
Intuit TurboTax Reviews
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About Intuit TurboTax
TurboTax is a user-friendly tax software program for individuals, self-employed filers and business owners. Choose from three levels of tax help: do-it-yourself, assisted and full-service. TurboTax is available in every state, and it covers every tax situation, including free basic files. TurboTax is also available in Spanish, though it does have some limitations with filing in that language.
Visit turbotax.intuit.com- Free audit support
- Spanish-language service available
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- State return extra
Intuit TurboTax Reviews
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Reviewed April 17, 2017
I've used TurboTax for many years with minimum to no problems. This year was a very different story. I've purchased the Deluxe package for several years because our taxes are complex. We have multiple sources of income, lots of charities, etc. and this year sold some securities due to buying a house, so I made sure that I spent a lot of time putting in data as I got the information from various sources, as in past years. On Friday morning, April 15, just as taxes are due, after weeks and many hours of work on our taxes, I got ready to file. As I access TurboTax, it updates automatically as usual, but this time it tells me that there's an error somewhere and therefore I cannot access anything that has been entered before. I have to start all over again.
To make matters even worse, as I try to enter any new information, it won't let me save anything, so if I walk away for a few minutes and shut the program down, whatever has been entered will be lost. I can only do temporary copies. Needless to say I spent the entire day, roughly 10 hours, working on my taxes nearly continuously until I could print them that evening. I had to print because as I tried to file electronically it told me, after gathering all of our security information and credit card information, that I had to do a save before it would file electronically. Obviously we are going to be looking for alternatives to TurboTax next year.
Reviewed April 17, 2017
TURBO TAX is DECEITFUL. Will NOT transfer files. Makes huge errors. I bought TurboTax thinking it was priced better than TAX Act which I used in the past and it should transfer all past taxes. Why? Because it specifically said on the box that it downloads ALL previous tax software. NOT TRUE! I spend HOURS and HOURS trying various methods of download, all of them ending in, "Sorry the download can't be done." What??!
I used the, 'suggest file type', the size was fine etc. This is deceit and wasted my time and money. Will NEVER use TurboTax again! I have NO respect for them! I reported this and customer service NEVER wrote, called, nothing. Could care less. NOT TO MENTION the product is terrible, not catching duplicated entries, even with large swings of my tax due in just an hour! It was not able to identify many entries I made even in the right blank they provided! And it did not allow me to label an entry as the federal tax form allows us to when I need to show WHY something is exempt. It also will not let me go into most of the worksheets to change an entry! I had to totally delete forms and start over to reset one tiny item! This is terrible, terrible. Wasted 4x as much time as compared to using TAX ACT. In the future I will gladly pay more and will NEVER EVER use TURBOTAX again. They should owe me money back for its error-prone calculations and waste of my time.
Reviewed April 17, 2017
I purchased TurboTax premium include FED. ST and Fed. filling. By the end of my filing, it ask for purchase State e-filling for $24.99, which I did. It then ask me to call customer service to purchase. The problem is after almost one hour, the customer service rep finally fill the order but when I receive the e-mail confirmation, the order charge become $44.99, not $24.99 as show in the return software. I call the customer rep for the refund, they refused, saying that $20 if for state return, but it isn't that the state return already included in the package? I do not need purchase again for state filing and I do not want purchase e-filling for $44.99, that is ridiculous but they refuse the refund the difference. You do not make money by doing that kind of trick! LOL!
Reviewed April 17, 2017
As a Single Member LLC I successfully stumbled through TT Business and TT H&B for 3 years, (zero tax preparers in community) then discovered the 4th year TT program couldn't find the previous years info. And I was trying to file early but hit a road block. Took me 6 months to see year three got save to a .txt file. That's a little land mine up under 'save as' if you're in a hurry, where I guess I had been, I mistakenly clicked that. There's no way to recover or resave and people on the forum, responding, were clueless. And that little 'save text' option isn't always up there. I've needed to hire a CPA to transfer all the information from a PDF file.
Check your file sizes in PC documents and look for small numbers, like, 28kb. 2 years got saved that represented a couple pages of the whole TT tax year. No, not the whole thing. I had to bring up the TT program, the 28kb, then stumble around and somehow end up in print where magically the whole set of tax forms, now, could be seen, then click to save and not print. There I see a TT generated, long, complicated, defaulted file name that I had to rewrite. Meaning, about half of the program files were completely saved, the other half got partially saved.
2 comprehensive TT Business filings, (same year) and for whatever reason saved twice and a good thing. One had 6 depreciation/projection schedules, the other one didn't. Real similar file names but I had to scroll through both documents to see which one had those schedules. I, again, had to rewrite a file name. (If) you're a SMLLC, like me, figuring out which program best suits you is a gauntlet and ridiculously unclear. You gotta buy it to read it. Once deep into TT Business, the program told me I needed TT H&B. Then, I'd stop and work on a credit and would get one. But, deep into TT H&B it would tell me I'd should be using TT Business. I'd go back and buy that again.
For three years I prepared both programs and successfully sent them off. But, TT has got my stuff so screwed up, mainly in the internal file saving steps, I've had to outsource another service to clean it up. TT has way too many land mines for new users. They should be paying users as consultants to weed out the faults their programs have.
Reviewed April 17, 2017
When getting the free state download using the CD version, I accidentally hit FL instead of VA. I couldn't change it so I had TurboTax call me. I was called within 10 minutes by Jakelle (very nice woman). She told me that she will download the VA state file to TurboTax.com and then I could sign in and download it to my computer. I signed in and did exactly what she gave me as directions and the website just sat there with the little wheel spinning. Tried several times with the same results. I even let it spin for about an hour thinking maybe the file was very big. NADA!!
So I continued with the software and downloaded VA for $44.99. I replied to Jakelle's email from TurboTax about the situation and have not heard anything back. I called the 800-446-8848 number and what a joke that is!! The "automated" voice asks you all these questions and depending on your answers, she tells you to get online and log into the contact box. Then hangs up. I tried this several times and it doesn't matter what your answers are, you are eventually going to be told the same thing and "CLICK", you're gone. My next call is to the Better Business Bureau. If anyone else has any ideas how to contact these scammers, let me know. I'm done with TurboTax!! I'll use a pencil next year instead!!
Reviewed April 16, 2017
We filed our taxes last year with TurboTax, and decided to go with Credit Karma this year (excellent experience) because they don't charge fees late in the process. Unfortunately, we didn't download our return last year from TurboTax, and when we tried to do so this year, were told that we needed to become plus members, for $30, in order to access our adjusted gross income (without which we of course can't file our taxes). They placed the utterly untrue statement on their website that getting this info from the IRS costs $50 and takes 75 days, when it's actually free and takes 15 minutes if you have a mobile phone with a major provider (unfortunately we don't), and takes 5-10 days otherwise (unfortunately I procrastinated). This is just the latest in a pattern of adding charges without warning after their users have already committed time and effort to their product.
Reviewed April 16, 2017
I used TurboTax last year. I choose the free version, however I ended paying $29.99. This year I try to do it again. Choose $29.99, but, before checking out, it was asking me to upgrade to $54 without an option to say NO. It was very frustrating. I will never use this company again. I called them. No answer. On their webpage they said it is a 24/7 help for customers. Not true. What a bad experience! I'll rather pay $70 to an accountant than paying this company.
Reviewed April 16, 2017
Filed my tax return with TurboTax. I opted for the $30 option in the beginning, went through filing my taxes then when I finished, they said I chose $95 in options. They charged me to have direct deposit which was never told to me before selecting it and then charged me $30 to file my state taxes which I was never told until I was checking out. When I called customer service, I was informed that the fees were in the fine print. Absolute BS if you ask me. They need to have it clearly marked what will cost you.
Reviewed April 16, 2017
TurboTax is good at doing your taxes but they are dishonest in their pricing scheme. They had me select my tax situation and one of the situations I selected was "rental property". Then they recommended the Deluxe program at $59.99 and I compared this price to the competitors and went with TurboTax. However halfway through the return they said if I wanted to file for rentals I had to upgrade to the $79.99 version and there was not any way around it. That is deceptive and bait and switch tactic in my book.
Reviewed April 16, 2017
After finishing my taxes this year I tried to pay with AMEX but there is an obvious poor design bug - the credit verification field needs to have 4 digits for AMEX but only accepts 3 as for other cards. Apparently no one has tried to pay with AMEX or possibly no one has taken the harder route of paying by credit when offered the easier route of letting them take the fee out of the refund - at a cost of 40 bucks - just another of their scammy approach to bait and switch - as so many have commented on. Also they don't seem interested in getting feedback on such bugs - I asked for a survey form but wasn't sent one and there appears to be no straightforward way of providing feedback.
Reviewed April 15, 2017
I decided to give TurboTax a try and told myself I would give myself the whole afternoon so that I wouldn't get frustrated if I had to wait on hold to get questions answered. My question wasn't something the "first-line" representative could answer, so she said she would send me to a specialist and the hold would be about 17 minutes. (She was very polite.) After waiting for 1 hour 13 minutes, the system just hung up on me. I had the phone plugged in on speaker and didn't touch it.
Called back. Went through the same thing again except for when the second lady transferred me, she must have pushed a wrong button, sending me into an automated system. It asked me for a phone number associated with my account, OTHER THAN THE PHONE I WAS CALLING FROM. What??? Why would I call from a different number? It asked for a case number, which was not given to me. It finally hung up on me.
I called back really frustrated and the last lady I talked to was nothing like the first. She met my frustration with gusto, she gave it right back. I haven't encountered a ruder customer representative anywhere. Not even a DMV employee. Nowhere. I asked her for her name (Valerie **) and employee ID. She said they don't give out employee IDs or last names. I asked to speak to her supervisor and she said they don't do that. She then transferred me back to the automated service before giving me my case number, which I requested. Back to square one. Except for Square One is to either switch to the H & R Block software or go somewhere in person tomorrow.
It's now 4:00 pm, I started at 12 and all I've done is waste time and become infuriated. I've never heard of a company where an employee won't identify themselves via some kind of employee ID number and won't allow you to talk to a supervisor. No wonder she felt so comfortable being rude and hanging up on me; there's absolutely no system in place in which employees can be held accountable!!! Hopefully, my experience will help someone else. Between the TurboTax phone system and the employees being able to talk to customers the way they do, I cannot give more emphatic advice to STAY AWAY.
Reviewed April 15, 2017
In the process of filing my taxes agreed to $34.99 for my state taxes through it. At the end it was going to charge me $70.00. I stopped immediately and never filed my taxes. Thank God I never used my card. I have used TurboTax for years. This was the first time I was SCAMMED by them. I'm not filing my taxes through them. We all need to go to as many places as we can and get the word out!! NEVER AGAIN!!
Reviewed April 14, 2017
I had a regular question about filing for 3 W-2 forms and nobody could answer my question. They told me that they were trying to get in contact with a professional and they would just transfer me to another person who had no idea what to do. I spent over an hour between transfers and waiting. I am done. I cannot believe they are that inept on a simple question! I am actually still waiting on the phone just to see how much longer they actually make their customers wait. It's been an 62 minutes so far (after over 1 hour of waiting and talking with people who just want to transfer me). This is disgusting, I never ever want to do my taxes with TurboTax.
