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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 13,030 reviews
5 Stars
8,670
4 Stars
3,104
3 Stars
723
2 Stars
317
1 Star
216
Customer Reviews for TurboTax Home & Business Federal & State Returns + Federal E-File 2013 - Mac/Windows
Customer Rating
4
2013 Income Taxes
on April 3, 2014
Posted by: JohnofArizona
from Sun City West, AZ USA
TurboTax again produced and excellent product that can be easily used by an experienced tax preparer. While I'm sure a novice preparer could use the TurboTax successfully, I feel and know from experience, that novice preparers have a great difficulty using TurboTax successfully.
While TurboTax is an excellent product, this year's product and prior year products have a maddening problem: the final review required just before electronically filing the forms. In my opinion flagging and requesting some corrections at the final review are poorly timed. As an example, I had not fully completed the recipient portion of some 1099 screens. Rightly TurboTax identified the flaw and brought it to my attention. Now identifying this omission is correct, however, bringing it to my attention just before filing was a poor choice. These type of omission errors could easily be identified much earlier in the preparation process when most prepares ask for error checks. Please don't ask for these low level omissions at this last point in the process when after arriving at this point in the process these type of should have been identified.
What's great about it: Prior year data was carried forward to current year including data comparisons.
What's not so great: The very final review of the tax returns is maddening.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Made it easy!
on April 3, 2014
Posted by: friendly1
from Wisconsin
You just feel comfortable working through the preparation of the return; and confident that it is right when you are done.
What's great about it: Guidance when I needed it.
What's not so great: ?
Pros: I moved
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Frustrated by INCOME Annualization
on April 3, 2014
Posted by: Elminyawee75
from LIVONIA, MI
Income Annualization to make it easier. It is a Difficult a job to to calculate & input the required information. It should programmed entering the quartly income and expense and the software to do the rest of required calculations.
What's great about it: Very well organized
What's not so great: You should do better job programming the uneven income through the year to eliminate under payment penalty.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
2
Too many problems
on April 3, 2014
Posted by: ToxGuy
from Northport, AL
I don't remember all the specifics, but too many times things were made difficult that should have been easy. For example, sometimes when the same information needed to be entered in two different locations, the software should have been set up to do that automatically but that was not the case.
Also, one time when I was asked to enter a date, I think it may have been the date that I signed the return electronically, it would not let me enter today's date "04/03/2014". That is even though it had examples of the earliest and latest allowable dates. Finally I got so frustrated that I just tried entering the first allowable date, which I believe was 01/01/2014, and it took that one. Go figure!
Another issue: when TurboTax checks for errors, it is too often not entirely clear how to correct them. Adding a text box with instructions on how to correct the particular issue at hand would be very helpful. I never did figure out why it had an issue with my trying to donate to a charity that I believe was on my AL state return, so I finally just gave up and deleted it.
Working on my returns this time made me feel that Intuit needs more real testers to tell them when the software frustrates them and to suggest remedies if possible.
Another issue: It is very confusing trying to determine when to review and print. And the web based comments you get when you click on links purporting to be helpful were not helpful. For example, the link associated with a question about saving a copy of your return on you computer pulls up the same comments you get when asking about when to print your return. What's up with that??
And I have a consulting business "sole proprietor", so I get 1099 forms from my clients. This year the situation was very confusing, making it seem that they might be getting counted twice; in business income and again in the "personal" section. That evidently was not actually the case, but it was not clear initially.
One last thing before I get some sleep tonight. When I was almost finished with the return, I wanted to go back and be sure that I had entered information on my long-term care insurance costs under my business expenses. It is a known category of expenses and is listed in TurboTax as such. However, when I tried to use the search box for the specific location in expenses, entering search terms such as "long term care" got me a couple of hits, but they never got me where I needed to go. I finally just looked around until I found it #I had already entered the information after all).
Also, it could have been made easier to skip around to specific issues without having to go through too many steps already done at times.
I even had problems trying to submit this review. It kept changing certain symbols and substituting others in their place on this form. For example, it kept changing parentheses into pound signs. Finally, after I had to keep reviewing and editing several times, it locked up and I had to start over.
