Rated 1 out of 5 by RodArk Worst yet!
I have been using Turbo-Tax for many years and the 2014 version was the worst yet. Midway through entering my data I was informed that I needed an additional feature. After about two hours and $30 later I was allowed to continue. The person helping me on the phone was helpful and surely earned the $30!! 2013 was almost identical to 2014 but didn't require this problem to be solved! When I was ready to file the system wouldn't allow me to use my credit card to pay for E-filing my state return. After another 2 hour session with the helpful rep I gave up on using a credit card. The final straw was that the system would not let me E-file at all. I had to print everything out and file by mail and checks the old fashioned way. I didn't bother to call Turbo-Tax with that problem. These are all new problems. I have never had similar problems in previous years of using Turbo-Tax. I may try something different next year...
April 3, 2015
Rated 5 out of 5 by Farnbarkle Highly Recommended
I have used TurboTax since 1998. Even with our relatively uncomplicated life, our tax situation has gotten ridiculous. It's a wonder anyone files their own taxes anymore. Thank goodness for TurboTax. While it still takes me the better part of a day to prepare my taxes, it is a whole lot easier that it would otherwise be, and probably a lot cheaper than if I paid a professional preparer.
My only recommendation would be to have some way to "test" various deductions, for those of us who wonder what causes the numbers at the top to change. For example, "If you contribute to a traditional IRA, you will save $XX because, with your deductions and credits so far, you are in the 25% tax bracket." Or, "This credit just dropped you from the 28% bracket into the 25% bracket." It is simple enough to try things and then back out, but it might be nice to provide a simpler way for us tax geeks.
Again, thanks for a great product.
April 4, 2015
Rated 5 out of 5 by rickdew Fine print is too hard on my eyes!
There is a lot of fine print to read with my old eyes. I love using the "Text to Speech" feature in Mac OS X to read the fine pint so that I can BOTH MY EARS AND EYES to read the fine print!
BUG REPORT: I can't highlight any text in TurboTax so that my computer can speak it to me! This hurts my eyes!
DO THIS: Using Mac OS X 10.9.5, go to System Preferences: Dictation and Speech:Text to Speech, then select System Voice = Alex, set Speaking Rate = Fast, check "Speak selected text when the key is pressed", and press "Change Key..." to see which keystroke you need to press. (I love using F19 for this.).
NEXT: Using a web browser, highlight some ordinary text, and press the activation key (possibly F19). Now avert your eyes and let them rest while Alex reads the fine print to you.
You can understand the text, even when it is too tiny to read by eye.
Remember, a thousand words speak a thousand words! Add some audio!
April 14, 2015
Rated 1 out of 5 by PeterFern Deluxe vs. Premier
Last year, 2013, I purchased Deluxe and did my tax returns with that version. However, the program kept telling me that I should upgrade to Premier to ensuring getting all the deductions I needed as related to Income Property. So I did upgrade, and found that Premier was no better than Deluxe in finding all the income property related deductions.
Given my experience last year I purchased Deluxe this year (2014) and to my shock, and confusion, when I tried to enter information on my Income Property the product would not allow it and I was told that I MUST upgrade to Premier. So I returned the Deluxe and purchased a new Premier. Costco recently announced that Turbo Tax customers of Deluxe who had purchased Premier would get a $25 cash back when they filed their tax return. When I filed my Federal Tax return I did not receive any information about a cash back offer... so, my question is will I get the $25 cash back ?
February 23, 2015
Rated 2 out of 5 by ATLxat You are getting too expensive & lack transparency
I have used Turbo Tax for many years. I think this may be my last year as the fees continue to get greater and greater and you are not transparent in how they will be collected. As an example, to carry over a capital loss, I had to upgrade - I was charged $29.99 to use it for that one feature. Also, the credit card payment option cost me over $100. All told, I spent well over $200 on fees (upgrade, State e-filing, credit card processing) and Turbo Tax Deluxe. Combine this with the hassle of doing it myself, and I may very well turn this over to a professional tax preparation service.
