Rated 5 out of 5 by EclecticRet Long-time Fan of TurboTax
I've used TurboTax (Premium now, originally more basic editions) for over 10 years to do my taxes and my partner's. Before that, I did my own taxes the old-fashioned way--picked up the forms at the library and completed them by hand.
Needless to say, there is no comparison.
One of the biggest advantages to using TurboTax year after year is its ability to load information from our previous filing and automatically complete fields for me that are likely to be the same, highlight things I completed the year before but have left blank, and give me year-to-year comparisons across every category of interest. This gives us valuable planning information as well as making completing our tax forms infinitely easier and quicker.
It seems that TurboTax gets easier and more intuitive every year, even as the tax code inevitably gets more complex. I suspect I'll be using it for a long time to come.
April 14, 2015
Rated 4 out of 5 by EddieVar Satisfied Customer
I have used Turbo Tax for many years [over 30] and that has saved me money had I had to go to a tax preparer. I worked at HR Block for 2 years, but did my taxes with Turbo Tax in those years also.
I know Tax Law continues to get more complicated and I would hope Intuit continues to make it possible for the interview to guide people through the complexity.
I scored the overall only 4 of 5 stars primarily because I had some difficulty getting to the worksheet I needed and making an entry that was missing. I discovered this during the reviews and print previews. It tool a while to get back to the input to create the 'Additional Information / IRA Information Worksheet. The mistake I made had no effect as far as filing the info, but may enter into my 2015 filing. Navigation seems to get more complex every year and that is probably directly related to the nightmare we have in Washington DC.
March 4, 2015
Rated 4 out of 5 by nonie1732 excellent support
I had many problems with the installation of the State software. Support never did get it straightened out. Had to sell me a copy of the state software download and charge me $0 cost as a workaround. As I understand it this is because of the increased security due to ID scammers using Turbo tax to file false income tax refunds. It worked, but was not elegant. Other support issues for K-1 information was great and also the Required Minimum IRA distributions that I had to start this year. Overall good support. Was not happy with the fact that I had to buy Premier to do what I used to do with Deluxe. I will take advantage of the $25 refund offer after I file my taxes. Hopefully next year Deluxe will again be sufficient for my needs. Also Schedule K-1 information from the Partnership the descriptions did not align with the entry questions that Turbo tax asked. Box 13 code T and Box 20 code Z
March 16, 2015
Rated 4 out of 5 by Steve1415 Just one big glitch
We've been users for more than 10 years and love the ability to incorporate information from previous years' returns and from our brokers. HOWEVER, this year we ran smack up against a huge wall when TT informed us that the Deluxe version couldn't be used to complete Schedule D, a very common form, and then when we tried to take advantage of the free download of the Premier version, it wouldn't let us, no matter how many times we tried to log in, get a new password, etc., etc. Incredibly frustrating. But Josh from tech support saved the day -- we were on the phone for over an hour and fortunately he was able to break through the blockage and get us the upgrade, after which it was very easy. We run into one significant problem every year (although not the same one every year) and we keep coming back because, well -- when it's good, it's very, very good. It's just that sometimes it's horrid.
April 11, 2015
Rated 4 out of 5 by getmf Great product; can still improve.
Pro: We needed to make changes to our investment portfolio in late 2014; the changes had significant financial consequences. We tested different scenarios by "making changes, but not saving" to our 2013 taxes. We would not have been comfortable changing our portfolio without Turbotax.
Con: I'd be more comfortable if investment income (1099-DIV's) could be alphabetized on Schedule B. It would be much easier to check that we have included all 1099-DIV's.
Con: Federal EasyStep questions were asked for 1099-R income, to determine how the income should be treated on the NY return. The questions were not always clear. I researched online to see how income should be treated in NY. Then I guessed how to answer the EasyStep questions. Then I looked whether the income was treated correctly on the NYS form. In one instance, it was not; so I went back and changed my answer to the EasyStep question.
