TURBOTAX CUSTOMER REVIEWS

TurboTax Live Assisted Reviews

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Rated 1 out of 5 by from Terrible at dealing with options I spent 7 hours manually entering options info that was in my 1099 from Apex Clearing Inc., or that TT should have been able to deduce. The issue apparently is that TT wants to see both opening and closing trades to get cost basis and proceeds, and isn't smart enough to know what to do with options that expire worthless, which is a very common occurrence. I'm not a programmer, but I see two ways to handle this: 1) If there is only an opening trade, search for the expiration transaction, whose description contains the option info necessary to match it with the opening trade. 2) The expiration date is also given in an option's description, so if it's in the return's calendar year, it has to have expired worthless, and so TT should be able to deduce that. I'm pretty sure that if it didn't, the option would have been assigned and shown up as a closing transaction. Besides the above, which took most of the time, there were several trades for which the 1099 did have both opening and closing transactions, but I still had to go in and add info.
Date published: 2023-04-09
Rated 5 out of 5 by from Easy Peasy The guided experience and helpful explanations made the process very easy to go through
Date published: 2023-04-09
Rated 2 out of 5 by from overcharged $20 to e-file state return charged 425 to my credit card
Date published: 2023-04-09
Rated 2 out of 5 by from turbo tax is over priced With a smaller return this year, it is not a good year for turbo tax to go up on the price. I have a simple return and it cost $200
Date published: 2023-04-09
Rated 5 out of 5 by from Turbo Tax is Great! I have been using Turbo Tax for many years. Always accurate with no audits. I have even been invited to NYC for a Turbo Tax conference. The employees are very friendly and knowledgeable.
Date published: 2023-04-09
Rated 4 out of 5 by from turbo tax is efficient friendly, listening skills are great, knowledgeable
Date published: 2023-04-09
Rated 4 out of 5 by from Over all an ok product There were a few pages neat the end where to need to sign back in and your locked on that screen with no option to go back or shring screen to get info off desktop.
Date published: 2023-04-09
Rated 5 out of 5 by from Turbo Tax is convenient & (they make it) so easy! Turbo Tax is very convenient. You can do it anytime of day or night, you can split it up and do a little each day, add to it all year long, or do it in 1 day. I love the new format this year because it's even easier than last year! I don't know how they did that...made easy even easier...but they did! Awesome job, Turbo Tax! (Wow, think how easy it'd be if I was organized and prepared!)
Date published: 2023-04-09
Rated 5 out of 5 by from Turbo tax is the bomb! I have used turbo tax for years now and they are always great and helpful
Date published: 2023-04-09
Rated 5 out of 5 by from Continued Improvements I didn't use turbotax last year, trying to find a cheaper option, but what I found resulted in many more headaches, and unexpected Fees. Turbotax is very open and up-front about their processes, and use an intuitive and functional interface to make filing an informed and easy process.
Date published: 2023-04-09
All TurboTax® Offerings Reviews - Page 3767
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 1 out of 5 by from Terrible at dealing with options I spent 7 hours manually entering options info that was in my 1099 from Apex Clearing Inc., or that TT should have been able to deduce. The issue apparently is that TT wants to see both opening and closing trades to get cost basis and proceeds, and isn't smart enough to know what to do with options that expire worthless, which is a very common occurrence. I'm not a programmer, but I see two ways to handle this: 1) If there is only an opening trade, search for the expiration transaction, whose description contains the option info necessary to match it with the opening trade. 2) The expiration date is also given in an option's description, so if it's in the return's calendar year, it has to have expired worthless, and so TT should be able to deduce that. I'm pretty sure that if it didn't, the option would have been assigned and shown up as a closing transaction. Besides the above, which took most of the time, there were several trades for which the 1099 did have both opening and closing transactions, but I still had to go in and add info.
Date published: 2023-04-09
Rated 5 out of 5 by from Easy Peasy The guided experience and helpful explanations made the process very easy to go through
Date published: 2023-04-09
Rated 2 out of 5 by from overcharged $20 to e-file state return charged 425 to my credit card
Date published: 2023-04-09
Rated 2 out of 5 by from turbo tax is over priced With a smaller return this year, it is not a good year for turbo tax to go up on the price. I have a simple return and it cost $200
Date published: 2023-04-09
Rated 5 out of 5 by from Turbo Tax is Great! I have been using Turbo Tax for many years. Always accurate with no audits. I have even been invited to NYC for a Turbo Tax conference. The employees are very friendly and knowledgeable.
Date published: 2023-04-09
Rated 4 out of 5 by from turbo tax is efficient friendly, listening skills are great, knowledgeable
Date published: 2023-04-09
Rated 4 out of 5 by from Over all an ok product There were a few pages neat the end where to need to sign back in and your locked on that screen with no option to go back or shring screen to get info off desktop.
Date published: 2023-04-09
Rated 5 out of 5 by from Turbo Tax is convenient & (they make it) so easy! Turbo Tax is very convenient. You can do it anytime of day or night, you can split it up and do a little each day, add to it all year long, or do it in 1 day. I love the new format this year because it's even easier than last year! I don't know how they did that...made easy even easier...but they did! Awesome job, Turbo Tax! (Wow, think how easy it'd be if I was organized and prepared!)
Date published: 2023-04-09
Rated 5 out of 5 by from Turbo tax is the bomb! I have used turbo tax for years now and they are always great and helpful
Date published: 2023-04-09
Rated 5 out of 5 by from Continued Improvements I didn't use turbotax last year, trying to find a cheaper option, but what I found resulted in many more headaches, and unexpected Fees. Turbotax is very open and up-front about their processes, and use an intuitive and functional interface to make filing an informed and easy process.
Date published: 2023-04-09
All TurboTax® Offerings Reviews - Page 3767