Customer reviews from turbotax.intuit.com
TurboTax Deluxe Federal & State Returns + Federal E-File 2013 - Mac/Windows
Average customer rating
4.6
(57,942 Reviews)
Rating breakdown 57,942 reviews
5 Stars
40,011
4 Stars
13,164
3 Stars
2,704
2 Stars
1,150
1 Star
913
Customer Reviews for TurboTax Deluxe Federal & State Returns + Federal E-File 2013 - Mac/Windows
Customer Rating
5
on April 14, 2014
Posted by: raymond1955
Been using TurboTax for years and love it
What's great about it: always simple and easy
What's not so great: remembering password
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
on April 14, 2014
Posted by: brobe
Make it more conducive for use for Pastors and ministers.
What's great about it: ease of use
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Refund
on April 14, 2014
Posted by: 14nick2014
Over all the product worked well, the only thing that might make a difference is knowing all the forms that are possibly needed on a separate list with a description.
What's great about it: I liked how help worked, pictures are good.
What's not so great: I do not like all the disclosures.
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
Relatively useful - but took some time
on April 14, 2014
Posted by: TurboTax88
I have been a loyal TT user for many years. My taxes are relatively easy (mortgage, stocks, interest, dividends), so I use TT Deluxe. Even with stock sales, you don't need Premier.
This time, the Sched A State and Local income taxes was not detailed enough. I had "state mandatory taxes", but could not find out where that number came from since I had three W-2s.There needs to be a zoom that goes to the specific W-2. Once I figured out that VDI and SDI were not both included, then I could reconcile my figures.
Also when I needed to calculate a possible underpayment penalty by quarters, it did not give an explanation of why it would helpful to pick "use annualized income install method that treats tax w/held as pd when it was actually w/h vs. even quarterly estimates. I had to go back and forth to see the difference for the penalty amount. They could put an explanation like they did for foreign tax pd: should you take a credit or a deduction. When it comes to calculating by quarter cumulatively, there should be an option to put in the figures by quarter and then have TT automatically figure out the cumulative quarters.
I like the "bookmark tags" as a quick way to go back to sections. It's also nice when they give you tips on how to avoid underpayment penalties and a comparison of your tax profile compared US averages. If you have been using TT more than one year, it can also show your tax history for the last 5 years or a 2 year comparison. It also has convenient straight forward worksheet to plan for the upcoming tax year.
I think consumers will need more help next year when they have to show evidence of health insurance otherwise, they will have to pay a penalty. Hopefully, TT will have more interview questions built in to address it. They already had a couple of questions in this 2013 version to alert consumers. It's good TT is proactive.
What's great about it: Interview questions, Bookmark Tags, Comparisons, History, Planning
What's not so great: Not detailed enough for State Mandatory Taxes and Est Taxes
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion), I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
TurboTax 2013 Deluxe edition
on April 14, 2014
Posted by: gwagner717
Too many late updates, prevents from filing before April 1st. This program could use a better reference section for answering questions.
What's great about it: Ease of use.
What's not so great: Too many updates. Could use a better reference section.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Awesome Tool
on April 14, 2014
Posted by: DonDorman
Very good product again. Still more improvements, more tweaks can be made though. Thanks.
What's great about it: Easy walk throughs
What's not so great: If you have to go back, it does not remember where you were and jump back well.
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
on April 14, 2014
Posted by: Pats2
Despite downloading the updates 5 times I was unable to file electronically. Not good!!!!!!!!!!!!
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
I like TurboTax, but 2 bugs to report
on April 14, 2014
Posted by: Ed7878
I have used TurboTax and its predecessor Mac N Tax for many years, am familiar with it, and appreciate the fact that it has been improved many times. I like the program very much.
I have never found instructions for reporting bugs; does this mean that i am supposed to call the help line to report a bug?
