all my expenses and income in detail and sent the Excel spreadsheet to my CPA (recommended by a friend that had worked overseas) and let her sort out what was needed on the return. All correspondence was handled by e-mail. It took longer to handle the e-mails than it would have to fill in the data on Turbo Tax. $78 vs several hundred.
My advise is to use TT always..
April 7, 2015
Rated 5 out of 5 by GinT23 Import from financial information
I received a 1099-R from my financial institution and input the numbers in the program. Eventually (FINALLY) received a complete electronic file with all the necessary details. Imported that newest info, then reviewed. Discovered that the 1099-R had been entered a second time without a query regarding duplication. Had to manually delete the second entry.
THANKFULLY I detected the duplication. The program should have, at a minimum, asked if that was correct.
March 17, 2015
Rated 3 out of 5 by Cat6228 Difficulties with filing for a deceased taxpayer
Once I indicated that I was completing a return for a deceased taxpayer, it was painful to answer questions as if she was still living. The scripts should change to ask questions in the past tense. Also, due to federal regulations, I cannot e-file the federal return - so, there is no point in charging me to e-file the state return since I can't e-file it without the federal return! Now, I have to fight to get a refund on that e-file fee!! Very frustrating!!
March 23, 2015
Rated 5 out of 5 by kenrth Couldn't have done them without TurboTax
Turbo Tax makes a very difficult job very easy. I can download all of my income tax forms right from my investment company's web site, right into the income tax program, which saves me hours of work. This also eliminates the possibility of mathematical and other information mistakes on my part. Because of the complexity of my income taxes, I would not be able to do them without Turbo Tax.
It saves me many hours work and hundreds of dollars each time I file.
March 6, 2015
Rated 4 out of 5 by Dogman04 Looking forward to next year
Have used Turbo Tax since 1995 with exception of one year used another, what a mistake. It seems that Turbo Tax talks to you in phrases that you easily understand. There are no surprises as you are guided thru each section. As with all tax prep if you keep your records and data up dated all year long you can flow through the JOB with little frustration. I only wish there could be year long front end loading program so that you could enter data once a month.
March 30, 2015
Rated 4 out of 5 by Step25 Made a change for the worst
TurboTax has almost made filing a return enjoyable. "Almost" only because, after all, we still have to go through the filing process. I was very disappointed that TurboTax Deluxe no longer handles stocks, mutual funds, etc. I appreciate the free upgrade to Premier, but, hope I don't have to spend an additional $30.00 next year just for stocks. I hope you reconsider and re-add the stocks, bonds and mutual funds portion to Deluxe for 2015 and following years.
March 20, 2015
Rated 1 out of 5 by Gilligan143 First off the program changed for rental property. So I had to upgrade from Deluxe to Premier. I couldn't tell until I downloaded and ran the Deluxe. So then I had to get Amazon to refund me for the Deluxe, so I could buy the Premier. Then everything went fine until I tried to transmit the returns. Then I went into you need to update - you are update do loop purgatory. I'm now trying to load the software on another machine. But it is giving me problems too.
March 16, 2015
Rated 1 out of 5 by Vik137 Does not do efile
TurboTax failed to efile due to an EIN rejection, however they were the same EIN's as last year and there was no efile issue.
There are hidden costs and extra 24.99 to file state tax when it was supposed to have 1 free state tax filing with it ( I am the only one using it so no one else used the free file)
Now I have to print and mail, but of course the 24.99 is not being refunded.
I have used Turbo tax for years, next year I will be using something else.
April 11, 2015
Rated 5 out of 5 by Word88 No refund, but at least saving money w/TurboTax
This is a very easy to use product I would recommend to everyone that would like to save a decent chunk of change by not paying others to do it. Especially if you have extra forms (former business owner) that need filled out. That's where the walk in places gouge you.
Great for 2nd time TT users as well, because of the carry over of information. Saves time, next time.
I never expect a refund , but save probably $300 to do with this product. Good Job TT!!!
April 12, 2015
Rated 5 out of 5
by PietroBeretta Like a good friend, always there!
I've used Turbo Tax since 1995, and just like a good friend, year after year, this programs has always guides me through the maze of ever changing Tax system, riddle with confusing legalities and interpretations that may lead you to a world of financial perils. My Thanks to all of you in Intuit for doing all the hard work, and making it possible for filing my taxes in a timely manner, accurately, and saved for future retrieval in simple and elegant formats.
April 15, 2015