Tot top it off, I cannot print the 1040A portion of the saved PDF file with my information - all other forms print with completed info just fine. I suspect this is to soak me later hoping that I will need to access this later and have to pay more to maintain the storage of my return in the cloud.
You guys pushed it too far this year.
April 12, 2015
Rated 4 out of 5 by Margaret8510 Family Taxes Done
After a rough start with the purchase of my normal Deluxe Turbo tax purchase and finding out it did not have the forms I normally used to complete my taxes I was not a happy customer. I contacted Turbo tax and they got me what I needed, but that delayed my start so I am much later filing than normal. Overall complete and easy to follow. 2 biggest annoying factors. You have to enter every item/receipt for charity. I have already done that in my budget spread sheet for the year and have a total to enter. I do not like to enter it again in Turbo Tax. Also would be nice if they let you just keep moving and not have to circle back to main screens so you can see your progress. "You completed another section of deductions" It is super helpful to toggle back and forth between forms and screens but it would be much easier if after looking at the forms it would bring you to the area where you completed that in the directions.
April 11, 2015
Rated 2 out of 5 by KTBM Finally Finished
I thought this years version was still full of bugs. I would put data in, save, come back it the answers would be gone. I think the narrative needs to be changed at the beginning, asking for the Tax Payers name, not your name. If the spouse is preparing the return, and she answers her name, then the return is prepared with her name first, not the Tax Payer. I felt like the Schedule E, which I had to pay an additional $30, was not well prepared. Oil and Gas income was difficult to figure out--there is no depletion allowance allowed for rents (in the case of mineral rights leases), you have to put in Royalties in order for the return to calculate correctly. I wish the system would let me know the e-filing of state returns were going to cost $31 per state, before a chose efile. I had to redo the tax return when I could not efile because of the cost. All-in-all I was happier the 10 years prior of Turbo Tax than this year.
April 1, 2015
Rated 1 out of 5 by JimK1132 Why did the cost go up so much?
Unfortunately you need to know which forms each version of Turbotax will allow you to file. If you get a version that does not handle a certain form, you are told that you need to upgrade, and the price for the upgrade is a lot more than the difference in cost that you would have paid in the store.
Last year I was able to file my taxes using the "Deluxe" version , which cost $30 last year. But this year I had to pay $40 to buy the Deluxe version, but found out while I was doing my taxes that I needed to upgrade to the Premier version to file the same forms as I needed last year.
Both last year and this year I purchased bank CD's to get a better interest rate for the money I had set aside for my child's college expenses. When I got to the section where I reported the redemption of the bank CD's, that was when Turbotax surprised me with the bad news.
Next year I will find a different software tax preparation program.
March 22, 2015
Rated 4 out of 5 by Bob1954 Certainly couldn't attempt this on paper!
I like to do my taxes so that I can get an understanding of how my financial decisions will affect my tax liability. I have always prepared my own taxes since my first 1040EZ in 1973!
Been using Turbo Tax for many years with increasing complexity of my tax situation. My one complaint is that it is time-consuming and frustrating to move around in the interview. I find I can get pieces done but if you have to go back sometimes you have to work your way forward in the screens Sometimes answers seem to revert to a default and you have to read and check each screen. I get anxious that what WAS correct, might not be so in the end.
I found the interview overall not as smooth flowing this year as it has been in the past. That said, my return was abit more complicated with the sale of a house and first year with both retired. Still, I'm done and confident.
Now, can we get Congress to make this any easier?
Good Job Turbo Tax!
April 9, 2015
Rated 5 out of 5
by Theapet easy
I was intimidated to do my taxes on my own. I have a shared rental property and job and charitable expenses that I like to claim. I thought trying to figure how do this would be daunting. Turbo tax made it easy and understandable. I'm confident I can do my taxes now with any kind of scenario.
I also want to mention that through using turbo tax and having the support that is offered I found out that my SSN had been used fraudulently to file a federal return. The support staff at Turbo Tax gave me all the information I needed to contact the IRS, Social Security, creditors etc. in order to deminish my liability. They also refunded the cost of the turbo tax software, gave me a free state filing package and covered the cost of anti identity theft software. I would have been freaked by this revelation but I was walked through the process and felt confident that they would help me every step of the way.