Reviewed April 13, 2017
Filed 3 times. There is no follow up by TurboTax on when you file, if you filed and if you are rejected. I am hoping the 4th time is correct but the deadline is looming. I started this process on Feb 11 and was charged for the service. I understand that the IRS rejected the file because of an ID number was missing but TurboTax should have alerted me before I am delinquent. The first call I made only frustrated me more until I asked to speak with a supervisor who had a calm demeanor and a much better understanding of the situation so he could explain it properly instead of defensively. I am still not sure if I am filed! So mailing the return as well...
Reviewed April 13, 2017
Just updated my info and approved my device on TurboTax.com. The 2 following emails were from spam and came directly to my inbox. Not using TurboTax. Also when I unsubscribe from all it was a hassle and then prompted a survey. The customer service from the agent who called was great. He was wonderful. TurboTax sells your email. Hope I don't start getting spam phone calls now.
Reviewed April 13, 2017
After working on my 2016 taxes for two days, the software would not allow me to E-File, and would quit when I tried to print and or save a PDF file. I spent 7 hours with six different customer service representatives. First few hours were spent with the reps trying to ineffectually solve the problem, when it was obvious they were not experts on how to address glitches with the software. After 4 hours I was finally transferred to a Tier 2 representative, who assured me that deleting the software and reinstalling it again would fix the problem and that I would not loose my data. As it turns out he was wrong. I can no longer open my saved file and have to start the process all over again.
I asked to talk to a supervisor and was given a 24 hour timeline for a callback, which never happened. Finally when I called back and reached a supervisor, I found out there were no notes, which every representative took time to type while I waited, on my account. Heather, the supervisor, made a promise of resolving my issue and took me down yet another route as she was trying to figure things out, and then hung up on me. Three days wasted with a defective software and inept customer service at TurboTax.
Reviewed April 12, 2017
Used TurboTax to file my taxes. It let me file my 2016 taxes without the 1095A or the 8962 form. I received letter from the IRS, and they put a hold on my taxes until I submitted the forms. After 6 weeks of going around and around with the "Healthcare Market Place" I eventually got a 1095A and went online and got a 8962. But you bet TurboTax got their money. I will never use TurboTax again. They are not accurate and they do not update their tax documents.
Reviewed April 12, 2017
I purchased TurboTax 2016 in the middle of January. I always owe taxes so I pretty much wait until the last minute to file. Guess I won't do that again. The program is not working at all. It freezes up transferring my 2015 information over. I left it up all night and it was still frozen this morning. It is too late to get a refund because you have to do it with 60 days of purchasing. I have tried over and over today. Now I have to go buy another tax program. I did a Google search and apparently hundreds of people are having problems with TurboTax 2016. It is NOT my computer because everything else is working just fine. I think TurboTax should refund people whether the 60 days is up or not. Guess I just got **!
Reviewed April 11, 2017
Intuit does not call back. No way to reach them to talk. I have tried and tried leaving my phone number for a call back. So far after a couple hours, nobody has called. So I am spinning my wheels. This is not going well.
Reviewed April 11, 2017
TurboTax is ripping people off with their "Premium" charges. If you google "TurboTax charged me for premium services when I didn't want it", you will see many many people who got beat out of their hard earned money. As I was working on my tax return, the software keeps popping up an ad asking if the taxpayer wants to purchase "Premium bundle" which would allow auditing help. This message pops up about 10x's throughout. Because my taxes are not complicated, I keep declining.
Well Turbotax waited until I was 99% done and wouldn't let me finalize anything until I said "yes" to get out of the cycle. Then the IRS sent me a letter asking for a document regarding my mortgage credit allowance. Of course TurboTax sends me an email stating they want to be paid because I wasn't able to obtain my refund. First they sent me an email asking for $74 before April 6th and then they just deducted $111 out of my checking. I called Turbotax and they stated that because my tax return was processed online, I couldn't get the refund for the Premium. I asked to speak with a manager and was told there were no managers available and that they would take my information and have a manager contact me. Three (3) days later and no call.
What TurboTax doesn't realize is that it is quite easy for me to use plenty of other tax return software next year, which I plan to do. As many businesses that are closing these days, why does TurboTax think they can scam people and not pay a price. When companies taste success, they turn around and start ripping off the same people that helped to make them successful. I can't afford to put gas in my car, let alone food on the table every night but I learned my lesson and I hope someday, TurboTax will learn theirs.
Reviewed April 10, 2017
They trap you with hidden fees at the finish line! My wife and I bought the best TurboTax package at Costco for $65. At the end of filing TurboTax makes you pay a $25 fee to e-file your state return even though they helped you get it done with the package. They just want to nail you more money for nothing. On top of that they nail you another $35 fee to pay that $25 if you have it come out of your tax return. WHAT A JOKE!
Reviewed April 10, 2017
I was charged for a service I did not want. The software selected the TURBOTAX PREMIUM SERVICES BUNDLE by default which I did not realize after payment was made. I paid with a credit card, but had originally selected the pay with Return option. When I switched payment option, it included benefit by default. I have looked into different ways to ask for a refund on this and there does not seem to be a way to get my money back. TurboTax needs to fix this scam option.
Reviewed April 10, 2017
I am very disappointed with this product (Turbotax for MAC 2016). I used last year TurboTax, and I have no problem. This year is a totally different story. It is not even reading the CD. Customer service is nonexistent at best. I have tried to get this problem solved for the last 3 hours, and TurboTax customer service always said the same thing ("We will call you back in few minutes"). I wouldn't recommend this product to anyone. Turbotax lost a customer and the best I can do is to disseminate my awful experience.
Reviewed April 10, 2017
I called this morning at 10:00 with a simple problem. One "expert" took an hour and a half going round and round in circles to get me nowhere. I told her I knew she was doing her best but at this point I needed to speak with a supervisor. She said it would take 72 hours to get one back to me. I told her I couldn't take another day off work, I needed to be able to use the site today. Then she cut me off. I called back, got someone who did know what he was doing, but he had to wait 45 minutes for another department to give him a service code, and this involved my having to purchase another download on top of the one I'd already purchased. So all in all it took 3 hours and 45 minutes to solve a finally very simple problem.
Reviewed April 10, 2017
I have been using TurboTax for the last few years, and each year the experience is more frustrating. The Intuit company motto seems to be, "Each year less for more." I have watched their prices rise each year and the quality of their products decline. I know a lot of people write negative reviews in the heat of the moment, but I assure you that I bear no ill will towards this company. I feel it is my duty to report my experience, and then you can make up your own mind whether or not you want to take a chance with them.
My taxes, this year, were fairly straightforward. I am retired, receiving Social Security benefits, and for a few months I drove for Uber. So I had to purchase their most expensive program, the Home & Business software, and I chose to purchase the CD vs. a download. The computer I initially tried to use is a MacBook Pro. The program seemed to load properly, and I immediately got a message that there were updates to download. However when I tried to download the updates, I kept receiving an error message with the instructions, "Please try again later." It was then that I remembered I went through the same thing last year. Ultimately I had to load the program onto an old Gateway laptop I have which was running Windows 7. But, I thought to myself, "Surely they have fixed that problem over the last year," so I went ahead and began working on my 2016 return.
I finally completed the return and the program prompted me to begin the filing process. The first pop-up message I got was that I could not file at this time because I was missing the necessary tax forms. Imagine my surprise when I found out that the necessary tax forms were part of the update that wouldn't download. Wouldn't you think, that a program whose only purpose in the world is to file income tax, would include the necessary tax forms to do so? Baffling.
So, since these updates still wouldn't download, I called TurboTax Help. The first lady I spoke with was quite nice and seemed reasonably concerned with my problem. She walked me through their entire troubleshooting list with no results. It was during this 1 hour phone call that I began to lose all hope in this program I had chosen to simplify filing my tax return. The nice lady suggested that she send me another download of the entire program, which she did. When I loaded the program, it asked me if I wanted to replace the current 2016 program I had saved or to save both. Remember, all of my 2016 data was already filled out on the existing program. So I clicked the "Save both" tab. Unfortunately, and much to my horror, the download erased all of the saved entries. It was then that I realized that I had a serious problem, and so does TurboTax.
So, I pulled out my old Gateway, still running Windows 7, and loaded the TurboTax software onto it. Same message about updates popped up, but they downloaded without a problem. And, sure enough, all the tax forms were part of these updates. I wonder what else I downloaded? Then I started all over again and a couple of hours later had the return filled out. It was quite a bit faster the second time around, although I don't recommend doing it twice. Next, the program told me that I was ready to file, and it recommended e-filing, which I had done in the past. Of course, it takes almost as long to e-file as it does to fill out the return because TurboTax wants to take out every last cent it can from you. Advertisement after advertisement pops up during the filing process, before it will actually let you click the "Submit" button.
As it turned out, I owed $365 to the Feds, so I gave TurboTax my credit card info and hit "Submit." About an hour later I got an email telling me that my Federal return had been rejected as well as my State (California) return. The reason it gave was that either the AGI (Adjust Gross Income) from 2015 or my PIN number were in error. As part of the filing process, TurboTax asks for a lot of information and these two items are among that info.
Now, TT prompts me to correct the errors and resubmit. I go to my 2015 return and copy the AGI (again) and try a different PIN number (which TurboTax tells me I can simply make up). How can a PIN number that I just made up be wrong? So, I give them a different credit card, just in case that was part of the problem, and I resubmit the return. An hour later, I get the same rejection notice. So, I go back to my 2015 tax folder and find the PIN I used last year, and again go back to my return and copy my AGI. Of course, you know the end result, a third rejection. I am, at this point, pretty frustrated with my $100 software purchase. I decide to print out my return and file by mail. That seems to go okay. For their grand finale, I discovered sometime later that TurboTax has taken $365 out of each credit card account, even though the returns were rejected.
Reviewed April 10, 2017
TurboTax didn't seem all that bad to start with. I was able to navigate fairly well but had to back up several times due to the system not understanding or even asking at first if I was married. Duh! The real problem started with E-filing my Federal taxes. That's supposed to be free but the state of course costs $24.95 to E-file. B.S. to me since I already forked out $65.00 for the damn software! Three times now the IRS has supposedly rejected my return in less than an hour after sending through TurboTax. The first time was I allegedly screwed up my birth date. Okay, maybe? Now twice it claims my spouse's PIN or AIG number isn't the same as last year's record wit the IRS.
We've never E-filed before!!! There shouldn't be any previous PIN for either of us!!! It hasn't rejected mine PIN yet keeps rejecting my wife's which is just as new this year as mine!!! I believed this is a scam to force me to buy their insurance and also pay to file the state taxes. I'm a first time customer and this has been a total pain in the butt so far! Unless I can file the Federal through snail mail without any problems now I'm totally done with TurboTax!!!
