TURBOTAX CUSTOMER REVIEWS

TurboTax Live Assisted Deluxe Reviews

Read unbiased reviews from real TurboTax Live Assisted Deluxe customers. Maximize deductions and credits with unlimited expert advice and a final review before you file.

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Rated 2 out of 5 by from Fair to Satisfactory Rating Processed returns for two sons (each with schedule Cs). I have used TurboTax for 3-4 years. Software was still very confusing at times, and it is somewhat challenging to know how to use the software to input information where it needs to go, and because of this, inputting info for returns really requires the use of live assistance. I accessed live help often, at least 10+ times total. Getting a tax professional who was familiar with TurboTax with decent tax/accounting knowledge was a hit and miss. One gentleman threw me off when he saw the form 4562 (Depreciation and Amortization) where the program flooded in maximum limits on lines 1 and 3. He told me something was terrible wrong with my return and tried desperately to up-sell me to upgrade to the most expensive version of Turbotax, and also insisted I better get Intuit's Quickbooks for $50/month. With a subsequent live call agent, I discovered lines 1 and 3 often flood in automatically with the program, so I felt I could not trust much of what the former rep told me. Some reps knew little, as I came across two very beginner reps who could not help at all, one of them gave advice that messed up the return with their advice, but to her credit she did eventually transferred me to an expert who assisted nicely to clean up. But the lack of knowledge of some agents was overshadowed by an one female Asian rep who was EXTREMELY helpful, with excellent tax accounting experience, (only one year at Turbo Tax) and we covered a lot of ground, solving all the issues I had at the time---WOW. When it was April 14 (close the April 18 tax filing deadline), the live assistance methods deteriorated, and did not function anymore for me. Three call back requests never had a call back on this date, even though TurboTax would estimate a call back in five minutes. Also, on this date, for a scheduled meeting at 8:45 a.m. on 4-14-2023, no one ever called back for the meeting, so I assume the call scheduling program was either overwhelmed or simply down. I wish the emails for agent review included the first or last names of the individuals who helped me, as I would love to give high praise specifically for a number of agents who were kind, patient, a most importantly very knowledgeable.
Date published: 2023-04-14
Rated 5 out of 5 by from So Easy! Extremely easy and painless experience. Probably the best tutorial and provided the best secondary info when I had questions.
Date published: 2023-04-14
Rated 5 out of 5 by from Easy This software it was so easy to use. I will use it every year.!!
Date published: 2023-04-14
Rated 3 out of 5 by from Charged me for PREMIUM?? The process itself it intuitive and pretty good. However, I choose the free option and they upgraded me to Premium for simply using a 1099 form??
Date published: 2023-04-14
Rated 5 out of 5 by from Another successful year with TurboTax Every year I use TurboTax and I love the service. It is thorough and user friendly.
Date published: 2023-04-14
Rated 5 out of 5 by from Turbo tax works great. It works great, no help needed from online agents.
Date published: 2023-04-14
Rated 4 out of 5 by from Payment options It's a little shady that you don't make it clear that there is an extra fee for taking the payment for the servises provided out of the refund that we get. If I had known that, I would have picked a different option for payment.
Date published: 2023-04-14
Rated 3 out of 5 by from Turbo Tax great Federal Form, VA form needs help The VA form of married filing jointly on Federal and separately on State (Virginia) was a desaster. I hope you can come up with something better for next year.
Date published: 2023-04-14
Rated 5 out of 5 by from First time filing taxes I will say charging me to file taxes per state is mad annoying, but TurboTax was seamless and so it was worth it. I was super stressed out doing this, especially since it is 4 days before taxes are due, but thank you TurboTax.
Date published: 2023-04-14
Rated 1 out of 5 by from Fantastic and fast easy as can be! I knew nothing about tax forms and it couldn't of gone any easier
Date published: 2023-04-14
All TurboTax® Offerings Reviews - Page 2667
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 Fair to Satisfactory Rating Processed returns for two sons (each with schedule Cs). I have used TurboTax for 3-4 years. Software was still very confusing at times, and it is somewhat challenging to know how to use the software to input information where it needs to go, and because of this, inputting info for returns really requires the use of live assistance. I accessed live help often, at least 10+ times total. Getting a tax professional who was familiar with TurboTax with decent tax/accounting knowledge was a hit and miss. One gentleman threw me off when he saw the form 4562 (Depreciation and Amortization) where the program flooded in maximum limits on lines 1 and 3. He told me something was terrible wrong with my return and tried desperately to up-sell me to upgrade to the most expensive version of Turbotax, and also insisted I better get Intuit's Quickbooks for $50/month. With a subsequent live call agent, I discovered lines 1 and 3 often flood in automatically with the program, so I felt I could not trust much of what the former rep told me. Some reps knew little, as I came across two very beginner reps who could not help at all, one of them gave advice that messed up the return with their advice, but to her credit she did eventually transferred me to an expert who assisted nicely to clean up. But the lack of knowledge of some agents was overshadowed by an one female Asian rep who was EXTREMELY helpful, with excellent tax accounting experience, (only one year at Turbo Tax) and we covered a lot of ground, solving all the issues I had at the time---WOW. When it was April 14 (close the April 18 tax filing deadline), the live assistance methods deteriorated, and did not function anymore for me. Three call back requests never had a call back on this date, even though TurboTax would estimate a call back in five minutes. Also, on this date, for a scheduled meeting at 8:45 a.m. on 4-14-2023, no one ever called back for the meeting, so I assume the call scheduling program was either overwhelmed or simply down. I wish the emails for agent review included the first or last names of the individuals who helped me, as I would love to give high praise specifically for a number of agents who were kind, patient, a most importantly very knowledgeable.
Date published: 2023-04-14
Rated 5 out of 5 by from So Easy! Extremely easy and painless experience. Probably the best tutorial and provided the best secondary info when I had questions.
Date published: 2023-04-14
Rated 5 out of 5 by from Easy This software it was so easy to use. I will use it every year.!!
Date published: 2023-04-14
Rated 3 out of 5 by from Charged me for PREMIUM?? The process itself it intuitive and pretty good. However, I choose the free option and they upgraded me to Premium for simply using a 1099 form??
Date published: 2023-04-14
Rated 5 out of 5 by from Another successful year with TurboTax Every year I use TurboTax and I love the service. It is thorough and user friendly.
Date published: 2023-04-14
Rated 5 out of 5 by from Turbo tax works great. It works great, no help needed from online agents.
Date published: 2023-04-14
Rated 4 out of 5 by from Payment options It's a little shady that you don't make it clear that there is an extra fee for taking the payment for the servises provided out of the refund that we get. If I had known that, I would have picked a different option for payment.
Date published: 2023-04-14
Rated 3 out of 5 by from Turbo Tax great Federal Form, VA form needs help The VA form of married filing jointly on Federal and separately on State (Virginia) was a desaster. I hope you can come up with something better for next year.
Date published: 2023-04-14
Rated 5 out of 5 by from First time filing taxes I will say charging me to file taxes per state is mad annoying, but TurboTax was seamless and so it was worth it. I was super stressed out doing this, especially since it is 4 days before taxes are due, but thank you TurboTax.
Date published: 2023-04-14
Rated 1 out of 5 by from Fantastic and fast easy as can be! I knew nothing about tax forms and it couldn't of gone any easier
Date published: 2023-04-14
All TurboTax® Offerings Reviews - Page 2667