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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
2014 Turbo Tax Review
on April 13, 2014
Posted by: mtnrbbit
from Boulder, CO
TurboTax again performed well for us. The filing was simple. The auto import of W2's was easy. The step-by-step instructions are good. We encountered a couple issues that were unclear:
1) Please make it clear that TurboTax automatically transfers over the charitable contributions to the State Return.
Also, the explanation of Colorado Charitable contributions that can be deducted from the State Return didn't explain what are qualifying contributions. The wording initially caused us to enter the Federal charitable contributions again, which appeared as double counting.
2) Please have Turbo Tax explain a little better what to do when the 1099 form has incomplete information.
3) It would be helpful if TurboTax had a preliminary version for the next tax year, eg 2014) so that it could help us adjust our wthholding or estimated tax payments, or decide to make more charitable contributions of retirement contributions during the year. This would help us plan better and minimize tax surprises. We also would probably enter expenses and information sooner, reducing our anxiety around tax time.
What's great about it: Easy to follow, Transfers over prior year info, Good Help, Auto import of W2's
What's not so great: Some minor State vs Federal deduction confusion, how to handle incomplete 1099s
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Complete coverage
on April 13, 2014
Posted by: HighCTenor
from Cambridge, MN
I've been using TurboTax since it first came out. I appreciate that the user interface has evolved rather than finding some completely new means of interaction every year.
What's great about it: I like being able to switch between easy-step and forms.
What's not so great: Not much
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Great experience for multi-income filing
on April 13, 2014
Posted by: PaulEl
from Seattle, WA
I have income from multiple sources: 'day job' wages, small business income, and investments (handled by a brokerage) and TurboTax continues to make it easy to bring all the sources together: I can easily import my biz books from Quick Books and my div and int data from the broker.
It also walks me through things I don't want to take time to research such as foreign tax credit and capital loss carryover. The automatic year-over-year tracking of things like capital gain/loss are extremely useful.
I've been using it since around 2005. I worked with an accountant the first time to be sure I made the right decisions for setting up things that would have long-term implications like home office deductions, and since then it's made filing my taxes an easy low-stress annual experience.
It also walks me through things I don't want to take time to research such as foreign tax credit and capital loss carryover. The automatic year-over-year tracking of things like capital gain/loss are extremely useful.
I've been using it since around 2005. I worked with an accountant the first time to be sure I made the right decisions for setting up things that would have long-term implications like home office deductions, and since then it's made filing my taxes an easy low-stress annual experience.
What's great about it: Great integration with external systems (brokers, Quick Books...)
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Confidence in the Chaos
on April 13, 2014
Posted by: patiofriend
from Oceanside, CA
I have been using Turbo Tax Home and Business for several years to file our business and personal taxes. Initially I was filled with anxiety in the thought of doing my own taxes when my accountant was no longer available. TurboTax has given me confidence and knowledge that is irreplaceable!
What's great about it: Ease of use, detailed instruction
What's not so great: None
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
state form more confusing this year
on April 13, 2014
Posted by: CalDfromPA
from Landisville, PA
I needed definitions for some things on the state software but the software told me the search function does not work on state forms. Other than that I was very pleased with the software.
What's great about it: Federal software was easy to use and follow.
What's not so great: I had issues with definitions in one or more areas of the state software.
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
2
3 Times A Charm
on April 13, 2014
Posted by: AquaDon
It took me 3 times to get everything straight and used 2012 as reference. I've been a Turbo Tax fan for over 10 years. I'll try one more year before looking elsewhere
What's great about it: Easy to Navigate
What's not so great: 1.Did not record 24 answers the 1st time entered 2. Flow was not the same as 2012
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Complete and Easy
on April 13, 2014
Posted by: pvanhoesen
from Nashville, TN
Turbo Tax is very systematic and will grow with you! I started out with easy filings and now am a business partner receiving K-1's. Turbo Tax can handle it all and is a great tool for making sure every inch of your advantages are safely covered. I say safely because there are CPA's who will push the rules to the max. I sleep better knowing that the largest virtual CPA in the world is looking out for me.
Suggested Improvements:
Beef up K-1 Guaranteed Payments for LLC's
The IRS has now said that employees who own more than 2% of the company must be paid via guaranteed payments and can no longer be paid as W-2 employees. TT will need to deepen that part of the K-1 explanation for us.
Beef up K-1 Guaranteed Payments for LLC's
The IRS has now said that employees who own more than 2% of the company must be paid via guaranteed payments and can no longer be paid as W-2 employees. TT will need to deepen that part of the K-1 explanation for us.
1099-B's
Please have Covered and Noncovered explained better. If is a fairly straightforward explanation. Smaller brokerages are terrible with how they send these out and many have little of the details. Once I found out the definition of Covered and Noncovered, it was fairly simple to figure out which boxes to choose.
Please have Covered and Noncovered explained better. If is a fairly straightforward explanation. Smaller brokerages are terrible with how they send these out and many have little of the details. Once I found out the definition of Covered and Noncovered, it was fairly simple to figure out which boxes to choose.
Charitable Contributions
If TT needs an address for a charitable organization due to gift type/class, catch it when I am entering the gift for that organization and have the paper in front of me - not at the end when I have to dig back through my pile to find the one TT needs.
If TT needs an address for a charitable organization due to gift type/class, catch it when I am entering the gift for that organization and have the paper in front of me - not at the end when I have to dig back through my pile to find the one TT needs.
What's great about it: Handled complexities of multiple income streams well, forces you to dig through deductions
What's not so great: Needs beefed up K-1 Guaranteed Payment guidance; Charitable contribution workflow needs streamlining
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Experience
on April 13, 2014
Posted by: XXXXxxxxxxuuuuu
from Nebraska
Excellent rating.
What's great about it: Very easy to follow and thorough
What's not so great: Cannot think of any
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