Reviewed April 10, 2017
I have used TurboTax for the last 3 years and have never had a problem until this year. I filed in January and still haven't received my refund, which the IRS said was deposited into a bank account mid February. I had to have a trace done on it by the IRS because no one can seem to locate it and TurboTax feels no responsibility to help. I have talked to multiple customer service representatives some of which have hung up on me mid call and others which have plain lied to me about how certain are done. In addition I chose to have my fee taken out of my refund and since I have not received it they charged my bank account. I found out today they charged me almost double the fee. I HIGHLY recommend using another company to do your taxes. They are far from helpful and only care that they get their money, even if that means putting you through hell.
Reviewed April 9, 2017
Can only use for my taxes? In years past, I have used the same TurboTax software to file my taxes for me and a family member. I could have bought software this year but was lured into the online version, and now have to buy a new service to finish my family member's taxes. Greedy, deceitful and a real crapfest. Next year will use a different product!
Reviewed April 9, 2017
Decided to use TurboTax to do my taxes this year. Federal filing was free, and state $39.99. Somewhere while filing my federal taxes, they bumped me up to the deluxe version. Never did I see that. File my taxes, I pay for it using my credit card, assuming I was going to pay $39.99 for filing my state taxes... Never gives me a price that they are going to charge my card, federal was supposed to be free, state $39.99. Charge card was charged $101.63. I guess this is the old bait and switch. Called their customer service line and all the lady said is she was sorry. SORRY, WTF is sorry you just overcharged me? Says there is nothing she can do about it. I very much advise everybody NOT TO USE THEIR SERVICE!!!
Reviewed April 8, 2017
I have used TurboTax for many years with success with the knowledge that it is not the most friendly tax preparation software. I finished my 2016 Tax return with the premiere version. After printing a copy TurboTax completely deleted my file for no reason known to me. I would to warn the TurboTax users of this flaw in this year's software and suggest to make copies of your tax return before printing or filing your return.
Reviewed April 8, 2017
Bait-and-switch, no access to actual forms, no way to correct mistakes. Can't access corrections that were made. Online version quite inferior to disc. Same complaints as everyone else. Wanted to add a deduction for a small deduction to a royalty payment and it demanded money to do that -- horrible experience. Endless loops of questions and no way to fix anything or go directly to what you want. Wouldn't let me enter a Roth contribution without paying a lot more money. Free cost... over $100 when done. Worst experience ever. Never use again. Got free online version that cost a huge amount.
Reviewed April 5, 2017
I began my taxes, reluctantly, as they've changed Home and Business to Self-Employed, but managed to get through it. Unfortunately, the fees kept piling up as I was going along. The price I originally agreed to was left far behind as they added more and more to the cost. The final straw was the $38 or $39 to be able to deposit the funds to my own account(?!). I used to like TurboTax as I found them straightforward and helpful. As a result of this experience, I am no longer a user of this brand. I wish they would not have gone the way of other internet business with using a hook and then once you've completed the process, finding you owe several hundred dollars - in my case $300. It's not acceptable.
Reviewed April 5, 2017
According to TurboTax, my bf was able to claim all of us since he supported us for over a year. That was false information according to the IRS. Now we have to pay money to amend my BF claim. We will stick with H&R Block. However, it was easy to use.
Reviewed April 5, 2017
Signed up for TurboTax from an email sent directly to me. Promised 50% off. Finished my taxes by the next morning, less than 12 hours later, and THE DISCOUNT WAS NOT AVAILABLE. Wanted to charge me over $150 to file state and federal. I'll do it myself, or pay a human. That's BS! Never again! Especially when I could just run down to Walmart or Officemax and buy a disc that would be at a discount, instead of clicking on their unsolicited email!
Reviewed April 5, 2017
I returned to TurboTax after taking a few years off out of frustration with many anti-customer choices deliberately built in to the product. Now I remember why I left and shall never return. The good part is that the interview method works pretty well IF you get everything right and trust what is going on behind the scene. The bad is that if you make a mistake, or want to change an entry, it is ridiculously difficult to do so. For example, I wanted to see what our taxes would look like if we claimed our adult son as a dependent (he was in school, so he qualified) versus letting him claim himself as an exemption (also legal). I could not, despite hours of trying, get TurboTax to do this. I could remove him, but the return did not actually change.
There is no clear way to go back and change information. You should be able to go directly to the form and change an entry, but no. You can bring up the form, but not make changes. I wound up saving one version and completely redoing a second version (via the Q&A, what a pain to re-enter all that info). And I still don't really know what difference it made. I wound up just calculating the impact on my own based on the effective tax rate. And forget about talking to a rep; even though the Deluxe (a misnomer) version claims 24/7 access to help, that is only to the online forums and or Intuit's not useful help. For example, no search produced a discussion of how to go back and change information or correct - only how to amend an already-filed return.
And when you go to finish the process, you are pushed into e-filing and buying the audit protection. I declined the protection but entered my and my wife's info for e-filing only to discover that suddenly I would be charged another $50 or so - on top of the $50 I already paid. That is pure scam. Nothing in the promotional materials makes you aware that you have to pay extra to e-file. Shame on you, Intuit. Shame on me if I ever buy TurboTax again.
Reviewed April 5, 2017
I will never use the services of TurboTax again. Firstly, it is impossibly frustrating just to fight through their initial answering service to simply get to the next level; a machine which cannot seem to understand anything said no matter how carefully formed the are words, nor can it recognize even simple, clearly spoken letters. What's more, when it finally did seem to give up and transfer me onward, I never did receive any worthwhile help nor adequate answers to my questions from representatives. They did not seem to know what they were doing nor could they answer the simplest, straightforward questions. All they seemed concerned with was ending the call so they could get on to the next caller.
I've been using this company for years, but this year, 2017, they've become altogether different. I offered to pay a qualified tax person to advise me throughout, of which I've done in years past and have been very happy with. But not this year! That seemed an impossible thing for them to do. Regardless that I, again offered to pay an additional fee. I believe many mistakes were made. At the point I knew one may well be happening, I asked the representative if I should do this or that. The representative seemed to have no clue, but did make it clear she would leave me at this point, as "the program will walk you through the rest from here." And that was that. She was gone.
I will not finish my 207 return with TurboTax. I believe there were mistakes made; I tried to call tonight, and I spend a good I will take my taxes to be done 15 minutes fighting with the answering machine once more. "I did not understand you. I cannot help you if you don't tell me exactly what you need!" Gad! And then? I'm told I'll be on the phone for 90 minutes before I can talk to someone. Yesterday, I was told it would be an hour and a half, and I ended up waiting for three hours.
I will be doing my taxes again here locally. At least I'll have someone to actually talk to that knows what they're doing; plus, I won't have to fight with a machine I cannot navigate through, no matter what is said, before I even get a chance to talk to someone, if I ever do. Secondly, when I do finally manage to talk to a live person, they'll know what they're talking about and won't, at least, appear to be trying to get me off the phone so they can just get on to the next caller.
Reviewed April 4, 2017
First time filing tax with TurboTax. They mentioned free, then they charged for state tax, and then they included price for Deluxe package for no reason. This company is a total fraud and the customer service is very poor, does not support customer. I have spent $95 for this service and regret now! I could have used some other genuine tax filing companies or other agents for way cheaper amount than this.
Reviewed April 4, 2017
I have utilized this service for many years and every year my taxes seems to go down and the fees go up. The system is built so if you do not want a fee charged to your account you must redo your entire tax form. I am paying 79.99 for what service and I enter all the information. It is better to just find a person sit down and get your taxes done and understand all the tax laws better. There is no live person assisting and I recommend that you chose wisely when using TurboTax. The service is horrible and a rip-off.
Reviewed April 4, 2017
This program is a scam as I have had the same error for 2014 & 2015 on my tax return - ironically for the same tax line. I had to pay the IRS now for two years because the website is either putting previous information which I update on the time of filing!! The IRS is receiving incorrect information which contradicts what is being reported on my W-2. After experiencing this issue in 2014 I made sure to pay $54.99 for the software on April 11, 2016 to have access to all my previous filings (to see where the mistake was on the form filed from year 2014) and to AVOID this issue for my filing for the year of 2015 and yet again it happened!!! (Same issue was reported to the IRS for year 2015).
Reviewed April 4, 2017
I paid for and used TurboTax for 2 years and had problem when I had to ask for assistance. Completing taxes in their program this year showed a possible entry error that could have been in last year's taxes as well. To resolve this I needed to reopen my last year's taxes. TurboTax was going to charge me $44 to be able to open my own 2015 tax file in the TurboTax program. It took over an hour and a half on the phone for them to ultimately allow me to open my file, and I did not have to pay $44. The bigger problem; their customer service person did not understand my issue or how to help and would not allow me to get help from a supervisor or person with other experience. This person repeatedly did not understand me and could not navigate their own system or resolve my issue.
While talking with this person I could clearly hear another person talking with them discussing my issue. I asked to work with the person supporting the service person I was talking with and the person I was working with denied there was any other person and continued to refuse to allow me to work with anyone else or to get to a supervisor. It came down to getting me an add in file but they could not get the file to transfer to me on the site. I ended up fixing the problem myself; their person, who was supposed to be there to help me, did not know how to use their own program and worse would not allow me to work with someone else who may have been able to resolve the issue readily. It was a terrible experience and unnecessary waste of my time. Looking back someone from TurboTax who was actually familiar with their product could have resolved my issue in minutes.
My current experience is that TurboTax has unqualified support personnel and other than working together against the customer they do not coordinate or work with each other; I found TurboTax support personnel to be a dysfunctional group and this was an unnecessarily bad experience for me. It is disturbing that they acted together against the interests of a customer.
Reviewed April 4, 2017
I am a young college student and was looking for a cheap way to do taxes. Little did I know, this company loves hidden fees. They were unclear on THREE hidden fees for direct deposit, personal info upload from previous year, and for filing state taxes (the fee was almost double what is required to actually submit WI taxes). Little did I know my refund would be ONE HUNDRED DOLLARS lighter when all is said and done. I will not be using again.
Reviewed April 4, 2017
I've been using TurboTax for many years. At first they were a really good service, but this year I'm done. The pricing is outrageous and they actually took their money right out of my checking account BEFORE I received my refund! And I had to send in separate forms and it was unclear as to how to fill out return this year. Very overly complicated and not at all easy to use like before. I will NEVER use them again.
Reviewed April 3, 2017
I needed to file my taxes so I went to H&R Block and they said I was only getting 140$ back and their fee for filing was about 260$ so I decided to try doing it online. I tried irs.gov but I couldn't figure out how to do it at all. It was so confusing and I couldn't figure out how to do anything. So then I went to Credit Karma because I saw that on TV all the time. It sucked. Before I tried filing my taxes, I let Credit Karma look at my credit because that was what all the hype was about. So I checked it and they were SO SO wrong. Said I had absolutely horrible credit which wasn't the case. So I decided not to trust that site. My boyfriend then suggested TurboTax!! Love TurboTax! So easy to file taxes. They were so helpful and easy a 10 year old could do it. And free! I was very happy with it. Anyone who can't figure it out, I feel so bad for you because it is the easiest, most helpful app I have found.
Reviewed April 3, 2017
You cannot manually correct through TurboTax's online filing service. You cannot get an English speaking or caring customer service representative (even after waiting on hold for over an hour). The 3rd attempt at getting help to file my taxes, the woman in broken English said she couldn't transfer me to a manager or anyone else....laughed, and then hung up on me! You can't get a direct extension and have to go through the same process from the beginning every time. Very Unprofessional!!!!
