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 breakdown13,019 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
2
2013 turbo tax
on October 20, 2014
Posted by: E3810
1/ reporting ISO turbo tax needs to better with the ISO report session. Should have a season for excerise and hold portion of the excerised shares, and sold the rest of the exercised shares. Not very one will keep the entire ISO to be sold next year or later. Some will want to sell portion of the options the same year and hold some shares for future. Turbo tax 2013 didn't have this option. Also, turbo tax should add field for user to report different infomation that provided on the form 3921. One of the question was about number of share hold; but it was asking user to enter the number showed on box 5 of form 3921. As mentioned above, not everyone will keep the entire exercised shares!!! 2/ turbo tax 2013 and the previous years, were not convenient to go back. Each time I went back to see how did I answer the previous questions, turbo tax erased my previous answer and showed blank which forced me to answer the question again. One of the reasons I went back to check on my previous answer was to see how the rest fit in. And also most of the time I don't do the return all as one time. I might do some few weeks ago, and now I pick up where I am but I like to go back to see my answer few weeks ago. And usually at this point I don't remember what my answer was few weeks ago.
What's not so great: it's not convenient to go back. not flexible for different scarios
I have used TT for 10+ years. I think its a great way to file your own taxes, verify your accountant or learn how to save money via taxes. Program is comprehensive and easy to use.
I have used Turbo Tax for about 10 years to file my taxes. It's simple to use, checks for errors, and provides audit protection which gives me peace of mind.
However, the explanations given when I selected "explain this" were in IRS-ese instead of plain English, which made them difficult if not impossible to understand. This is a significant difference from my prior years of experience with Turbo Tax and is likely because of all the tax law changes. I would love it if the explanations did something other than refer me to an IRS document.
What's great about it: simple input, audit protection, error checing
I have used TurboTax since 2004 and because of this software I have saved hundreds, even thousands of dollars in CPA fees alone. Even when I had a very complicated tax situation, I was able to successfully do my taxes with this product. I am very, very satisfied and will continue using TurboTax as long as I have to file taxes!
What's great about it: Easy to use. Inexpensive.
What's not so great: Some explanations are confusing.
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion), I moved, I bought or sold investments
There is a bug with "Mark Estimated" Many users complained of similar problems on the forum, none of which received an appropriate response. The bottom line comes down to IF you mark some fields as "Estimated", and they subsequently flow to other parts of your return, they DO NOT get clear from all areas where they flowed too. This causes an error "Blah blah - is marked as estimated, correct the amount and select unmark estimated", However the item IS NOT marked as estimated and you do not have the option to unmark estimated. This prevents you from efiling. I had to go back and recreate 2 schedule C's as well as their supporting details in order to fix the problem. I WILL NEVER USE mark estimated again. I have been a TurboTax user for 15+ years, and never had as frustrating an experience as I had this year.
What's not so great: Had to completely redo a lot of work due to bug
The program tells you that you can use either AGI or an electronic pin and then when you fill in AGI it still asks you for an electronic pin. In my case although I submitted my return before the Oct. 15, 2013 deadline last year the IRS didn't have a record of receiving it until Dec 19, 2013 and processing it until Feb 2014. Thus the proper AGI for the computer was 0. I have spent hours trying to correct this and the first 3 representatives from Turbo Tax were of no help. The fourth tried his best before telling me that I should call the IRS.
Also the 2013 program last year allowed the entry of my prior city Long Beach even though the correct zip code was entered for my new address in Rancho Cucamonga.