Customer Reviews for Intuit - TurboTax Home & Business Federal & State Returns + Federal E-File 2015 - Windows, Mac OS
Customer Rating
5
Continues to get better
on October 13, 2016
Posted by: AustinAl
I've been using TurboTax for nearly 20 years, mostly on PCs, in recent years on MacBook Pros. We're now retired but also work so we have complex income streams consisting of 1099s, K-1s, rents, royalties, retirement income, trust income, etc. TurboTax 2015 (downloaded) handled them all beautifully. Every year the product improves and with today's fast smart laptops, technical glitches are almost nonexistent. Call me a committed permanent user of TurboTax.
What's great about it: Very sophisticated and user friendly interface to walk through complex returns
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Excellent!!!
on October 13, 2016
Posted by: Suze05
Turbo Tax is great! I filed an extension for 2015 & now wish I had just filed in April.
Worked out great but I hope 2016 will go as smooth for me!
What's great about it: Personal Taxes completed!! turned out better than I thought it would!
What's not so great: Took more time than I anticipated
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Depth and breadth
on October 13, 2016
Posted by: IAH1
Extremely comprehensive - covers a lot of very obscure rules.
2 items they could improve on.
1) Fix K-1's which has both business and rental income. One has to do a separate spreadsheet that splits it up. You can take my spreadsheet & incorporate in TT.
2) Calculate NOL. It is not complicated, but would help a lot of people.
What's great about it: Covers a lot of complex items especially with K-1's
What's not so great: Splitting up K-1's which has both business & rental income
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Great product
on October 13, 2016
Posted by: Roderick9977
Great product. Can really help navigate you through the maze of IRS rules.
What's great about it: Makes the difficult tax process manageable
What's not so great: A little expensive...probably worth it to keep the IRS off your back.
Pros: I had a baby
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Print failure
on October 14, 2016
Posted by: Smoothy2
Happy till I got no numbers data on forms. Many blank sheets. It did this three times. Keep up the good work, however. Red "TurboTax" branding prints out super all by itself. Will tell my friends. Great stuff.
What's great about it: Good product
Pros: I moved
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Amazing overall, still some flaws
on October 14, 2016
Posted by: JBfromCA
overall a great product. finally getting some good phone support and not making it so hard to find/reach them. the amount of things it can do is amazing. still some issues with not remembering stuff from my past returns. also some uncommon and tricky areas where it still requires me to figure things out on my own instead of doing the computations itself.
What's great about it: walks you through almost everything
What's not so great: a few areas where it doesn't remember my old data or requires me to figure things out manually
Pros: I bought or sold investments, I moved
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Almost 5-Star
on October 14, 2016
Posted by: keepthechange
For those of us who are ADD/ADHD & non-pro accountants, in order to help expedite 'searches,' when referring to particular line items on the federal forms, would it be possible to provide us with an actual line number? Example: instead of referring to "AGI," simply add "line 37 form 1040"… or something like this. If I knew where to look, what I was looking for, I could do the taxes by myself…. would not need TURBO TAX. Thank you.
What's great about it: Professional
What's not so great: At times, to save time, I needed a little more help
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
I miss the "Save As" command
on October 14, 2016
Posted by: TonyMiniVanMan
I am a long-time TurboTax user, exclusively the CD-based version sold in retail stores. I have used competing products but I find TurboTax to be the best designed and most fully integrated approach to tax preparation that I have used.
However, I continue to struggle with the awkward structure of some commands and the hoops I have to jump through in order to achieve something I want the program to do. For example, I usually have a complicated and sometimes need to prepare extensions to complete the filing process. So, I use TurboTax in two ways. First, early in the filing season, I use the program to get a rough idea of my overall tax liability for the purposes of making a payment, including the Q4 estimate payment (due on Jan 15th). And second, on or before the filing deadline, I use the program to complete all the detailed work need to file my return.
This is often an iterative process that involves several attempts using slightly different approaches. In that regard, it would be very helpful to have a "Save As" command available in order to separate one approach from another. This command used to be available in earlier TurboTax editions, but not anymore.
To achieve a "save as" version of my return I now need to use the "Duplicate" command to make a copy of the return and then assign a unique name to the duplicated copy followed by using the "Rename" command when I am done with the variation of the return on which I have been been working. What a waste of time and effort!
I also have found over the years that opting to file an extension is not transparent or easily accomplished with TurboTax. In some past years the user has needed to select "Other Tax Situations" in order to find the option to prepare an extension. Now, a user needs to click on the banner heading "Topics List" and search on "extension" to get to the correct forms. Finding the form to prepare an extension for one's State return is even more time consuming.
In my view, there should be a "right-click" pop-up menu that lets the user quickly navigate to key and common tax situations like preparing a Federal and a State extension and the program should be able to populate the extension form that opens with the personal information and even the payment due with the extension based on the information the user has already input into TurboTax. In fact, there currently no "right-click" functionality in either the "Easy Step" or the "Forms" modes of TurboTax. This represents a real missed opportunity for the program's designers, in my opinion, and should be addressed.
Finally, there are some key tax forms that are extremely useful and very important in the preparation of state tax returns, that TurboTax does not provide. I am specifically referring to the forms that allow a non-resident (preparing a non-resident state tax return) to allocate the wages earned inside a state versus wages earned while traveling on business and thus reduce state income tax liability for time spent working out-of-state.
These forms are available on the states' websites, but they have to be downloaded, manually prepared and then the information must be manually entered into TurboTax. And then the downloaded and filled-in form must be printed and manually inserted into a paper state tax return. I can't even guess how one would e-file a state return in this situation. Again, this is tremendously time consuming and, in my opinion, represents another huge missed opportunity for the designers of TurboTax to make this great program even more functional and seamless for their customers.
Thanks for this chance to rate and review TurboTax!
What's great about it: A well designed and integrated approach to tax preparation
What's not so great: Some commands are awkward and some program functionality is lacking or missing
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