Reviewed April 3, 2017
I have used TurboTax 2017 for many years and discovered this year that I could no longer use my Windows XP laptop to do the taxes. No big deal, I would just use my wife's Windows 7 laptop. Even though the program said Windows 7 compatible, it would not load. Error message stated that a Windows 7 operating system was required and the computer in question was not compatible with the program. After several frustrating attempts and making sure all Windows 7 updates were applied, I just gave up. I loaded the program to our business computer, a Windows 8 machine, and after having to update the program manually, was finally off and running. No automatic updates were ever successfully downloaded. Upon completion and after review, I printed the forms out and e-filed the forms to the IRS.
Several weeks later, I looked at my bank statement and the automatic deposit from the IRS was totally different than what was expected. I went back to the program and upon opening the file, sure enough the numbers had changed. I further explored the program and discovered that an amount was entered into the Traditional IRA that was the same as the Roth IRA contribution I did enter. I deleted the wrong entry and then finished the forms and saved the file that looked like what I had printed originally. I then tried to access the amended return section, only to discover the program automatically goes back into the return and does not allow you to access the amend a return section. Additionally, re-entering the return resulted in the exact same entry being duplicated on the traditional IRA again. I left it alone and called Turbotax.
When I finally got to an agent, she did not know how to get the amend section from within the program. She linked to my computer and couldn't find the amend section. I accidentally hung up the cellphone and did not call back. Finally I went to the file where the documents are stored and moved all of the files to a separate file leaving the Turbotax document file empty. When I re-entered the program, the amend section was then available and I was able to search for the wrong file, load it and make the appropriate corrections and print a form 1040x to send to the IRS. This was painful this year, and I would give zero stars if possible.
Turbotax support is essentially non-existent. Any messages about updates, not loading, program not recognising the computer that is supposed to be compatible, or problems within the program, only get a standard bs response that in most cases does not even answer the question. This is my last year to use Turbotax. They are riding on their past reputation only, and don't seem to have a support network of people who know the program inside and out and can actually solve problems. It is a shame as this used to be an easy to use program and made tax season less stressful.
Reviewed April 3, 2017
Turbo broke their contract with us. They drained our account, triggering a domino effect when we were charged for other checks that arrived. We are disabled and without any money. A company rep told my fiance it never refunds fees. We will never again use TurboTax. The rep also TurboTax sends three emails before taking it fee. Not true. We didn't receive even one email. Has this happened to anyone else? I'm a PR and media specialist and am starting a media campaign to spread the word about TurboTax. If you have a similar TurboTax nightmare story, write me at **. I will have to verify your story is true before I can include it in a media alert. Thank you!
Reviewed April 3, 2017
CONSUMERS BEWARE! TurboTax has always been my go-to tax program up until this moment. They dubiously charged me $39.99 extra (in addition to the $94.98 I was already being charged). They call it "Premium Service," but I did not want this service! The program does not allow you to deduct this charge unless you want to erase all the work you have just accomplished. You just lost all my respect TurboTax. I hope there is a class action lawsuit against your whole operation! CONSUMERS BEWARE!!!
Reviewed April 1, 2017
I have been using TurboTax for years. It's pricey but since I'm a creature of habit I kept with it. Today when I attempted to complete my state taxes the information that gets transferred automatically from the federal return was wrong. The calculation of my return was completely wrong and I saw this immediately and contacted them by phone. I explained that my wages weren't transferred correctly and there was no way for me to correct or edit this. My state return would have been grossly incorrect. I was told to submit it anyway and the IRS would reject it. UM... What? This is their answer? They offered no help and therefore I was charged for both federal and state even though I had to cancel my state return and do them on paper. TurboTax lost a customer and I think the customer service is clueless. Don't use TurboTax.
Reviewed April 1, 2017
I thought I was finished with my tax last night (after spending a few days at it). I had not filed yet but I did pay for it. This morning I wanted to review everything before I filed so I attempted that. But I made a mistake and removed a dependent. That caused my tax to be about $3,500 more. So I figured I would exit the browser and not save then pickup with this morning's data. But TT auto saved the mistake. Now when I re-add the dependent it is not recovering the original refund. TT should not autosave without first telling me it is doing that or it should save perhaps the last 3 saves and let me select which backup to restore.
Reviewed March 31, 2017
I have used TurboTax for several years. I have tax filing experience back to the days of the pencil (several years retired now)! I have to say that they are good if you don't know what you're doing, just follow the questions. But I would like to at least view the forms because there are nuances that the questions DO NOT cover.
However, my problem is that they are so busy hyping all their extras, add-ons, and other products which show up at every turn in such proliferation and "busy" text that it is literally impossible to know what you are getting. It starts on the first page with "file FREE" which must be a lie. I clicked on the FREE button and ended up paying, to my surprise, $119 plus the FREE state return for $39. I am neither an idiot, uneducated, or stupid. I agree, somewhere I had to have clicked the wrong button but ** if I know where or when. You even have to go through several pages of questions and ads to get to the point where the return can be printed (58 pages, should have been about 8) or to view the return. I viewed it and used "file", "save" and saved it to the computer where I can print only what I want.
In the end there is a very confusing set of instructions on how to pay. That's where I saw the $119 + $39 cost. I was charged with the "self-employed" package. I do have some remains of a small business but the income was a paltry $136. And while I filled out the home office form there wasn't enough in it to change my taxes. It certainly wasn't enough to pay for the extra $59 it cost over the Deluxe package. Another cost added in a confusing manner is a 3(?) dollar cost to get your refund sent to your bank.
There is also a way to get the IRS to send refunds to your account at no cost but the way this all comes down is VERY confusing. I actually refused the offer to pay for TT from my refund and used my credit card instead because the text was so confusing. I just knew if I hit any "start" button I would be charged the $3 dollar fee for getting my $57 refund!!! I wonder how many were charged to have a TurboTax affiliate send it to their bank for a ridiculous fee?? I had a little problem with this last year but this year it was ridiculous. You're even bombarded with these "choices" each time you sign in to work on the taxes. I am very displeased and very disappointed. I won't use them again. I don't know who I'll use, maybe the free paper forms from the IRS, but NOT TurboTax! That's for sure!
Reviewed March 31, 2017
I've used TurboTax for 5 years and this year I've had it with the bait and switch fees. I understand the sell up process, but the way it's set up which makes it virtually impossible to remove the extra charges from your account as you're about to file is horrible customer service. You have lost mine business and the 6 other family members I prepare taxes for forever...
Reviewed March 30, 2017
They charged me over 150 dollars for state tax when I thought it was free. I must have accidentally clicked on the many advertisements that come up on the screen when you file online. I didn't need advance services - I only took standard deductions. When I called to complain they told me to call back the next day and they would refund. (I then used FreeTaxUSA to file taxes - much easier!!) When I called TurboTax the next day they would not refund and it was too late to block payment! This is a surprising learning experience for me. Please don't use TurboTax.
Reviewed March 30, 2017
I have never been so horrified by the mis-advertising and fraud of a company. TurboTax draws you in by saying "start for free." And they quote you a price, like "$59.99." The "start for free" is a perk for THEM, not the consumer--because for every day you are using the software, your price will go up. If you take 2 weeks to do your taxes, like I did, the price will increase to almost double ($95.99) without them ever informing you that the price will go up. What logic could possibly support them charging you when you stop using their software, instead of when you start using it? It's as though a restaurant charged you more at the end of the meal than when you sat down and ordered! It works entirely in their benefit--because you've already spent 8 hours filling in all your information, so you aren't going to stop and not pay to file. It's intentional false advertising and fraud and it's disgusting.
Reviewed March 29, 2017
WTF are you people doing... I started using TurboTax (TT) in 2000 and have referred family & friends. I did my parents taxes last week and saw all the awful changes with the hidden fees being the worst change. I decided to do mine today and can't even get started the way I WANT. It forced me to download prior year which I never did because I don't mind entering that info again. It wouldn't let ME CHOOSE the type of filing or "help" I want which is how the fee was charged. But to force it and see something like $119 with no explanation as to what that is or why it was there was crazy. You may write the software but I still enter ALL my info. Their errors I found in doing my parents taxes raised a red flag but thought I'd try. I absolutely refuse to enter everything for 2-3 hrs to get to the end and see I have to pay $119 + $34 for you to just click a button to get me direct deposit. You have lost your ever loving mind.
I'm furious and absolutely FED UP with all the cost in the techie world. You corp execs created this monster of using technology to make things faster, more efficient, more accurate, and easier. There are less people actually doing taxes yet you more than tripled my fee. GREEEEEDDDD!!! You do taxes for thousands of people and have the gall to have hidden fees. I don't mind paying a fee of approx $20 and this is for the Online filing. I have never bought the software and have used the online filing at turbotax.com. You have lost a 16 yr customer with these antics. I sure hope your stock holders are happy because it seems that is all you are trying to please.
Reviewed March 29, 2017
I began to prepare my taxes with TurboTax ** in February. I messed around and had a number wrong on 1 of my socials for one of my dependents but!!! Changed it asap after I saw the mistake and it was brought to my attention. Mind you it was sent in but I had to correct one # and it was sent in correctly. It's was supposed to take 21 days. How about it rejected... and TurboTax said it was accepted. It took for me to find out on my own. It was messed up and now I have to send it in by mail. While TurboTax still sending dumb ass emails talking about great job of these **. Knew it was ** up. Why send it anyway and then have a nerve to charge. Get the ** out of here.. I'm totally and beyond mad. My family and I need food and some help on bills. Guess we gonna get put out now. Thanks TurboTax And ** you.
Reviewed March 29, 2017
I used TurboTax to file my Taxes. When I used them I elected to have the money for services taken out of my refund. There was a delay in getting my refund deposited. I received an email stating that my bank account would be drafted on or after 03/31/2017. I called Monday (03/272017) to ask that my payment of $116.97 be processed on 04/07. The representative I spoke to put me on hold for a total of 30 minutes four separate times. The 4th time I was put on hold I hung up on her because every time she came back on the line I stated I was just trying to have the payment processed on 04/07/2017 instead of 03/31/2017.
When I called back I was informed that the previous representative I spoke processed my payment!! I immediately asked to speak with a supervisor. The supervisor stated that I would need to dispute the transaction with my bank as the payment could not be reversed. When I called my bank they stated the merchant (TurboTax) would need to reverse the transaction.
Today I called back and spoke to a supervisor again. He stated my funds would be refunded within two to four weeks. I told him that was unacceptable as I only needed a week extension to make the payment and now it would take two to four weeks to have the money back that I needed. I asked to speak to his supervisor which he said he was out sick and I said "well I needed to speak to someone else." He put me on hold and then disconnected the call after several minutes. I have opened a fraudulent activity case against TurboTax with my bank as I seem to be getting nowhere with this company. TURBOTAX HAS LOST ME AS A CUSTOMER PERMANENTLY! I also have the calls recorded which I will be sharing my experiences online with this company.
