Customer reviews from turbotax.intuit.com
TurboTax - Premier 2025 Federal + E-file & State - Mac OS, Windows [Digital]
Average customer rating
4.1
(6,465 Reviews)
Rating breakdown 6,465 reviews
5 Stars
3,506
4 Stars
1,277
3 Stars
774
2 Stars
426
1 Star
482
Customer Reviews for TurboTax - Premier 2025 Federal + E-file & State - Mac OS, Windows [Digital]
Customer Rating
5
Turbo Tax is awesome.
on April 3, 2025
Posted by: Danceclass
from Richland, WA
Turbo Tax is very easy to navigate. Thank you for Turbo Tax.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Dependable product-just needs a minor improvement.
on April 3, 2025
Posted by: ADrigge3883
from Tampa Bay Area, Florida
Dependable, quality product. The only issue I have is that it does import last year's itemized expense description details but it does not import the amounts from last year (so as to view last year vs this year like you can the personal income amounts). I see that there have been improvements from years' past and I expect to see more as this product keeps up with technology and ease of use for their customers.
Pros: My employment status changed this year
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Couldn't have done it without TurboTax
on April 3, 2025
Posted by: Traugott
A fairly complex filing was handled easily by TurboTax. One call to a specialist resolve a rather obscure question.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Suggestions for TT H and B and TT Business
on April 3, 2025
Posted by: Mark185
from Denver PA
Renaming Imported Documents
Is there a way to rename imported documents? I get many 1099s from Charles Schwab and I am delighted that they are imported. It makes things so easy to get into TurboTax. However, there is a big problem. When imported and used to compute various things in Federal and State (like foreign tax in Federal or retirement income in State), TurboTax only says the 1099 is “Charles Schwab,” and you don’t know what 1099 is being referred to.
Is there a way to rename imported documents? I get many 1099s from Charles Schwab and I am delighted that they are imported. It makes things so easy to get into TurboTax. However, there is a big problem. When imported and used to compute various things in Federal and State (like foreign tax in Federal or retirement income in State), TurboTax only says the 1099 is “Charles Schwab,” and you don’t know what 1099 is being referred to.
Spurious Undeletable Interest Income
TurboTax adds extra lines for Untitled Interest Income, and it serves no purpose. Then it adds them to State. How can I get rid of these? It would be better if TurboTax never added them. It seems that they add them whenever there is a 1099-DIV.
TurboTax adds extra lines for Untitled Interest Income, and it serves no purpose. Then it adds them to State. How can I get rid of these? It would be better if TurboTax never added them. It seems that they add them whenever there is a 1099-DIV.
Spurious Undeletable Dividend Income
TurboTax also adds extra lines for Untitled Dividend Income, and it serves no purpose. Then it adds them to State. How can I get rid of these? It would be better if TurboTax never added them. It seems that they add them whenever there is a 1099-INT.
TurboTax also adds extra lines for Untitled Dividend Income, and it serves no purpose. Then it adds them to State. How can I get rid of these? It would be better if TurboTax never added them. It seems that they add them whenever there is a 1099-INT.
No Help in Adjust Federal Income in PA Tax
In PA tax under “Adjust Federal interest income,” there is no help section for all the choices for adjusting interest. Most of us don’t know what “nominee distribution: and “OID adjustment” and the rest are.
In PA tax under “Adjust Federal interest income,” there is no help section for all the choices for adjusting interest. Most of us don’t know what “nominee distribution: and “OID adjustment” and the rest are.
Put Continue and Next in the EXACT SAME PLACE
It would be great if you could place the “Continue” button at the exact same place on the sheet. When I go through a second and third time, I would like not to have to move my cursor.
It would be great if you could place the “Continue” button at the exact same place on the sheet. When I go through a second and third time, I would like not to have to move my cursor.
Good section on home charging stations
Very good help on the energy credits for home charging stations. It was very complex but it worked!!! Impressive.
Very good help on the energy credits for home charging stations. It was very complex but it worked!!! Impressive.
TurboTax Business is not up to par with your other products.
The 1041 must be done with TurboTax Business. Fine, but you have to type in the 1099. Why is that? You already have the importation software done in TurboTax Home and Business. This is a waste of time and causes errors. If you need to charge more, please do it. But import your “importation” software into TurboTax Business.
The 1041 must be done with TurboTax Business. Fine, but you have to type in the 1099. Why is that? You already have the importation software done in TurboTax Home and Business. This is a waste of time and causes errors. If you need to charge more, please do it. But import your “importation” software into TurboTax Business.
Very Clunky section on allocating Foreign Tax Credit to Multiple States and Various
TurboTax does a poor job of helping on foreign tax credit. It gives a long help section telling the user what TurboTax does – like this:
Special instructions when multiple categories of foreign income are present
Foreign tax credits are governed by some of the most complex sections of the tax code. There are some less common situations involving multiple foreign income sources that might require special handling. These less common situations may require special procedures to generate a return that can be e-filed. This guidance is intended to help explain what those special procedures are and when you need to use them.