Thank you Turbo Tax!
March 21, 2015
Rated 3 out of 5 by cindy8622 turbotax getting harder to use
I used to love turbo tax, but the last two years (2013 and 2014) have been a nightmare for me. Strange errors and forms pop up and then disappear. The help section, which used to be helpful is not helpful at all any more. Instead of asking straight forward questions like, is this a long term or short term investment, strangely worded errors occur, and also the forms I have to fill in on turbo tax are not labelled the same as the forms I get from the company I work for. This software is supposed to be helpful when doing one's taxes, but I am at the point of looking for an accountant because it is just getting too hard to figure out what to enter. I never feel completely comfortable filing my taxes because for the last two years I have made errors because of turbo tax that ultimately cost me money. Also please move the continue button further up on the window because I always have to scroll down to see it..on every screen!
April 8, 2015
Rated 4 out of 5 by KJS2015 Excellent for Ordinary Tax Situations
I have been using TurboTax for over 10 years, and it's been a extremely useful. I've prepared my taxes and those of my late father involving income from multiple states, numerous investments and deductions. With some careful reading of the IRS and state publications, I've always been able to confidently prepare returns efficiently and file them electronically at minimal cost.
However, I've been frustrated with TurboTax's capacity for properly handling investments in PTP's. These are notoriously complex, and probably are applicable to a small number of taxpayers, but if you hold such investments, you may be frustrated.
In particular, if you have a sale of such an investment position, it will take a lot of time and work to figure out how to work around the program to properly enter the proceeds.
However, aside from this admittedly complex situation, it's an excellent tool for tax preparation, and I will continue to use it.
March 3, 2015
Rated 4 out of 5
by pheramone2181 Back & Forth
I have used Turbo for over 15 years. It's relatively easy for someone who knows their income tax laws but not good for a novice. You still need to know what you are doing & why & I do for the most part. I like that the questions are perfectly matched for the issue at hand. But it remains difficult to get back & forth between one area to another such as from the Estimated Tax Forms to the Income areas of the questionnaire. I suggest that the outline be expanded more to show the next area of importance so that one can more easily get back & forth within the outline itself without having to go to the forms portion to find where the comparison format is. It would make life easier. I wasted too much time trying to go in & out of one sector to another. This has always been a problem for Turbo, but I do like that the previous year's info is transferred to the current one for the most part & is used to help with the calculations.
March 21, 2015
Rated 2 out of 5 by Bob423 Frustrating Intuit Account/Online
I have been using TurboTax Premier for 10 years. I love the software and I always feel conformable that everything has been covered and I have maximized my return. This year I had to file out a form online and I ended up going through the process 3 times because the website kept failing to finish the task. The third time I printed off the form and filed it out by hand. The I was doing my daughter's return and when I got to the point to pay the filing fee it reminded me that I had an account, one I just set up on the failed online form attempts. My password didn't work, my challenge question wouldn't work, I just created them an hour earlier so I know I was using the correct info. If Intuit can't seem to get these simple things to work I am concerned about the more important things like my taxes and not getting an audit. Next year I will explore my options and not blindly purchase TurboTax like I have been doing since 2004.
February 8, 2015
Rated 3 out of 5 by aslkjfsadlkfj Upgrades and Printing Issues
1. The Deluxe program insists on an upgrade to the Home & Business version for to report any income/loss regardless of size. This was not the case in 2013 and inconvenient for mini-business data. I went in manually and entered the required legal expenses for my architect license for my practice that had zero income to report rather than upgrade.
2. It would save time entering donations if past year (and new) charitable organizations automatically were listed in alphabetical order rather than randomly as they were entered over previous tax years.
3. The printing of a state return for filing does not follow as an option after electing to e-file the federal return. I had to go back and change my election to e-file the federal to mail in order to print the state return for mailing.
4. There are two points where printing the federal return comes up, one before e-filing and another after. Why the redundancy? It causes confusion.
March 27, 2015
Rated 4 out of 5 by DeesFile Mostly Great but....
