Customer reviews from turbotax.intuit.com
Intuit - TurboTax Premier Federal & State Returns + Federal E-File 2014: Investments and Rental Property
Average customer rating
4.3
(16,551 Reviews)
Rating breakdown 16,551 reviews
5 Stars
8,957
4 Stars
4,883
3 Stars
1,492
2 Stars
745
1 Star
474
Customer Reviews for Intuit - TurboTax Premier Federal & State Returns + Federal E-File 2014: Investments and Rental Property
Customer Rating
5
Wonderful, only a few small issues
on April 12, 2015
Posted by: morf
from Pittsburgh, PA area
Overall, I continue to be just so pleased with the product, and it impresses in new ways every year. However, I was disappointed that an issue from last year was not corrected this year. That is that TurboTax accepts no entry in box 1 of W-2 input, but in final review prior to transmission to feds, an error prompts that with a value less than $1 in box you cannot e-file and must mail returns. In my situation as a disabled person, my private disability insurance is not taxable, but is reported on a W-2 with income in box 12 and no deductions. The work-around fix is input $1 into box 1 of W-2 without any other changes. This does not alter the final results, and the returns are then accepted for e-file and successfully transmitted. Another area that I found some quirky things was with the reporting of the sale of stocks. I would imagine that in the case where you purchased 100 shares of A for X and then 10 years later sold 50 of those shares for Y, it would be rather simple. However, with my situation I sold some shares of a stock that I initially made purchases of in 1996 and 1997. It then split in 1997 and 2001. In addition, these holdings have always been enrolled in a dividend reinvestment program that continuously increases the number of holdings. When reporting this sale, my broker only reported a cost basis on the most recently (18 months) acquired shares that were sold using the FIFO methodology. For the remaining shares sold, no cost basis was reported, just a lump sum proceed. This was my first time reporting stock sales, so let's just say that it was an adventure that I would not take again. This was actually the first time that I felt like TurboTax was making it harder than it needed to be. I actually had "phantom" duplicate items that were transferred from fed worksheets to my PA state worksheets concerning this topic. I could not remove the duplicate, i had to edit in zero values in the boxes for this item. Not good!
What's great about it: Slick and easy to use, allows you to be more knowledgable than you really are
What's not so great: Small issues treating unusual circumstances
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
on April 12, 2015
Posted by: Otter31
from Columbus, OH
Very user friendly and helpful as I own a rental property and Turbo Tax walks you through all of the steps!
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Dr
on April 12, 2015
Posted by: recinos
from San Gabriel
turbo tax did the job. However, needs to get more personal with the questions posed by the individual. Saving time by giving me questions asked by others did not answer my questions. Never knew where by answer to my question went to as I never saw them.
What's great about it: Easy to follow
What's not so great: Did not answer all the questioms
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Turbo Tax
on April 12, 2015
Posted by: amajorhiker
from Arizona
Inputting taxes paid is confusing with YTD taxes, partial use of refund applied to next yeas taxes, and state taxes for the deduction form (Sch A).
What's great about it: Is very complete
What's not so great: some areas are confusing/unclear
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Fast and Easy
on April 12, 2015
Posted by: 4Logan29
Overall the program was quick and painless. I used Turbo Tax previously, but I thought I would try a tax service last year. The program was more efficient than the tax preparation service I used last year. I staying with Turbo Tax
What's great about it: Very easy and well explained steps guide you through the process
What's not so great: no mention of Veteran Tax Credit for state tax
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
turbotax 2014 version
on April 12, 2015
Posted by: Bose15
Need to make it clearer what to do if you had nonqualified stock options.
What's great about it: fairly straightforward and easy to follow
What's not so great: Instructions weren't clear on what to do if you didn't want to e-file the state return
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Federal Okay, Maryland was Difficult & Frustrating
on April 12, 2015
Posted by: JimKatMD
The federal portion was intuitive and went well. However, in the Maryland state portion some of the step by step procedures were unclear and/or confusing. Therefore we lacked confidence in it and ended up using the state's online i-file. Have used TurboTax for 10 years or more and never experienced the problems we did this year. Giving some thought to looking at other options next year.
What's great about it: Federal Portion went well
What's not so great: Maryland Portion has issues and needs revision.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Left me hanging
on April 12, 2015
Posted by: Tarheel7452
I've used TurboTax for years. This is the first year I hit an uncomfortable snag. Trying to print my return or save it to PDF gave error codes, multiple times. No help was offered other than sending TT several error messages.
What's great about it: Easy to work through, even with some complex filings.
What's not so great: Doesn't supply shortcuts and would not print my return - multiple error codes.
Written by a customer while visiting turbotax.intuit.com