Customer Reviews for Intuit - TurboTax Premier Federal & State Returns + Federal E-File 2014: Investments and Rental Property
Customer Rating
5
Better than ever
on April 5, 2015
Posted by: memyselfandone
This customer did not provide a text review.
What's great about it: Keeps getting easier & easier each year, even though my tax situation keeps getting more difficult!
What's not so great: Finding / resurrecting a computer that will accept the disc!
Pros: I moved, I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Pretty good, but a few suggestions
on April 5, 2015
Posted by: Huracan
I think TurboTax overall is a pretty good product. I have been using it for years and I appreciate they've always worked on Apple products.
Just one suggestion, as they say, time is money. I think TurboTax sometimes tries to justify is price too hard. I mean, it sometimes takes you down some roads to get deductions that don't go anywhere. Let's take medical expenses, you can only deduct those if they exceed a certain percentage of income. I think it would be better to say up front what would be the amount of expenses needed to actually get a deduction, then one can decide if even trying to add them up. Likewise for many other expenses that have to exceed a certain percentage of income.
On the other hand I appreciate that Turbotax is making some deductions easy to skip by saying they are rare.
I would prefer TurboTax to focus my time and effort on those deductions that are more applicable to my situation or tell me upfront what is the threshold or conditions to meet that deduction.
What's great about it: Familiarity, taking a lot of input from previous year
What's not so great: Should avoid unnecessary roads, no local encrypted file anymore
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
3
reasonable refund
on April 6, 2015
Posted by: PatDChamp
All in all pretty average TurboTax. However, two things really bothered me. First, complete rollovers from a pension to an IRA (G type) was confusing. I had to check the internet because I thought I did wrong. First, the introduction to 1099-R seems to say if I do a total roll-over, that I don't need to report it. After I got into it and checked with docs on the web, I found that was false. This is misleading "help" info that you have. You need to say, if you rollover completely (for instance from a retirement fund to a traditional IRA) that you still must enter everything. Second, please indicate up front that financial institutions will not send 1099-DIV/INT forms if you had less than $10.00 in income from them and that you do not need to report these (anything below $10). It would have saved me a lot of worry. Throughout several other areas, I noticed this lack of information. After paying what I did for Turbo Tax, I would expect for it to document all these "basic" things and several more detailed things too - enough so that I don't really need to go to other web sites for further "basic" tax guidance. Finally, if the home edition could just cover 1099-B forms like those that show up in "consolidated" statements where the institution did some kind of transaction beyond the normal 1099 DIV/INT that resulted in a 1 line B form, then this would be a great addition to the Home edition. Save the Premier edition for when people get long 1099-B's with more than say 3 transactions per form - i.e. people who actually buy and sell stocks and do lots of dispersements.
What's great about it: I like the walk throughs and able to jump around
What's not so great: Rollover 1099-R wording causes worry
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Had to pay (but saved me hundreds)
on April 6, 2015
Posted by: rikostk
I've used Turbo tax for over 10 years and it has helped me to maximize my deductions. I Love turbo tax!
What's great about it: Quick and easy, with all necessary forms for small business and rental properties
What's not so great: None
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Tax Filing DIY
on April 6, 2015
Posted by: HappyTaxFiler22
from New Jersey
Cannot find a better tool for filing your taxes. Tax advisors charge a lot more to do the same work that Turbo Tax does for you.
What's great about it: Smart, Intuitive, easy, One time entry of data, Transfers filing data from previous years automatically.
What's not so great: takes time , 2 to 3 hours
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Made Simple
on April 6, 2015
Posted by: COACHDAGS
from Fresno, CA
This is a great product that is simple to use and I love the control to do our own taxes each year. The tools and helpful embedded links take the guess work out and make it a lot less stressful than turning over all your documents to a 3rd party. This is the 7th straight year I have used it.
What's great about it: The step by step feature
What's not so great: N/A
Pros: I had a baby, 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
Good Support
on April 6, 2015
Posted by: DavePHX
from phoenix, az
This customer did not provide a text review.
What's great about it: Good online support, like ability to do interview or do it myself
What's not so great: Simple stock transactions no longer supported in Deluxe - have to use Premium version
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
expert tax preperation
on April 6, 2015
Posted by: Yanner
from Chicago, Il.
great product for people to do their own taxes because massive information for taxes can be inputted quickly and accurately for them!
What's great about it: quick calculations
What's not so great: easy to make typos with many entries
Written by a customer while visiting turbotax.intuit.com