Reviewed March 28, 2017
TurboTax uses the .NET FRAMEWORK for loading the 2016 version. I have a downloaded copy and a DVD copy. Neither will load on a Windows 7 or Windows 10 computer. I have tried on two Windows 7 computers and one Windows 10. All are up to date on all patches and fixes. The TurboTax installer stops at 3% and reports four errors. The last one is that .NET FRAMEWORK is corrupted. On three computers. Of different ages but all working for other applications without a problem.
I will return both TurboTax versions. The last time I had to return an Intuit product (they tried billing for two copies) the only way was to contest the charge on my CC. They did not challenge the reversal. One hour with Intuit support and none of my computers "meet the requirements." In other words they have an error in their code using .NET FRAMEWORK.
Reviewed March 28, 2017
I filed with TurboTax for 6 years. The first time I ever made an error while entering a w2 and turbo tax software didn't catch it. It allowed my return to be transmitted. Now 3 months later I find out that my federal withholdings were higher than my income on one W2. When turbotax shows they are checking for errors, it doesn't find them!! Now my return will have to be amended. This will delay my refund for another 4 months. TurboTax has no customer service.
When I called they told me it was my fault and their guarantee only covers their calculations. They are completely indifferent about the fact that they didn't find the error when checking for errors. When I said I wanted my fees returned the agent told me she would send me a email to file a claim. But before I could even fill out the claim I got another email telling me my case had been closed. Literally 3 minutes after getting the email to file a claim. Absolute nonsense. I will NEVER USE THIS SOFTWARE AGAIN!
Reviewed March 26, 2017
I've been using TurboTax for about 12 years and, since my taxes are not that difficult, have not had a problem. That is until this year. I completed my taxes, I just file federal not state, and they said everything looked good. Then they made me purchase an audit defense package for $39.99 before I could either print out or electronic file my taxes. First time this has happened and for me, the last. I'll be looking elsewhere to do my taxes.
Reviewed March 25, 2017
I was charged for state tax filing even though I only filed federal. Talked with customer support, who transferred me to a supervisor, who took 10+ minutes while I was patiently waiting on hold to try to find some fine print that you can't even get to while logged in. (He struggled to find it then told me to log out first, then I can find it.) That still didn't state that you would be charged for going through the questions to get to filing your federal taxes, even though that was pretty much unavoidable.
Despite me being polite and reasonable throughout the conversation, the moment he got on the phone with me he was rude, sarcastic and made quite a few very condescending remarks about how I'm unable to comprehend instructions on the website. I politely asked him to just show me where it says I would be charged if I didn't file state tax, but he ended the conversation by hanging up on me. I have honestly never experienced worse customer service. TurboTax and Intuit is definitely not about transparency or customer service at all. Very dishonest. Bait and switch. If you use them make sure you know if there are any issues, you are on your own.
Reviewed March 24, 2017
FILING AN INCOME TAX RETURN WITH TURBOTAX IS ACTUALLY PAINFUL! TurboTax does not let us see the tax returns until after they are sent! Turbotax failed to enter a 2015 credit to my estimated tax to my 2016 return. As a result an amended return was required. I spent almost an hour with your representative before the matter was corrected... Then, I had to file an amended return.
When I tried to file the return, I was unable to print it!! Called TurboTax, the representative told me how to download the amended form 1040X... The download consisted of 58. Yes 58 pages most all having to do with "Terribletaxes" preparation of the return... There should have been no more than 9 pages. All TurboTax needed to do was to let the filer see the return before it was filed and a correction could have been instantly made without any need to file an amended return. Had I a choice between using TurboTax again or being hit by a semi truck, it would be less painful to choose the semi.
Reviewed March 24, 2017
I had a few questions pertaining to the TurboTax software and tried to contact the company via telephone. I made several phone calls yesterday and today 3/24/17 and received the same message every time, "We are closed at the moment, our hours are 8:00AM and 12:00PM Monday through Friday, please call back again". I was calling on a Thursday and Friday between 8 and 12 and always received this message. I even went on the internet and requested a "callback" which was made however when the robo-call said it was transferring to the tax experts I was asked to press 3 if I no longer needed help otherwise remain on the call. This happened 3 times and I was ultimately hung up on. TurboTax has no in person support via phone or chat and is lying when it says it is available. I will probably, after using this product since 2003, will never use TurboTax again.
Reviewed March 24, 2017
In 2015, I filed my federal and state taxes with TurboTax online. I paid their fees, they were deducted from my bank account, but to find out that the IRS REJECTED MY RETURN FOR 2015. I have been trying to file my 2016 return with TurboTax where I was able to speak to a representative to find out WHY THAT FILE WAS BEING REJECTED. Was advised I would have to file a paper claim and discuss with federal IRS.
However, I discovered my 2015 federal return was REJECTED and I was not notified by TURBO TAX ONLINE to this! So I have gone a YEAR not knowing this was an issue, however this years are too being rejected and the ISSUE IS YOU CAN'T CONTACT THEM TO FIND OUT WHY I WAS CHARGED FOR FILING WHEN IT WAS REJECTED A YEAR AGO!!! They do not make it simple for anyone to contact them! You have to pay some fee to reach them even though their bogus product isn't working!!! I should not have been charged in 2015 for a file that was rejected!
Reviewed March 23, 2017
I hate to divorce TurboTax, I've used them for more than a decade but they have become too clever by half. They removed the "Print Center" from the 2016 CD version. As a result, I cannot print a complete copy of my 2016 return with all worksheets and backups. Perhaps, I'll never need them but my experience is that hard copies of significant documents are valuable. I just spent two hours visiting three customer service reps. Two had no idea of what they were doing; the third was very helpful but finally gave up. She could not find a answer even after asking other people. I don't need the aggravation of a product which is continually upgraded until many valuable features are left out. Goodbye TurboTax!
Reviewed March 23, 2017
My wife and I spent hours on Sunday filling out all are information to file our taxes via (TURBOTAX PREMIER). We hit send and 3 of the 4 files went through. My Net File for Quebec has an XML error. We called customer support not once, not twice but three times without any resolution. All 3 times we were on the phone for up to 3 hours with no resolution in sight. All said we would be escalated which never happened. No call backs. We were even disconnected after 2 1/2 hours.
Needless to say we are frustrated as know we must file the return by regular mail which delays our return check. We are requesting a refund as we were unable to completely file and many hours were lost. Despite the agent attempting to figure out what the problem was, it was obvious the agents are alone at home working remotely with no support other than the same searches we see available online. This was our first attempt to file our taxes ourselves via a software and end up paying and still waiting as ours had no choice but to send in the mail. We are very disappointed on the process and product. Computer glitch we understand, zero resolution we don't. Please refund our credit card the full amount as the product did not deliver as advertised.
Reviewed March 23, 2017
Filed my taxes with Turbo for the last two years. This year they tried to make me file twice. Made no sense to me because my taxes had already been accepted by IRS and approved. I emailed Turbo over a month ago and got no response. So I won't use them next year. Felt like a scam to me.
Reviewed March 21, 2017
I'm an 18 year user/buyer of TurboTax software and extremely unhappy with the software this year. There is absolutely NO way to print a copy of my tax return prior to filing it no matter how hard I try. After working at this for an hour I still come up short, and I am not about to file my returns without double checking them in hard copy. I am also unable to get any help online - all the responses lead to dead ends, and one cannot contact Intuit directly about this problem, either.
My husband is a software genius so I will have to wait for him to help me figure this out, but this situation has me so frustrated I've decided not to buy TurboTax again. I'm done. The print problem is the icing on the cake for me... The software used to be so flexible I could work my way through it without any problems, but that's changed also - I've had to struggle to review entries I've made in order to verify them. Unacceptable. Confusing software, no print option, crappy online Help service, NO corporate help site adds up to apathy on Intuit's part. I will take my business to their competitors and be very happy about it.
Reviewed March 21, 2017
2 issues with TurboTax. First, the price for the deluxe edition changed during the week that I was filing. I did not file in one day (which I will no attempt to do from now on). It almost doubled in price, with very explanation and no notice from the company. Second, I was duped into connecting federal and state at the very end of the process. It was my fault for going too fast, but there was no way to go back. It cost $40!!! For something that would take 5 minutes. I called and the man I talked to did not sound concerned at all. Luckily, I can scrap everything and start over with a different company. Turbotax is sleazy.
Reviewed March 21, 2017
My refunds were rejected although the status on Turbo Tax said my return was fine. When I called to see what the problem was the agent actually asked me if I knew where to check the info because she didn't. Also Kristin, the Supervisor in the Melbourne, Fla office kept telling me it was the IRS and I should call them. I did - and the answer was TURBO TAX had screwed up my return. NOT WORTH THE MONEY I SAVED - the IRS said TURBO TAX was setting me up for an audit the way they filed.
Reviewed March 21, 2017
I have been a TurboTax user for over 10 years. My past experience has always been great. This year however is a different story. I prepared my taxes and e-filed. A few weeks later I discovered that I had made an HSA contribution myself (not thru payroll). I went back to amend my return. TurboTax recommends that you compare your submitted return to TurboTax file (which I found interesting since I figured they would be the same). But, when I did the state amount balance due was different. I called TurboTax support and the first rep told me that a previous update had made a change and that they would prepare and issue an update to correct the error within the next 2 days.
It has now been over a week. I have called them multiple times getting different responses and still the problem is not fixed. I can't amend my return since the state has a different submitted amount and approved return on file than what TurboTax on my computer now shows. If this does not get corrected. I also would have incorrect information to roll over for next year's filing. Although I have been a long time user of TurboTax this has caused me to reconsider and will probably not use them in the future. Tax Filers need to beware and always compare what TurboTax submitted to Federal and State and what after the fact is showing up in their saved file after multiple TurboTax updates.
Reviewed March 20, 2017
This company is deceitful and their customer service is awful. Their software didn't even work to upload my prior Tax information, and while they made it seem as if I was being given an "option" to have the TurboTax charge taken out of my refund, they charged me $35.00 without making it clear. Then when you call "customer service" (who are not even helpful except to help TurboTax con people), all they do is take a lot of time explaining why they charged $111.00 dollars for something that should have basically been free. They have no intention of helping anyone or addressing reasonable complaints.
I will NEVER use this company again. If they are so confident in their services, they should make the total charges very clear, but instead they make it extremely vague and therefore, when you think you have only selected one package for one price, and they don't show you what the total charges will be, it's easy to hit "accept". I have no doubt Turbo Tax will lose a lot of money and a lot of good customers due to their scam approach. DO NOT USE THEM.
Reviewed March 19, 2017
It happened twice. I was almost finished with my taxes and my computer froze. When I went back to TurboTax I had to start over. The second time it happened I asked Turbotax for help. It claimed that each section is saved before I go to the next section. NOT TRUE.
Reviewed March 18, 2017
I purchased the TurboTax CD, installed it on my computer and began my returns. I was unable to file them because TurboTax said the 2016 forms were not finalized and an update would be sent when they were available. I received the update and installed it and have not been able to open TurboTax since. I've called customer service and spent hours on the phone while the rep Googled my issue, giving me ridiculous things to try and do to fix it. I was supposed to get a call back from a second line rep and never heard back. I called to follow up and my case was closed. I had to start all over, spend another 3 hours on the phone and get a new case number. Same exact thing. I'm guessing they don't have a fix for the issue and rather than be honest and deal with it (and offer me a refund), they just keep closing out my case. I guess they figure I'll eventually give up.
