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Customer Reviews Collected from turbotax.intuit.com |
TurboTax Home & Business Federal & State Returns + Federal E-File 2013 - Mac/Windows
Average Customer Rating:
4.5
Rating breakdown 13,019 reviews
5 Stars
8,663
4 Stars
3,101
3 Stars
723
2 Stars
316
1 Star
216
Customer Reviews for TurboTax Home & Business Federal & State Returns + Federal E-File 2013 - Mac/Windows
Customer Rating
4
Very helpful, but some things need improvement
on April 14, 2014
Posted by: DickGr
1. Too much work trying to figure out if form 8606 should include end of year value for my Fidelity sold MetLife deferred annuity. I started taking distributions this year and 1099-R had IRA box checked. Previously lack of a 5498 made me think it wasn't an IRA, but Fidelity now says its a qualified IRA.
2. Ohio Form 37 (to pay city tax) is difficult, all to pay $2. My W-2 is for value of group life insurance and doesn't fill in Local fields, yet that local tax authority wants it based on residence. I had to fake local boxes of the W-2 to make it flow through. Last year it wasn't tied to W-2, but the fix was too simple.
3. Trying to decide if investment advisory fees taken from Fidelity IRA Professional Advisory account are deductible is difficult. The help window on this uses different wording for this major fee than for account management fee (like for small accounts, I guess). Also, some instructions require "producing taxable income" whereas others say no IRAs, but my non-Roth IRAs are producing taxable income (taxed when I withdraw it).
4. Interviews on Minimum Required Distributions for IRAs resort to asking me for the MRD. I had to get Publication 590 and calculate them manually - Fidelity discards on line values when it puts up projections for coming year. Turbo Tax should have offered a worksheet incorporating Tables, etc.)
What's great about it: Automatic recalculation after corrections, and it caught some of my errors.
What's not so great: See review for several things that need improvement.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
2
Not great for complicated situations
on April 14, 2014
Posted by: SgtSam
I found it extremely challenging to file a joint federal return and separate state returns. I know it is an unusual situation, but it is the reality for many of us in the military. In the future, I'll isa a CPA.
What's great about it: Easy for simple stuff
What's not so great: Difficult to handle complicated tax situations
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Overall, a good tax package.
on April 14, 2014
Posted by: GeneArlene
A frustrating characteristic to me was filling in a blank box with data and returning later to the box and finding it empty. Is the answer I supplied previously stored or do I need to re-enter the data? Not knowing, I re-entered the data. I hated that but worse was the entry for the sales tax large purchases data entry. I never figured out why there was an error on the first date. I finally went through the check procedure and re-entered the date and associated data from the form and the problem was corrected. This one entry was extremely frustrating. This particular entry did not seem very well thought out and did not seem to recognize that there could be multiple tax rates applied within a single residency. Over all, I think that there is less explanation than in years past causing a little more investigation on the part of the user. Still....overall a good tax package.
What's great about it: Thorough
What's not so great: Sales tax large purchase data entry extremely awkward.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
business fed and ohio
on April 14, 2014
Posted by: djwtech
Spent hours crosschecking with Ohio internet infromation to understand what TurboTax was asking
What's great about it: Fed section very good
What's not so great: Ohio needs more explanation
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Review
on April 14, 2014
Posted by: ferd9
a very good experience.
What's great about it: Simplifies my tax return
What's not so great: none
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
on April 14, 2014
Posted by: archiecpa
It would be nice to be able to strictly input by form.
What's great about it: The software is competively priced.
What's not so great: The product is difficult to use...if you know the forms.
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
My refund by TT
on April 14, 2014
Posted by: vetlady
I don't bother paying anyone to do my taxes, I figure once I have gathered all the paperwork - that's the hardest part. Turbo Tax makes it easy to input the date and doesn't take me but a few hours to input. About the same amount of time I'd spend a tax preparer answering questions, and I can do this at night. no taking off work. I do get lost in the Line 7 of part B schedule 2090 or whatever, when looking from Federal to State, but that's part of the wonderful tax code. I don't bother paying TT to file my state since Illinois has free efile, however since I had the Business TT this year, it downloaded and filled out MOST of the form for me. I copied it to the online state 1040, but remembered to add the property tax deduction that illinois offers.
What's great about it: does the calculations for me
What's not so great: Didn't know IL state gets property tax credit and I couldn't follow the trail for a Schedule M state deduction -
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Still a way to go!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
on April 14, 2014
Posted by: Steve1347
Need more spots at which the software says BACKUP AND A SHORT AND SIMPLE WAY TO BACKUP - LIKE THE WORDS "BACKUP DATA" AND NO PRINT OPTION.
MAKE PRINTING EASIER SO IT BECOMES A WORD OR EXCELL DOCUMENTS IN ONE SAVE MADE OPTION.
PLEASE MAKE UP A BETTER REVIEW FORMAT FOR THE REAL WORLD.
What's great about it: Keeps you on track
What's not so great: Expla9nations still not as simple as they should be
Written by a customer while visiting turbotax.intuit.com