March 22, 2015
Rated 3 out of 5 by SnowLeopHoldout Another year, another return, another headache
The main flaw with this program is the boneheaded exclusion of MacOSX 10.6 Snow Leopard compatibility. Just for yuks, I prepared my 2014 taxes with a competing product, and - after repartitioning & installing Mountain Lion - with TurboTax Premier 2014. Needless to say, creating a single-purpose partition with a different OS version than my daily production environment is a hassle.
In some ways TTP2014 _is_ superior to the competitor. For example, the Easy Step Interview is significantly more-thorough.
But there is one flaw with TTP2014 that was maddening. After properly entering Form 1099-B short-term sales, which passed muster with the Federal Review, the same data was improperly transferred to the State Return Schedule D/E. I got several "Excess characters on line 7" errors that were INCREDIBLY difficult to correct. Maybe my state's return was wonky, maybe _all_ states are. Don't know.
April 15, 2015
Rated 2 out of 5 by TCB8 Less user friendly; poor NY State support
Overall, it was a very frustrating experience this year, much unlike past years, when things went smoothly. TurboTax wouldn't save my form, even after putting it in several places on my computer. It kept asking me to start over. FINALLY, I got it to save it one place, desktop, and could access it there without losing data. But the Turbo Tax icon remains on many places on my computer.
Then when it came to the NY State forms, there was no clear why to exempt TIAA-CREF retirement income--allowed by the State under special agreement with TIAA-CREF. I finally had to guess by entering "Special Accruals" in the Other Subtractions category. But I was unable to identify the "accrual." It did seem to work, eliminating the initial large amount owed to NY State and reducing it to zero (as in most past years) But New York may audit it me, questioning this "special accrual" because it's not identified.
March 29, 2015
Rated 4 out of 5 by Alex415 2014-2015
-Unnecessarily walks you through steps when information is available already to determine nonqualified status;
-Program should know which states do not have an income tax so that it does not require you to buy the state program
-Should be a way for the program to capture information from previous TurboTax filing. (Ex. Program should be able to get AMT information from previous year)
-Back space tab should take you one step back, not back to the beginning of the section
-Program should allow user to print the single page that you are working on if desired
-For some reason, required to complete Farm Income when I never indicated that I had a Farm. It was difficult to delete.
-eFiling process is a simple process
-Like the .pdf save file option
-Should better identify when a box should be left blank versus inserting a "0"
-Should consider a loyalty discount for repeat customer, as an incentive.
April 15, 2015
Rated 3 out of 5 by Oldhokie1 Some Glitches
The stock sale section needs some work to clarify short vs. long term capital gains entries. I didn't discover that I had entered information in the "short term" section instead of "long term" until I tried to file electronically. At that point Turbo Tax had already checked for errors and had cleared me to file. But after I went through all the steps to file, including printing a copy of my federal and state returns, suddenly Turbo Tax would not file them and started telling me about invalid dates on one of the forms. However, Turbo Tax did not provide a map so I could to go to the place where the invalid data was. Finally had to re-enter all of the data and that fixed the problem. Two issues: (1) lack of visibility of the difference when entering short- and long-term gain information, and (2) Turbo Tax said everything was okay to transmit but then all of a sudden everything was not "okay."
March 20, 2015
Rated 3 out of 5 by TTUser3yrs Had to triple check SchE
After using TurboTax for 3yrs now, I think I'm going back to a tax professional next year. Here's why:
I didn't check the correct box for being an active participant for my rental property and almost missed out on thousands of $$$. After fully inputting the data, running a review to "check for common errors" and realizing my refund this year was substantially different, I printed out my returns to do a year-to-year comparison. In doing so, I realized my SchE losses didn't reflect on pg1 of my 1040s because I hadn't checked the correct box noted above.
Additionally, I converted my residence to a rental property 4yrs ago and didn't realize that I could have been including depreciation as a deduction all this time. I'm not sure what money I've missed out on for previous years - I may be filing some amended returns when tax time comes next year... and once I seek advice from a tax professional.
