Rated 4 out of 5 by Tammy54CA Good Product, Great Service
I have used Turbo Tax for many many years to prepare my taxes. The software is very easy to use, whether you prefer to have the program lead you through each item or you are a pro and know exactly what to do and which forms to fill out. This was the first year this program had a major hiccup that caused me some stress -- the Form 1099B had an error and Turbo Tax was working on the fix but it wouldn't be available until another week. I called Tech Support and the support rep, Letesia, was so wonderful. She gave me some two ways other people figured a work-around and she insisted on staying with me on the phone while I deleted all of the entries and manually entered them (I don't know of any other company support that would do that!!!). The work-around did work. I appreciated her patience and her determination to help me resolve the issue so I could file my return.
February 10, 2015
Rated 3 out of 5 by JBrennie Mixed Feelings
I was very disappointed in TurboTax this year. The whole process is much more complex than last year and I had to buy the "Premier" edition to accomplish the same thing I did with the Delux version last year. In addition, the "explanations" and "help" screens for state returns are minimally helpful #often create more questions than they answer#. Some of the items are so "detailed" as to be meaningless #i.e. "charity miles driven" requires the mileage of multiple trips and the number of trips, when the tax form only requires the total mileage. When you have several trips of varying mileage, you have to lie and say it's only one trip, or take the total and divide by the number of trips then round off - much more work than necessary#. Also, going back to specific forms is very difficult and it's almost impossible to print a single page while you're doing the return.
April 12, 2015
Rated 4 out of 5 by jimB2369 It seems overly complicated with too many question
Everything worked well except the filling of an extension. I tried everything before I finally found what I though was how to file and extension. I filled out the form and thought I sent it, but the software never confirmed it was sent. As a result I had to manually file an extension, because I couldn't risk that the software had actually not been sent to IRS. When I printed my taxes, I saw the extension filled out, so I guess it sent it. I don't know.
I used to develop software and the company felt that regression analysis was sufficient quality control. Unfortunately, there were all kinds problems when the user used the software. I recommended to management they should use a base case to test the software after regression analysis. I think you need to do the same thing. You need more positive feed back for people who file an extension.
I hope this is helpful.
August 4, 2015
Rated 5 out of 5 by tmistretta Continued solid experience - upgraded to Premier!
I've been a TurboTax user for over 20 years. Just finally de-commissioned the last PC in my house and became full Mac. Was worried about how TurboTax would work on the Mac and was pleasantly surprised to see it worked wonderfully - including importing from my PC-created previous forms.
I took advantage of the offer to upgrade to Premier and it was so fantastic - in particular the handling of the 1099-B sales - that I changed my subscription from Deluxe to Premier for next year. The extra $30 is more than worth it.
I appreciate being able to use the product for the returns of my 3 children - however - the fee for the state filing is too expensive and I have to keep on doing print filing. I'm not sure if this is my state or an Intuit policy, but it's a prohibitive charge for me, especially when I owe in taxes!
Overall keep up the good work. I'll be back next year.
April 4, 2015
Rated 1 out of 5 by n4756 Too many problems
I have been using TurboTax for many years and this is the first time I have encountered so many problems. First the program said I over paid Medicare when I didn't,. The program did not calculate the Medicare deduction properly. On charities, the program says if you paid the same amount a number of times use various but on the review, the error is that various is not allowed any more, so why allow it? The program allows override but when you try to e-file it says you can't e-file with overrides, why not. Had problems with e-file because it didn't like the current date or any other date entered. Had to try a number of times before it would accept the date. Finally, on the New Jersey tax it mentions that you can pay the 2012 payment by e-check when it is 2014. Obviously you did not test this program very well. Hope you do beter next year because it is hard to do worse.
April 13, 2015
Rated 4 out of 5 by XyaiawnLA Mostly Good, 1 bug, Amazon Card Too Hard
I have been using TurboTax for quite a few years and find it does what I want.
