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
Great Experience with Minor Flaws
on March 30, 2015
Posted by: Philby
I used TurboTax to file a final return for my deceased mother-in-law. Unfortunately, she received 1099's that included income for all of 2014 rather than being split between personal and estate income. Thus, I had to account for the portion of reported estate income. In this situation the IRS instructs that an entry should be made on Schedule B below all the other payees that is deducted from the total. I saw a suggestion (I believe at the TurboTax site) to make such an entry by creating a dummy 1099 with negative values. I tried that in the EasyStep section, but TurbotTax would not let me enter negative numbers. However, I discovered that by switching to the Forms view I was able to make manual entries in the Schedule B Smart Worksheets using negative numbers. The resulting updated INT and DIV totals were correctly reflected throughout the other forms. Still, there was one remaining problem with the TurboTax check for qualified dividends. Qualified dividends must be equal to or less than ordinary dividends. The negative values entered for my adjustments did not work well with the TurboTax check because it apparently does not test absolute values. So TurboTax flagged an error all the way through the entire filing process that I just had to ignore.
What's great about it: Excellent step-by-step guidance
What's not so great: Problem with negative numbers
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Finally finished!
on March 30, 2015
Posted by: Oydee
All in all, three of the four representatives were very helpful in guiding me through the download of Premier.
TurboTax should include the the Schedule D in the Deluxe edition.
Not everyone who own stock is a business owner.
TurboTax should include the the Schedule D in the Deluxe edition.
Not everyone who own stock is a business owner.
What's great about it: Easy, once everything was made available.
What's not so great: Difficult time upgrading to the free premier edition and State.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
What a piece of cake doing taxes with Turbo Tax
on March 30, 2015
Posted by: Midgee11
I have used Turbo Tax for many years, it seems that the company does everything in its power to make it as easy as possible to walk you through each step. I am very happy with the software.
What's great about it: walkthru of each section - dynamite
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
on March 30, 2015
Posted by: ddm2
on a scale of 1-10 I would rate you at an 8
What's not so great: I tried not to charge my state tax and the program did not let me change my payment plan
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Good product gets sly
on March 30, 2015
Posted by: A4Driver
Had to go thru (free this year) upgrade to Premium to process investment cap gains detail. Process to get to upgrade was not crisp Trouble with my Advantage password caused many resets without success. Help desk representative was very patient and finally got the problem solved. Next year please be more obvious with program changes in notification materials so we can purchase thr appropriate version. Thanks!
What's great about it: Options for working, navigation & prompting
What's not so great: Separation of investment phase from Delux with no advance warning.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Same good product.
on March 30, 2015
Posted by: larry6299
I used the download option for investments for the first time this year. Saved me a lot of transcription time. In charitable contributions your instructions said to use "various" if we gave to the same organization several times. When I ran the error check I was told I can't use "various". As usual Turbo Tax transferred all my base data from previous years saving me all the effort of inputting the information. The questions helped me make sure I have covered all the areas for both the taxable amounts and my credits.
What's great about it: Saves time, time, time.
What's not so great: One inconsistancy.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
This is my 8 year using Turbo Tax...very easy!
on March 30, 2015
Posted by: 111122223333
Other than that....all good!
What's great about it: very precise
What's not so great: Too much backtracking to get to any one schedule or thing that you may want to change.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Assistance required
on March 30, 2015
Posted by: FXSTDI
I needed expert assistance with documenting the purchase and sale of a house for my daughter. One call did it all. You told me what I needed to file and how to get to the right place in the software to do the documentation. You even offered suggestions on ways I could get additional deductions.
What's great about it: Excellent expert help was available.
What's not so great: None
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com