Rated 3 out of 5 by TJLNDL More Difficult than past years.
Usually I'm a big fan of turbo tax, I have used it for the last few years. But this year, I had to purchase the state separately instead of having one free state. Also, to use my credit card, I had to pay an additional amount. I felt like I was nickeled and dimed after the initial purchase.
I do however enjoy the convenience of Turbo tax leading me through each step, the overall check at the end before sending and the fact that I don't have to do all the figuring myself.
April 10, 2015
Rated 3 out of 5 by DrDoog Worked but had some issues.
Improved over last years version. In 2013 they had a major bug in handling mutual sell and transfer of information that made me file by mail or request an extension and wait for them to fix the bug. This year this has been fixed and worked great. The only issue I had was that there was a bug in the Mississippi form on tax interest. This would not let me e-file, but I was able to delete the form, since I did not owe any interest. I don't think this effects too many people.
April 13, 2015
Rated 5 out of 5 by C7Z06 My 2014 Turbo Tax Experience
My experience is that this Turbo Tax product improves each year that I use it, and this is the 5th consecutive year.
I am very confident that my tax returns are accurate and will withstand an audit. The tutorial format is easy to work with, and helps me to include tax items that I may have otherwise forgotten.
I used to have a CPA do my taxes and never felt this confident. So now I have complete confidence in my tax returns and have saved myself several hundred dollars!
February 19, 2015
Rated 5 out of 5 by ottermom41 All good except for sales tax
I've used Turbo Tax for many years. It always take a while because I always have to export my financial data to spreadsheets and then move data around to come up with the figures that are requested.
I take the sales tax deduction because I don't pay much state income tax. It is difficult to know how to answer the rate question because some of my shopping is done in Kansas, and within, Missouri, there are multiple local taxes and special taxing districts with add on fees.
April 14, 2015
Rated 1 out of 5 by teledan no happy
I am assuming that you did not do your home work on Royalties from gas wells.
so right off I had to pay an extra 30.00.
then when I go to file I now have to pay another 35.00 to file
so that is 49.99 + 30.00 + 35.00 = 114.00
I saw where I am suppose to get 20.00 back but I will believe that when I get the check.
I have been using Turbo tax since it 1st came out and sold all family on it and many customers.
but I think I will have to try something else next year like H & R
February 7, 2015
Rated 5 out of 5 by Taxesfiledyeah The ease of paying taxes
Loved being able to import last year's info and get a history of my taxes. Loved the fact that whenever I had a question, I could click on more info. Loved the fact that Turbo tax gave me advice on which aspects I needed to focus on and which were uncommon for tax filers. I also greatly appreciated the audit review and being able to know that I hadn't missed anything or made errors.
I've been using Turbo tax for years and look forward to doing so in the future!
April 11, 2015
Rated 4 out of 5 by UncleBert Push that OX-BOW
It was my 5th year with TTX-Premium. In previous versions, the links with the previous year data was smooth an automatic. This year it was buggy and not well-integrated. Maybe my copy of the program was corrupted.
The Louisiana tax program has not been satisfactory for me. This year it failed to include the correct taxable income in the estimated tax worksheet. I went through the entire package to make the corrections. Having access to editable PDF forms was appreciated.
April 10, 2015
Rated 4 out of 5 by Kath4555 Great program!
Turbo Tax's Federal program is outstanding.
The State Programs, when you have to file in more than your one residentiall state, are not very good about explaining when and why you make adjustments to one or the other in order to pay the appropriate taxes to each state without paying double taxes to both states. The two state programs I use are CA and AZ; always wonder after I file whether I answered TT's "fill-in" questions correctly, but overall, very good tax programs.
June 18, 2015
Rated 1 out of 5 by Dad99 Done with Turbotax
Free e-file, and $25 for state e-file, not too bad. But if I want to deduct the fee for the state filing from my return, I get another $35 fee. With the cost of the software I end up paying $120. And what kind of professional support is it when other users are the ones answering my questions? I might as well ask around at the gym for tax advice. And then there's the whole thing about Deluxe version that I've used for years and now I need the Premier version for more cost.
April 14, 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 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 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 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 4 out of 5 by Sujan Easy to file
Issues I saw with my filing:
While updating the RSU transactions, I entered wrong data once and when i updated the data i didnt see the update happening. So i had to go to the form and manually update it
I opted for AuditDefense and chose the pay through refund option since I was getting state refund. but I wasnt getting fed refund but still it was showing me that I will get fed refund. It was too confusing. I had to then purchase audit defense first then did the filing.
April 13, 2015
Rated 1 out of 5 by JQPublic8760 Why do I keep using this program
Bought the Investment version of the software. It was misleading me about what most people do in a couple places. It says most people do not track the cost basis of a traditional IRA. It also said most people enter a tracked value of 0. It seemed to skip over asking me about 1099-R forms.
I plan to switch to good old paper forms next year. My tax situation is the same year after year, and Intuit keeps charging me $45 each year for no new features and virtually no support.
April 13, 2015
Rated 4 out of 5 by Nut4wine Good, Relatively Painless, could be better
I've been using TurboTax for many years and at this point, it would be painful to switch. The year to year tracking (carry overs, IRA, etc.) is very helpful and worth the price. It's gotten better over the past few years in handling employer stock options and restricted stock or restricted stock units. That's *very* nice. However, there's a real trend to minimize the help included with the program. Most queries go to Intuit's website and I don't particularly care for that.
April 15, 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 PDEL No headaches
TurboTax is the easy way to file your taxes. This year (2014) my Federal and State tax returns totaled 88 pages (including all the required work sheets). This would have been a monumental headache if I had to prepare each one manually. Fortunately, TurboTax had compressed this IRS nightmare into simple to answer questions, from which the software program generated the needed filing documents. Until the country introduces a flat tax system, your best bet is to use TurboTax.
April 14, 2015
Rated 5 out of 5 by Earsesquire A wonderful support
I used Turbo Tax for several years prior to engaging a professional tax preparer for two years. I found it more difficult to find all of the information that the tax preparer needed than to use Turbo Tax which guided me to all of the necessary information. Returning to Turbo Tax this year proved beneficial (due to its guidance) and it seemed as if the instructions were even more friendly which assisted in taking some of the stress out of gathering the required information.
April 16, 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 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 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 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 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 Baerbel Foreign Pension Plan Reporting
I have used Turbo Tax for many years happily, however, this year it would not let me e-file because form 1099 R - on which I need to report Foreign Pension Income - does not accept foreign address information nor would complete without Fed ID - which is not available.
Help Community suggested various options but none of them work for e-filing, what a shame - and it did not make me aware of it until after I had paid for my State return e-filing.
How do I get my money back???
May 29, 2015
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 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 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 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 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