Customer reviews from turbotax.intuit.com
Intuit - TurboTax Home & Business Federal & State Returns + Federal E-File 2015 - Windows, Mac OS
Average customer rating
4.4
(9,163 Reviews)
Rating breakdown 9,163 reviews
5 Stars
5,752
4 Stars
2,319
3 Stars
628
2 Stars
245
1 Star
219
Customer Reviews for Intuit - TurboTax Home & Business Federal & State Returns + Federal E-File 2015 - Windows, Mac OS
Customer Rating
5
TurboTax Filing
on March 18, 2016
Posted by: billwh87
I have used Turbotax for several years. It is quick and easy to file both Federal and State Returns.
What's great about it: Quick and Easy
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
Excellent user interface
on March 18, 2016
Posted by: RetiredIBMer
I found two items that could be improved in next year’s TurboTax.
I receive a monthly pension from IBM. In the Step-by-Step instructions, there are screens that are not appropriate for a Pension plan and can be confusing. For example, there is a screen that says:
“Since Stephen was over age 70 ½ in 2015, Stephen needed to take a required minimum amount of money, or required minimum distribution (RMD), out of this account or else be subject to a 50% additional tax…”
The screen also asks if this was an RMD for 2015, and says that a “No answer is not common”. This screen makes no sense for a classical monthly pension plan. The next screen is similarly not relevant for a Pension when it asks, “What did you do with the money?” My suggestion is to ask if this distribution is a Pension plan before asking questions that only make sense for a retirement investment plan (IRA, 401K, etc.)
“Since Stephen was over age 70 ½ in 2015, Stephen needed to take a required minimum amount of money, or required minimum distribution (RMD), out of this account or else be subject to a 50% additional tax…”
The screen also asks if this was an RMD for 2015, and says that a “No answer is not common”. This screen makes no sense for a classical monthly pension plan. The next screen is similarly not relevant for a Pension when it asks, “What did you do with the money?” My suggestion is to ask if this distribution is a Pension plan before asking questions that only make sense for a retirement investment plan (IRA, 401K, etc.)
The other item relates to the New York State tax program. The Federal tax Step-by-Step program asks if I want to apply part or all of my refund to next year’s estimated tax. The New York State Step-by-Step program does not have this option and assumes all refunds are to be paid out and none applied to next years estimated tax. The option to allow the user to apply all or part of the refund to next year’s estimated tax should be added to the Step-by-Step New York State program.
I have tried the 2015 H&R Block tax program and these two items were handled in the way I proposed. I think, overall, your program is better, but for these two items, H&R Block had you beat.
What's great about it: Turbotax is complete and easy to use
What's not so great: Two problems that I note below
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
EXCELLENT
on March 18, 2016
Posted by: MELBEC
I LOVE THIS PROGRAM WITH THE EXCEPTION OF THE EXTRA FEES....
What's great about it: STEP BY STEP ASSISTANCE
What's not so great: EXTRA FEES
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
3
Refund Rust
on March 18, 2016
Posted by: SABooks
It would be nice to be able to view where things are placed on the forms so you know where they are applied.
What's great about it: Easy to go thru
What's not so great: Not able to see forms til end
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
on March 18, 2016
Posted by: THRANND
I've used turbo tax for many years....it steps you through all you need to file your taxes and makes it easy.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
2
confusing "what if"
on March 18, 2016
Posted by: crankypayer
After completing a married filing jointly return I tried the what if worksheet to see the difference if filing separately. The worksheet showed a big difference in favor of the separate filing. I then went to the trouble of re-entering the info for two separate returns, only to find that the result was much worse.
What's great about it: waste of time
What's not so great: what if bore no resemblance to final result
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
---
on March 18, 2016
Posted by: yodeyo
Satisfied..
What's great about it: Seems through
What's not so great: A couple of times the turbo tax tax program brought me through a loop and I could not get out. and the other time my com
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
I liked Turbo Tax
on March 18, 2016
Posted by: pjlillyblad
I will use Turbo Tax next year. It will be easier next year because I learned more about what to keep track of.
What's great about it: I needed a lot of customer service and received it. Good idea to do your taxes then you learn what to track for future
What's not so great: Nothing different than any other computer applications.
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