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
Refunds Made Easier
on March 10, 2015
Posted by: Latin59
Why when you print a copy of the return for the IRS does the
program cut off printing of the last lines?
program cut off printing of the last lines?
What's great about it: Leads you through the completion of the forms step by step.
What's not so great: Not sure of printing a copy of the tax return. Also some parts need more of an explaination for completion. Additional i
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Love this product! Have been using it for years!
on March 10, 2015
Posted by: hphfinance
Helps the uninitiated navigate through the nightmare that is our Federal tax code.
What's great about it: Easy step by step approach!
What's not so great: None worth noting...
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
5
An excellent product
on March 10, 2015
Posted by: akaJimbo
This is one of the best and most useful products I've ever had. I've been using TurboTax for 15 years and have never had any problems in navigating the format or with the IRS accepting my returns. The program has always been up to date, very thorough and easy to understand. Nothing is left to chance. I always organize the data I'll need throughout the year so when I get my end of year investment, mortgage, property transactions, and other statements, I'm ready to go. Best of all I've had very little anxiety or worry about doing my returns. I couldn't be happier. I also want to let readers know that no TurboTax representatives have in any way coached or paid me for what I've said.
What's great about it: Very user-friendly, comprehensive and high quality.
What's not so great: I honestly can't think of anything negative, even the cost is reasonable.
Pros: I moved, I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Excellent Product
on March 10, 2015
Posted by: April15Phobic
I have used TurboTax for many years. TurboTax has always enabled me to file an accurate return in a reasonable amount of time. Didn't matter whether I was married or not, employed or independent, rich or poor, landlord, tenant, or homeowner...all situations (and all carryovers) were handled well.
In the early years there were a few glitches, but every year TurboTax seems to get better, and now it is hard to find anything to complain about. It is nice to be guided at times and "on your own" when no help is needed, and switching back and forth is easy. Another very nice feature is a right-click to go from a dollar amount to the form from which it came. There are many different types of help available--tech support, tax help, forums, links to IRS material.
Keep up the good work!
What's great about it: Accuracy, Ease of Use
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Deluxe version screw up
on March 10, 2015
Posted by: bholly01
I have been purchasing Turbo Tax since it first came out and I am still amazed that "Deluxe Version" came without things like Cap Gain handling--- Who thought that would fly or go UN-notice. Happens again or if it's missing from Deluxe Version next year and you can color me GONE!
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Great Tax Tool, but some issues
on March 10, 2015
Posted by: MidwestEngr
I've been using TurboTax for well over 10 years and have been generally very pleased with the results except some disturbing issues in 2013 and 2014 I have a somewhat complex tax situation (the printout is 3/4 inch thick), but Deluxe has done well with the complexities. This year as you probably know TurboTax upgraded Deluxe to provide previous capability. TurboTax does a very good job of translating my informations into data and puting it into the right places in a myriad of complex forms. The import of data from my financial institution is a lifesaver and I am sure I would never attempt preparing my taxes any other way.
Problems found with TurboTax:
1. In 2013 and more so in 2014 the “Guide Me” process has some serious failures in “guiding”. In multiple places., “Guide me” didn’t tell me that I had to select “View” or “Edit” to initiate input of data. For example:
a. I had difficulty finding where in “Guide Me" option to import my financial data. Import of data from my 2013 TurboTax was clearly “guided”. After multiple times through the guided path I discovered that you have to select “View” under “Import Summary – History of Imported Documents” when Income Summary page came up to get an opportunity to do the import. It is not obvious that “Summary or History” means a future action to initiate an import. Prior to 2013, Guide Me made this step obvious.
b. For a rental property TurboTax didn’t tell me that I had to select “Edit” to input current year data for an asset. “Edit” implies that I am changing something not entering data for current tax year.
c. To enter Personal Property Taxes paid, I had to figure out to select “View” to get to the window that allowed me to enter these taxes.