There seemed to be a bug that asked for a 2nd entry of a Capital Gain that I had fixed once which resulted in the same gain twice. Later it popped up again even though I hadn't changed that entry after fixing (removed the 2nd entry). I just ignored the error the 2nd time and it didn't pop up as an error until filing preparations were complete and a final check was made. After all the work to get there I just redid the entry 1 of 3 times I was asked (second 2 I put in zeros). This resulted in a duplicate $87 gain being added, which wasn't there when I reviewed the printout of the form before filing. Thus this cost me some money.
I was wishing I hadn't started the Amazon card thing after all the work it took. I had forgotten that I felt the same way last year. I won't make that mistake again.
April 16, 2015
Rated 5 out of 5 by LenSo So easy to understand
Have tried other programs and Turbo Tax is the easiest to follow; it is always nerve wracking when you you're not sure what numbers to enter or whether or not something applies to you! Turbo Tax explains every step in a way I can understand and not feel stupid. This year my state apparently enacted some tax changes that affected my refund quite a bit. Would it be possible to preface the state returns with information about major tax code overhauls that may affect your return? (something simple, for example, income taxes were lowered, which may resulted in a lower refund or increased payment) I thought I might have inputted something wrong, but learned that there were major changes to the tax code for this tax year. Thank you so much for a great product. Also would like to see the investment schedules go back on the Deluxe version for us poor working people with IRAs!!!
February 13, 2015
Rated 5 out of 5 by momtaxinurse Turbo tax even helps procrastinators
Turbo tax is awesome -- I've been using it for many years [like 15+] and while I do procrastinate on my taxes -- and yes, if I were to need to file that extension it would help me..... Turbo tax is so easy it has NEVER come to that. I can start and finish usually in a couple of days or so. I like doing them on MY schedule, not when some CPA is available, and if that means 2am after work, so be it. Love the online storage, and it's deductible features, as well as importing from employers, and brokerage firms.
I've tried other products, but turbo tax is the best, and most straight forward to use. When my life situation changed from married to widowed years ago it even helped me figure out the tax changes for that. Now with a son in college, it is helping me get the maximum tax credit for paying tuition -- not a small expense !!
I won't be buying anything but turbo-tax.
March 30, 2015
Rated 2 out of 5 by Goldgeo Not what I expected
We have been using turbotax for the last several years and were very happy with the results. Last year we had to pay a fine for underpayment, had we realized we were going to be fined we would have looked much harder at our deductions.
This year we had questions about a portion of the federal return and spoke to a lady in customer service who was very helpful. We e-filed our state return and it was rejected because we hadn't signed the return, we were under the impression that turbotax would have caught any errors like that. We had to then print out the return and send copies of all of our 1099 to them (not happy when you think you are done with taxes you don't want to hassle with it anymore) We were also given the impression that we would get a $25.00 refund from you because of some error between last year and this year. We are very disappointed in this years product.
March 6, 2015
Rated 5 out of 5 by Rcdanco I have used Turbo Tax for 10 years and it keeps getting better. When going through the Schedule "C" section it might be helpful to others if you asked the question, "Are you still operating this business?" I had performed some side work for which I received a 1099 several years ago and every year it carries forward the schedule "C" with no income. I just figured out this year where the check box is that says the business was disposed of. It is only accessible through forms mode. By adding this simple question it may make it easier for people to report that they no longer operate a side business. Additionally I am always prompted to file a Tennessee State Income Tax for $24.99. Tennessee does not have a State Income Tax. Is there a particular reason that I should do this. I've never heard of anyone getting a refund on the sales tax they've paid to the State of Tennessee.
April 9, 2015
Rated 4 out of 5 by Jimup Zip & Slog
Overall, very good program and getting better and easier to follow. However, i had a tough time trying to figure out what was missing when an error was identified in imported data, regarding cost basis shares sold. i HOPE I got it right.
Your live person help system was a great help, patient and pursuing got me to a comfort level of finding my way around in TT so when i got the data from my finance guy, it was simple ... but Oh the struggle to het that far. Your explanations are clearer when given an example, several examples per question could be even more helpful at times.
