Customer Reviews for Intuit - TurboTax Premier Federal & State Returns + Federal E-File 2014: Investments and Rental Property
Customer Rating
5
on April 7, 2015
Posted by: AfanofTurboTax
A very good tax software that I have used for years!
Pros: I moved
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Premier Lousy for Capital Gains on Stocks
on April 7, 2015
Posted by: UnhappyUser1089
In previous years I have use the Premier version to calculate cost basis for capital gains on stock sales. This year the list of features "implies" that the software still calculates cost basis of stocks, but it does not. If I had known this at the start, I never would have bought TurboTax, but would have purchased another product. Need to fix this or this is my last year with TT.
What's great about it: Easy to use for most of entries
What's not so great: No Gainskeeper software for capital gains calculations.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Awesome Program
on April 7, 2015
Posted by: Severy
This is my 4th year of using Turbo Tax... I can't believe how easy and great it is to use.
Thank you to whomever programmed it.
What's great about it: Everything works wonderful
What's not so great: No Cons
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Good job!
on April 7, 2015
Posted by: Norm50
In the past my income tax file was saved automatically every few minutes. This year for some reason it didn't get saved automatically which cost me about 3 hours of work that I had to do all over again. I've been using Turbo tax for about 20 years and this was the first year that that has happened. I search all over for the saved file and it was nowhere to be found. When did start all over again it left out the deduction I was working on and I had to search for it to put it in.
What's great about it: Easy to use with great explanations
What's not so great: I was wondering when one of my deductions was going to come up and it never did. I had to search for itl
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
Sometimes the Forms are Easier than the Guidance
on April 7, 2015
Posted by: Cententhal
A good product, and works quite well. The only area I find difficulties is when doing the K-1 forms, which are a complex mess to any person who gets them. The Easy-Step questions are confusing and I think it would be better for Turbo Tax to just have the user input the form, exactly how it is provided, and have the system convert it to how its needed for tax purposes. I have begun to use the forms view, as it seems to be easier than the Easy-Step on this section.
What's great about it: Easy to Use, Checks Data
What's not so great: More complex Topics are Better Done by Filling Forms Directly
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Tax Prep 101
on April 7, 2015
Posted by: Valentine1126
Overall my experience was good. I think my confusion was due to operator error. I use Turbo Tax every year and have not had issues.
What's great about it: Easy to follow step by step instructions
What's not so great: A bit confused by the sale of investments.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
2
Lost some confidence
on April 7, 2015
Posted by: PayAsYouGo
1. Direct Deposit of refund...TT plugged an "X" in the account number as a placeholder when my financial institution told me to substitute a "5" for the "X" because there is some sort of problem related to the way an "X" is read. TT should know of these issues and identified that concern as part of the quality check along with a recommendation.
2. Health Savings Account step by step...TT did not load my contribution initially...I went into the form view to make sure I got credit for my contribution. Assuming it was user error (which I am not entirely convinced), there should have been a quality check to ensure that my contribution was recorded given the expenses we recorded as distributions.
3. Health step by step should direct user to either family or individual. Initially, TT didn't record our entire distribution because I initially recorded part of the distribution in my wife's heath step by step. Again, this is an error that I found reviewing the forms.
4. The cost to file one state return electronically should be included with the original cost or have a minimal fee. The cost has skyrocketed over the past few years and reminds me of the pricing wisdom that "pigs get fed and hogs get slaughtered." Most of these tax companies load each other's historical tax record and I may shop more carefully next year.
What's great about it: downloading from financial institutions
What's not so great: Failed to provide some quality checks
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion), I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Schedule K-1
on April 7, 2015
Posted by: K1Devil
I had difficulty understanding all the calculations made by TurboTax from the K-1 schedules. My K-1's were from foreign stocks I have with my broker. This is the only entries I had trouble with. All the other Turbotax entries were easy to understand. I read through the 2014 "Partner's Instructions for Schedule K-1 (form 1065)" and it confused me even more. Maybe an example of how to handle the foreign stocks issues would help. I didn't even try to understand how TurboTax handled the K-1 data for the state return. Makes me a little nervous not totally understand the K-1 entries. Thinking next year I may take my taxes to a CPA to be safe.
What's not so great: confusing to get the K-1 data to Turbotax
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com