TURBOTAX CUSTOMER REVIEWS

TurboTax CD/Download Reviews

Read unbiased reviews from real TurboTax CD/Download customers and learn why
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America’s #1 tax prep provider.

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Rated 2 out of 5 by from Stubborn Error. The review kept refusing to accept the name of the trust. Spoke to four different agents for over three hours to find a solution. It finally worked magically.
Date published: 2023-03-23
Rated 5 out of 5 by from Awesome Love it ! Joyce was awesome! Thank you TurboTax!!!
Date published: 2023-03-23
Rated 4 out of 5 by from Didn't Catch Mistakes in 1099-R Form Until the End On the whole, my experience with TurboTax was positive. There was one glitch, though, which should be fixed. There were two errors in my 1099-R form that TurboTax didn't catch until the very end. 1) There were asterisks in my address field that I had to remove. 2) There was no state distribution given in Box 16, which was wrong because state tax was withheld. No 1. was easy to fix. I had to figure out No. 2. I had to go back into the process to find the 1099-R form, figure out what a state distribution was (I used a web search engine to find out) and what I had to do to fix it. I was then able to send the return. It seems to me that TurboTax should have caught all of this much earlier in the process, not when I was just about to file. In the New York State tax, it would help to emphasize that the New York pension exclusion also applies to distributions from inherited IRAs. I was unsure what to enter in the pension box. After consultation with your tax expert, I multiplied what I withdrew by 4 (the number of brothers including myself who inherited the IRA) and entered that figure into the box. But that should be made clear right there. I consulted your tax experts three times, and was pleased each time. They were courteous and knowledgeable and were able to assist me. They returned by calls within a minute. My only criticism is that two of them were a little difficult to understand. They need to work on their pronunciation.
Date published: 2023-03-23
Rated 5 out of 5 by from Turbo Tax worked. Have used Turbo Tax for several years now and still feel comfortable using it.
Date published: 2023-03-23
Rated 2 out of 5 by from Disappointed with Live help I utilized the live help feature for the first time this year. The first agent that I connected with was unable to answer my question and we spent 90 minutes on the phone waiting for another agent to help her by chat. I wasn't able to speak directly to the other agent. They told me an agent could call me back within 24 hours to help. I tried again with another agent who was very helpful and got my questions answered, but I was frustrated with the first part of this experience
Date published: 2023-03-23
Rated 5 out of 5 by from Simple and easy I love how simple it is to file my taxes! Turbo tax helped me get more out of my return
Date published: 2023-03-23
Rated 5 out of 5 by from Turbo Tax LIve Our live expert was outstanding. Normally tax activities are stressful. But that was not the case.
Date published: 2023-03-23
Rated 5 out of 5 by from Easy and Fast Very easy to use and was a quick process. Would use again.
Date published: 2023-03-23
Rated 2 out of 5 by from I was not expecting a dated desktop experience I've used turbo tax for years and when I saw the deal at Costco, I jumped on it. However, rather than giving me a code to redeem online, i had to download software I haven't seen for 5+ years. I'm sure the quality of the return is the same, but what a hassle to download, set everything up, and not be able to pause and start my return from a different device. Felt like I was back in the 2000s. Why is the web product and the desktop product completely different? I'll never buy it in person ever again.
Date published: 2023-03-23
Rated 5 out of 5 by from Professional, fast, and helpful!!! Professionals that knows what they are doing. Thank you Turbo Tax!
Date published: 2023-03-23
All TurboTax® Offerings Reviews - Page 573
TurboTaxTurboTax Customer Ratings & Reviews
Narrow your results
Select all that apply to find reviewers similar to you.
Own a business
Student
Select a row below to filter reviews:
Rated 2 out of 5 by from Stubborn Error. The review kept refusing to accept the name of the trust. Spoke to four different agents for over three hours to find a solution. It finally worked magically.
Date published: 2023-03-23
Rated 5 out of 5 by from Awesome Love it ! Joyce was awesome! Thank you TurboTax!!!
Date published: 2023-03-23
Rated 4 out of 5 by from Didn't Catch Mistakes in 1099-R Form Until the End On the whole, my experience with TurboTax was positive. There was one glitch, though, which should be fixed. There were two errors in my 1099-R form that TurboTax didn't catch until the very end. 1) There were asterisks in my address field that I had to remove. 2) There was no state distribution given in Box 16, which was wrong because state tax was withheld. No 1. was easy to fix. I had to figure out No. 2. I had to go back into the process to find the 1099-R form, figure out what a state distribution was (I used a web search engine to find out) and what I had to do to fix it. I was then able to send the return. It seems to me that TurboTax should have caught all of this much earlier in the process, not when I was just about to file. In the New York State tax, it would help to emphasize that the New York pension exclusion also applies to distributions from inherited IRAs. I was unsure what to enter in the pension box. After consultation with your tax expert, I multiplied what I withdrew by 4 (the number of brothers including myself who inherited the IRA) and entered that figure into the box. But that should be made clear right there. I consulted your tax experts three times, and was pleased each time. They were courteous and knowledgeable and were able to assist me. They returned by calls within a minute. My only criticism is that two of them were a little difficult to understand. They need to work on their pronunciation.
Date published: 2023-03-23
Rated 5 out of 5 by from Turbo Tax worked. Have used Turbo Tax for several years now and still feel comfortable using it.
Date published: 2023-03-23
Rated 2 out of 5 by from Disappointed with Live help I utilized the live help feature for the first time this year. The first agent that I connected with was unable to answer my question and we spent 90 minutes on the phone waiting for another agent to help her by chat. I wasn't able to speak directly to the other agent. They told me an agent could call me back within 24 hours to help. I tried again with another agent who was very helpful and got my questions answered, but I was frustrated with the first part of this experience
Date published: 2023-03-23
Rated 5 out of 5 by from Simple and easy I love how simple it is to file my taxes! Turbo tax helped me get more out of my return
Date published: 2023-03-23
Rated 5 out of 5 by from Turbo Tax LIve Our live expert was outstanding. Normally tax activities are stressful. But that was not the case.
Date published: 2023-03-23
Rated 5 out of 5 by from Easy and Fast Very easy to use and was a quick process. Would use again.
Date published: 2023-03-23
Rated 2 out of 5 by from I was not expecting a dated desktop experience I've used turbo tax for years and when I saw the deal at Costco, I jumped on it. However, rather than giving me a code to redeem online, i had to download software I haven't seen for 5+ years. I'm sure the quality of the return is the same, but what a hassle to download, set everything up, and not be able to pause and start my return from a different device. Felt like I was back in the 2000s. Why is the web product and the desktop product completely different? I'll never buy it in person ever again.
Date published: 2023-03-23
Rated 5 out of 5 by from Professional, fast, and helpful!!! Professionals that knows what they are doing. Thank you Turbo Tax!
Date published: 2023-03-23
All TurboTax® Offerings Reviews - Page 573