Sometimea, when the answers i need are easily obtainable and things zip along and smiles come (especially at the END) but other times when struggle with concepts or getting needed data, it blames a horrible slogging through the mire., hence "Zip and Slog"
I can breathe again for another 11 months
March 24, 2015
Rated 3 out of 5 by MolonLave Not As Good As Other Years
TurboTax Premier 2014 did not work as well as TurboTax in previous years. Among the shortcomings are:  It didn't pull all my 2013 information into the 2014 return. For example, it didn't transfer my 2013 deductions leaving me with a $35,000 2013 tax due instead of the $8,000 refund I actually received.  It did transfer a K-1 from a previous return although I actually closed that business late in 2012. There appeared to be no way to delete the K-1 so I just had to remove that page from my return before filing it.  It also didn't transfer all the information for one of my investments.  Toward the end, it went into a do-loop with the printing of the returns causing me to have to shut down the program and restart it in order to print my returns. In the end, I was able to complete my 2014 returns, but it was a weird and worrisome process. I hope they are correct.
March 31, 2015
Rated 5 out of 5 by Bmcgo78415 Outstanding Program
I have used this program for several years and it has gotten better each year. despite the "change SNAFU" Turbo Tax came through again this year. Everything was explained in a reasonably easy manner and the help functions were complete and easy to use.
The only difficulty I had was when TT sent me to my state web site to pay via debit, the state site was not as easily supportive. Do I pay before I e-file or wait to e-file and then pay. TT could have assisted in that explanation.
All-in-all, a User Friendly program that I look forward to suing again.
Please don't change the program as was tried this year. If you need to charge more for a program, just do it and don't cause confusion with the program changes. Most of us aren't tax experts and we get to know a program and rely on it. I'll pay what's necessary. The government tax system has enough confusion for all of us!
March 8, 2015
Rated 5 out of 5 by GregMEJ Great Product for Do-Your-Own Taxes
The 2014 Turbo Tax Premier was a significant improvement over previous years in helping me compile gains/losses on various stock transactions. Since my wife and I have separate accounts, we could now record transactions by accounts rather than trying to combine like-kind transactions into a single entry. What a pain that was. What an improvement. Much less stress trying to get the numbers to add up to the 1099s.
The search window quickly took me to an obscure areas of the return where I need to eliminate a form or figure out Use Tax information for my state that was not readily apparent in the Step-by-Step instructions. Another time saver. I also used this window to search on how to eliminate a K-1 form from a previous filing.
2014 tax year was my best year using Turbo Tax software. Because of the improvements mentioned above. I will be using TurboTax Premier next year.
March 3, 2015
Rated 4 out of 5 by Regis1971 Close but not quite there
I have used Turbo Tax each year for at least the last 5 years. I found the 2014 version more difficult to use than prior years. Prior years walked me through my filing which includes quarterly estimated tax payments. I particularly found it hard to find where to enter quarterly estimated tax payments for both federal and state taxes. I did not realize that estimated state payments should be entered during the federal return. By the time I realized this, I was already into my state return and the program indicated that I owed state taxes. When I went back and added the information, the program was confused and, despite indicating that I was due a refund, wouldn't let me complete the return. I did finally determine how to correct the problem, but it was somewhat frustrating.
Other than that, the program worked and my return has been filed on both the federal and state levels.
April 10, 2015
Rated 4 out of 5 by thisismeisused Unsure comfort level
I've been using TT for years, it makes tax time easy and fast. However this year, we sold some very old stock and I had to use the extra features of TT. I know taxes can be complicated, but I was hoping TT would really guide us a lot better with our unusual stock sale. So I was a little disappointed in that regard. Some of the information within TT seemed to be different than the information contained on the TT web help site.
The other thing I found was that some forms, once filled in manually, can't be deleted or removed. The "easystep" screens do not always match up with the forms. So to remove these extra forms, I had to start my return from scratch! Then to safely compare different ways of filling in some forms, I had to make a base-line copy of my return and then experiment with different version of the file. I'm still not sure if all calculations TT made are complete.
