Customer reviews from turbotax.intuit.com
Intuit - TurboTax Premier Federal & State Returns + Federal E-File 2015: Investments and Rental Property - Windows, Mac OS
Average customer rating
4.4
(11,998 Reviews)
Rating breakdown 11,998 reviews
5 Stars
7,181
4 Stars
3,350
3 Stars
903
2 Stars
342
1 Star
222
Customer Reviews for Intuit - TurboTax Premier Federal & State Returns + Federal E-File 2015: Investments and Rental Property - Windows, Mac OS
Customer Rating
5
Worked Well
on March 16, 2016
Posted by: VirginiaBill
This year ended up being fairly easy with Turbo Tax even though I had some unusual items that needed to be dealt with. Inherited Property, Inherited RENTAL Property, and sales of inherited assets. Turbo Tax made it quite easy! It did help to do some prep work before I started, but in the end all went smoothly. Very pleased!
What's great about it: Extremely Easy and Straightforward
What's not so great: Not really anything
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
First Time with This Product
on March 16, 2016
Posted by: LakebumCy
The other deductions area subject to the 2% would give me messages saying that I didn't have enough when I did. I see that it did give me them to me. Also I saw no place to put lock box rental in this area when it is a allowable deduction.
I will use it again.
What's great about it: Walks you through. Also since I have some experience I am able to go the areas that I need and skip ones I don't need
What's not so great: Some messages were confusing
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Excellent Product
on March 16, 2016
Posted by: Canyon2016
I've been a faithful TurboTax user for many years.
I appreciate the ease of use and quality of the returns.
Never had an issue or audit.
Thanks Intuit!!
What's great about it: Easy to use and understand
What's not so great: Would not download my 1099-B info from Computershare
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
on March 17, 2016
Posted by: 2015finis
Easily handles investments and other income, plus deductions and credits well. Nice that it tracks capital loss carryover from year to year. Was hard to figure out how to record sale of investment real estate in another state, but eventually I figured it out. Recommended after many years of using TurboTax.
What's great about it: Except for one minor, insignificant but annoying bug, it was very smooth.
What's not so great: Bug in Portland, OR Arts tax kept wanting an update to fields that could not be turned off.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Foreign income
on March 17, 2016
Posted by: fusfus1
The program is not easy to use for an American living and earning money in a foreign country. There needs to be more specific info included in certain parts for this group of people, aka expatriates.
What's great about it: Keeps track of foreign tax credit over the years.
What's not so great: Hard to figure out where to enter foreign bank interest income.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Great Software
on March 17, 2016
Posted by: Diet
I highly recommend Turbo Tax for doing your own taxes regardless of how complex they may be. A big plus is that I've seen improvements from year to year in how it performs and how well it corrects mistakes or complex situations, in my case K-1's. I hope the programmers fix the small secondary window that pops up when it's time to e file and log into your account for credit card on file access. You almost need a magnifying glass to read.
What's great about it: Easy to use, logical progression of tax return topics.
What's not so great: When it's time to e file and you log into your account to charge credit card on file, window is to small to read.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Some startup snags
on March 17, 2016
Posted by: cubiche
Easy to use, good guidance to execute
What's great about it: Easy to use once setup snags resolved
What's not so great: No alert to download data from financial institution
Pros: I moved
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Good Product But Foreign Tax Entry Needs Work
on March 17, 2016
Posted by: hardrightedge
I've been using TurboTax for over a decade and my experience with the 2015 version is consistent with prior years, which is has been generally quite good.
The one negative I would note for my 2015 returns is the entry/processing of foreign tax paid on securities. Using the tax credit option (as opposed to the deduction option) I simply could not get the amounts for individual stocks entered and processed by country, as is generally required, nor could I get the software to record more than 3 entries, i.e., generate a multi-page Form 1116.
This is a long-standing problem dating back to at least the 2014 tax year version, perhaps longer. If there is a corrective series of steps in the data entry flow, it is sufficiently hidden and unintuitive as to be useless, assuming those steps even exists. To use a technical term, this processing is squirrely.
In the end, I bypassed the data entry function and went into the form view to enter just 2 entries lumping together all mutual fund foreign taxes paid under the "RIC" heading and all individual stocks under a "Various" heading. Fortunately, this passed the review process without generating an error.
I have no clue whether this workaround impacted the tax credit calculation. Frankly, a manual cross-check would have been too complicated to bother with given the relatively small amounts involved in my case and the fact a $0 credit was generated leaving the amounts to carry forward to next year, so I doubt the IRS would care if the return actually underwent scrutiny, which is highly doubtful in the first place. Whether the $0 credit was a function of low taxable income for the year or a result of my workaround, again, I have no clue.
In short, Foreign Tax credit data entry and processing is a mess. Those with high taxable income and/or significant foreign tax paid to multiple countries who encounter similar problems might want to do a manual calculation to determine the impact and how to proceed.
What's great about it: Fairly intuitive and frictionless
What's not so great: Foreign tax entry needs work
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com