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Others say...
"Everything you will need" This product did an excellent job of figuring our taxes. This is the first time we've tried something like this and found it very easy to follow and complete. You can go back and change things or review them, it gives you a way to e-file, you can print out all the copies that you may need. I was surprised how easy it was to use. However it took us a long time because we read all the items very carefully and double checked everything but it saved us a lot of money from what we used to pay our tax preparer. I was very happy with it.
"A Disappointed Mac User" This was my first year using Turbotax, and it's also my last!
Since 1992 I was a faithful user of HR Block's Taxcut for Mac. In spite of it costing more than the Windows version, I used it every year except for 1995 when various problems related to my AOL dial-up service prevented me from using it. Since TurboTax is the only option out there for people who use a Mac, you'd think I'd be continuing to use them for now on, - but you'd be wrong!
I purchased my copy of TurboTax Deluxe from Amazon.com to save $5. Since TaxCut made certain that no information from it's software could ever be imported by other software, I filled in my personal data as I began. I was a little disappointed that TurboTax doesn't allow you to skip the "step-by-step" method, and just fill in the actual forms the way TaxCut did as an option. While the downloads were an annoyance (6 or 7 separate files each time), for the most part the software was OK. Picking up from where you leave off wasn't always possible, but 5 or 6 clicks would get you back to the right spot.
My first major annoyance came with the state software. After filling in some data, and seeing the overall results, I wanted to look at the forms to see what they were doing with my data. I also needed to see where they had placed data that was imported from the federal information I'd entered. Well, there's no way to see your data on state forms until you're finished and print them out (or preview as .pdf files from the print dialogue). When you do that the software somehow magically creates the state forms for printing, but the state forms don't seem to exist anywhere else except in that print spool! I found this extremely annoying, and a real time waster.
The final blow, however, was when I got to filing. The advertising is an unnecessary annoyance. Since I don't owe any state taxes, I just usually print those forms out and mail them in --- it doesn't make any sense to me to pay for filing something when I don't owe anything and I'm not going to benefit from that "faster" refund. Then I came to the crusher. TurboTax wanted $30 for e-filing my Federal forms!! TaxCut charged $14.95 and $15.95, but then they always rebated the cost. I was told that Intuit used to do that, but obviously they decided to make some additional money this year. Earlier in the day that I filed the saw the head of the IRS on CNBC being interviewed. He said that e-filing makes their job so much simpler. Well, if it helps them that much, they should devise a way for computer users who buy software to file returns directly to the IRS without Intuit, H R Block and the others as middlemen. And they should let us file for free if it makes their work so much easier.
While I have had my doubts about the services that allow you to fill out online forms, and then do your filing for you, I haven't heard of any security problems with them, so that's the direction I'm planning to take next year. As far as I'm concerned, TurboTax blew it by being unfair with their e-filing fees.
"Adequate, but not recommended" I have used Intuit products since 1992, and was quite satisfied until 4 years ago when Intuit began installing hidden software on users' computers in an attempt to "stop piracy", which caused numerous problems for us honest users who paid for the program. Secondly and even more significantly, I began noticing an apparent shift in Intuit's philosophy toward it's customers: cut back on customer support, and attempt to exploit them at every possible opportunity in order to make more money. In short, Intuit disrespects their customers. As a loyal paying customer, I will not be disrespected or taken for granted. Their level of service and support has declined. Their products constantly pimp you to spend more money on Intuit as you try to use their programs. That is why I have sworn off Intuit products when there is an alternative. Why reward someone who treats you badly?!
"don't bother. use online version" if you have used the online version in the past, stick with it. buying it on disk does not allow you to import data from previous returns if done on line and you can not upload to myturbotax. almost as if two separate companies! plus the User interface on this software stinks bigtime. very hard to navigate back and forth. online version is actually better (though i didn't try it this year). does intuit actually employ programmers or watch real users? they spend far too much money on useless features like videos and not enough on simple ui issues.
