Customer Reviews for TurboTax Deluxe Federal & State Returns + Federal E-File 2013 - Mac/Windows
Customer Rating
5
Could Not Be Simpler
on April 16, 2014
Posted by: shluffinmuffin
I have used TT for at least 8 years now, and it just gets simpler to use every year. There is so much behind the scenes thinking that goes into the development of this product. Must have for the do it yourselfer.
What's great about it: Program Guided, Program Driven
What's not so great: Links to other places where answers might live
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
GOOD to have it done with great help
on April 16, 2014
Posted by: dwminpa
Thanks, Turbotax for another year holding my hand and helping me get these done without that dread and overwhelming feeling that I'm forgetting something. At my own home. Affordably. All good!
What's great about it: questions I never would've asked myself
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Very easy love the program
on April 16, 2014
Posted by: Dewey05
product is excellent. Only problem is wife's payroll is not thru a provider that has direct download with turbotax
What's great about it: its deductible made personal donations easy
What's not so great: N/A
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
Worth every penny x 100!
on April 16, 2014
Posted by: kmdale
My tax refund literally doubled by using TurboTax. The advice and help functions were so clear that they made the complex thing called our US Tax Code comprehensible to this mere mortal, giving me and edge that ended up translating into a larger refund than I had initially calculated. This product literally paid for itself 10 times over!
What's great about it: Deduction finder and helpful wizards
What's not so great: Tax code so complex you need a program like TurboTax
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Smooth sailing
on April 16, 2014
Posted by: Martimak
Overall, TurboTax software has really improved over the years. The data entry and filing process has been streamlined. Interview process's thoroughness made me confident nothing is missed. I'm especially pleased that the state return has finally been updated to take account tax exceptions that I had to manually enter in the past. Thank you turbo tax!
What's great about it: The interview process's thoroughness made me confident nothing is missed.
What's not so great: no confirmation email for tax payment by credit card. I think hard evidence is necessary if IRS questions payment of tax
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
Still the Best
on April 16, 2014
Posted by: EwellJ
Itemizing is still cumbersome and not very clear. almost like there are too many choices or choices that dont apply.
What's great about it: ease of use
What's not so great: itemized still needs tweaking
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
2
2014
on April 16, 2014
Posted by: Candyce773
I will try a different way to prepare my taxes next year
What's great about it: Easy access to forms
What's not so great: difficult to understand how numbers entered are calculated
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Close -- but no cigar
on April 16, 2014
Posted by: JazzmanIAm
./For years I filed my taxes using "the other guys' software" and though it was definitely easier than unassisted filing I always felt it fell well short of its potential. Last year I started using TurboTax and I feel that it has some significant advantages but it still doesn't seem to be all that it should be.
Where it shines most, I think, is in the interview process. Questions are grouped such that one can usually tell at a glance if any of the questions presented is going to apply and if not the entire group can be skipped. This save a lot of time. And in most cases, I felt that I had adequate information to allow me to understand what was being asked even though tax law itself produces some pretty convoluted concepts.
The most glaring problem I had involved imported data. I wound up starting my return over, twice, because I thought perhaps I was doing something wrong. I tried to import data from my previous year's return and from my financial institutions and the data would get imported but then, it seemed to often not actually make it into the return since the interview process seemed to ignore it and ask me to enter data which had already been imported. It was all very confusing. It didn't necessarily make the best use of the data either. For example, I imported the 1098 form from my mortgage lender and the data for how much interest I paid for the year seemed to get imported just fine. When I came to the question about property tax, however, I had to enter the value manually even though it was paid through my mortgage payment and that data was on the 1098 which was imported.
The area which seems weak to me involves all of the qualifying issues and preliminary calculations -- sometimes whether an issue applies is a matter of percentages of other values, a sum of some values being above a threshold, etc. In such cases one might imagine that the tool we purchased to help us with our taxes would do those calculations for us or walk us through the process or whatever, but often there is nothing more than some instructions to fill out this section if you qualify but we are left on our own to determine if we qualify. Perhaps it is asking too much of a program which sells for a pretty reasonable price to handle all these various nuances of tax law but ultimately it just seems to fall short in my eyes.
The tradeoffs are even more severe when it comes to state taxes. With 50 states to cover it may be daunting to cover each one with the same level of quality that went into the Federal Tax product but the help and guidance available seems considerably inferior to the Federal Tax product.
Finally, one thing left a pretty sour taste, simply because I felt a little betrayed. In order to have one's refund processed through the tool (and I am not even certain what all that means) one is told that one must agree to the terms of the processor's (Sunrise Banks, N.A.) privacy agreement which basically says that they plan to use our personal information for their marketing purposes, for joint-marketing with others and to sell to non-affiliates for marketing purposes. Only the last one can one even opt out of, and no provision is made to allow one to conveniently opt out -- one has to call a phone number to do it. It isn't like we had a choice of "processors" to pick from and clearly Intuit made no attempt to respect our privacy here. This just feels wrong to me, but sadly it is becoming all too common if one wishes to take advantage of modern technology.
The bottom line is that it excels beyond its competitors in some important ways and where it falls down it is probably still on a par with its competition -- it's just unfortunate that no one seems to have higher aspirations for their product.
What's great about it: Interview process flows smoothly and helps save time
What's not so great: importing data poorly handled; unsavory associates; state returns get short shrift
Written by a customer while visiting turbotax.intuit.com