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
4
on April 12, 2015
Posted by: BruceERenfro
This customer did not provide a text review.
What's not so great: +Had to update because ya'll omitted forms from last year and it wouldnt transfer info from last years return to make it
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
TurboTax Premier works well except on Form 8489
on April 12, 2015
Posted by: NickEllis
TurboTax and I have generally enjoyed a long and amicable working relationship. The application has done a great job of following the arcane, convoluted and ever-changing IRS tax code, and saves many hours formerly spent filing in forms by hand. This year was the first time in 13 years that I experienced a problem where TT could not fill in a form correctly. The form in question is the 8489 (Form 1040) used to detail sales and other disposition of capital assets. The 8489 backs up Schedule D (Form 1040) Capital Gains and Losses. The gains and losses in question were on some company stock I acquired from my employer that had the basis changed by Recovery of Capital, a rather complex mechanism used in lieu of dividends for rewarding shareholders. The TurboTax Step-by-Step tool seemed to ask the right questions to handle a 1099-B with incorrect Basis entries, but the target 8489 never ended up with the correct values in columns 1f, 1g and1h. I tried several times and finally gave up and used the manual override to stuff the 8489 with the correct information. Unfortunately, when manual override is left on a form, the automated tax return checker will flag an error, and e-Filing is not possible. Is this an inconvenience? Yes. Will this cause me to change tax preparation software next year? No. I do not expect perfection, although it would be nice to eFile! I also hope that Intuit reworks the application pertaining to Recovery of Capital and Form 8489, but it is probably unrealistic to expect one company to make 100% perfect sense out of 73,000+ pages of IRS code.
What's great about it: Collection and organization of required 1040 inputs were clear and easy to follow.
What's not so great: Recovery of Capital for incorrect basis of assets on 1099-B did not work.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Best version of Turbotax I've used
on April 12, 2015
Posted by: tuffys1
I read a number of negative reviews of this year's TurboTax - primarily because of a change in Intuit's pricing and version changes. I almost went to the competition but decided I'd stay with what I've used for years. Although I can't offer a comparison, I was pleasantly surprised that this year's TurboTax was, I think, the best version that I've used in the 10+ years I've been using it.
I retired this year so I had a rollover to an IRA; RSU transactions; and pension and social security income that I hadn't had experience with before and TT led me clearly through the interview process --- with clear explanations of the topics that related to my situation. So unless they jack up the price excessively next year, I'll probably be a customer again then (recognizing that nothing is certain but death and taxes -- and I'd rather pay taxes).
I retired this year so I had a rollover to an IRA; RSU transactions; and pension and social security income that I hadn't had experience with before and TT led me clearly through the interview process --- with clear explanations of the topics that related to my situation. So unless they jack up the price excessively next year, I'll probably be a customer again then (recognizing that nothing is certain but death and taxes -- and I'd rather pay taxes).
What's great about it: Clarity of interview questions, completeness of explanation, navigation
What's not so great: The price goes up every year.
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
on April 13, 2015
Posted by: MandoPlayer
This customer did not provide a text review.
What's great about it: Easy to use, for the most part.
What's not so great: Stock Options Direction needs work
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Turbotax great for Fed-- lacking for CA state
on April 13, 2015
Posted by: PCochran
All the good features of the Federal forms and step by step were lacking at the State tax level. Buttons didn't work, no back buttons to get back to where information was entered originally, and most frustrating was that the imported data from the federal forms was not accessible on the state forms. Not able to make any changes once I got to the state forms. the State forms were asking for details of history of entries made at the Federal level from previous years!
What's great about it: Great step by step-- very user friendly
What's not so great: CA state lacked access to imported data from Feds, not user friendly
Written by a customer while visiting turbotax.intuit.com
Customer Rating
1
Didn't catch mistakes
on April 13, 2015
Posted by: Defeated
I will never use TurboTax again. Trick you into a "free" start then charge for state and to do more returns. I was on-hold for 2 hours to fix a state loop error I eventually found an answer to online and took a long time to fix. When I did get to speak to someone after an hour on-hold, she didn't offer that fix, and put me back on-hold for another hour, and I just hung up. Never again!
What's not so great: double added a dividend income in 2 different places and it didn't catch it. Said successful both ways, huge difference
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
2014 Return
on April 13, 2015
Posted by: LarryL48
Turbo Tax was very easy to use and I found the guide mode to be very good and covered all my needs. I did not like that the Deluxe version did not contain schedule D this year and I had to return it and buy the Premium version. Afterwords Turbo Tax sent out an email explaining this problem and offered a $25 refund.
What's great about it: Easy to use
What's not so great: Had to buy Premium Version because I needed schedule D! State e-file fee is too high.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
2
switch from joint to separate needs way more work
on April 13, 2015
Posted by: ga376
doing a what-if (from joint to separate) is not functional/useful and needs work.
First it is the obscure obscure way to "turn this on" via a "what-if" form. Then the form itself is almost useless (hint 50/50 allocations for everything - really ?)
First it is the obscure obscure way to "turn this on" via a "what-if" form. Then the form itself is almost useless (hint 50/50 allocations for everything - really ?)
The system should ask for ANYTHING that may need custom splitting and should suggest common cases (Mortgage interest, Tax refunds, etc)
Should also be able to correctly allocate capital gains and losses on its own - it has all the info. Currently does a 50/50 split, which is generally incorrect. Again TT has *ALL* the info to do the right allocation.
Come on Intuit - you can do better than that !
What's great about it: OK if you don't need filing status change, or what-if
What's not so great: virtually useless in what-if filing status change scenarios
Written by a customer while visiting turbotax.intuit.com