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
2015 Premier
on April 16, 2016
Posted by: Oildog
2015 Premier is more intuitive than previous years.
What's great about it: Ability to download from financial institutions.
What's not so great: This review. I don't like doing them!
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Another Turbotax Return Done
on April 16, 2016
Posted by: SJSAW
Have used Turbotax for a number of years, as usual overall format is excellent, leading me thru questions and populating forms accordingly. As in recent years, the area for foreign accounts can be confusing. Thought I had it right and at the point of filing, but upon review found that the critical Form 8938 had not been included in the return. Went back and re-entered answers to questions and the Form did get populated and included in the return. My case has foreign assets as Other Foriegn Assets, rather than bank accounts etc. Somewhat confusing in the in interview.
What's great about it: As usual, Q&A format is easy and useful
What's not so great: Confusion with foreign accounts
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Mystery calculations
on April 16, 2016
Posted by: Dave2374
I was startled to see the "Tax Due" numbers on the main window suddenly increase by a couple of of thousand after i had merely deleted an inappropriate W-2 form, and made other trivial changes. I could not discover what caused the sudden jump, despite the fact that I had previously entered all of the income and withholding amounts.
What's great about it: Very easy to enter all needed data, downloads GREAT.
What's not so great: Impossible to discover how some numbers are calculated.
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
Great Guidance
on April 16, 2016
Posted by: Kathy831
Was very pleased with the process and how quickly I was able to complete my returns, particularly since I'm fairly intimidated by doing taxes.
Only bubble was the lack of information on how the tool will factor in the adjusted tax amounts for home offices. You are required to enter in total real estate taxes and MIP paid in both the Entire Home and Home Office Only areas, and the software will factor the correct deduction based on the square footage entered for entire home/home office. This is a great feature, but it was not clear that this was going to be done and I didn't need to make these calculations myself.
Only bubble was the lack of information on how the tool will factor in the adjusted tax amounts for home offices. You are required to enter in total real estate taxes and MIP paid in both the Entire Home and Home Office Only areas, and the software will factor the correct deduction based on the square footage entered for entire home/home office. This is a great feature, but it was not clear that this was going to be done and I didn't need to make these calculations myself.
What's great about it: The guidance though all the steps was very easy to understand.
What's not so great: Not enough info on the homeoffice deductions and how they are factored.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
2
TORTURE
on April 16, 2016
Posted by: Hank428
I do not understand how the health care information is entered and applied. I am not sure if I did it correctly.
Also, money that was earned in Canada and the taxes paid in Canada were difficult to enter.
What's great about it: Nice review of the year's money.
What's not so great: Entering health care was very confusing, as well as money earned in Canada.
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion), I moved
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Good with Obamacare rules
on April 16, 2016
Posted by: BryanDaniel
Very good overall
What's great about it: good with new laws
What's not so great: could have recognized some things that weren't applicable
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Handling of foreign tax credits
on April 16, 2016
Posted by: CAInvestor
For investors with high amounts of foreign taxes paid, the input process is a bit difficult. First, each brokerage reports these a bit differently and TurboTax doesn't automatically input all the information required to complete for forms (e.g. total foreign source dividends by country by brokerage). Second, if you decide to revisit this topic in TurboTax you must input everything again.
While TurboTax sill saves time and reduces likelihood of error on these forms, completing the TurboTax screens requires one to hand-build a spreadsheet to sum all foreign dividends by source country and by brokerage.
To wrap up, high amounts of foreign tax credit require some effort to handle--even using TurboTax Premier.
What's great about it: Completes forms 1116
What's not so great: Input process clumsy
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Easy Peazy
on April 16, 2016
Posted by: swaiss
Walks you through everything you need including itemized deductions and material donations to appropriate causes. For the money since I can do it free online in Colorado, would think it would be free in turbo-tax (as I remember, you used to get one free).
What's great about it: Step by step walk through of taxes
What's not so great: Paying extra to efile state when I can do it for free in state
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com