TurboTax does a poor job of helping on foreign tax credit. It gives a long help section telling the user what TurboTax does – like this:
Special instructions when multiple categories of foreign income are present
Foreign tax credits are governed by some of the most complex sections of the tax code. There are some less common situations involving multiple foreign income sources that might require special handling. These less common situations may require special procedures to generate a return that can be e-filed. This guidance is intended to help explain what those special procedures are and when you need to use them.
How TurboTax Works Currently
First, a little background on how TurboTax handles foreign income. We try to make it as easy as possible by identifying foreign income that is reported on Forms 1099-INT, 1099-DIV, and K-1. Whenever we identify foreign income, we offer to link this income to a Form 1116 when you start the Foreign Tax Credit interview. (Form 1116 is what is used to calculate the amount of your foreign tax credit). When different categories of income are present, or there are more than 3 different sources in the same category, multiple Forms 1116 must be generated. We generate those forms in a specific order.
First, a little background on how TurboTax handles foreign income. We try to make it as easy as possible by identifying foreign income that is reported on Forms 1099-INT, 1099-DIV, and K-1. Whenever we identify foreign income, we offer to link this income to a Form 1116 when you start the Foreign Tax Credit interview. (Form 1116 is what is used to calculate the amount of your foreign tax credit). When different categories of income are present, or there are more than 3 different sources in the same category, multiple Forms 1116 must be generated. We generate those forms in a specific order.
If there is any "General category" income reported on a K-1, we'll offer to generate a Form 1116 by linking that income first. Next you can generate copies of Form 1116 by linking to "Passive category" income that is reported on Form(s) K-1, Form(s) 1099-INT, Form(s) 1099-DIV, in that order. Finally you can generate additional copies of Form 1116 for other income by editing/creating more copies and entering income and taxes paid by category and country.
When multiple copies of Form 1116 are required, this method will generate multiple copies of Form 1116 in the correct order required by the IRS for the vast majority of taxpayers. You simply report income from forms in the order they're presented in the interview. However, in a small number of cases, this will result in forms that are not in the order required by the IRS, and special instructions must be followed instead of the standard procedure.
When Special Procedures Must Be Followed
The IRS requires the copy of Form 1116 reporting the largest Foreign Tax Credit to be listed first in the return, and on this copy is a summary of the foreign tax credits claimed on additional copies. Since TurboTax generates the forms in the order in which they're linked, this sometimes results in the first copy NOT being the copy with the largest foreign tax credit. This can result in a return that can't be e-filed. This will usually happen if the foreign income on which you paid the most foreign tax is not the first copy of Form 1116 that you create in TurboTax.
How To Create Copies Of Form 1116 In The Right Order
In order to make sure TurboTax generates multiple copies of Form 1116 in the correct order, you should first identify which source of foreign income incurred the most taxes. This item will generally result in the largest credit and should be listed first. Once you know which income item to list first, make sure the first copy of Form 1116 includes this item. In the interview, you do this by NOT "reporting" income from any K-1's or 1099's the first time you visit the Foreign Tax Credit interview, except for the income item that generates the largest credit. ("Reporting" income in the Foreign Tax Credit interview creates a copy of a Form 1116 and links the income to the Form 1116). The first time through the interview, only report income from the item with the largest tax paid. After completing the interview the first time for the largest item, then you can revisit the interview and report any other items you have. (Note: "completing the interview" involves answering Yes to question about being done with "all Foreign Tax Credit Computation Worksheets.") This will generate the additional copies of Form 1116 that you need, and they should be in the correct order.
But it does not work correctly. It also misleads you to enter the country codes when you have the word “Various” on the 1099, putting you in an endless loop of errors that are very hard to correct without going to FORMS. TurboTax should make a small worksheet for this.
But it does not work correctly. It also misleads you to enter the country codes when you have the word “Various” on the 1099, putting you in an endless loop of errors that are very hard to correct without going to FORMS. TurboTax should make a small worksheet for this.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Turbo Tax is Awesome!
on April 3, 2025
Posted by: Chees TT
from California
I've used Turbo Tax for more than 20 years, and it has been great. It is easy to use, get online updates whenever there are updates, and there are lots of examples, notes, comments, and explanations and definitions of terms, etc.
Pros: My employment status changed this year
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Easier! Fasther! Cheaper!
on April 3, 2025
Posted by: NADowney
from Newcastle, CA
Turbo Tax has revolutionized my tax preparation experience! And it has handed me a fair amount of my earnings in savings and allowing me to do what in the past I paid others hundreds of dollars to do for me. And, each year I use it, it has gotten easier!
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
TurboTax is the best!
on April 3, 2025
Posted by: Jtuffyenergy
from Taylor, PA
Thanks for all your help. This is another year you made your software the best!
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Statutory employee comment.
on April 3, 2025
Posted by: Rchast82222
There could be a lot more guidance and specific instructions for those like myself who file as a statutory employee.
Written by a customer while visiting turbotax.intuit.com