Rated 4 out of 5 by WaynesWorld37 Rocked Wayne's World!
I have reported this in the past, but it still is a problem. My Non-Qualified Stock Options are entered as income and taxes taken out on my W-2. When I follow TurboTax's instructions for entry of this information, I get taxed again by the program. I have to manually over-ride the entry to show as a Loss due to the fees for the transaction. This has always been an issue with TurboTax. It could be fixed with one additional question - Was this transaction included in your W-2 Earnings?
February 28, 2015
Rated 5 out of 5 by sabree WHEW IT'S OVER FOR A YEAR ~ THX TO TURBOTAX
Preparing taxes is brutal, so no way i'll ever like it. My feeling is no problem paying taxes, but the IRS should have to figure out what we owe....
Turbo Tax is what I've used the last 4 years, as accurate as any of the CPAs I've used who don't refund me their large fee when the IRS finds their errors.
I apparently needed the Premium version this year, and in the midst of preparation, they dowloaded it free and quickly, what a nice bonus to not make me stop and thing much about it.
March 8, 2015
Rated 4 out of 5 by CharlesPasley Great except for one thing
I have used TurboTax for years and have always been pleased with the product. My one problem this year is that I could not use the program on my Mac Mini because it was not compatible with the version of System X hat the Mini uses, so I had to prepare the returns on the laptop (which is newer), and the laptop is not connected to a printer so I could not print a copy of the returns. If I could have used the product on the Mac Mini, I would have given the product 5 stars instead of 4.
March 18, 2015
Rated 4 out of 5 by RodQuart Big Help Filing
I have been using Turbo Tax for many years. It is great to have control over the filing of your own taxes, time, privacy, etc. This year we had to file for 2 states (we had moved in 11/2013 and had some withholding go to a state we hadn't lived in in 2014. Just a little thing, but because I had to file in two states in order to get the refund needed to pay in our domiciled state, I had to pay extra for an extra state....a little thing, sort of, but didn't like to do it all the same.
March 18, 2015
Rated 2 out of 5 by bergb should be more
I have used Turbo Tax for two years in a row. I was very impressed with Turbo Tax last year, but this year I spent more on the program because some very basic forms were not included in the level I purchased last year. This was rather unsettling, and I'm probably going to take my taxes to a preparer next year because it will cost about as much and save me time. So I will say "Good Bye" to Turbo Tax after this year until such a year when the program will again save me money and time!
March 20, 2015
Rated 2 out of 5 by gs10 1) Fortunately I knew to look for the foreign tax credit from past versions of TTax. It did not give me those dialogs/options the first time through. Once I found how to trigger it, it save me a LOT in taxes. 2) Having to upgrade to Premier when I have used Deluxe for years in the past was frustrating, time consuming.
After using TTax for over 10 years, I was frustrated enough that I may look for other software next year. I need my tax software to be reliable, consistent, accurate.
March 28, 2015
Rated 2 out of 5 by mur04005 dissapointed
We bought the premier because we have some investments and the other options weren't allowed with our investments, although in prior years we have used deluxe. So we broke down (we do have investments but we are still have a very low income) and paid the $69 for premier (on amazon). I thought it would include the state tax...it does say includes 5 federal returns and 1 state return...low and behold I had to pay an additional $24 to file my state taxes...pretty frustrated about that!
April 1, 2015
Rated 3 out of 5 by Chuck783948 Bad year for turbotax
This year, Turbotax changed the contents of the Deluxe version and were not clear in their packaging. As a result, I had to upgrade to the premium version. Evidently, they realized this mistake and offered a $25 refund. They made the refund hard to get and it did not cover the entire cost of the upgrade. My taxes are relatively simple and they seem to be a high cost option. I will be reviewing my use of TurboTax next year (primarily based on cost). There are other very good options.
April 5, 2015
Rated 5 out of 5 by JoeKl Over two Decades of using TurboTax
I have been using Turbo Tax for over twenty years now and find it amazingly user friendly; very intuitive to use. I like the ability to switch between Interview mode and Forms mode as is best and simplest for me to complete my returns. Of course e-filing makes it all the easier to complete the task. I also like the ability to save the full return as a PDF file and usually refer to the PDF file several times during the course of the year, more so when preparing my next year's return.
April 6, 2015
Rated 5 out of 5 by HRNerd Better and Easier Than Ever to Use!
Same great format with some added perks.
I like how easy Turbo Tax has made the health care section. A few clicks of a button and I was done. A friend told me she tried the paper forms and gave up.
Your explanation that the HSA contributions labeled as "employer contributions" also included the employee contributions was a life saver. I was concerned my company had messed up my W-2 but after reading your explanation, which included some humor, I had no more worries.
April 9, 2015
Rated 4 out of 5 by SkyeDad Long Time User of TTax
I have used TTax since the DOS versions (15+ years?) and find that it handles all of my tax issues including brokerage transactions, retirement income, rental property, etc.