Have been using TurboTax for years and overall it's very easy to do taxes. On occasion, however, I find it very frustrating. Three things this year bugged me. First was the was Intuit removed forms requiring users to upgrade to do the same function they've always had at a specific level of TT. My second issue this year was more specific. I needed to enter capital gains/losses from the sale of a piece of vacant land. Even after reviewing several responses from the TT team and users in the help area, I couldn't get it to work properly as TT was forcing me to the wrong form. After several attempts and shout outs to users, one person was able to help me. It should have been more intuitive. My third issue is that I need to file an Injured Spouse form 8379. TT required me to enter responses to the innocent Spouse form first and sent me down the wrong path. I then had to force entry of the 8379 and delete the Innocent Spouse form.
March 28, 2015
Rated 4 out of 5 by Jayman1968 Good but not happy with the changes
I always tell folks, somewhat sarcastically given the nature of the exercise, that using Turbo Tax makes filing taxes fun. As usual, stepping through the Turbo Tax questions makes certain that I'm not missing anything. However, because my spouse took a small job and was paid less than $2,000 and received a 1099-MISC this year, we would have been required to buy a Premium copy (more expensive) of Turbo Tax instead of the Deluxe copy (used because we have a State income tax to file, also). Although Turbo Tax allowed for a free upgrade to the Premium copy, this wasn't what they intended to do when they came out with this new gradation of the versions of Turbo Tax. I'm happy that they attempted to make amends for their less than full communications about the different versions, but I am not happy with the intent of Intuit in creating the Premium category...in other words, Intuit wanted more money for the same product this year.
April 15, 2015
Rated 3 out of 5 by jtxg Lack responsiveness
There appears to be a lack of action to known customer problems. Example:
Foreign Gov. pensions do not have federal payer ID numbers. The IRS allows filing of 4852 without an ID number. TT forces the user to use a 1099R worksheet and then refuses to allow e-filing because there is no ID number. There were many questions on the Help forum but no input from TT on how to get around the software problem. I personally spoke with the IRS for my 2913 return. They advised me to put 99-9999999 as the ID number. Last year that worked in TT. However this no such luck. Once again many users were looking for resolution. Still the 1099R forms were incorrect, same problem. Some users eventually managed to make it work, but other not. In the end I had to show it a miscellaneous income. A bad work around. The instructions for the 1099R do not correspond to the current form regarding foreign addresses. also no comment on no IDs being available.
July 3, 2015
Rated 4 out of 5 by ljho Rental Real Estate Sale - Confusing
Some issues I had and/or improvements that can be made:
- This year I sold one of my rental real estate properties for an overall loss. Figuring how to enter the sale into TurboTax was confusing. It was not clear that for a sale you have to edit the property, then "dispose" of the property. Seems to me that once I checked the "I sold of disposed of this property" box, TurboTax should take me right into the questions about the "disposal." It didn't the first time. After some research I found it, entered the info. Then when I went back to correct a few things it DID take me through the questions.
- I sold my property at an overall NOL and looks like I now have the "opportunity" to file form 1045 or 1040X to recover some of the losses from previous years. I am wondering why Turbotax can't do this for me since TurboTax clearly has all of the information already. I have been using it since 2004, and I purchased this property in 2006.
April 5, 2015
Rated 4 out of 5 by NealBrewer A Little Cumbersome
Over the last 10 years I have been using this software I have never had a reason to respond to one of these reviews but this year was a little different.
1) My first issue was identifying the level of software. Typically you have premier listed on the package. This year you had the functionality on the package and you had to look at another list to see if it was the premier package.
2) The filing process was very cumbersome this year. You asked me for my AIG. I provided it then you asked me for a pin number. I thought in the past it was an either or. If I provided the AIG I did not need the pin number.
3) Lot's of problems saving the files this season. It became very frustrating.
4) All of the questions regarding health care. The software asked me the same question about three different ways regarding the status of my health care.
Bottom Line. This years version of the software wasn't up to the same standard as previous years.
February 9, 2015
Rated 4 out of 5 by rocktheprogram Made it right
I have used Turbo Tax Deluxe for years and did not pay any attention to the changes for this year. Intuit sent the email advising that certain forms were no longer in the Deluxe version and one had to upgrade to the Premier version to obtain them. A $25.00 refund was made available but in the end Intuit simply had me upgrade from Deluxe to Premier when I needed the forms. This was done at no charge to me.
