TURBOTAX CUSTOMER REVIEWS

TurboTax Deluxe Reviews

Our most popular product, TurboTax Deluxe searches over 350 tax deductions and credits to find every tax break you qualify for, so you get your maximum refund, guaranteed.

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Own a business
Student
Rated 3 out of 5 by from Good product overall, mortgage interest issues I've used TurboTax for the past several years and have always been pleased with the product. This year, however, I ran into a very frustrating circumstance related to the Mortgage Interest deduction section. The system and order in which we enter in our Form 1098 information does not lend itself well to filers that have multiple 1098's to enter. The instructions to follow if you happen to have multiple 1098's don't appear until you're already 4-5 screens into populating the first 1098. Then it also does not provide the user (filer) much confidence in that the Lender name you inputted several screens earlier and the total interest paid in Box 1 of the 1098's now don't align. For example, lets say I had three 1098's for 2020 tax year totaling $10,000 but that total amount of interest was paid to three different lenders, say $5,000, $3,000 and $2,000. The specific instructions that pop up when you click into the link say to add all three together and enter that amount ($10,000) into Box 1. The issue though is that $10,000 is NOT associated with the lender name that was inputted earlier in the process. Perhaps only that $5,000 amount was as the other two were tied to the other lenders that you happen to pay off when refinancing. Following what I believe would be normal intuition, and how I believe I did it in previous years, I would create 3 different 1098 instances and enter in the applicable lender information and all the boxes from each of the 1098's. Taking this course of action, however, resulted in me not receiving the full mortgage interest deduction I am legally allowed to receive because the software/system aggregated the Box 2 amounts (Outstanding principal balance) from the three 1098's making it seem like I was well above the $750,000 loan cap (for loans opened after 2017). This was extremely frustrating as I know the TurboTax software was incorrectly taking this action that resulted in a lower deduction and therefore an incorrect tax due or refund. Perhaps other customers experienced this same issue and still ended up filing, therefore incorrectly. Thank you for your time in reviewing this.
Date published: 2021-03-20
Rated 5 out of 5 by from Turbo is good Got the most back for my money thanks turbo tax I’ll use next year
Date published: 2021-03-20
Rated 5 out of 5 by from Turbo Tax is easily understood and easy to use Turbo tax is easy to use there are step by step instructions. Although some of the answers to questions are as clear as they should be.
Date published: 2021-03-20
Rated 5 out of 5 by from Outstanding very helpful Turbotax is a good tool, to help out others around. i will keep Turbotax around
Date published: 2021-03-20
Rated 4 out of 5 by from Was not too frustrating It is mostly easy to use. It made me go back and review more than I would like.
Date published: 2021-03-20
Rated 5 out of 5 by from TurboTax is wonderful I have used TurboTax for years. It is accurate, safe and secure. Makes filing easy. I highly recommend it.
Date published: 2021-03-20
Rated 5 out of 5 by from Extreme Confidence Turbo Tax is very helpful, and I feel confident filing my Taxes Through them!
Date published: 2021-03-20
Rated 5 out of 5 by from The Best Easy and user friendly application. Step by step instructions are great.
Date published: 2021-03-20
Rated 5 out of 5 by from Awesome Easy to use and walks you through each step. It is great.
Date published: 2021-03-20
Rated 5 out of 5 by from turbtaxbest the turbo tax is turbo and not taxing on my mind body or soul. thanks turnotax
Date published: 2021-03-20
All TurboTax® Offerings Reviews - Page 5486
Narrow your results
Select all that apply to find reviewers similar to you.
Own a business
Student
Rated 3 out of 5 by from Good product overall, mortgage interest issues I've used TurboTax for the past several years and have always been pleased with the product. This year, however, I ran into a very frustrating circumstance related to the Mortgage Interest deduction section. The system and order in which we enter in our Form 1098 information does not lend itself well to filers that have multiple 1098's to enter. The instructions to follow if you happen to have multiple 1098's don't appear until you're already 4-5 screens into populating the first 1098. Then it also does not provide the user (filer) much confidence in that the Lender name you inputted several screens earlier and the total interest paid in Box 1 of the 1098's now don't align. For example, lets say I had three 1098's for 2020 tax year totaling $10,000 but that total amount of interest was paid to three different lenders, say $5,000, $3,000 and $2,000. The specific instructions that pop up when you click into the link say to add all three together and enter that amount ($10,000) into Box 1. The issue though is that $10,000 is NOT associated with the lender name that was inputted earlier in the process. Perhaps only that $5,000 amount was as the other two were tied to the other lenders that you happen to pay off when refinancing. Following what I believe would be normal intuition, and how I believe I did it in previous years, I would create 3 different 1098 instances and enter in the applicable lender information and all the boxes from each of the 1098's. Taking this course of action, however, resulted in me not receiving the full mortgage interest deduction I am legally allowed to receive because the software/system aggregated the Box 2 amounts (Outstanding principal balance) from the three 1098's making it seem like I was well above the $750,000 loan cap (for loans opened after 2017). This was extremely frustrating as I know the TurboTax software was incorrectly taking this action that resulted in a lower deduction and therefore an incorrect tax due or refund. Perhaps other customers experienced this same issue and still ended up filing, therefore incorrectly. Thank you for your time in reviewing this.
Date published: 2021-03-20
Rated 5 out of 5 by from Turbo is good Got the most back for my money thanks turbo tax I’ll use next year
Date published: 2021-03-20
Rated 5 out of 5 by from Turbo Tax is easily understood and easy to use Turbo tax is easy to use there are step by step instructions. Although some of the answers to questions are as clear as they should be.
Date published: 2021-03-20
Rated 5 out of 5 by from Outstanding very helpful Turbotax is a good tool, to help out others around. i will keep Turbotax around
Date published: 2021-03-20
Rated 4 out of 5 by from Was not too frustrating It is mostly easy to use. It made me go back and review more than I would like.
Date published: 2021-03-20
Rated 5 out of 5 by from TurboTax is wonderful I have used TurboTax for years. It is accurate, safe and secure. Makes filing easy. I highly recommend it.
Date published: 2021-03-20
Rated 5 out of 5 by from Extreme Confidence Turbo Tax is very helpful, and I feel confident filing my Taxes Through them!
Date published: 2021-03-20
Rated 5 out of 5 by from The Best Easy and user friendly application. Step by step instructions are great.
Date published: 2021-03-20
Rated 5 out of 5 by from Awesome Easy to use and walks you through each step. It is great.
Date published: 2021-03-20
Rated 5 out of 5 by from turbtaxbest the turbo tax is turbo and not taxing on my mind body or soul. thanks turnotax
Date published: 2021-03-20
All TurboTax® Offerings Reviews - Page 5486