April 15, 2015
Rated 4 out of 5 by Len1645 Tax Review 2014
I found it very helpful to compare the previous year's counts with this year's to determine if I left out something. Turbo Tax does that automatically. Turbo Tax does a very good job on some rough tasks such as itemizing cost basis and and sell price with a breakdown of which boxes are checked (Cost basis reported to IRS etc.).
It would be wonderful to have a link to the state/city forms to help with confusing items such as if my wife's IRA is deductible for the city tax. If there is a link, I could not find it.
The Federal return is well organized.
It would help if some of the state fields showed where the value was derived from on the Federal return. I found that state income tax refund from the previous year state was not deducted on the state return but I entered it on the Federal return. I guess it was because the Federal return did not use itemized deductions but I wish it were clearer.
March 18, 2015
Rated 4 out of 5 by GGGGGGGGGGGGGG 19th year with TurboTax
Used TT once again to complete my taxes. Simple to use and accurate as usual.
No major issues but some minor annoyances.
While in the interview, use of the on-screen back button does not always take you back to the page you were last on. Should be a simple issue to resolve in future issues.
More annoying is the inability to be reviewing the forms and not be able to switch to the interview and end up in the area you were looking at while in forms. Instead, you end up back at the place where you exited the interview. If I go to forms and switch to a different form (move from 1040 to Schedule A for example), going back to the interview should take me to a page relative to schedule A. I believe previous versions over the past 19 years have had this capability, I would like to see it again. My navigations in forms are intentional and returning me to where TT thinks I want to be is not appropriate.
March 4, 2015
Rated 4 out of 5 by TBoo29 Our Joint & Mom's Last Fed Returns
No problems, seemed the same as online TT used in prior years.
However, when we tried to efile my Mom's return after her death, the IRS first rejected it because we used wrong birth date. After we fixed her birth date, the IRS rejected her return for wrong 2013 AGI, which was correct. We were then unable to get an IRS PIN from the IRS phone # in several attempts, since it would stop accepting numbers that we entered via our cell phones before we got to the end, i.e. SS#, DOB, filing status, street number, etc. We also tried the IRS PIN website several times, which kept saying it did not have her info or something like that. We were able to get our PINs from the IRS site for our joint return. We then tried the IRS human phone numbers, but they were too busy to accept calls. Finally, per TT we tried entering 0 as her 2013 AGI, and the IRS accepted her last return. Hopefully, we will get her refund!
March 26, 2015
Rated 4 out of 5 by DaveDCC Documentation Gaps
First off, I want to tell you that I have been using Turbo Tax since 1986. Loved the DOS version. I gave you only a "good" rating as there were some surprises for us when we came to the actual filling. 1. Costs are not spelled out about using a credit card until you ready to push the submit button.. 2. Extra cost incurred for state e-filling. We ended up doing the paper route this year. Tennessee will take a paper check and paper return this year. Will have to deal with the e-file next year. By the way, I think its a little bit much just to e-file the state when you still have to go through their process to actually pay the money. It was nice that you gave the upgrade this year for free. Not too cool ripping code out. We'll always have Schedule D and E forms for us. Also the K1 process leaves a little bit desired as I never could figure out how to add a second foreign country for the Box 20 stuff.
April 9, 2015
Rated 3 out of 5 by JAnnK6 NOT GOOD!
This was very frustrating. Despite the fact that I did not need the Schedule K - it continued to ask me about it. I tried to delete. I answered NO - in what should have been the appropriate place to stop it from asking me about this. I needed it last year but not this year - however, system didn't seem to allow me to modify that. Ultimately I could not file electronically because of this error. Additionally, it continued to ask me to insert LOCAL INCOME TAX info on the carryover worksheet but we do not pay local income taxes so this again was another "ERROR" that needed fixing but I had no info to insert. This also prevented us from being able to file electronically. So here I am printing a BOOK and PAYING POSTAGE! - UGH!
