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
5
Great . . . with one caveat
on March 19, 2014
Posted by: djinwis
If it would just pull in all trade details without mystifying me, that would be great. But I suspect that's just part of confusing IRS rules for Form 6781.
What's great about it: Brings in brokerage data automatically
What's not so great: Confusing handling of 1256 contracts (futures, options)
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion), I bought or sold investments
I have been using TurboTax for 15 years and I am disappointed in overall quality of Program this year. Some very important elements were left out and instructions were vague or inaccurate.
What's great about it: Easy and fairly accurate
What's not so great: Incomplete information on deceased taxpayers filing. Lacked clear instructions on re-filing rejected electronic return.
I loved my experience with TurboTax until I got to the section for e-filing. After I paid the fee to file my state return, I got a message telling me that I was filing a duplicate return and would have to amend my return and mail it in. I was very disappointed in this aspect, and I'm really not sure if my return went in or not. I'm waiting to see if I get an email confirmation that the state has received my return before I mail a return in. Totally confusing!
After collecting all information, it was easy to fly through the forms! Outside of Turbo-tax control were the huge fees for electronic payment for State returns (filing fee, account transfer fee, etc.) Since I am in no dire need of the return funds immediately, I quickly backed out of electronic filing and into paper filing for this year! No fees there, except for postage!
I have used turbo tax for years with "married filing jointly” status. I moved to Florida last year for work and my wife has not followed yet. This required us to file separate state returns. I assumes we would file joint federal and separate state. The turbo tax recommendation was to set up three separate file: a joint file for federal taxes and two separate files for the state. This required me to enter all of the data twice. Additionally, I discovered we would receive a much higher refund filing separate federal returns as well. It would have been nice to put the data in once and have the tax package recommend the best refund.
What's great about it: with some research i was able to get things correct
What's not so great: "married filing separately" was complicated but was the best refund
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion), I moved