However, it seems that for some years, while TTax will allocate rental property income and expenses according to my percentage of ownership, it does not allocate depreciation in a similar way. It appears to give me 100% of depreciation regardless of the % of ownership. Forum comments have confirmed this. Messy.
April 9, 2015
Rated 4 out of 5 by karenlc112 Taxes complete
I formerly had a more complex tax situation due to a business, and could use the Deluxe program for both the business and investments. This year, I had far less information to file, and had to pay more for the Premier so that I could manage investments. The Deluxe should be able of managing both businesses and investments, as it has been for the many years that I've used TurboTax.
Otherwise, the product remains a good one, and I was able to complete my taxes without much difficulty.
April 10, 2015
Rated 5 out of 5 by TTub 2014 Return
Most individuals/couples will find TurboTax extremely easy to use. Questions are easily researched/answered and only those with situations outside the norm will have any difficulty requiring additional help. And I suspect the upper-level versions will cover most of those situations. I did not like that I had to upgrade to the Premier version because of just one non-normal form (K-1). The upgrade was free this time but future upgrades will not justify the cost for just this one form.
April 15, 2015
Rated 4 out of 5 by hwaters439 easier step-by-step
I've used TT for about 20 years and the consistency is nice. The way the 2014 version stepped me thru each area was great.
However, I'm familiar with the forms themselves and I found not being able to see them until the end was annoying. I'd like to see the old Forms tab added back next year.
Also, it would have been nice if I could have previewed Sale of House to determine if I actually needed to upgrade to Premier before I wasted money on it because my Cap Gains could be excluded.
April 15, 2015
Rated 5 out of 5 by KimU11 Love TurboTax!
I've been a Turbo Tax user for years. I love the tool, and it has saved me countless hours versus the old paper filing. I've love the peace of mind I get with turbo tax. And if I need help, I can get it.
One suggestion: even though the tool has (rightly) figured out that I don't need to file state taxes since I'm in Texas, right before the file, it reminds me about state taxes again. I would recommend that this be skipped - it's a bit annoying. But other than that, it's a great tool!
February 28, 2015
Rated 5 out of 5 by Anacletus Great tax program for a tough job.
This was a difficult tax return. Lost my templates when my home computer died. Had to learn some new programs to work out new templates for my own record keeping and finally had to update my laptop to run TurboTax.
The return itself was somewhat complicated as we moved our investments around, sold some, changed accounts, etc.
As usual (been using TT for several years) once things were finally lined up the program walked me through fairly easily.
Appreciate TT. Plan to use it again.
March 27, 2015
Rated 1 out of 5 by rogerjoseph absolutely terrible Today is the 18th and the program is stipp going in a circle and will NOT let me filemy return. Will not use again and will advise others not to use it .
Refer to service files 411271660 and 411381694. The people were excellent.
I work during your hours of operation and cannot try to get this done during that time. I finally mailed both federal and state forms,; after paying TurboTax. the program is so good that my name is rejected "can only be letters or numbers"
April 18, 2015
Rated 4 out of 5 by PoppieC Relief to have Taxes Complete
I have used Turbo tax for many years up until 2013 it included a self employed business activity with my wife. With out the business, the input is easier and only required the Deluxe.
I am very please to use Turbe Tax.
I did have some difficult with an account name change after my wifes passing and going to a simplied Deluxe system.
I also thought that State was free this year but that did not appear to be the case.
Thanks for assisting to provide the "Relief to have Taxes completefd."
February 26, 2015
Rated 4 out of 5 by edger13 Clear & Easy EXCEPT ...
Having to upgrade from Deluxe to Premier in the middle to enter 1099B info was a hassle. Looked like it would be straightforward online, but didn't work. Had to call support. He was helpful and I had my upgrade within a few minutes, but that was after waiting for 20-30 on hold.
It wasn't made clear (to these old eyes, at least) on the display where I bought TurboTax that Deluxe was no longer adequate for my purposes (i.e., including sales of stocks), as it has always been in the past.
March 11, 2015
Rated 3 out of 5 by MADMANMANZUK OK, BUT NOT GREAT
USED TURBOTAX ANNUALLY SINCE 2010 OR BEFORE. PRICE KEEPS INCREASING WITHOUT EVIDENT INCREASE OR IMPROVEMENTS IN FORM OR FUNCTIONALITY. IN FACT, CALIFORNIA STATE RETURN WAS MORE CUMBERSOME AND CONFUSING THAN PRIOR YEARS.