"Long Time User, But Dissapointed" I have been using Turbo Tax since 1998, I use computers every day, and (as an engineer) I am used to using difficult applications (Pro-E, Mathcad, UG, etc). This years edition of Turbo Tax Deluxe was the worst Turbo tax I have ever seen (& I usually like it very much). I purchased in January and had to update 4 times. One update took 6 hours (some of us live in the boonies and broadband is not an option). In addition, the application brought up menus and selections that were not applicable (farm income at the PA State form). When I tried to delete the entries (at the Federal level as instructed) they would not. My 1 business expense entry kept getting duplicated ("copy 2" and every time I deleted it, it would reappear on the next pass through. Every time I entered the "State" tab, it acted like I was never there before with a "Start State" button that always lead me through all the same questions (It did retain my answers from prior visits). Where was the "Continue State" button? I also noticed that using the "back" button and then moving foreward again caused never before seen dialogs to occur, even though the same "foreward" choices were made. Once I backed up to check something & then moving foreward caused my state tax status to jump from +$46 to -$1548!! Upon backing up I saw that some of the check boxes regarding the sale of my home were unchecked. I did not check them, but rather backed up two more screens, then moved foreward again the two screens and the boxes were again checked! One more foreward click and my taxes again returned to +$46. One of the years I liked best was when there was a "checklist" so you could see where you had been and what was already addressed. This years State was definetly worse than the Federal, but even that was a dissapointment. I did complete this years filings & submitted both online, I hope I don't get burned! Turbo Tax!-- Please improve for next year or it may be my last year. You realize that at 59.95 + 39.95 filing + my time + aggravation like this year, and an accountant is looking attractive. If you are on the "inside" you probably know why this is happening...outsourcing code gen to India, not outsourcing code gen to India, programmer cut-backs, programming application changes, archiving application changes, project management issues, whatever. Just realize that there is a problem & fix it.
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Buy Cheap Software Now!
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TurboTax Deluxe 2005 with State Win/Mac [Old Version]
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List Price : $39.95
Our Price : from $17.99
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Why I buy this one ?
- Double-checks for your return for errors and even flags potential audit risks.
- Now includes ItsDeductible software to help you accurately value donated items (for a bigger deduction!).
- Package includes ability to do US federal and ONE state return with additional states available for purchase through Intuit.
It's better to buy this one too... Quicken Basic 2006 [Old Version] details..
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What our customer's say!
"TurboTax got sneaky this year. Customer "service" sucks.", I ordered TurboTax Federal and unlike last year this comes WITHOUT state. When I attempted to load state the product prompted for an ADDITIONAL $34.95. So I contacted them by e-mail (twice), on-line help (twice), and phone (twice). Guess what? Three of the six inquiries were something like "well the states are not available yet but they'll be free", two were "look at our website for descriptions of the product" which I'd BEEN using for years, and the last was it was all a mixup and it was "not free." So fortunately Amazon was VERY, VERY UNDERSTANDING and did what TurboTax refused to do and took it back. I switched to TaxCut. When I called them they provided REAL CUSTOMER SUPPORT! Go TaxCut!
"Great tax preparation package", I have used Turbo Tax Deluxe at for many years and find it to be very easy to use. It covers many items,such as K-1 for partnerships,etc.and automatically sets proper Standard deductions for married Seniors.
I wrote taxes for HR Block at one time, and found "Turbo Tax" to give tax returns equal to those reports.
"great reliable product", only hiccup this year was late forms and not the best accuracy in notifying me when they were ready. But, if you're not a spaz about doing your taxes immediately, no harm done.
"10 + year user", I have used Turbo Tax for as long as I can remember. I have always purchased their business and their personal tax products. Generally I had been satisfied. However this year after spending much time over many months working on a complicated return, Turbo tax dumped all the data including that which was saved many times over several months. It corrupted all but 2kb of data and can't even open that. Of course you can't get a person via telephone or email.
I would give them o stars if that was an option. So long Intuit.
"turbo tax software", Turbo Tax Deluxe is an excellent product but they should make it easier for you to back up without having to go thorugh the whole category to get to one item. Also they should make it easier to make adjustments to your state return. It's very annoying to find and adjust the State Return once you have gone back into your Federal Return. I think it is a very good product BUT they should make it much easier to navigate to other areas ESPECIALLY for the STATE RETURN.
