Customer Reviews Collected from turbotax.intuit.com
TurboTax Deluxe Federal + E-File 2013 - Mac/Windows
Average Customer Rating:
4.6
Rating breakdown57,942 reviews
5 Stars
40,011
4 Stars
13,164
3 Stars
2,704
2 Stars
1,150
1 Star
913
Customer Reviews for TurboTax Deluxe Federal + E-File 2013 - Mac/Windows
Customer Rating
3
Okay, but starting to not work for me
on March 2, 2014
Posted by: danvoge
I have used Turbo Tax for years. Last year I started to transfer money out of my IRA. I took part to pay a bill and part to transfer to my ROTH IRA. I entered two statements from my account the first was for the first transfer only but the second was for both. This was not a Turbo Tax error but a second set of eyes would have caught that error.
This error caused me to overpay my taxes. Using Turbo Tax I filed an amended form but this year Turbo Tax didn't recognize the amended form and so all the prior year comparisons were invalid. I mentally have to adjust the nice feature in Turbo Tax showing you your prior years so last years mistake doesn't throw me off.
This year when I did the transfer to the ROTH I got hit with the AMT again even though I had used the Federal estimator. I'm trying to transfer my IRA to my ROTH before I'm 70.5 and am forced to start taking payments. I can figure out the amount to prevent me from jumping to the next tax rate but the AMT has gotten me two year in a row now.
This year in Turbo Tax, somehow it thought I was declaring my ROTH as a loss. It took me hours to get that error corrected and I'm not sure how I entered it or how I corrected it.
I think my simple taxes are getting too complicated for Turbo Tax. Next year I'll see about using a Tax Accountant instead. Not getting hit with the AMT will pay for the Accountant.
Just another great experience with your program. You take so much of the guess work out of taxes it is no longer a scary issue. I no longer have self doubt when I finish my taxes I am very confident that they are do right.
Some day the e-filing for state returns will get resolved. Makes sense that they would save more money by electronic filing than by handling paper. Until then, print out and mail works for me. The overall process was quick and easy. It helps that Intuit has improved over the years, getting better about the questions and how they ask for info, making it easier to import from other sources. Thanks!
No warnings re: excess Roth contributions. I just happened to look at worksheets, and discovered the issue. Couldn't the system somehow have warned me as I was entering the data?
Had entered Sales Taxes twice for two items. Turbo did not catch in review. Saw error when the return and all worksheets were printed before filing. If the error had not been caught, I would have received over $3,500 in the refund and would had to pay back with penalties.