YES, I did search for solutions and ways to remedy this via the turbotax help resources but unfortunately most of those were for the online TurboTax not TurboTax Premier. BUMMER!
April 15, 2015
Rated 4 out of 5 by ShortTimerTaxDo Makes Tax Time a Piece of Cake
The program itself is really exceptional in that it makes a complicated return easy to complete correctly. It is not fast, since I ask it to walk me through all the steps, but it appears to be accurate and correctly shows the information that I input, and I learn a lot along the way. Calculations also appear to be correct, and the tax return prep is faster and more complete that when I do it myself. Thanks, TurboTax!
My troubles were in the beginning and at the end of return preparation. I needed Technical Support to send me a download of the program because my CD wouldn't open (which she did, and stayed on the line to make sure it was working properly before letting me go.) Could have been a bad copy on the CD. And at the end, when I was done with the returns, I kept getting a message that I was not online (which wasn't true) and I could not complete the E-filing of my returns until the next day.
April 7, 2015
Rated 3 out of 5 by tlmpa Just Adequate
This program is adequate but for the layman, the prompts are more helpful than going it alone, but overall I think it's better to pay a professional. The add-on costs are irritating: an exorbitant charge for adding more than one state; the statement "most people efile both state and federal" and only after the user makes that decision is she/he made aware that there is a $24.95 fee for efiling the state return. No explanation is given that the option to file the state return on paper is still available, even if you choose to efile state; you have to review to the end of the pdf of your return to learn that you can indeed print the state return out and mail it, even if you efiled the federal. It looks like only the federal is pdf'd but the state is included at the end of the document. For what it would have cost to purchase TurboTax and efile one state, we could have a professional prepare our taxes.
April 11, 2015
Rated 5 out of 5 by Mr3rDay All pros, no cons
This product is the way to go for filing taxes. Not only do I save money by not going to a walk-in place, TurboTax gets my family the most money back possible by including every nuance of tax laws and potential applicable deductions, credits, etc. The e-filing after completion is the icing on the cake as I do not even have to print, stamp, or mail the return and the direct deposit is faster than a mailed check. I also love the way TurboTax saves and transfers my previously filed information which saves time and compares last year's entries to the current year. It takes little more, if any more, time to do taxes in the convenience of my home with the access to my files. I can stop at any point/section and save my progress and return as I gather more tax return documents in the mail. I have recommended TurboTax to all with whom I discuss filing taxes since I first discovered TurboTax over a decade ago.
February 3, 2015
Rated 4 out of 5 by WeekendAvenger MFJ Fed and two MFS states
Overall and excellent program and can do what I need. But fees are getting high with extra for states and e-filing. I ended up mailing my state returns and paying by check along with my federal return (fees for paying by credit card are 2.49% seem excessive. Also the program does not handle my specific filing status without doing mock federal returns to fill in state returns.- I am military active duty and live in Virginia. We file married filing jointly for federal return and my wife files MFS for the Virginia return and I claim Vermont for my state so I file MFS for Vermont. In order to do this, I must fill in a mock federal return for both of us separating income and deductions and then flowing this information to each state separately. It would be a nice feature to be able to select this filing situation on one federal form allowing a worksheet to separate assets for individual MFS state returns.
April 7, 2015
Rated 4 out of 5 by jdbell Still a great product.
I have seen lots of negative reviews this year, most having to do with the moving of options between Deluxe, Premier, and Home & Business. To Intuit's credit, when a window popped up that said I could no longer do what I wanted to do in Deluxe and that I now needed Premier, I had the option to upgrade for free, and again for Home & Business. Not so for early filers, which would definitely leave a bad taste in one's mouth.
I hope next year they make it clear which product we need and how much it cost, i.e. enough with the "hidden" costs. When you read the product descriptor it always sounds like it includes everything, including my State return. But oh, you wanted to e-file your State return? That's another $19.99. Who DOESN"T want to e-file their State return? Please just include it in my package next year, even if you have to increase the cost by $20. It always feels like you got me over a barrel...
