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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
2
Shortcommings
on April 14, 2014
Posted by: bfitch123
from Corona, CA
Turbo tax is set up for you to get overpayment in cash. It never asks you if you want to take refund as payment for 2014 tax. If you do want to prepay with refund you have to manually go into 1040 and enter refund amount. It then does not apply this amount to estimated quarterly payments.
SURPRISINGLY it works correctly on state returns
SURPRISINGLY it works correctly on state returns
What's great about it: Easy entry, download from investment firms
What's not so great: NOT ACCURATE
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
FilingnSmiling
on April 14, 2014
Posted by: filingnsmiling
from Miles City, MT
I like Turbo Tax. It asks for information in a pretty clear way, and if you are not sure what to enter, answers questions quickly.
What's great about it: Easy walk through and filing
What's not so great: nothing
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com
Customer Rating
5
Great tool
on April 14, 2014
Posted by: ioconsult
from New York
Overall easy to merge business and personal tax numbers but the 401k SEP instructions remained a bit fuzzy. The totals on the screeen weren't clear with regard to what was to be sent and what HAD been sent after maximizing the contribution (employer contributions).
What's great about it: Almost every situation
What's not so great: Still a little fuzzy in some business expense areas
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
3
somewhat confused
on April 14, 2014
Posted by: dmmf
from nashville, tn
do not feel comfortable with state return, did not - could not locate requested information
What's great about it: federal return was relatively easy to process, however, it did not seem to pick up needed information from the 2012 file
What's not so great: state return not easy to process
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
1099-R forms
on April 14, 2014
Posted by: Sead789
When E-filing, you don't make it clear that copies of 1099-R forms will be included with the Federal Return.
Written by a customer while visiting turbotax.intuit.com
Customer Rating
1
has glitches, not transparent, check carefully
on April 14, 2014
Posted by: ostr
from New York, NY
Using turbotax was not worth the trouble, especially with state returns, which had mistakes and technical glitches. I ended up having to get an extension for a state return because of this, even after spending over an hour on the phone with turbo tax support. The gentleman was very helpful, but was obviously facing a difficult task since the program had problems working correctly.
While having the function of it choosing forms for me was helpful, overall it cost me more time to deal with the problems.
Also, even after I did the review several times and was told that the returns are complete and have no errors, when I went to print during filing, I got a message that there were errors in the return, but it didn't tell me where. So that is another glitch - either I had errors and the previous checks were incorrect, or I didn't, and the new error message was incorrect.
It is unclear where or how one may override a figure that is incorrect, and whether fixing that number will then carry through as it should onto other forms.
There needs to be a way to show or preview how a change will carry through all forms. Say, I increase the reported income or an allocation - I should be able to preview the change by previewing forms with the revised number highlighted - a temporary "track changes" to make sure I understand.
It was also difficult to find answers. Whenever I searched, I got results of totally different questions that happened to share one keyword - not helpful.
Certain information that people would want to know should just be stated at the beginning - for instance, that if filing electronically, one need not include a scan of one's w-2 forms. Why make people search the help for such a basic thing.
I received a survey about the experience with customer service, and am concerned that any negative ratings I give for this flawed software will reflect badly on the person who helped me - who really did their best.
While having the function of it choosing forms for me was helpful, overall it cost me more time to deal with the problems.
Also, even after I did the review several times and was told that the returns are complete and have no errors, when I went to print during filing, I got a message that there were errors in the return, but it didn't tell me where. So that is another glitch - either I had errors and the previous checks were incorrect, or I didn't, and the new error message was incorrect.
It is unclear where or how one may override a figure that is incorrect, and whether fixing that number will then carry through as it should onto other forms.
There needs to be a way to show or preview how a change will carry through all forms. Say, I increase the reported income or an allocation - I should be able to preview the change by previewing forms with the revised number highlighted - a temporary "track changes" to make sure I understand.
It was also difficult to find answers. Whenever I searched, I got results of totally different questions that happened to share one keyword - not helpful.
Certain information that people would want to know should just be stated at the beginning - for instance, that if filing electronically, one need not include a scan of one's w-2 forms. Why make people search the help for such a basic thing.
I received a survey about the experience with customer service, and am concerned that any negative ratings I give for this flawed software will reflect badly on the person who helped me - who really did their best.
What's great about it: includes forms you might not know about
What's not so great: hard to tell where numbers come from, difficult to find answers
Pros: I moved
Written by a customer while visiting turbotax.intuit.com
Customer Rating
4
Extra Details
on April 14, 2014
Posted by: GeorgeRado
from NY
There are not enough examples for each category in terms of deductions and credits. In some instances it was not clear where to place a deduction.
What's great about it: Simple Interface with paper view
What's not so great: Poor # of Examples for each category
Written by a customer while visiting turbotax.intuit.com
Customer Rating
3
Was better in prior years
on April 14, 2014
Posted by: Morris1405
from Austin, Texas
Glitches concerning long term capital loss and sales tax deduction. I should have been offered an opportunity to update upon loading Turbo Tax. The first day I worked on the return, I was not admonished to "save" - caused me to waste four hours doing it over again. When I tried to print, the "PDF converter" appeared instead of my printer, then it locked up for a few minutes. I have used Turbo Tax for about twenty years, and this has been the worst year for problems. It is usually trouble free!
What's great about it: Saved a lot of time, as usual
What's not so great: Was very out of date, but did not offer an update opportunity until the end.
Pros: I bought or sold investments
Written by a customer while visiting turbotax.intuit.com