They win! I'm done! My time is worth more than the $60 it cost me. I will NEVER use them again and I highly recommend others don't either! I cannot tell you how much time I have wasted all because there is some sort of error with their update. Such horrible customer service and shady business practices. They should be shut down. I'm disgusted. I wish I would have seen these reviews before I purchased it.
Reviewed March 18, 2017
I prepared my taxes a couple of weeks ago and it was free. I tried to use the same program to prepare a friend's taxes. This time it cost me 104.00 to prepare the taxes for my friend without the authorization to bill my card that amount. I tried to complain to the support number listed and spoke with an agent and she simply told me there was nothing they could do since the Federal had already been filed. She tell me that if I had called prior then I could had avoided all the extra. I found their prices to be misleading and was trying to avoid the high fees of having them be prepared by a CPA instead I got bamboozled by misleading fee and stuff illustrated on the site. I would definitely not recommend this product. No stars are deserved.
Reviewed March 15, 2017
I will NEVER use them again, although I have used them for several years. Their crap Deluxe program this year did not allow me to go back and edit work I did the day before. I saved it, but the disc did not save it to an extent I could work more on it at another sitting. I had to redo another 6 hours and another return because their product could not do it!!! Then try and call customer support!! What a joke... It would be easier talking to someone overseas that did not speak English. TurboTax is not what it used to be and I hope they fix it or GO OUT OF BUSINESS.
Reviewed March 15, 2017
Overall I must say the user interface for TurboTax is very user friendly and their quick-answers available on topics were very helpful. My issue is that they had a lot of hidden fees. I initially selected to use their deluxe package for $34.99, accepting this as the cost of removing the headache of figuring out tax documents on my own while still itemizing for maximum deductions.
When I got to the final stages for signing off on filing, their total fees were actually $107. They charged the $35 for deluxe filing for federal (what I had knowingly selected), $37 for deluxe filing for state (never shown, in fact it seems implied that it is included in the $34.99 initially advertised), and an additional $35 processing fee. Rather than give up $107 of my returns I switched to H&R Block, which didn't have quite as nice of a user interface, but was actually free for the same refund amount. I think it is very poor for a company like this to not disclose their full pricing up front before customers invest several hours of their time into filling out sensitive information in their program. Long story short - very disappointed in the hidden fees sprung on me at the end of filling everything in.
Reviewed March 14, 2017
Serious error in 2016 Home & Business. Filling out CA State TurboTax never asked for the 540-ES quarterly estimated taxes paid during the year, which totaled over $2500. It showed CA Tax completed and ready to file, NO errors found, guaranteed. CA State Tax due according to TurboTax was $3280!!!! I was forced to switch to actual tax forms Line 72 to manually fill in my 540-ES. After that the final Tax due was $738 NOT $3280!! Avoiding overpaying $2542!!! I had emailed TurboTax asking for help how to enter the missing estimated taxes, but did not get a reply. How many customers will just believe the TurboTax total and pay the wrong amount????
Reviewed March 12, 2017
For the last 10+ years, I’ve used TurboTax software to prepare my taxes. And not a SINGLE time in that time frame have I ever had a glitch with the software. This tax year (2016) was a complete disaster. Installing TurboTax from the CD was flawless. But the software hung up several times, took forever to download ‘updated’ tax forms, and finally just stopped working AFTER I completed my federal return. This is the first year I ran TurboTax on a Windows10, 64-bit machine. So maybe their software wasn't ready for prime time. Regardless, after numerous attempts to get the software working properly, I gave up and bought H & R Block’s Deluxe Tax Software. It ran great and my taxes are done.
Reviewed March 11, 2017
I have two issues with TurboTax Deluxe 2016 user interface clarity. I would love to submit these issues to TurboTax but there is no mechanism to send them feedback. Note that generally I find TurboTax usable and it's way better than filing on paper. My major complaint is that there is no TurboTax-provided mechanism for customer feedback, so, I cannot report these issues to TurboTax. Both of these happen during what I think is called the interview. I am married filing jointly. My wife and I have three 1099-MISC documents. Two of them are identical except for the payee, because my wife and I both receive Alaska Permanent Fund Dividends. So the import from last year brought forward all three 1099s. Again two of them appear identical except for payee.
My first complaint is that I had a very hard time editing the top two (nearly identical) 1099s that were brought forward from last year. I could swear that when I edited the first I specified my wife as payee, and then, when I edited the second I specified myself as payee. But then when I went back to confirm I could swear that both the first and the second now said myself as payee.
So I think that the fact that these two 1099s were otherwise identical made them linked in some way so that even though the user interface showed that there were three distinct 1099s when I edited one of them it changed two of them. Anyway I eventually worked around the problem by adding to the "name" of the 1099 (which I think is the payer field) a parenthetical "(for wife)" and "(for self)" so that the two otherwise identical 1099s now didn't seem so identical. After this change I was able to edit the two 1099s and ensure that one had wife as payee while the other had self.
My second complaint is that I'm in a situation where I have three 1099s in my list and they were all imported from last year. But after I edit these I get the question: Did one of you get a 1099-MISC for a different reason? The answer is yes. Whichever 1099 I have just edited, there were indeed other 1099s for a different reason. But when I answer yes it creates a 4th 1099. So probably what the question meant to ask was "Did one of you get a 1099-MISC in addition to the three you have already reviewed?"
Reviewed March 11, 2017
There is a major bug in TurboTax Deluxe 2016. It does not copy over the data from the Federal Forms to the California State forms correctly. My return passed all internal checks. I e-filed both my federal and CA state forms today. The federal return was accepted but the state form was rejected with the error Internal Reject. I called customer support for an explanation and they just had me retry to re-file my state form again. It was rejected, so the customer support said to print my state forms and the printout would tell me which forms I needed to mail in. But the entire state form was printed. The customer support did not have a clue what the problem was or how to solve it. This is a major bug in TurboTax Deluxe.
Reviewed March 9, 2017
I had started my 2015 return to get caught up on my taxes in December 2016. I needed to add & change some things so I could file in January 2017. Couldn't access my return without paying for the "amend" pkg! Spent hours trying to do so & it didn't work. When I called them after several different days trying to get their program to work, I was told I had paid for 2015 & 2016! I'm just trying to make some corrections & be done. I don't want to use them for 2016 & was told they don't do refunds. So I've paid for nothing so far! Nothing! And spent hours! I'm going to look into suing them. This is outrageous! I had a lot of problems the past few years & wish I had learned my lesson last time. How can they get away with this?
Reviewed March 8, 2017
I used TurboTax for last 4-5 years. This year also I started as usual. I had one W-2 form which I entered and minor income in 1099-misc. TurboTax asked me to upgrade as 1099-misc is not free with the basic product. I was not very sure if I want to use TurboTax at this time since H&R Block had it free. But as a thought I decided to talk to representative to see if they have something to offer. The representative took 50 minutes of my time in which he made me false promises like "Yes, sure! We will be more than happy to offer you very good discount here as you are our loyal customer and blah blah blah..." He kept me on hold while he talked to his senior staff.
After his discussion with senior (for over 18-20 min.) he was like "Hey, so let's go ahead... have you made the payment?" And I was like "No, I have not yet. What's the plan...?" He asked me to make the payment with my visa card and asked me to hold after that. After putting me on hold for another 15 minutes he said "Well, it seems like transaction is not completed yet and what we will do is, you call us after few days and we will definitely offer you good discount." He said, he has all the notes written down with the ticket and after few days I just to call and present case number and they will reimburse with VERY good discount. I again asked him as to why that is not possible and he assured me that the payment is not cleared yet and gave me assurance that they will definitely take care of it.
Now, after 10 days or so, I called them and explained what happened. The representative was like "No sir, you have used the product so unfortunately we do not have anything to offer..." I was like "What??" I explained him that it was 50 min. call and they should have told me upfront that discount was not possible and I would have walk out or made my decision to do it with TurboTax or something else. I told him to inspect the discussion between us using recorded call. But he had same answer "Sorry sir, we can not offer you anything as the product is used." I literally felt like cheated. You have one person who asked me to first make payment and then assured me for very good discount and now after payment is cleared and money is paid you are saying "No! We cannot offer you anything." I am NEVER going to use this product again.
Reviewed March 8, 2017
After paying an excessive amount of money to file taxes & upload my stock information, I proceeded through all of TurboTax's questions & thought that I had finished the entire process. Days later, I received an email stating that my state & federal taxes were accepted. Weeks later, I received a check in the mail from a Civista Bank (Santa Barbara Products Group), who act as a third party for TurboTax. They stole around $150.00 from my refund, claiming that it was a processing fee. Apparently my bank had rejected my savings account number as my checking number was inputted instead.
Customer service was unhelpful & repeated the same line over & over again. I flipped on the lady once she said that I had signed a contract saying this was okay. No one called me to alert me there was an error. Pure LAZINESS. I am so sick of companies stealing money from me. Turbotax is in cahoots with this third party bank & is the cause of all of this. They collect interest off of your withheld tax refunds.
Reviewed March 7, 2017
Turbo Tax Deluxe Online - Wanted an additional $37 to E-file state tax. Charged $18 transaction fee to pay with credit card. Wants you to buy unneeded add ons. Have bought and used the software version for years but will never use it again.
Reviewed March 6, 2017
I have used TurboTax since 2004, but this was my last year with it. They have partnered with Santa Barbara Bank & Trust (Tax Preparer's Group - TPG), to have electronic filing fees deducted from tax refund checks. However, TPG has been defrauding TurboTax customers like me, by hold onto the refund money, under the guise of protecting identity theft, in order to earn interest on the float. TurboTax won't tell you this until after your IRS refund check has been sent to TPG, and you call Intuit customer support to find out why your bank hasn't received the direct deposit. Then, they send you to TPG to try to get your money, by sending identity verification information, which they will claim to have never received. You will be lucky to ever get your money without taking them to court. TurboTax does not claim any responsibility for TPG's deceptive and fraudulent practices.
I manage suppliers for my company, and if my customer is having problems resulting from my supplier - I take full responsibility for the supplier's actions, and resolve the situation on my customer's behalf. That's how business ethics are supposed to work, but TurboTax believes otherwise ("Sorry - it's not our fault"). It makes me assume TurboTax and TPG are working in concert to steal money from their customers. Well, I can at least ensure TurboTax will never get another penny of my money. Unfortunately, there's another sucker born every minute, so I'm sure they'll be just fine.
Reviewed March 6, 2017
I've never been so disappointed with TurboTax. As a client of two years this would be the last time I do my taxes with them. I filed my taxes on Wednesday of last week. I found one of my tax returns from school that I didn't add. The first customer service agent for turbo tax was extremely helpful and help me correct it and print out the tax admin papers to send to the IRS. She told me to sign it and send it right away. Later in the afternoon I called again just to make sure I was going through the right steps. I've never came by such rude customer service. The first agent I spoke to, spoke to me like I was stupid. She told me that you don't send it right away because normally people don't file early admin only from 2014-2015. So I called again to verify this because the lady who helped me early that morning said to send it right away.
