Customer Reviews for TurboTax Deluxe Federal & State Returns + Federal E-File 2013 - Mac/Windows
Customer Rating
5
Great software
on April 5, 2014
Posted by: JandBatSAT
I always use TurboTax and have never had a problem.
What's great about it: Easy to use
What's not so great: None
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Our Tax Return
on April 5, 2014
Posted by: Bobthegreat
I liked the checks and balances theme. The program didn't require a lot of complicated answers.
What's great about it: Easy to use
What's not so great: Required too many updates
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
on April 5, 2014
Posted by: wdad71
I've been a TT user for a number of years. It really makes the process less painful.
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
IRA trustee to trustee HSA distribution
on April 5, 2014
Posted by: MetsFan1969
The program requires IRA to HSA distribution to be entered on 1099-R. The problem is the IRA trustee is not required to file a 10099-R and didn't in my case. The IRS only requires the distribution to be entered ob 8889 line 10 as per publication 590. Turbo Tax will only allow entry of the distribution through the 1099-R data source which was never issued by the trustee. If you override directly to 8889 you cannot file electronically which NY requires. On the positive side support provided a work around and guided me through the process step by step, Actual content was provided for the explanation sheet. The process was not unlike those I experienced with a professional Tax repairer when the program they were using needed to be coaxed. Still, I am not a believer in filing forms not required by the IRS. I was so uncomfortable with the filing I elected to purchase the audit protection. Turbo tax should address the programming to address this issue. Fortunately the distribution is a one time deal.
What's great about it: Excellent support
What's not so great: Entry of IRA to HSA too rigid, Electronic filing blocked with Overide
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
on April 5, 2014
Posted by: 2013jn
More help for situations like the one I listed above.
What's great about it: much easier every year
What's not so great: I had an issue with my required minimum reduction on a1099r and needed a form 5329. I wrote what I thought was requiredc
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
good job intuit
on April 5, 2014
Posted by: Odonep
The interview process is getting better and better, especially when the program looks at the prior year tax information that is imported.
What's great about it: flow of interview was better
What's not so great: need to see forms easier
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
TurboTax Deluxe 2013 Review
on April 5, 2014
Posted by: HEugene7441
TurboTax is an excellent personal tax preparation tool. Its best features are automatic rollover of last year's entries, automatic downloading of bank and brokerage data, and electronic filing of Federal and state returns. I would strongly recommend TurboTax for anyone with a large number of brokerage transactions.
What's great about it: Preloaded Info from last year, Direct downloads from banks & brokers
What's not so great: Difficulty in recording expired covered option acquisition costs/dates. Couldn't download 1099R info from Vanguard.
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
TURBO TAX DELUCE 2013
on April 5, 2014
Posted by: MATTHEWLO
EXCELLENT PRODCUCT
What's great about it: EXTREMELY EASY
What's not so great: NO REBOOT AFTER FILE UPDATE AT BEGINNING
Written by a customer while visiting turbotax.intuit.com