March 18, 2015
Rated 2 out of 5 by oiynbcvdfk Disappointed
After performing an analysis of my state return, when I click "Let's finish it," I am bounced back to the beginning of the State Taxes tab and stuck in a perpetual loop. The only way to proceed is to click the 'skip it' option, so I was never stepped through the analysis of my state taxes. Fingers crossed that it got it right the first time.
Separately, but remotely possibly related, it would not allow me to pay off the feds and make payment arrangements for the state. It told me I had selected to make a direct deposit payment to the state, which I don't recall being prompted to do, and never had the option to change it. I had to trick the system by checking that I would mail in a payment and then make payment arrangements with the state directly.
All excruciatingly frustrating, and why I've been (over) paying a CPA to do this up until now. I had hoped Intuit would have gotten this dialed in by now.
April 15, 2015
Rated 5 out of 5 by dps222 Great Product
I have used TurboTax products for about 10 years now and I love the completeness and Deduction Finders built into the software. I especially like the "Its Deductible" feature for computing value of donated items to charity I have used this function since it became available and the IRS has never questioned any of my charity deductions. With that said, the price for delivered software has increased steadily each year and now the program does not include certain basics such Schedule C for a home business and Rental Properties. They are now asking the customer to buy $$ an upgrade to use these products that were normally included in the purchase price. I file approximately 10 returns a year for friends and family and will continue to use Turbo Tax until they price themselves out of the market. Overall I am satisfied with the product and would recommend it to others, with the previously noted review above.
February 4, 2015
Rated 4 out of 5 by bhata TurboTax Premier 2014
The filing process needs to be improved in regards to entering banking information for refunds. I e-filed my Federal for free, and since I owed I decide to have the money withdrawn at a later date from my checking account via ACH transfer. The routing and account number were displayed on the summary sheet along with the date of withdrawal. All that was great. The problem arose when I decided to save the $24.99 for filing my State returns, and mail it instead. I had a refund coming. When I printed out the forms for mailing, the banking information (routing and account numbers) needed to receive my refund was missing. I could have hand written it in, but it seems that the software should have included that information, as it did with the federal return. I had to go back several times trying different approaches before it finally printed the banking info. This appears to be a bug that Intuit needs to fix.
March 22, 2015
Rated 2 out of 5 by dodidodi2 I have used Turbo Tax for years and years and liked it, had no problem with it. This year I spent so many hours on trying to get the correct program and trying to download states. It was very frustrating that my problems were coming from the program itself, not from anything that had to do with my tax info. It even lost a whole day's work because it did not save one evening.
I would like to use it again but next year I will have to research it and see if they have fixed some of the problems or I will have to find a different program.
It also seems like it is getting very expensive - more so every year. I bought Deluxe (45 .00), had to upgrade to Premier, (30.00)then had to call to get my free state. Then I had to buy 2 other states, (85.00) Then I had to pay 19.99 x 3 to e-file the states. So all in all I had to pay 225.00 to do what is actually a very simple tax return. Not a good year for Turbo Tax.
March 15, 2015
Rated 2 out of 5 by JIBLit Turbo Verb-O
I am disappointed in this year's TurboTax. It should have the most cutting edge bells and whistles if working with people's taxes - important! Had to start my whole return over again because once you start you cannot simply import last year's taxes, if you hadn't realized they weren't already in there. Confusing passwords with saving files.
Also confusing was the verbiage about charitable contribution carryovers. Maybe I was just anxious for a refund and hoping, because TurboTax doesn't state its purpose as "Filing Your Taxes," so much as "Calculating Your Refund."
Also, I thought I was going to get a physical disc to do taxes on, but now that I think of it, - that probly would not load last year's taxes either.
p.s. Don't ask me why my tax file, when I tried to save the entire thing as a pdf, was 650 pages and crashed Adobe. On, now- to try to complete the final filing submission of my mere 93 pages.
March 29, 2015
Rated 3 out of 5 by TooExpensiv999 Easy enough to use, but FAR TOO EXPENSIVE!