Second lady much worse. She barely spoke English, and kept saying, "WE don't HELP with review!" I said, "I'm not asking for a review I'm asking for a simple question regarding tax admin paperwork." She kept on saying even louder, "WE DON'T HELP WITH REVIEW. You need to pay extra online to do that." FIRST OF ALL. I paid the Deluxe package to get this kind of service? I asked the lady, "What's your name??" She's like, "What do you need help with?" I ask again, "Mam what's your name I'm sorry." She's like, "Ana!" I'm like, "Ana what's your last name?" She wouldn't give it to me. Paused a couple of times for a long time and said, "What do you need help with" over and over. "Ana I'm asking for your last name so I can be transferred to your upper management and tell them how unhelpful and rude you're being" and she hung up on me.
I believe this agent forgot I got emails sent to me with customer reviews. This call happened at 1:34 pm her name ended up being Cheryl **. I work in client care and make about 140 calls a day and never do I ever treat customers like this. I hope this lady learns how to treat clients. NEVER AGAIN COMING BACK.
Reviewed March 5, 2017
TurboTax never updates its software. Every year when I try to do my taxes with TurboTax it's the same problems. This afternoon was the final straw. I have done my taxes every year for probably 10 or 12 years and this is the last year. I worked for over an hour, entered a whole bunch of info and set my laptop down to get a drink of water, went back and lo and behold, it had flipped out of the site and I went to get back into it and it had not saved!! I can't imagine that it doesn't save on its own? My fault for not saving every 5 minutes?
Then, if I try to get into a specific area that I want to look at again, I have to start at the beginning of that area and go through the whole dang thing again? I can't just go to a certain entry? I've never tried the online version, but it's more expensive than the Costco disk, and WHY in this day and age don't they have one on a thumb drive? My computer does not have a disk drive and I had to go through all kinds of contortions to get the program to my computer from my husband's through his disk drive. I read later, in little tiny print on the "sheet" that comes with the disk that you can call a number and get a download or something for diskless computers. Anyway, I need a simpler program, one that actually comes with some instructions.
Reviewed March 5, 2017
I have been using TurboTax for the past four years with no problem but 2016 taxes TurboTax software messed up sending my taxes efile to the IRS. They said when I got audited that not all my w-2's went through. Not only did I pay TurboTax I had to spend more time and money to go almost 50 miles just to fix my taxes with the IRS. And wait an extra three weeks for my taxes. What a nightmare???
Reviewed March 5, 2017
They won't deposit refund from their bank to mine!! They've had our refund in their Santa Barbara bank since February 15! Called, finally after 2 hours got someone. They said something about possible fraud. We sent a front and back picture of driver's license a week ago like they told us to and still nothing!! I'm really worried we won't ever get it from their bank account! We don't know what to do!
Reviewed March 5, 2017
Basically, TurboTax wants every bit of change to charge you. There are so many way that you could just end up in a page saying that you have to "upgrade" to continue, otherwise you have to wipe out and start again. I filed my tax literally FIVE TIMES, and at the very last, TurboTax still tells me that I HAVE TO upgrade to the deluxe to really file my tax. FINE, TAKE that 40 bucks you desired then. Oh wait, it is not just 40 bucks for the deluxe. They never tell you that you have to pay for another 40 bucks for your state tax filing, even though it has nothing to do with the reason they told you why you need a "deluxe" plan.
By then, I have already spent 3 hours in front of my computer. SO BASICALLY I spent 80 bucks plus 3 hours to get this ** done. The whole process was just disgusting. It is really my fault to try to do it cheap at the very beginning. I would rather pay 50 bucks to my friend who can do it in half an hour, single-handed. I will recommend anyone who want a terrible experience to try out TurboTax. Don't want to hear the word TAX or TURBO anymore in the rest of 2017.
Reviewed March 5, 2017
Did my Taxes with INTUIT TURBOTAX. Had my fees deducted from my refund for processing fees. IRS deposits my Federal Return on 2/15/17. Called TurboTax no such Deposit made from IRS to my Chase Bank Account as Filed on my 1040A. T-Tax says Call Santa Barbara Bank? Through TurboTax they have rerouted my Federal Tax Return to this 3rd Party Bank. Contacting Santa Barbara Bank automatically puts a Fraud Alert on my refund? They requested a copy of a passport in order to release the funds to my Chase account as it should of. Nowhere stated that this bank would take control of my funds only because I asked to have TurboTax fees taken from my federal. TurboTax and Santa Barbara Bank are laundering taxpayers money. I don't understand how IRS is being used as a pawn in this FRAUD scheme and how this is allowed to happen. I did my taxes using my checking and routing number to my account not Santa Barbara's.
No one should be holding my funds except IRS. I will never use INTUIT TURBOTAX ever again. And unknowing of their silent 3rd party affiliate Santa Barbara Bank. Santa Barbara Bank representatives were spoken to 2 times at (877-908-7228) and they refuse to let you speak with a controller or supervisor. They have possession of my funds since 2/15 and made no effort to explain why my funds are on hold. I assume this bank is collecting interest on my funds?
I live in NY. My funds are locked up in this Bank in California because of TurboTax fees totaling $76. These 2 parties are crooked and misleading the public to rip your money off... As of date Santa Barbara Bank still holds my Federal Tax Return for 17 days and counting. (2) passport uploads and still no release of my Funds. No assistance. This should be investigated by FBI and my story is the same as others on the Net... Crooked!!!
Reviewed March 4, 2017
I spoke to a supervisor, after four other failed attempts in resolving my cash shortfall on my deposit. I was stuffed $140.00, and they refuse to credit back to me. I spoke with a supervisor who talked over me throughout the call, and would not provide me with his operator ID number, nor extension. He would not review the numbers with me, nor take time to listen to my complaint. I spoke with the IRS who is unaware of this dollar figure that was given to me, and are also frustrated, because I have called them several times. TurboTax is strong arming money from its clients, with no recourse to detail in how such calculations were reached. I am very angry at this time, and they could not even console me, or even be seemingly understanding, or empathetic towards my issue. I was pushed aside, like almost communicating with a robot, with no feelings, and no care! How rude! How uncaring, and disgusting!
Reviewed March 4, 2017
I have used TurboTax for the last 7 years, and have always paid to file my returns. The information was populated from year to year as advertised, and when I had to file an amended return one year I was able to do that with no problem. This year I had no income other than SS and pensions, I had paid no taxes and I didn't expect to owe any, so I chose their "file for free" option. First, even though I had an account with them and had used them many times before, all the information disappeared and I had to enter everything again.
Then the upselling began. I resisted all attempts to sell me services I did not need, and made it through to the filing page. Shortly after hitting the send button, I received an email stating both the state and Federal filings were rejected. Although they have offered to "fix" the filings for free, I suspect the upselling will be even more intense. I will not use TurboTax again, nor will I recommend it to anyone I know. I will be going back to the old fashioned paper version.
Reviewed March 4, 2017
I've used TurboTax for about 4 or 5 years now and every year I have filed only my federal taxes with them since I am able to file my state taxes for free through PA direct file. This year however, turbotax would not let you delete the state tax information and I had to pay the extra fee for the state taxes to be filed even though I have already filed my state taxes. I called customer support and they had me on and off of hold for 30 minutes and told me that there was nothing they could do that they wouldn't refund the money for the state charge that they charged my credit card.
I have never had a problem with turbotax until this year; I should be given the option on whether or not I want to file my state return through them or not like I have been each year. So now turbotax has charged me $37 to file my state taxes that are already filed. We will be going with a different website from now on. Thank you turbotax for wasting a 1/2 hour of my life on hold just to find out that nothing would be done to correct the situation.
Reviewed March 3, 2017
I have been a customer of TurboTax for over 8 years, unfortunately, that relationship will end with this tax year. I have two grievances; I noticed that they were not upfront about their fees this year nickel and diming me every way that they could. Initially I chose TurboTax for what I thought was a total of about 44 dollars but as I finished up and was ready to file, they attempted to add two additional fees of 39.99 and about 36.99, causing me to have to completely start over so as to choose a new package, but even then after choosing the basic "free" file, I was still charged 39.99 to file federal, 39.99 to file state, and then 36.99 to allow them to take the filing fees out of my tax return. All of the tax preparers have exuberant fees so I accepted the terms and completed my filing. The IRS accepted my taxes on the same day, which was surprising because it was a Saturday. The IRS processed my return smoothly and timely.
TurboTax sent me an email on February 23rd stating that the IRS has sent my refund and that I should receive the funds soon (deceptive). The IRS website stated that my refund was sent on February 23rd and should be deposited into my bank account on February 27th. It is March 3rd and I have yet to receive my tax refund, which brings me to my second grievance. Obviously, since I had not received my money, I begin making phone calls. My bank verified the routing and checking number I gave to TurboTax, everything was correct but confirmed that nothing was pending to my account. The IRS said that my refund was approved, sent, and should have been deposited into my bank account. So, it seemed that the hold up was with TurboTax. I called them and started to get the runaround, first they provided me with a number that was incorrect. They told me that they have no way of checking on my tax refund.
Apparently, TurboTax agents are unable to even see if they were paid their filing fees. They provided me with another number to Santa Barbara Bank Tax Group (whom I will write a review about as well) 877-908-7228 which starts off as an automated service asking for your SSN, zip code, and primary taxpayer filing status (similar to the IRS). After inputting my information, I receive a message that states that my tax refund is on hold due to unusual account activity. The only account that I have is through TurboTax, what unusual activity could there possibly be I think to myself. I was then connected to a live agent. I expressed my concerns of having not received my tax refund yet, she then states that I must send in a copy of my identification because there has been unusual activity on my account. What account?? She would not tell anything about this said account.
I tell her that the only affiliation that I have with her company is through TurboTax, our only relationship is for her company to split the filing fee from my tax refund and disburse my funds, nothing more. She would not tell me the specifics of said unusual activity with my said account in which I have never even been provided information or access to (why do I have an account in my name without access to it, how come no one has sent this account information to me?). I tell her that the IRS has already verified my identity and so has TurboTax, why now should I send this strange company (which I learn is a bank) a copy of my identification. She rudely replied that I did not have to, they can send my refund back to the IRS, which would take 90 days to do so, then the IRS would have to verify my information with me and would send me a paper check that would take 6-8 weeks to process.
It is very obvious that this bank is trying to collect interest off of my money. I tell them I do not wish for them to return my refund and that I was going to contact TurboTax to find out what unusual activity had occurred with my account so that they could resolve. This is when things gets deceptive again. I contact TurboTax and I am told by two representatives that the practice in which Santa Barbara Bank is using is not common and is out of their scope of practice. The representatives tell me that the IRS is the only entity that needs to verify my identification, once the IRS releases my funds, that is it. I am not required to do anything else to get MY money. So then TurboTax, why the hell is the third party that you have partnered with illegally holding my refund and why are you unable to resolve this issue?! Deceptions and lies.
