TURBOTAX CUSTOMER REVIEWS

TurboTax Live Assisted Self-Employed Reviews

Read unbiased reviews from real TurboTax Live Assisted Self-Employed customers. Our tax experts offer unlimited help for freelancers, independent contractors, and gig workers.

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Rated 3 out of 5 by from Was okay I guess. Lost out on a portion of refund Couldn't get it to accept as Head of Household when I completely qualified by all government standards and the ones Turbotax stated.
Date published: 2023-03-24
Rated 3 out of 5 by from TurboTax Converts Simple Trust To Complex Trust I used Turbotax Business to file a simple trust federal tax return. The program kept changing the trust to a complex trust. This is incorrect. I managed to get Turbotax to file as a simple trust by repeatedly going into the 1099-Div section. There I reported foreign tax paid for box 7. Box 8 was missing however. Later in the interview process I was asked what portion of the dividends was from a foreign country and if the dividends were from a RIC or Other Source. Initially I said RIC since that was indicated in the summary information for my 1099-DIV. I eventually discovered that I should have selected Other Source and then entered Various for the foreign countries (as shown on my 1099-DIV for box 8). This section is extremely confusing as written. Why not just provide the option of entering Various for box 8 when initially entering the 1099-DIV information? Entering RIC seems to cause the simple trust to be automatically converted to a complex trust without any notification to the user. By going back, changing the trust back to a simple trust, and then changing RIC to Other when entering the 1099-DIV information I was able to get Turbotax to keep the trust as a simple trust. The section for entering 1099-DIV when foreign taxes are involved clearly needs work to make it clear to the user how to properly input the required information.
Date published: 2023-03-24
Rated 5 out of 5 by from Turbo Tax is the only way to file your taxes I have used Turbo Tax for about 10 years for my income tax. I can highly recommend it. Easy to use, always up-to-date on federal and state laws, help is only a click away. I requested help from an CPA. Mike called me and walked me through the system to address my concern. Mike was a great help and I highly recommend him and the service.
Date published: 2023-03-24
Rated 5 out of 5 by from Very simple even for us old folks. Was some what apprehensive at first but ended up as a devoted fan.
Date published: 2023-03-24
Rated 2 out of 5 by from Issues Could not update program unless on a 5G network, but had to be on 2.5G network to access intuit account to pay state filing fees. Never had this problem in pass years, but definately had issues this year. Also customer service rep was terrible......had no idea what she was doing and refused to get someone else on the phone to help.
Date published: 2023-03-24
Rated 4 out of 5 by from Glad when it's over! Worksheets don't allow user to return to previous screen. Recurring attempts to upgrade TurboTax are bothersome.
Date published: 2023-03-24
Rated 3 out of 5 by from Losing People The fees for a program that is advertised for free or cheap is not great for starters. Why does it cost me $39 to pay Turbotax with my refund, that is messed up. Already charging $119 here, and $56 there that we cannot say no to unless we STOP using YOUR program. Which at this rate... next year I am shopping around. Better have your game back by then people are migrating away from Turbotax! Easy to use sure, explains it all that is fabulous, but charging ridiculous fees and extra ones just because is wrong. After 10+ years.... I am going to go look at other companies who are less greedy like Progressive Insurance is...sad. No more recommending you all. Just cost more and more each year for a DIGITAL service. Get real its OUR tax money NOT yours.
Date published: 2023-03-24
Rated 3 out of 5 by from This year I had a lot of issues with TurboTax I have used Turbo Tax for several years and it's always been easy and efficient. This year was not. I had issues with 1099's for brokerage account transactions that were quite trying to sort out
Date published: 2023-03-24
Rated 5 out of 5 by from This year was even better than previous years Everythig is so well explained that there are never questions as to what goes were and what.
Date published: 2023-03-24
Rated 5 out of 5 by from turbo tax is the only one for us the bottom line is that at my age I need to keep it simple, and the way that the program works by asking questions is perfect for me. this is the only produce like this i will ever use for our taxes