The bad was no mention was made when I purchased Deluxe that the included forms had changed. The good is Intuit made everything right at no charge and indicated the Deluxe would include all the forms it once did.
I have found that over the years I have to spend time in the beginning learning the differences between this years program and previous programs. The learning curve is not that great but could be difficult for some. I don't think there is any easy way to make the program simple.
Overall this program satisfies my needs.
February 18, 2015
Rated 5 out of 5 by 24Sweats Taxes Made Simiplier and more Reasonable
I have been using Turbo Tax for 15+ years and have been pleased each and every time. As long as I know my past year activities, the interview process will walk me through all areas that might affect me. The subject associated help screens found right along side were a significant assistance this year.
I know that Turbo Tax got a bad reputation there for awhile this tax season with possible information leaks and it seemed as though it was never broadcast enough that the issue was not Turbo Tax's but another related party and so it should be kept in mind that their reputation is still of very high stature.
In the fifteen years of using Turbo Tax, I have only been audited once and that was entirely my mistake that Turbo Tax would not have caught. However, with all the new tax laws that went into effect this season, I did purchase Audit Defense from Turbo Tax this season and I will know more about that product shall I need to use it.
March 27, 2015
Rated 4 out of 5 by JohnnyBadger No prompt for WI 529 college contribution
I've been a loyal turbotax customer since at least 2008, and this is probably the first year I would rate the program less than 5 stars.
First problem - after paging through the Wisconsin state interview twice, I was unable to find any prompt for entering contributions to 529 college savings plans. The fact that there is no "table of contents" for the state section makes it difficult to do this bacause it forces you to go through every single screen without the ability to skip around. I was able to update the return by switching to forms mode, but it was not intuitive.
Second problem - I was forced to upgrade to Premium for the first time ever due to one issue that was included in Deluxe last year. That's frustrating, because I don't run my own business, have rental property, or have investments outside of retirement accounts.
I appreciate the $25 rebate, but am not excited about having to pay the full cost of premium next year.
January 31, 2015
Rated 4 out of 5 by 95grummanave Glad It's Done
I closed my business 12/31/2013 but there was no way to
close out the C Schedule and communicate that items that
TurboTax was creating on the C Schedule no longer applied.
You entered a 20% reimbursement by my former employer of
Long Term Medical Premiums on the C Schedule as a business income. I should have been able to either add it to MISC or Other Income. It was not business income from my sole proprietor business which was closed prior to 2014.
It's the lack of flexibility on a very minor $ amount.
Also the confusion you created w/ the removal of function from the Deluxe version caused me to delay doing my taxes &
trying to figure out how I was going to do my return since I had already purchased the Deluxe version in Boston & I was now at home in DE. No local seller of your product would help me, but via your web site your support staff downloaded the Premium version. I have no idea what version I'll need for the 2015 return.
March 23, 2015
Rated 4 out of 5 by Nannydog Love Turbo Tax prep software and have used it for years. Makes doing taxes much easier than the old know the laws and codes, calculator/pencil method used when I prepared taxes for a national tax prep company. No more reading a fine print manual or tax form. Turbo Tax guides you right through the process with pertinent questions for each taxable situation regardless of your income derivative, possible deductible expenses and charitable contributions. The only thing I find missing is addressing clergy housing allowance ....DESIGNATED IRS CODE SECTION 107(2). A 1099 Box 2a is left blank, Box 2b is checked taxable amount not determined. Unless you physically insert in Turbo Tax 0.00 in Box 2b (which you should not do) the entire amount from Box 1 Gross distribution is automatically assumed as the taxable amount despite having documented housing expenses against it. If clergy housing was addressed, I would give Turbo Tax a 5 star rating
February 11, 2015
Rated 4 out of 5 by aksjfe I've used Turbo Tax for many years now and have been satisfied with the fact that it's easy to use and accurate. I was furious, however, that Intuit DOUBLED the price of the product this year with no advance warning to faithful users. There is no excuse for not being forthcoming with the price doubling or for the actual increase. I understand that investments reporting has gotten a bit more complex, but this is no excuse for doubling the price. I can afford the doubled price, but the was it was done suggests something rotten at Intuit. The worst part of this was that I heartily recommended Turbo Tax to a friend who's under financial pressures - telling her it would cost her about $40 to $45. I was crushed when she told me the saga of having to upgrade and pay double the price. She doesn't have the money and I lead her astray. I will definitely research other tax prep software for 2015 due to the way Intuit handled the price doubling.
