Customer Reviews Collected from turbotax.intuit.com
TurboTax Basic Federal + E-File 2013 - Mac/Windows
Average Customer Rating:
4.5
Rating breakdown2,828 reviews
5 Stars
1,826
4 Stars
697
3 Stars
167
2 Stars
69
1 Star
69
Customer Reviews for TurboTax Basic Federal + E-File 2013 - Mac/Windows
Customer Rating
4
on March 27, 2014
Posted by: jodzee
Turbo tax makes it pretty easy, however, if you don't own a small business and don't take business deductions, but receive multiple 1099s for small amounts from publishers and academic institutions as would an academic, turbo tax wants you to purchase "home and business" when all they could do is clarify some of the questions.
I also had a problem with form 5695 for "Residential Energy Credits." Neither Turbo Tax nor the IRS makes it clear how to receive the full $500 tax credit your HVAC company tell you you are due if you use qualifying systems. The questions asked on the IRS form are not straight forward, but Turbo Tax could help lots with some clarification.
Also, Turbo Tax let me import the same Fidelity account twice. Turbo Tax didn't catch this mistake, but I'm glad that I did. Made the difference between a refund and a payment.
What's great about it: calculations, step by step, importing info from financial inst
What's not so great: how basic edition deals with 1099s, would like more definitions
I like using Turbo Tax, have used it several years. This year we have a rental property and was surprised that we had to file with the state of Florida. I purchased the state program and it shows a zero refund but hasn't said anything about filing. What have I done wrong?
It's fantastic the way you use all the worksheets and options to get the customer his lowest refund. Five stars for your core business.
What doesn't work is the forms update. Your program doesn't allow me to file because the K-1 is not available. In the three years that I've been using your program its never been available; yet my K-1 from a professional accountant matches your form. I want to file electronically but because of this non-error I'm not allowed to do so. When I try to update the forms it always fails.
What's great about it: Great the way you use every worksheet to get the best refund
What's not so great: forms update has not worked for 3 years
Each year the product improves significantly. I have worked with accounting software packages for decades and I definitely would say this is the easiest tax software to use. I will continue to use Turbotax because I can trust it to produce an accurate tax return for me EASILY.
What's great about it: Turbotax continues to provide a superior product -- and I'm an accountant.
What's not so great: Why doesn't the return get saved as you progress through it?
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion), I bought or sold investments
Have used Turbo Tax for five years. Exceptional product. The Basic product is sufficient even with our investments. The interaction with our financial institutions makes filling out the information required as simple as selecting our account at the financial institution. Couldn't be easier. Also, the e-filing has further improved the experience, with refunds going directly into our checking account. I would hate going back to doing it manually.