2. When reviewing imported Dividend data for multiple accounts there were no account numbers to differentiate between accounts (just listed source). However, the imported “Broker Sales” data did have account numbers for each account in addition to the source.
3. In state tax (Missouri) the program reminds you to allocate income between spouses. But, it fails to give any guidance on allocation of tax credits (Form MO-TC). TurboTax allocated all the credits to me and none to my spouse. TurboTax had calculated each of our tax liabilities and should have given me opportunity to allocate the credits. I found out the hard way in 2013 that the state will deal harshly (extra taxes & penalties) with this error.
4. In state tax (Missouri), TurboTax doesn’t provide for entering the required tax credit numbers on Form MO-TC
5. Another troubling issue for 2013 and 2014 (wasn't a problem in previous years) is failing to provide opportunity to print out state forms for filing when I selected e-file for Fed and file by mail for state. TurboTax told me that I couldn’t eFile my state but left me to figure how to print the right forms to file (used File tab). Prior to 2013 TurboTax gave me an option to print the state forms for filing and for my records in the Guided inputs.
Problems found with TurboTax:
1. In 2013 and more so in 2014 the “Guide Me” process has some serious failures in “guiding”. In multiple places., “Guide me” didn’t tell me that I had to select “View” or “Edit” to initiate input of data. For example:
a. I had difficulty finding where in “Guide Me" option to import my financial data. Import of data from my 2013 TurboTax was clearly “guided”. After multiple times through the guided path I discovered that you have to select “View” under “Import Summary – History of Imported Documents” when Income Summary page came up to get an opportunity to do the import. It is not obvious that “Summary or History” means a future action to initiate an import. Prior to 2013, Guide Me made this step obvious.
b. For a rental property TurboTax didn’t tell me that I had to select “Edit” to input current year data for an asset. “Edit” implies that I am changing something not entering data for current tax year.
c. To enter Personal Property Taxes paid, I had to figure out to select “View” to get to the window that allowed me to enter these taxes.
2. When reviewing imported Dividend data for multiple accounts there were no account numbers to differentiate between accounts (just listed source). However, the imported “Broker Sales” data did have account numbers for each account in addition to the source.
3. In state tax (Missouri) the program reminds you to allocate income between spouses. But, it fails to give any guidance on allocation of tax credits (Form MO-TC). TurboTax allocated all the credits to me and none to my spouse. TurboTax had calculated each of our tax liabilities and should have given me opportunity to allocate the credits. I found out the hard way in 2013 that the state will deal harshly (extra taxes & penalties) with this error.
4. In state tax (Missouri), TurboTax doesn’t provide for entering the required tax credit numbers on Form MO-TC
5. Another troubling issue for 2013 and 2014 (wasn't a problem in previous years) is failing to provide opportunity to print out state forms for filing when I selected e-file for Fed and file by mail for state. TurboTax told me that I couldn’t eFile my state but left me to figure how to print the right forms to file (used File tab). Prior to 2013 TurboTax gave me an option to print the state forms for filing and for my records in the Guided inputs.
TURBOTAX, PLEASE FIX THESE CUSTOMER ANNOYANCES or next year I’m going to another tax software.
What's great about it: Just answer the questions and provide data and TurboTax will put it in all those forms
What's not so great: TurboTax has gotten more difficult to follow Guided data input than previous years
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Great Experience
on March 10, 2015
Posted by: StevieM600
Software is wonderful.
Service tech who helped me fix my download issue was the finest I've ever worked with.
Service tech who helped me fix my download issue was the finest I've ever worked with.
What's great about it: Quick and painless
What's not so great: Had trouble downloading software
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Bill's Review
on March 10, 2015
Posted by: Bill0452
I have used this product since 2006 and am comfortable with the way that the program walks you through all questions related to the return. I use the import function whenever possible to insure accuracy of the income data.
What's great about it: Importing Income Files
Written by a customer while visiting turbotax.intuit.com