TURBOTAX CUSTOMER REVIEWS

TurboTax Live Assisted Premier Reviews

Read unbiased reviews from real TurboTax Live Assisted Premier customers. Get unlimited help and year-round advice on stocks, bonds, and crypto from tax experts.

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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
Rated 3 out of 5 by from No chance to import last years TT file!! There was no chance to import my last years TT file which is on my computer. That always made it much easier. I have used TT for at least 10 years and the software always locates my former returns. It was very frustrating not being able to see the return as I went along.
Date published: 2023-03-23
All TurboTax® Offerings Reviews - Page 177
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 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
Rated 3 out of 5 by from No chance to import last years TT file!! There was no chance to import my last years TT file which is on my computer. That always made it much easier. I have used TT for at least 10 years and the software always locates my former returns. It was very frustrating not being able to see the return as I went along.
Date published: 2023-03-23
All TurboTax® Offerings Reviews - Page 177