Easy enough to follow, once you get the hang of it. But the price for the software is getting outrageous, so I will look into other choices next year.
Some areas are really hard to figure out, like questions about IRAs. I am too young to take distributions from 3 IRAs, but am forced to take distributions from an Inherited IRA. It's difficult to discern what IRA TT is asking about, the one I'm taking distributions from, or the total of all. In one case, it asked for total amount in IRAs. When I entered the total for all, my tax amount on top shot up. Why would the amount in a non-Roth IRA that I am NOT taking distributions from change my taxes? So I changed it to the total in the one I'm taking distributions from and the added tax went away.
Other areas like foreign tax on investments are also impossible to figure out, or you go thru pages and pages of questions, only to find it didn't apply. Waste of time!
April 15, 2015
Rated 4 out of 5 by Rob1951 Turbo Tax 2014
I have used Turbo Tax for 15 years now and always have found it to be easy to use and intuitive. More often than not it will point out possible deductions I would not have thought about for that tax year. My only disappointment this year was the changing of what forms were included with which version. I had gotten an email initially telling me I would be credited for I believe it was 25 dollars once I filed my return. Then the second email a few weeks later told me you would automatically upgrade me for free. That was a great change to the original solution. And in true Turbo Tax fashion it was seamless. I got to the part of my return asking me about investments and it automatically upgraded me to the correct version for free. This was great! I will definitely continue using Turbo Tax as I feel confident that I will always get the maximum refund (or in this year's case pay the least amount of additional tax)!
April 12, 2015
Rated 4 out of 5 by Daletobad Going down Hill
The 2014 return did NOT read the info from my 2013 return. Also, there seems to be no way to direct the program to the file which it did not find (I did not even know if it was looking for the file).
Also, DO NOT offer to help on line and then don't even answer the e-mail (except with an auto response form). If you're going to offer help, you need to staff up and do it.
I sent a note immediately, when I saw that I had to start entering all my personal data, that is usually automatically flowed in. I thought someone might have a quick fix, since I'm sure I was not the first to see this problem.
BTW - did it ever occur to you to just provide printable tax forms without all the fluff, but the arithmetic done - just manly an Excel form. Last years amounts should flow forward, like loss carry forward, and Estimated tax paid the previous year, etc.
It is sometime annoying, all the fluffy stuff you pile in.
April 15, 2015
Rated 4 out of 5 by jh2015 Competent with a few issues
I bought this version, because I needed to file Schedule D (at least Intuit fessed up that this was a mistake and that Deluxe owners should have been able to do that). I hope I can go back to the Deluxe version for next year. This version worked as well as the Deluxe version in previous years, except for losing the capability to password encrypt your file. I realize that Intuit is pushing TurboTax Cloud, but I will never trust my tax data to be posted there. Moreover, you shouldn't have to depend on an Internet connection to work on your tax return (required to password encrypt via the Cloud). It's reasonable to expect that people want to work offline on their tax return. Password protection should be local. The only other problem is that form errors were not found, until I was ready to e-file. I passed the earlier error checks. At least the missing name/address data on W-2 and 1099-R forms were found in time.
April 3, 2015
Rated 4 out of 5 by GeorgiaGuy24 Long Time User... Little Disappointed
I have used TurboTax for seven straight years now and have always been happy. It has been a good value and balance of time vs. cost. For under $100 I got nearly the same tax refunds as I paid 3x as much for my former tax advisor. He did help though when I had a more complex situation with moving multiple states and countries with far more complex investments that TurboTax never would have handled efficiently.
Still, this year I feel like Intuit took a very basic resource away in order to force customers to upgrade from Premier. Ultimately it's just a few bucks, but it does leave a sour taste to now have to pay extra for a simple home biz and consultancy for the wife.
And finally, TT makes it too hard to get out of some of the spin cycle of doom you can get into when reviewing investments. Please just direct people back to the source of the error and make it easier to begin the answer tree from the proper point!
March 10, 2015