I have used TurboTax for many years, but sadly I think it has gotten harder to use this year instead of easier.
Also, one time when I was asked to enter a date, I think it may have been the date that I signed the return electronically, it would not let me enter today's date "04/03/2014". That is even though it had examples of the earliest and latest allowable dates. Finally I got so frustrated that I just tried entering the first allowable date, which I believe was 01/01/2014, and it took that one. Go figure!
Another issue: when TurboTax checks for errors, it is too often not entirely clear how to correct them. Adding a text box with instructions on how to correct the particular issue at hand would be very helpful. I never did figure out why it had an issue with my trying to donate to a charity that I believe was on my AL state return, so I finally just gave up and deleted it.
Working on my returns this time made me feel that Intuit needs more real testers to tell them when the software frustrates them and to suggest remedies if possible.
Another issue: It is very confusing trying to determine when to review and print. And the web based comments you get when you click on links purporting to be helpful were not helpful. For example, the link associated with a question about saving a copy of your return on you computer pulls up the same comments you get when asking about when to print your return. What's up with that??
And I have a consulting business "sole proprietor", so I get 1099 forms from my clients. This year the situation was very confusing, making it seem that they might be getting counted twice; in business income and again in the "personal" section. That evidently was not actually the case, but it was not clear initially.
One last thing before I get some sleep tonight. When I was almost finished with the return, I wanted to go back and be sure that I had entered information on my long-term care insurance costs under my business expenses. It is a known category of expenses and is listed in TurboTax as such. However, when I tried to use the search box for the specific location in expenses, entering search terms such as "long term care" got me a couple of hits, but they never got me where I needed to go. I finally just looked around until I found it #I had already entered the information after all).
Also, it could have been made easier to skip around to specific issues without having to go through too many steps already done at times.
I even had problems trying to submit this review. It kept changing certain symbols and substituting others in their place on this form. For example, it kept changing parentheses into pound signs. Finally, after I had to keep reviewing and editing several times, it locked up and I had to start over.
I have used TurboTax for many years, but sadly I think it has gotten harder to use this year instead of easier.
What's great about it: I got my federal and state tax returns competed and then filed electronically
What's not so great: Turbotax took me on too many blind alleys and repetitive steps at times.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Was easy to use if you know Tax Theory
on April 4, 2014
Posted by: Rtap47
from New Port Richey, FL
I 1think the F1 key for help in the form is very useful to know what data is required in the particular box.
What's great about it: Transfer of previous years personal Information
What's not so great: At the end of the return you need to pay an additional 95.00 dollars to Efile the return and process the refund.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Needs some improvements
on April 4, 2014
Posted by: charger400
from Tacoma, Wa.
Some things got transferred over. However, I got married and I had to reinput all her information even though I did use TT last year for her taxes. When it asks about carryover from previous years; why doesn't it transfer the information over. Instead, I had to take the time to look up last years information even though it was on my TT program from last year. It should smoothly transfer all information/data over. Instead, I have to double check those items and find them.
What's great about it: Great ability to search for questions thru community
What's not so great: Does not merge previous data from last years taxes
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
2
Crash and crash again
on April 4, 2014
Posted by: icsinusa
from Boise, Idaho
The software was broken this year. When an update was required, the install crashed, required uninstall, re-install, and then update again, and it crashed with fatal install errors 4 complete times.
What's great about it: Calculations and refund were fine...
What's not so great: Software glitches galore...
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Tax Return 13 First Time
on April 4, 2014
Posted by: DD20
from Omaha,NE
Firt time using Turbo. There was an issue with the Review Process. One error was found- it involved the School Code that I somehow missed when entering personal data. The program would not allow me to access the reference to pull up the code. I had to go on the Internet and find the code. Other than that issue- I will use Turbo each year. You do need to add an additional life changing event below- Marital Status. Turbo Tax Rocks- thanx
What's great about it: Navigation easy
What's not so great: Fault in the review process
Written by a customer while visiting turbotax.intuit.com