You might need this... TurboTax Federal + State Deluxe Deduction Maximizer 2006 Win/Mac [OLD VERSION] details..
|  TurboTax Deluxe Tax Year 2006 details..
|  TurboTax Deluxe Federal + State 2007 details..
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 TurboTax Deluxe 2004 [Old Version] details..
|  TurboTax Basic 2004 [Old Version] details..
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Read this reviews before You buy...
"will not import data from Tax Cut", Since Tax Cut decided not to produce a Mac version this year, I got stuck with Turbo Tax. Their website promises that one may import data from the previous year's Tax Cut return. Then you buy the thing, and you find out that it requires you to load the Turbo Tax program and your 2004 Tax Cut data onto a Windows machine, transfer there, then load it back onto the Mac for this to work. So, like a chump I borrowed a friend's windows machine and did all this. But, it doesn't work. Not at all. And it takes a lot of time to find that out. Tried every workaround I could think of. Nope. It doesn't work.
"It is functional, but poor UI will keep me from buying again", For federal returns this is a generally usable product with a very poor User Interface and Help system, For state returns this product falls below the bar of "usable". I have used the principle competitor, "Tax Cut: in the past and have found it to have generally a poor UI, but it was significantly better than Turbo Tax.
Some examples of the poor User Interface experience are:
* If you enter the employer ID number from a W-2 in an attempt to retrieve it from the internet and the retrieve fails, then you are asked to re-enter the same ID number when you enter the W-2 information manually.
* Investment Sales: I have about 20 stocks I've sold over the past year, but the window only shows 3 at a time (with a scrollbar).
* On the form page, Schedule D-1 (the continuation form for stock sales) is displayed on the screen with scrollbar if the number of items exceeds the window height, but the scroll bar would not let me scroll to the bottom 2 entries. Printing these out does however show them
* When entering a stock sale, you can indicate it is worthless to which Turbo tax will tell you that it will set the sale date to 12/31, regardless of what you entered in compliance with IRS rules. So on my next stock that was worthless I tried to not enter a sale data knowing it would just override it, but the program insisted I enter a sale data, only to then immediately override it.
* Entering Federal information was usually clear enough, but an obvious lack of effort is shown in the state returns (PA in my case). Cryptic questions are asked with no explanation and no useful help. For example "Enter adjustment to income, and indicate type of adjustment -- the choice for type include OID, ABP, etc. with no explanation of what these are!. It is not clear whether the amount of the "adjustment" should be an absolute or a delta. Requesting help brings up a screen on an irrelevant topic (penalties for early withdrawal of savings).
* On my state return, it dragged me through 3 screens for EVERY stock sale I made. (about 20 of them - so 60 screens). Since it already had the info from the federal return I was doing nothing other than clicking Continue over and over. Much better would be to present me with a table of all the sales and ask me to check the information there.
* It transferred information about my stock sales from my Federal to my state return. However I was only a part year resident of the state and it made no attempt to either calculate, or warn me, that many of the sales would not be taxable events in that state because they were sold when I was not a resident of that state.
In conclusion, while Turbo Tax ultimately did help me get the job done, I think I'll try going back to TaxCut next year.
"Lost all my data", I've been using TurboTax for over 5 years and have always been happy with it. But this year (2005 version), the program lost ALL of my entered data when I made a duplicate of my saved file. Both files were empty except for the data that had been transferred from the previous year. I had spent 8 hours on this! I have written to them, but have not received a reply. (Mac OS 10.4.5)
"Problems with istallation of product and updates are unacceptable", I've been a faithful user of TurboTax for many years. The product I recieved this year would not install the updates. I spent many hours researching the problem to no avail. I ended up with a new copy sent from their help desk when they realized the product I purchase had real problems.
This is not acceptable for a product that you rely on to work out of the box. TurboTax should be showing a little more humility and inititative rather than trying to blame anti-virus software and firewalls (routers). These are a reality of today's internet that they need to master!
"Don't Bother unless your taxes are dirt-simple!", I used TurboTax last year and liked it. This year however I needed to see how the taxes worked out in alternative scenarios, e.g. filing jointly vs. filing separately vs. head of household. The program has no provision for doing this! You have to start a new return and enter everything from scratch, plus it messed up on some simple deductions. And to get help by phone you incur a charge. Bah. Not worth the money.
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