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
3
ca Form 3800
on March 2, 2014
Posted by: JohnS530
CA Form 3800 is kiddie tax. You have to link parent returns and all child returns together to get answers. TT does not do this at all. A lot of manula work doing multiple returns, never finishing them. then going back, collecting the info for Form 3800 and having to manually enter data. Then go back and finish all returns. Wish t had a better way. Also no help links on the info page.
What's great about it: Gives you the state forms.
What's not so great: Does not prefill or link info well.
I have been using Intuit products over 15 years, both Quicken & TurboTax.
In the beginning auto-renewal was cost effective, however the last few years, I have watched as you began to give TurboTax way as my costs to auto-renew have been going up annual.
A few user-interface changes would simply user experience:
Allowing users to sort lists would make TurboTax easier to use. E.g., allow sorting lists alphabetically, e.g., names of charities, to aid reusing names from prior years.
Another example: Dividend Income Summary screen lists values are listed by "Broker or Payer" -- some payers list individual fund names separately, so they appear scattered throughout the list, making it difficult to check one 1099-DIV form at a time (which includes all the funds from a single payer, even if listed as separate items). It would help to have a way to group the funds by payer, i.e., as they appear together on a 1099-DIV. This should be available automatically from 1099-DIV information imported from the payer via the internet.
After importing multiple 1099-DIV forms, TurboTax asks for the state that paid tax exempt dividends. The dialog lists the name of the fund but not the firm from which it was imported. Different firms can have similar names for tax-free funds. So this makes it difficult to be sure which fund the dialog is asking about.
The "Tell Us More About Your Exempt Dividends" asks for dollar amounts for each state. Payers send a form listing percentage of dividends from each state. To simplify entry, provide an option to enter percentage rather than dollar amount. Also the "More Than One State" menu item would be clearer as "Other States" or "Remaining States". Similarly, provide a percentage option for "Enter U.S. Government Interest" for the amount of dividend that is interest from US Govt.
These sorting and percentage calculation tasks are tedious for users, and possibly lead to mistaken entries. But easy for computers. That TurboTax doesn't provide such user aids is a minor annoyance on an otherwise very helpful product.
What's great about it: easy-to-follow process
What's not so great: long lists of items, such as charities, are tedious to navigate
a quick overview of the differences between IRA, Roth IRA and 401k's would be helpful. I mistakenly answered a IRA question and sent myself into a tailspin all week wondering if I'd have to amend previous years. Turns out I just misinterpreted the question! Suggestion: when you ask if there were contributions to a traditional or Roth IRA - put a big note that you do NOT include any contributions through a 401k. That would have saved me a week of worry until I could get back to the return.
What's great about it: ease of use
What's not so great: need better explanation of retirement-related transactions