Customer Reviews for TurboTax - Home & Business 2025 Federal + E-file & State - Mac OS, Windows [Digital]
Customer Rating
4
Nearly Perfect
on March 21, 2025
Posted by: Gator Country User
from Florida
TurboTax Premier handled nearly all my reported tax data perfectly. However, it did fall down on one thing: I received a Form 1099-DIV, with data entered in Box 9. After entering that data into Turbo Tax, it did not trigger any further requests for follow-up information, i.e.: a Form 1099-B. Even after manually initiating a 1099-B, TurboTax did not automatically segue to a needed Capital Gains Worksheet.
Perhaps, the Business version is needed to get features to handle this situation...will never know.
Still, all-in-all, a great product!
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Entry Changes Suggestion
on March 21, 2025
Posted by: LucasRL
from Texas
Overall, I am happy with TurboTax and have used it numerous times over the years. I did NOT like the way you presented the page to enter the -INT, -DIV entries. In the past, you presented them to edit in the same order that they were displayed the previous year. This year they were presented in alphabetical order. I don't get my documents in alphabetical order from beginning to end. Please fix it for next year or I will be using another company's software. The extra amount of time I had to use to make my entries for that part of the return was excessive and there was a greater chance of making mistakes. Not in your best interest to do it that way!!! Please feel free to contact me if you need further explanation. Additionally, you did NOT provide a summary sheet for the Dividends as you have in the past. "Here's the dividend info we have so far" That sheet provides a great overview of what has been entered and can be used as a checklist to make sure everything has been entered!!! Again, please feel free to contact me if you need further explanation. I have screen shots.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
1
very dissapointing
on March 21, 2025
Posted by: frustrated_all
from texas
Trying to upsell things constantly is very OFF-PUTTING! Incredibly hard to change certain things. Roll over to Roth calculated as 6% penalty although it should have been income. NEVER AGAIN!
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Improvement needed
on March 21, 2025
Posted by: JimmyY5
from Pleasanton, CA
When I try to fill in form 1113 for foreign tax paid. I was only asked about the foreign income but did not get asked about the foreign tax paid. If Turbo Tax already knows how much foreign tax was paid through the forms, at least it could tell the user so, or can asked the user to confirm.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Turbo Tax is Awesome and Easy to Use
on March 21, 2025
Posted by: BAMSfor2024TaxYear
It is easy to use, and you provide great support when I'm having a problem with something.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Easy to Use Software
on March 21, 2025
Posted by: SlickMike
Made information easy to understand, was nice to be able to amend as needed. Like the feature of importing info from previous year
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Works Like a Champ. Has never failed me.
on March 21, 2025
Posted by: TJ00001
from Temecula, CA
I have used TurboTax for years and trust it to guide me along with "EasyStep" if needed. I also use the "Forms" window to make entries that I know, without guidance. TurboTax is foolproof and has clear Help guidance for each form as well as the Online Help Forum. Honestly, with the complexity of the federal and state tax codes, I don't know how you do it!!!
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
I couldn't do my taxes without it!
on March 21, 2025
Posted by: CraigMAS
from Columbia,, MD
I've been using TT since the 90's, so its familiar and has my history. It's easy to import from last year's return to the new year. I wish there was an easier way to check a running total of itemized deductions (vs standard deduction) as I enter items, so I can see if it is worth all the work to continue to itemize. Also, you need to provide the capability of doing supporting details on every entry field, especially the medical deductions. Don't make me resort to doing my own spreadsheets!
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com