April 13, 2015
Rated 4 out of 5 by Pedroderockman Can Premier be made better?
TurboTax is a pleasure to use. However, I encountered two or three hangups when I was working in the part of the program that generates data for Schedule A. Perhaps, there were too many customers on-line at the time. The hang-ups occurred while I was trying to enter data in the Job Expenses section of Schedule A. Line 23 - Other expenses, in particular, seemed to have a data entry problem and prevented me from backing out of that particular section.
During the final review and checks, I also had a problem with my New Mexico return. The program kept wanting information on a solar energy company that does not exist. PNM gets a small part of its electric power from solar panels that are installed on the roofs of private individual homes.
The $73 charge for using a credit card to pay the IRS is outrageous. The charge for submitting a State return also seems somewhat excessive.
April 12, 2015
Rated 3 out of 5 by Stacy76 UserSince1998
1. On the state of CA tax product, I have always deducted my other state income tax I paid. It calculates the amount that can be deducted and I use it. This year when I entered the amount I'd paid, it just said "No deduction allowed". I have no idea why. As I followed the 2013 forms for a comparison, I say that it had reduced the "adjusted gross income taxable by other state" to nothing. The years before it was reduced some, but not completely. There is no explanation I could find of why it was reduced to zero. With this amount zero, then the process of calculating the other state tax credit is gone.
2. This year it did not ask me to project my income for next year (2015) in order to print forms for Estimated Tax Payments. It printed forms for the Federal by dividing my 2014 by 4 and rounding down. I did not get any Estimated Tax forms for the state of CA which is my residence.
April 13, 2015
Rated 5 out of 5 by NAY49 TurboTax...better than a CPA
A few years ago I paid a CPA to do my taxes and a typing error by this professional led to IRS audit and money owed to the government. When I discovered this professional was not liable for creating the error, I vowed to never again trust a CPA with my taxes. Turbo Tax was recommend to me and I am more than impressed with the product. With Turbo Tax I feel confident and reassured that all the information is correct, that I have maximized my return, and that I have no reason to fear auditing. Turbo Tax has the potential to put Certified Tax Preparers out of business.....It costs less, offers better audit protection, maximizes your deduction, and teaches you as you prepare your own return. Guaranteed you will be better prepared to maximize your deductions the second year you use Turbo Tax by saving receipts and having a new awareness of what what deductions you may be eligible for.
February 17, 2015
Rated 3 out of 5 by Charles678 Bring back the good old days!
I've used TurboTax Deluxe for years with only one major complaint ... it was so easy that I really lost track of what I was doi ng. When doing my taxes by pencil and paper I agonized over each line but, at the end, I felt I knew what I had done and understood the process. With TurboTax I answered questions and entered data but the efficient software put the numbers where they belonged and I really wasn't "involved" as I had once been. But everything seemed to work out in the end. This year's product (Deluxe) had reduced functionality (read the papers) and the old name. Many people were disappointed. I had to purchase "Premier" and the CD version hung up when trying to access my state tax form. Fortunately the telephone service facility was able to send me the appropriate software to install and everything went smoothly after that ... but I never had a glitch with the old software.
March 15, 2015
Rated 3 out of 5 by Linthi TurboTax Deluxe vs. Premier Content Change
I have used TurboTax Deluxe for more than 20 years. I would expect that a large number of TurboTax Deluxe users like me have come to rely upon the convenience of using the "Maximize your deductions" and Schedule D "Investment Income" features to prepare their Income Tax returns from year to year, without the need for Schedule E rental property feature. What is the reason for no longer including the Investment Income feature in the TurboTax Deluxe edition, ... other than as a rational to raise the price?
Also, I would prefer that ItsDeductible be provided as a part of the software installable on an individual purchaser's computer, like it used to be. What security and information privacy protections are in place to protect, and ultimately to destroy the information that users must now put onto the ItsDeductable website to use this tool? Does it comply with EU privacy requirements?