Date published: 2023-03-24
All TurboTax® Offerings Reviews - Page 651
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 3 out of 5 by from Was okay I guess. Lost out on a portion of refund Couldn't get it to accept as Head of Household when I completely qualified by all government standards and the ones Turbotax stated.
Date published: 2023-03-24
Rated 3 out of 5 by from TurboTax Converts Simple Trust To Complex Trust I used Turbotax Business to file a simple trust federal tax return. The program kept changing the trust to a complex trust. This is incorrect. I managed to get Turbotax to file as a simple trust by repeatedly going into the 1099-Div section. There I reported foreign tax paid for box 7. Box 8 was missing however. Later in the interview process I was asked what portion of the dividends was from a foreign country and if the dividends were from a RIC or Other Source. Initially I said RIC since that was indicated in the summary information for my 1099-DIV. I eventually discovered that I should have selected Other Source and then entered Various for the foreign countries (as shown on my 1099-DIV for box 8). This section is extremely confusing as written. Why not just provide the option of entering Various for box 8 when initially entering the 1099-DIV information? Entering RIC seems to cause the simple trust to be automatically converted to a complex trust without any notification to the user. By going back, changing the trust back to a simple trust, and then changing RIC to Other when entering the 1099-DIV information I was able to get Turbotax to keep the trust as a simple trust. The section for entering 1099-DIV when foreign taxes are involved clearly needs work to make it clear to the user how to properly input the required information.
Date published: 2023-03-24
Rated 5 out of 5 by from Turbo Tax is the only way to file your taxes I have used Turbo Tax for about 10 years for my income tax. I can highly recommend it. Easy to use, always up-to-date on federal and state laws, help is only a click away. I requested help from an CPA. Mike called me and walked me through the system to address my concern. Mike was a great help and I highly recommend him and the service.
Date published: 2023-03-24
Rated 5 out of 5 by from Very simple even for us old folks. Was some what apprehensive at first but ended up as a devoted fan.
Date published: 2023-03-24
Rated 2 out of 5 by from Issues Could not update program unless on a 5G network, but had to be on 2.5G network to access intuit account to pay state filing fees. Never had this problem in pass years, but definately had issues this year. Also customer service rep was terrible......had no idea what she was doing and refused to get someone else on the phone to help.
Date published: 2023-03-24
Rated 4 out of 5 by from Glad when it's over! Worksheets don't allow user to return to previous screen. Recurring attempts to upgrade TurboTax are bothersome.
Date published: 2023-03-24
Rated 3 out of 5 by from Losing People The fees for a program that is advertised for free or cheap is not great for starters. Why does it cost me $39 to pay Turbotax with my refund, that is messed up. Already charging $119 here, and $56 there that we cannot say no to unless we STOP using YOUR program. Which at this rate... next year I am shopping around. Better have your game back by then people are migrating away from Turbotax! Easy to use sure, explains it all that is fabulous, but charging ridiculous fees and extra ones just because is wrong. After 10+ years.... I am going to go look at other companies who are less greedy like Progressive Insurance is...sad. No more recommending you all. Just cost more and more each year for a DIGITAL service. Get real its OUR tax money NOT yours.
Date published: 2023-03-24
Rated 3 out of 5 by from This year I had a lot of issues with TurboTax I have used Turbo Tax for several years and it's always been easy and efficient. This year was not. I had issues with 1099's for brokerage account transactions that were quite trying to sort out
Date published: 2023-03-24
Rated 5 out of 5 by from This year was even better than previous years Everythig is so well explained that there are never questions as to what goes were and what.
Date published: 2023-03-24
Rated 5 out of 5 by from turbo tax is the only one for us the bottom line is that at my age I need to keep it simple, and the way that the program works by asking questions is perfect for me. this is the only produce like this i will ever use for our taxes
Date published: 2023-03-24
All TurboTax® Offerings Reviews - Page 651