Unlike most people, I do not like to import my stock trades from the brokerage; the UI for manually entering stock trades is clunky in 2013 TurboTax; it asks for a lot of things that are not asked for by the IRS. I do not like to use the import-from-brokerage feature because when I sell a stock on one day with one trade order, I like to enter one transaction for that trade on Schedule D, but the brokerage often splits it into several different transactions; it is harder for me to audit how the brokerage does this; sometimes the brokerage does not have the correct cost basis for a stock. TurboTax used to have a quick spread sheet for stock trade entry and it should still have that, I think.
For 2012, I had a new refi mortgage which required amortizing mortgage points; I did not enter this into Turbotax in the standard way. For 2013, I tried to enter these points and get Turbotax to amortize them, but the TurboTax UI would not let me do it; it kept wanting to deduct all points for the 2013 tax year rather than amortizing; this was a bug.
I would like TurboTax to print out for me the carry-forward information that I need for future year tax returns, information such as the short-term and long-term loss carry-forward for both Schedule D and AMT Schedule D. A few years ago (maybe 2009), I entered a different basis for a stock trade for AMT Schedule D than for regular Schedule D; this resulted in different loss carry-forward for AMT and regular taxes; I could never get TurboTax to change this information for me, and it was not clear how to file an amended return just to fix that carry-forward information.
For those of us in no-state-income-tax states such as WA, the sales tax itemized deduction is critical, and the standard federal formula based on AGI + un-taxable income is very stingy, allowing only about 50% x my actual sales tax; same for one other person I know. There are short cuts that one can figure out to compute the sales tax paid without processing a giant number of purchase receipts; one is to use the annual summaries for credit cards which categorize transactions according to categories of stores and totals by individual stores. Grocery stores are a problem because they sell some item that are taxable and others that are not. A Help memo for this deduction in Turbotax might be able to provide genuine assistance and methodology for users rather than just telling them to total the sales tax from all of their receipts.
I have never found instructions for reporting bugs; does this mean that i am supposed to call the help line to report a bug?
Unlike most people, I do not like to import my stock trades from the brokerage; the UI for manually entering stock trades is clunky in 2013 TurboTax; it asks for a lot of things that are not asked for by the IRS. I do not like to use the import-from-brokerage feature because when I sell a stock on one day with one trade order, I like to enter one transaction for that trade on Schedule D, but the brokerage often splits it into several different transactions; it is harder for me to audit how the brokerage does this; sometimes the brokerage does not have the correct cost basis for a stock. TurboTax used to have a quick spread sheet for stock trade entry and it should still have that, I think.
For 2012, I had a new refi mortgage which required amortizing mortgage points; I did not enter this into Turbotax in the standard way. For 2013, I tried to enter these points and get Turbotax to amortize them, but the TurboTax UI would not let me do it; it kept wanting to deduct all points for the 2013 tax year rather than amortizing; this was a bug.
I would like TurboTax to print out for me the carry-forward information that I need for future year tax returns, information such as the short-term and long-term loss carry-forward for both Schedule D and AMT Schedule D. A few years ago (maybe 2009), I entered a different basis for a stock trade for AMT Schedule D than for regular Schedule D; this resulted in different loss carry-forward for AMT and regular taxes; I could never get TurboTax to change this information for me, and it was not clear how to file an amended return just to fix that carry-forward information.
For those of us in no-state-income-tax states such as WA, the sales tax itemized deduction is critical, and the standard federal formula based on AGI + un-taxable income is very stingy, allowing only about 50% x my actual sales tax; same for one other person I know. There are short cuts that one can figure out to compute the sales tax paid without processing a giant number of purchase receipts; one is to use the annual summaries for credit cards which categorize transactions according to categories of stores and totals by individual stores. Grocery stores are a problem because they sell some item that are taxable and others that are not. A Help memo for this deduction in Turbotax might be able to provide genuine assistance and methodology for users rather than just telling them to total the sales tax from all of their receipts.
What's great about it: Generally good interface and seems accurate
What's not so great: stock trade entry is slow; bug in amortized mortgage points
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com