April 3, 2015
Rated 5 out of 5 by ColoradoCarl TurboTax Premier - No Worries
I had been using H&R Blocks software for many years, but last year I could not get it to run on my older laptop with Window's Vista - even after 2 hours with their phone support. So I went to an HR Block office and was charged way too much. I won't make that mistake again!
So I switched to Turbo Tax 2014 Premier this year - it installed painlessly. I finished all taxes in 2-3 hours. Use was very straight forward.
I tried entering a W-2 into the IRS form (in Turbo Tax) rather than using the questions. This didn't seem to transfer all information back to the software, so I had to re-enter my SS number and address for the W-2 after finishing all the other data entry. I suggest sticking with the questions, even though there are sometimes too many of them.
I submit my Federal return, wait a few days to get their acceptance code, then e-file for free directly with the Colorado state website. This is not too much trouble and saves $19.95.
February 1, 2015
Rated 4 out of 5 by cowboy87 Gets the job done but with consultation
I've been using TT for over 10 years and regarded it highly for most of those years. The last few I've been "fortunate" enough to qualify for AMT. Unfortunately, I am not 100% confident in the AMT returns as I was in the non-AMT returns. The reason is that TT asks AMT questions with little or even no explanations to help the non-tax professional discern the meanings of the questions. For example, there is a question about adjustments to investment income for AMT purposes. How am I supposed to know without an explanation, just exactly what that means? Is this about dividends? Non-ISO stock sales? ISO stock sales? Real estate? How am I supposed to know if that is supposed to be adjusted? Isn't that why I buy TT?
My insecurity in these calculations led to my spending more money to buy the Intuit Audit Defense. TT plus audit defense is still less than hiring an accountant, but a quality program would leave me with CONFIDENCE, not QUESTIONS.
April 13, 2015
Rated 2 out of 5 by Mark267 $10k too much tax; code not fixed for >12 months
I have two sons in college. I took distributions from two 529 plans to pay for tuition and room and board. When I entered the expenses in TurboTax, by default it set aside (that is, subtracted from Form 1099Q Line 18) $10k for each son to try to qualify for the various education deductions. Then it checked whether I qualified for any of the education deductions, and concluded my income was too high. But, after concluding I wasn't eligible for any education deductions, it didn't add the $20k back to Line 18 on Form 1099Q, so it calculated that I had $20k of "excess" 529 distributions, taxable at my 39.5% marginal tax rate plus a 10% penalty, thereby erroneously increasing my taxes by nearly $10k. I caught this by reviewing the actual tax forms and recognizing that something was wrong. Then I searched on the TurboTax discussion forum and found that this problem has been known for at least one year but never fixed. Exceedingly disappointing.
March 11, 2015
Rated 4 out of 5 by rk1099 Didn't seem as good a product in 2014 (Premier)
On several occasions I found myself at a screen which asked for some input that was not intuitively clear, but there was no hypertext or further explanation of what was wanted. Sorry, I can't think of a specific example.
A second problem where I can be more specific. In calculating foreign dividend earnings, TT asked how much of the $XX of dividends was foreign. But $XX wasn't the figure for dividends on my 1099-DIV. After wasting a lot of time and calling your help line, I found out that $XX included some other non-dividend distributions. But nowhere was this explained, nor did the $XX figure appear on any of the worksheets. Why not have every figure you present to a user with an explanation of the source, e.g. by hovering over it with the mouse.
I don't recall ever having either of these problems in the past. I don't think you put as much care into the product this year. I'd usually rate it excellent, but this year no better than good.
April 14, 2015