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
2
State Filing was a complete pain and not FREE
on March 15, 2015
Posted by: hbwiii
The state section only copied over the federal information but did not do a detailed walk through as it has done in previous years. There was no section to deduct education fund contributions and I had to manually enter last year's state refund as "other". Additionally, state filing has always been free. This year there was a charge. Not a good way to treat loyal customers. I will be looking at other options in the future.
What's not so great: State Filing
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
TurboTax: Can't Miss in Complex Situations
on March 15, 2015
Posted by: Halfnium256
TurboTax gets better every year. TT's Interview does a great job of teasing out required information without becoming overwhelming. Should the user wish to learn exactly what TT's nosy questions are driving at, TT's Forms view shows how the numeric details work. If that weren't enough, TT makes supporting data sheets available for most data entries, quite helpful for records retention.
However, IMHO TT has become too expensive for use every year. New tax payers can use TT once to learn how their life-long Sisyphean struggle with tax authorities is going to play out. In subsequent years of stability in their situations and the tax laws, they can refer to the TT example but fill out current forms by hand or use less expensive competitive products.
What's great about it: Interview outlines the process, forms allow detailed adjustments
What's not so great: Has become too expensive for use in simple situations
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
Mixed feelings this year.
on March 15, 2015
Posted by: Neilferg
With the exception of completing the K-1 information regarding the disposition of a Limited partnership the software works very well. Completing the forms for the KMP sale was very confusing and contacting TT was virtually impossible. There were lots of suggestions from the community but they aren't tax specialists.
When you advertise one free state tax forms for those of us that have been using your products for years (since 1997) the assumption is that you also get one state filing. Clarify it or start providing a free submission with the product.
What's great about it: The process of answering questions and supplying information appropriately works very well.
What's not so great: Misleading state filing information. Stating one free state forms implied submission also. K-1 completion needs work.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Wonderful
on March 15, 2015
Posted by: shortty53188
Glad someone told us to buy TurboTax!
What's great about it: Easy to Guide through
Pros: I moved
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
K-1 problems for estates and trust
on March 15, 2015
Posted by: caj70
It is not clear how to enter estate and trust k-1 info regarding expenses on a liquidated trust (schedule e supplemental) and the 2 % AGI limitation. Apparently this goes on Schedule A as misc. You only go to business expenses and non of this falls under that. Also, hard to understand why the loss on the above K-1 shows up as a gain on the California return; but it is correct on the Federal return, as a loss. Not enough tax to worry about, but am curious.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Refund
on March 15, 2015
Posted by: JLMecham
Overall a great program for people like my wife and I who are not CPA's.
What's great about it: Simple
What's not so great: Didn't know about the Federal fees for filing
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Most good-Some not so good
on March 15, 2015
Posted by: cj001
Have been a big fan of Turbo Tax until this year. Not so easy to use when you have more complicated situations.
Form 8949 - did not indicate that various could be used as dates for stock sales. Did not ask enough questions regarding basis. Had to go to IRS website to look at instructions and Pub 550 to complete.
Form 5695 - did not make entering information for residential energy credit easy. Not at all clear that information for a heat pump that qualified for credit had to be entered under nonbusiness energy property credit section rather than residential energy efficient property credit section. Could have explained that much better. Again, had to go to IRS website to look at instructions and form in order to figure it out.
Form 8949 - did not indicate that various could be used as dates for stock sales. Did not ask enough questions regarding basis. Had to go to IRS website to look at instructions and Pub 550 to complete.
Form 5695 - did not make entering information for residential energy credit easy. Not at all clear that information for a heat pump that qualified for credit had to be entered under nonbusiness energy property credit section rather than residential energy efficient property credit section. Could have explained that much better. Again, had to go to IRS website to look at instructions and form in order to figure it out.
What's great about it: Easy for simple returns
What's not so great: Not enough information provided for filling out forms
Pros: I moved, I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
TTax review - 2014 tax year. March 2015
on March 15, 2015
Posted by: PSSanDiego
I have been using TurboTax for ~25 years, back to the old DOS version days. For many years I have purchased the Deluxe version - as it had all the features I need, and included the state program. This year (2015 for 2014 tax year), TurboTax intentionally deleted features from products and made an upgrade purchase required to get them. They literally had a customer-for-life, and they blew it! I am a customer they will lose. In the future I will consider other tax programs to try.
What's great about it: Easy to use tool that meets my needs
What's not so great: Too much added trying to sell upgrades and services
Written by a customer while visiting turbotax.intuit.com