Customer Reviews for Intuit - TurboTax Premier Federal & State Returns + Federal E-File 2014: Investments and Rental Property
Customer Rating
2
Frustrating to use this year
on April 14, 2015
Posted by: ThereseD
I've been using TurboTax (TT) for more years than I can remember. Previously, I'd found that TT simplified my tax filing. This year not so much. First I had to upgrade to the Investments and Rental Property version, which didn't seem as intuitive as before. I kept having to go back and try to figure out what I did wrong and how to make it correct. And as I went on, I kept running into problems.
Most of the time when TT overlaid a window for selecting something, all I saw was a blank rectangle on my computer screen with the little "X" for exit in the upper right corner. With everything blanked out, there was no way to see what I was supposed to choose. The little exit button did nothing,, so I just pushed the Enter button on my keyboard and went with the default. It was the only way to go forward. I found that really frustrating.
At one point the combination of It's Deductible and TT decided that 49 books I'd donated to our library, which It's Deductible had valued at $9.00 each, were a single entity worth more than $500. And the response I got from the community was "what difference does it make?"--First the calculation was wrong and what was the logic of the change from individual items to a mega-item?
I imported my investment data, which went OK for the sales--I appreciated not having to key all that in. But things got hairy when it came time to indicate the foreign tax paid on dividends. Somehow TT divided up the account to show each country's tax as a separate entry. That was nice,, but at the same time those individual accounts showed $0 as the dividend (as opposed to including the dividends for each country). .Finally I worked around the problem by manually re-combining appropriate entries back into a single account. Not TT's fault,but each of the sub-accounts had the same title, so I had to print out the applicable portions of the Brokerage materials as opposed to simply downloading them into TT. Made for more frustration.
What's great about it: better than doing by hand
What's not so great: seemed less user friendly than before
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Rocked My Refund
on April 14, 2015
Posted by: GianniLeonel
This customer did not provide a text review.
What's great about it: Very easy to complete
What's not so great: My Fidelity Account information would not download as advertised.
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
5
Easy, fast, reliable
on April 14, 2015
Posted by: M2M2
This customer did not provide a text review.
What's great about it: Translate tax language into words I can understand
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion), I moved, I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Expensive
on April 14, 2015
Posted by: BobBarb1940
Computer would not allow updates to load. It was difficult to e-mail fed and print file state. Had to go back several times. Still don't have estimate forms for state.
What's great about it: No Major Glitches
What's not so great: Could not get updates. Clumsy to e-file fed and print file state
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Rocket Science
on April 14, 2015
Posted by: xhottie
Very complicated to figure out where certain questions were heading. The explanations in small print were not very helpful. I have used Turbo Tax for years, but it just keeps getting more and more convoluted. It may be easier to do them by hand...
If you don't know what your tax will be, it is easy to spend way too many hours looking up things that will not help. It would be helpful to have points throughout where you could pause and get an estimate of owed taxes based on the information up to that point.
What's great about it: last year's info is automatically entered
What's not so great: You said I got a "free" state filing with my purchase, but then I was charged $24.99. First questions were confusing
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Turbotax Efiling
on April 14, 2015
Posted by: Tobymlf
This customer did not provide a text review.
What's great about it: Ease of entering information
What's not so great: When I efiled it asked for my name and other informatio again.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
solid product
on April 14, 2015
Posted by: mm843
I have always used turbotax and even thought I was a bit disappointed at the product switch issue this year, it was still easy to do my taxes. Thanks!
What's great about it: Easy interview and easy to go back and revisit topics
What's not so great: Little difficult to handle K-1's and foreign taxes paid within mutual funds
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Turbo Tax Premier 2014
on April 14, 2015
Posted by: SteveW99
I had an extremely complicated return this year and it handled everything required and when I had questions I found all the answers I needed via the help center. The automatic downloads from brokerage firms and payroll services are the only way to go especially on the investment side.
What's great about it: On line Help center is fantastic - first year I needed it and found all the answers
What's not so great: Nothing
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