As with prior years, the program smoothly handled complex data entry and calculations, saving much time. The only inconvenience was inability to e-file the Federal return on March 15, 2014, due to a "required update". However, the program needed no further updates at that time.
What's great about it: Clear step-by-step instructions
What's not so great: Would not allow e-filing due to "required update" that didn't exist
TURBO TAX DOES A NICE JOB WITH FEDERAL TAXES. I'VE BEEN USING IT FOR YEARS. LAST YEAR I CHANGED JOBS SO THAT I RESIDE IN ONE STATE AND WORK IN ANOTHER. TURBO TAX SAID I DID NOT NEED TO FILE IN THE OTHER STATE. I WOULD HAVE MISSED A $300 REFUND :o !
What's great about it: FEDERAL TAXES
What's not so great: STATE TAX INTEGRATION
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
several times TT did not carry forward info from previous years. When I went to e-file it would not let me do it for two or three times- it kept saying i needed to down load current info. yet my TT was 100% up to date according to TT when I looked for updates.
In two cases TT said that i needed to wait for new fed and state forms-- TT will email me when available--- in actual fact what was missing was one piece of info i had left off the form- my mistake, but TT made me think i had to wait for something.
A good feature to add would be a …" what if" capability. this would let me get a rough idea of what taxes would be like if i did something different- next year- e.g. moving IRA to Roth IRA, selling securities--etc It would not be 100% accurate but it could give a pretty good guess at what some of impacts might be. and it could be done without messing up my current year tax info. Kind of like saving a version without impacting the actual info.
even submitting my review was made difficult trying to select a nick name that no one had ever used
What's great about it: average usability,
What's not so great: does not carry forward all info from previous years. at filing time TT would not let me file first two times
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)