Customer Reviews for Intuit - TurboTax Premier Federal & State Returns + Federal E-File 2014: Investments and Rental Property
Customer Rating
5
easy does it
on March 25, 2015
Posted by: mosky
Great way to do taxes
What's great about it: just go thru it easy to understand
What's not so great: nothing
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Which PGMBecasus
on March 25, 2015
Posted by: William566
Because TurboTax Deluxe has been used for years, I did not realize the change in the program's contents when it was purchased. The Schedule B and C was the only extra part I needed. This required the purchase of the next highest TurboTax Program.
I changed to TurboTax some years ago. Happenings like this prompts a change back to the other tax program.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Good, but beware of possible problems
on March 25, 2015
Posted by: Tom314159
Everyone who reads any on-line review knows the problems with TurboTax this year due to the fact it changed the version you need to do your taxes. But given that, I was able to buy the correct version and do my taxes.
My problem with TurboTax was with the 1099-B form. I filled in the information off the form as requested by TurboTax, but this was really incomplete information and the tax due was calculated to be way too high. The information supplied to me by the institution that sent me the 1099-B included one box with the lines of information that TurboTax wanted. But there is a related form, 8949 that has five subgroups, A, B, C, D, and E. One or more of these subgroups is for what you received for selling securities without the institution that sold the securities for you reporting your cost for those securities. So the cost basis is assumed to be 0 even though other information provided by the institution clearly shows the cost basis. So on the 1099-B, the amount you received is correct, but the cost basis is low due to that 0. That results in a very inaccurate tax calculation. I did not see that in the stop-by-step method TurboTax asked about those 8949 subgroups. Only with a lot of work going back through things did I discover the error in the forms and calculations. This probably took me a day of work to find this problem.
What's great about it: The TurboTax software worked for me after I put in a lot of effort.
What's not so great: The first time through, the results were completely wrong and it took a long time to find the errors.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Deluxe has no schd D
on March 25, 2015
Posted by: francis2
Hope next year, the deluxe version works like 2013 and before. There are too much stress involved about missing some schedules.
What's great about it: with upgrade, it worked like 2013
What's not so great: Frustrated for hours, only after phone call to get a free upgrade.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
on March 25, 2015
Posted by: JP42
I keep getting instructions to make quarterly payments and the 1040ES forms are included in filing materials altho my instructions indicate no need to make quarterly payments. I think this comes from my Vanguard 401 K where I need to take more than my monthly payments (from which I have withholding) to satisfy minimum required withdrawl requirements(from which I also have withholding taken) but am not sure.
What's great about it: transfer of prior year basic data and current broker return input
What's not so great: Needed to buy Primeir version for brokerage data transfer
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Fastest Filing Ever
on March 25, 2015
Posted by: Baggies
I have been using TT since the early 1990s. Never before have I completed the entire process in less than 4-hours. Today it was less than 2-hours. YES!!!!!!!
What's great about it: Absolutely clean and uncomplicated process
What's not so great: Unable to save file as I progressed
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
1
on March 25, 2015
Posted by: DennyHall
Do not offer free state returns when I buy the federal in October, and the state has to be completed by 2/16. There is no way you have all the info necessary by then.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Just so-so
on March 25, 2015
Posted by: mizmtten
Almost switched to another software, but decided to give you another chance. I'll see if your offers of rebates actually come through and what happens next year.
What's great about it: As easy as other years
What's not so great: Very frustrated with having purchased Deluxe as I had for over 20 years only to find that I now needed Premiere.
Written by a customer while visiting turbotax.intuit.com