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
Rated 4 out of 5 by oldftchand Generally good, but
Everything is pretty good except the handling of foreign tax credits. The mechanism for filling out Forms 1116 is even more messy than the form itself. I've had repeated glitches with the convoluted process that involves "linking" worksheets to copies of the form, and trying to do things more quickly by overriding idiotic steps in the form creates an "error" so that you can't e-file. If you have a complicated foreign tax credit situation, you may want to try another program.
April 15, 2015
Rated 5 out of 5 by TurboTaxer66 Turbo Tax Excels for more years that I can count.
With the start of my first real job I dreaded tax season. I never had time to "go see someone" or when I did I seemed rushed. I took a chance back in the 90s on Turbo Tax and haven't looked back. Every year I don't dread tax season, I just spend a short time working on them once I have all my information and Turbo Tax does the rest. I was also happy to say I was the first person I knew who e-filed when Turbo Tax made it available those many years ago. Thanks again Turbo Tax.
April 9, 2015
Rated 5 out of 5 by ChuckfromPine Turbo Tax never lets me down!
I've been using Turbo Tax, every year since 1995, and have never had a problem with my returns. It gives me the freedom to select my own path. I can good step by step like a tutorial, or just address the areas that I know from experience are the only ones I need to be concerned with. The best advantage to using Turbo Tax, year after year, is that it pulls up my previous year's returns and automatically brings forward all the important areas that have multi-year implications.
April 10, 2015
Rated 4 out of 5 by JBDBR Generally Happy
I am generally happy with Turbo Tax. The instructions are easy to follow and you can go into whatever depth you want on a particular part of tax filing.
I did not like having to go to the Premier version for completing some straight forward investments that I have. I had no complex stock transactions etc. so I shouldn't have to use the higher priced version of Turbo Tax. This year it was free but I hope in future years they will restore this capability in the deluxe version.
April 6, 2015
Rated 4 out of 5 by Wonlife Effcient Tax Prep
I have used TurboTax for many years. It continues to provide me, a non-tax person, a way to efficiently prepare and file my taxes. My biggest issue is the high cost ($24.99) they charge to e-file your state return. E-filing is better for all sides and we should not be charged such a excessive fee. I will most likely continue using TurboTax in the future as long as they bring back the stock sale options to the Deluxe edition. This year you had to purchase the premier edition.
April 14, 2015
Rated 5 out of 5 by love2roam Most anyone can do their own taxes
I've used turbo tax for 10+ years and it makes filing taxes fairly uncomplicated. The step by step reviews and guide lists help one decide what forms need to be filled out and all the calculations are done before you have time to even press "continue." The health insurance area was new and could have had a little more explanation, but the health insurance options are also new, and I'm not certain I always understand all the new plans. I will definitely use turbotax next year.
February 22, 2015
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 1 out of 5 by CccEeeSss GREATLY DISAPPOINTED!!!!
I have been a loyal Quicken & TurboTax user for many many years. I regularly use Quicken Deluxe to do my banking, pay my bills, & track my IRA / broker account. For some unknown reason I was FORCE to purchase the Premier version of TurboTax AFTER purchasing the basic tax software (I had always used the basic tax software because I do a simple stand deduction return). All this because I had a 1099-div statement. Well look out going forward - you just lost a life long customer.
February 27, 2015
Rated 2 out of 5 by bannanas have been using TurboTax for many years, BUT!
will have to review TurboTax with other programs next year. Didn't like the extra hoops I had to jumbo through becaues I use an iMac computer. Can't even print or concert to a PDF file without going back to the intuit site. Really do not like that.
NOT TO MENTION THE WHOLE MESS WITH HAVING TO GO FROM THE DELUX VERSION TO THE PREMIER VERSION WITH THE EXTRA COST, WITHOUT ANY WARNINGS.
It is also a bother to pick an unchosen nickname to move along with this review. How stupid!
March 14, 2015
Rated 4 out of 5 by NHGuy1128 Satisfactory product
Intuit opted to take out funcitonality from their products forcing users to purchase a higher level (i.e., more expensive) product to accomplish the same return that could have been done with a less expensive product last year. Explanations for this change by Intiuit customer service reps were mediocre at best. It seems to be an attempt to increase revenue without actually having to raise the price of the individual products. After many years, it's probably time for a change.
March 15, 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 Steve54212957 Very good tax software
It's great that Turbotax can access financial institutions and download key tax information right into the program. This saves a lot of work and eliminates data entry errors. I wish it was better at handling Master Limited Partnerships and knowing how to do the taxes for these. It goes part way, but some info must be entered by hand. I also did not find a way to designate an unpaid preparer if you're helping someone else do their taxes. But all-in-all a very good tax program.
March 5, 2015
Rated 4 out of 5 by skmjwyo TGID Thank god it's done
Hard to find clear info on obscure things such as selling a second home. Finally found the place to enter the data and something finally prompted me to select second home. Once I selected "second home" from the list of possibilities I could never get back to that screen. I want to be able to go back and review all my entries. I feel as tho I have entered the second home twice altho the dollars only show up once.
Other then that, Turbo Tax is straight forward and easy to use.
March 24, 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 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 5 out of 5 by janetoro Fast, accurate, easy
Turbo Tax's import feature makes it so easy to file if you have any brokerage accounts. The information is imported automatically; no fuss, everything is accurate, no typos, and everything is automatically put on the correct forms. Wonderful! What a timesaver, and so great to know everything is properly filled out with no mistakes! Just so much easier and so much faster than the old pen-and-paper-and-calculator way of filing!!!!! No more headaches, no more worries! Thank you!
March 27, 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 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 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 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 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 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 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 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 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