2013 FED RETURN WAS REJECTED BY FEDS DUE TO IDENTITY THEFT ISSUE WHEREUNDER THIEF FILED EARLY CLAIM FOR REFUND, VS OUR TURBOTAX FILING TRIED TO E-FILE TAX DUE PAYMENT. TURBOTAX AS NO HELP IN GETTING US TROUGH THAT VERY UGLY AND TIME CONSUMING RETURN CORRECTION PROCESS,
March 28, 2015
Rated 4 out of 5 by FONAVPER Reliable Product
While I found the software as easy to use as in past years, I was disappointed to learn that I could no longer use the Deluxe version to do my taxes as I did last year and had to buy the new Premier version although no major changes occurred in my tax situation in 2014. I was annoyed since I didn't realize I needed the Premier version until I brought the Deluxe version home. It would have helped if intuit had provided a sales information phone number either on line or on the packaging.
April 1, 2015
Rated 4 out of 5 by MattieG Another easy tax return process
Another tax return process done, thanks to TurboTax. Walked me through everything again. This year I had a Form K-1 for Partnerships to include. Without TurboTax, it would have taken all day. I was somewhat disappointed in having to "upgrade" this year (and pay more) for the Premier version with no real changes in my tax year. Intuit should have warned their loyal customers in advance instead of springing it on them at the retail outlets with no warning (or at least from I could tell).
April 5, 2015
Rated 5 out of 5 by JCO123 30 Years of TurboTax
I have always dreaded doing my taxes; all that work and at the end of the process my reward is "being permitted to contribute to my government." The incentive is less than compelling. However TurboTax, though not really giving any incentives, makes the whole process about as painless as tax filing could be. It's organization of the tasks is as near to my thought processes as it could be. No wasted time trying to figure out the program. Whatever I need, whenever I need it , there it is.
April 6, 2015
Rated 4 out of 5 by jerry61 Switch requirement
When I was notified that my Deluxe edition was being shipped, I was not told that the Premier edition would be required for forms that previously were available on the Deluxe
edition. I did not know this until I was filling out my returns on
the Deluxe edition. I'm glad you made the Premier edition available for free so that I could continue my work or I would
have been really mad. If I have to use the Premier edition at a
much higher price, I will shop for a different brand next year.
April 9, 2015
Rated 1 out of 5 by joel829 Good tool but not worth upgrade
I have been a loyal user of TurboTax for many, many years. I have always found the tool easy to use and very intuitive. I was very disappointed and frustrated that I had to purchase the premium version this year to handle my limited schedule D items where the deluxe version would always do the job in the past. Sadly, this is likely my last year as a turbo tax user. There are alternatives that will work for my simple return and I intend to explore them. I recommend everyone do the same.
April 12, 2015
Rated 2 out of 5 by musker Turbo tax premier did not work for the state taxes
I really like the Turbotax product as I have used it for several years, but this year 2014 the state portion in the premier version did not work and I had to file my state taxes manually. It appeared to be stuck in a loop and never went into the state tax portion. I tried all of the suggestions to fix it and nothing worked. Turbotax had a better product last year (2013) with no problems. 2014 Turbo tax premier should be giving a refund for it NOT working correctly for the state portion.
April 15, 2015
Rated 5 out of 5 by GCBrady 33 years of success with TurboTax
I have used TurboTax to file my taxes since 1982. It has made a very complicated process possible and saved untold $thousand in tax preparation expense. Over the years I have used both step by step and forms methods. We rent a room out in our house. I have found TurboTax does not support the split out of expenses against the rental income and otherwise deductable expense such as Mortgage Interest and Property Taxes. I would hope this special scenario would be address in future releases.
March 12, 2015
Rated 4 out of 5 by pyrithione Decent for refunds, user interface needs work
I'd recommend getting some more people to test out the interface before you deploy it to the customers. Some of the controls aren't exactly intuitive and there are several pages where I'd go back and delete information (so that it doesn't show up on the screen) just so that it would pop up later on during the return.
If something gets deleted, just delete it out of the system. It's really confusing to make a mistake, quickly delete some information, just to see it pop up somewhere else.
February 25, 2015
Rated 4 out of 5 by eFileStateNO $20 to eFile State???
I LOVE Turbo Tax, and won't use anything else, but COME ON Turbo Tax, IF I am getting less than $20 back from State, WHY would I pay that much to eFile, AND if I OWE $$ Why on EARTH would I pay even more to eFile. If you can write software to translate onto my tax forms what I am being credited for by donating a shirt to the goodwill, you certainly can write in to the programming that I NOT be offered the "opportunity" to eFile and pay even more money!! Think about the logic there?!?!?!
March 3, 2015
Rated 4 out of 5 by Dave0987654321 Good Product
Works well and is well worth the money but every year something that should be very simple always seems to fall through the cracks. This year it is in the charitable deductions. It allows and actually suggests using "VARIOUS" when there are multiple donations to the same charity at multiple times. Then in the review it indicates that "VARIOUS" is not allowed and you must go back and put the date in for each donation. Various should not be allowed as a choice when in the deductions area.
February 25, 2015