February 27, 2015
Rated 3 out of 5 by Mert80 a few problems with capital gains
I don't sell stock often, but did in 2014. Program advised that I needed to upgrade to premium version. This seems unnecessary to me for such a common item, and evidently to others since I am now getting a $25 refund (cost me $32.70 with CA tax).
I also sold a small portion of my property as part of a lot line adjustment with a neighbor. Even the premium version couldn't handle this completely. After quite a bit of trying various things, I finally got the various forms completed, and both the IRS and FTB accepted my e-filed returns. However, TurboTax then informed me that I needed to mail to the IRS form 8453 with attached forms 8949. Form 8949 (2) provided data on the stock sales and the property sale. All 3 of these forms were completed in the program, so I am curious about why TurboTax couldn't provide that data as part of the e-file.
This year I am a bit soured with TurboTax.
February 24, 2015
Rated 2 out of 5 by DougDInsdale Disappointing
The "step-by-step" interview process could be condensed onto fewer screens without making it any harder to use. In fact, it would easier to understand some of the questions if they provided more context. As with the actual IRS forms (but for different reasons), many of the questions are ambiguous, and being able to see how and where my answers are going to be used would make it easier to understand what is really being asked.
Also, the MA state health form in particular is really poor. It asks if I was covered for the whole year, and if my provider also "offered" coverage for my spouse -- but this is not asking whether my plan *included* my spouse! In other words, there's no checkbox to say "My spouse was covered by the exact same plan that I was, and with the same ID information". No -- you actually have to enter all of the information for you and your spouse twice. That's absurd.
April 16, 2015
Rated 3 out of 5 by KootieRazootie Questionable Marketing....
The product performed well and greatly simplified the process by pulling information forward from last years return. It also pulled info from several financial institutions for me, again simplifying the process.
I was disappointed to discover the marketing model had changed this year and the version of the program that served me well in the past had been stripped of some functionality concerning investments. This change was not apparent from the product packaging and only came to light when I got to that point in my tax preparation. Of course there was the option to upgrade for an additional fee of $30 which I had to do at that point.
I was told there would be a $25 rebate for past users of the program and later heard they had begun providing this upgrade for free, I guess due to pressure from the marketplace. I am just waiting to see what the upgrade ultimately ends up costing me.
February 17, 2015
Rated 4 out of 5 by ColoDave Best For Windows/Mac Only
The 2014 Turbotax was as easy as ever to fill out (I have used it for 3 years now.
BUT, I upgraded my desktop computer from archaic Windows to Ubuntu Linux. And even though I made Linux create a Windows 7 emulator, and was able to run Turbo Tax for both Federal and State Returns, when it came time to print out the returns I had to jump through hoops to create an Adobe.pdf utility.
In your error statement it said to use either Adobe or Fixit. Next year - since the world is getting beyond Windows OR costly Apple - and more and more turning to public domain Linux (Unix on steroids) I recommend you put Fixit, if not Adobe downloadable modules right into Turbotax. AND, if needed, advertise and support Linux, besides Windows and Mac in your sales.
Doing my Federal and State Taxes were fast and easy. Printing them out, either separately, or after efiling was hard and very time consuming.
March 20, 2015
Rated 5 out of 5 by patrickmchriste Know Your Income Streams Before You Buy
Been using TurboTax forever. Their decision this year to prompt users to buy Premium instead of the previous Deluxe was either a brilliant move or a bonehead move by Intuit . I prefer to think they are brilliant and planned all along to make the software changes because it encourages us now-retired Baby Boomers to buy the more comprehensive Premium software to do what we did with Deluxe previously - that is to account for all the income streams produced by the investments we have that got us to the point we could comfortably retire. Maybe with Premium, we will use even more features that we did not know about. Even though Intuit did a less than stellar job of advising registered users of the coming change, they did realize the issue and, at no charge, upgraded the software for those of us who had always used the investment sections when they were included in the less expensive program.
March 25, 2015
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