I begin researching this Santa Barbara Bank Tax Group and apparently, they have been doing this with TurboTax for years. I don't know if there is a system in how they choose their victims, but my entire time in the military, while using TurboTax service and the convenience of having the filing fees deducted from my refund, they have never tried this on me, I'm assuming because the military has free and strong legal advisors available to the service members. I also discovered through other online complaints that even after you submit the information that this bogus bank requests they will continue to hold your refund only to have you resubmit the information again. Shame on TurboTax and shame on all of the employees of this company that has knowledge of this company's deceptive practices.
I am quite sure that TurboTax has already received their filing fees from MY money, there is no way they would allow this bank to do this and rely on the consumer to do what this bank asks before TurboTax has received their portion. This is grand theft. Nowhere does TurboTax state, if you use this service your refund could be delayed for identification purposes. Consumer beware! I am contacting every news channel so as to try and warn consumers of this delay with using TurboTax. It is not the IRS that are causing delays, it is TurboTax and their accomplice. Criminals. I want my tax refund and interest!!
Reviewed March 3, 2017
I have used TurboTax for years. Last year I did my joint return and 4 other members of my family's returns. I had purchased the disk and downloaded it to my computer. This year I have a different computer which does not have a disk drive to load the software so I purchased the software online as a download TurboTax Deluxe 2016 and State 2016 and paid $76.48 for the downloads. I have now discovered that there is no software on my computer nor is there any downloaded TurboTax program on my computer. I did my daughter's return no problems. Attempted to "open a new return" and there was no way to do it so I called TurboTax. I was told that only one return federal and one state was available for what I purchased and that I would have to purchase the same product for each family member!!! I will never purchase from Intuit again.
Reviewed March 2, 2017
Last year the online TurboTax software for small business forced me to file a state form in FL where there is no state income tax. I called and complained 3 times (continued into this year) and all they state is that I was refunded for the charge but I never received the refund and they can't give me a date when the transaction took place. I wonder if anyone else has had this issue?

Reviewed March 2, 2017
This year I try to use TurboTax to file an exclusion on my 1099C. As I start going through the steps on filing the 1099C, it prompted me to opt for the Deluxe package as the only option I have to be able to complete my 1099C exclusion. It gave me the option to get help from a live CPA or tax expert on tax related issues. But there not an actual number I can call to reach customer service, I had to write out the questions and schedule a callback.
When I finally got a call from a tax expert which she claims to be, she said I have to buy the desktop version of the deluxe package just to get the supplementary form I need for e-file. But the thing that struck me the most is when she repeatedly said: "TurboTax does not provide tax advice and assistance on form related questions. It's out of their scope. I must seek third party advice on how to complete the required form for 1099C insolvency exclusion. TurboTax is meant to be used only as a software for e-filing." She was super impatient with me and basically urged me to end the conversation with her. :(
Reviewed March 1, 2017
Figures entered showed up as different amounts in the summary of the return. Contact with support is very frustrating- the phone line is very poor and that is known by the call centre but nothing has improved in the 4 times I have had to call throughout a week. The screen share does not allow the agent to open any pages so you have to navigate for the agent. My issue was confirmed as their problem and one that might be resolved by an update soon, and one that apparently depends on CRA. I have spent 3 hours in total trying to get this problem resolved. In the first call I was using an iPad and it does not cope with the screen share. I had to also try two different browsers. A completely frustrating and time wasting experience. Unless TurboTax can resolve these issues for next year I will never use it again.
Reviewed March 1, 2017
Turbo Tax MAC Premier CD-ROM - I paid $19.99 in addition to the initial software fee to e-file Illinois tax return. Illinois rejected return. I tried again to e-file the return to no avail. TurboTax will not refund the $19.99, Also, it is extremely difficult to get a Customer Service person as opposed to their voice recognition system. I was on the phone with Customer Service over a half hour but it did not help. Do not buy Turbo Tax. If you have bought it, do not pay the extra fee to e-file the Illinois return unless you like throwing your money away.
Reviewed Feb. 28, 2017
I've used TurboTax for 20 years. I've always been happy with them. I did get audited in 2011, but that had to do with my high medical expenses and NOT TurboTax. Last year I had the same problem but forgot about it. A $39.99 fee kept showing up at the end and I couldn't remove it. TurboTax charges $71 bucks just to file your taxes as is and then they throw in this erroneous fee IF you hit direct deposit. THEY DO NOT TELL YOU THIS PRIOR TO HITTING DIRECT DEPOSIT. It just 'shows up' at the end and they hope you don't notice. Then, it takes hours to go back and try to figure out how to remove the damn charge. It can only be removed by selecting a check or credit card option.
I went back today to write a review on their site. I can't. I can't email anyone my complaint either. I can only as a question. So here is the question I asked and the Answer posted: QUESTION: "Do you charge for direct deposit?" ANSWER: "Nope. We don't charge for which refund method you've chosen. Although there may be a fee for the optional Refund Processing Service, it has nothing to do with the fact that you've chosen to direct-deposit your refund." REALLY TURBO TAX?! Really?! I have no way to contact them to say cut it out or I won't return next year. It's been 20 years. And they pull this?! If you haven't used them before, don't start now. Not worth it. Now, some banks do charge a transaction or convenience fee for direct deposits.
Reviewed Feb. 27, 2017
So I am in agreement with all of the angry customers. I used Turbotax last year and it was a breeze. I mean well detailed and most importantly it was FREE! However, this year was completely different. I was literally robbed of a little over $71.00. I noticed that if I wanted my information to be transferred from last year that would force me to upgrade, so I opted to enter everything in from scratch. Okay moving on, I breeze through the program and when I get close to the end it suggests that I upgrade to Deluxe and I declined. By the time I got to the end it then FORCES me to choose the deluxe option, stating that I had a Schedule B interest form that caused the upgrade. So in disbelief, I then delete and clear all of the information and start all over again, thinking I did something wrong. That's when frustration kicked in!
The form was NEVER cleared and it started filling in information automatically from my previous entries. I didn't think anything of it. In the end, I got the same results, that because of an interest form I was required to upgrade. After the second time, I was sick and tired of looking at the site so I pushed forward. I was only presented with a charge of 34.99 to file my taxes, however, by the time I got to check out the freaking screen showed that I owed 71 and some change, 36.99 for State, 34.99 for Federal, and 34.99 to direct deposit. So trying to eliminate one of the 30 dollar charges I opted for mail delivery and that was rejected. I was told my only option because of whatever information I entered was to E-File, pissed at this point! Feeling defeated and given the fact that it was 1:30 am I went ahead and submitted.
I called into customer service for some answers and that experience infuriated me even more. One rep hung up on me. The next rep was very incompetent. She had the nerve to tell me to go on the TurboTax website and read about the different forms. I was trying to tell her what forms I used and she still insisted on reading to me all the forms that would cause me to HAVE to file 1040. She had the nerve to be rude and she was the one who didn't know her job. As I was ALREADY aware because of filing with Turbotax last year, ALL of the forms I had SHOULD have been filed for FREE!
So I called back one last time, to be told that there is a department specifically for questions such as mine (something the 2nd rep FAILED to share). A lady from this department told me that I was charged 71 dollars because I didn't enter in all the information on my own. To be clear, I selected that very option in the beginning (TO RE-ENTER ALL INFORMATION). I saw them remove all of their "perks" when I opted for manual entry.
Reviewed Feb. 27, 2017
When I tried to purchase TurboTax from their site (online. Logged into a legitimate account at their site) I get rejected saying I don't have an email address entered. Then they send me an email. Bought it on Amazon instead. Should have known then. When I went to file my state return, had to pay $19.99. Tried to pay it but had the exact same issue. Once I spent half an hour finding how to get a person on the phone, she didn't have a clue what to do. Made me verify every bit of info on my account, then couldn't remember why I called. Told her I needed to purchase the state filing, had a serial number for the order, everything but she couldn't complete the sale. Didn't know how. Now I'm having to snail mail my state returns cause the software I paid $54.99 for can't do it!! DON'T BUY TURBO TAX IF YOU WANT TO FILE STATE RETURNS!
Reviewed Feb. 27, 2017
When I completed my taxes for the 2015 TurboTax did not pick up a major error in entering wages and salary which is entered in numerous places... Now I owe the IRS 1500.00!!!! I called them numerous times and they said they couldn't help me with this issue or pay the interest on the money I owed. I will never use this service again.
Reviewed Feb. 27, 2017
After receipt for services was emailed I found that there were additional charges that I was unaware were being billed for. The online system would not cancel the payment despite my return not being complete. The company's FAQ page states that once payment has been received it cannot be refunded due to the process being like that of "dropping it in the mailbox" and once done, cannot be reversed.
My return can still not be completed as they are experiencing a glitch within their system, and of which they are aware (https://ttlc.intuit.com/replies/5896644) yet they are claiming that the process cannot be undone. I chose to use this service for expediency purposes of getting my return done earlier this year than my usual process. However, the website states that they will not be making a fix to the problem until 3/10/2016, which is nearly two weeks from when I began the process of using their service online. My return will be delayed now due to their problem yet still expect me to pay for it regardless of my needs! This is unacceptable!
Reviewed Feb. 24, 2017
Turbo tax will not take my existing user or password, it wishes to send me a confirmation to an email I no longer have. After an hour on phone not giving whoever may have been on other end personal info they told me to submit a change of email form. I did, however when I scanned my driver's license, I covered everything except information turbo tax would have such as my name and address, they will not process change of email because my picture was covered!!! I am sorry but there is no way they know me from Adam and the picture is private property as it appears on several credit cards, as well as ID for secure work site, and concealed weapons permit. Why do they feel they need this--are they hooked up to facial recognition? My ss number does not appear on license, but then again my t number does not appear on my tax return. I just don't get it.
Reviewed Feb. 24, 2017
Turbo Tax (TT) online stated $34.99 to file federal income tax (FIT). I thought that was reasonable and started and completed process for preparing, but not filing, FIT. Then a screen said file state for $36.99. I thought "Well for only $2 more I can do state, that will probably be ok." Nowhere did it say "For an ADDITIONAL $36.99, you can file state taxes." Went through the prep process and then found out it would be $74.14 to file both. Decided I only wanted to file FIT, not state. Got to a screen w/ 3 steps on it. Step 1 is credit card info. Step 2 is how you want to pay taxes. Step 3 says "Choose which returns to file." You can't get to Step 3 without going through Steps 1 & 2. I thought that at Step 3 I really would be allowed to choose which returns I wanted to file. But no! You can only choose when to file (now or later). I had tried to go back from several previous screens to delete state return but that was never an option.
I was locked into, and charged for, something I didn't want to do. I called TT customer assistance, thinking that a real person would be able to fix this for me. But again, NO. The first time I called, I was told there was a 6 minute wait and I would be called back. After approx. 45 min. w/o a return call, I called again and was told there was a 10 min. wait then I would get a return call. As of now, it has been approx. 19 hours and I have yet to receive a return call.
When I tried again this morning, I got through and talked to Michelle who told me there would be no refund, that I had paid for the preparation, not the filing, and I was not allowed to change my mind. If the charge is for prep, not filing, why does the program go through the entire prep process w/o charge and only ask for payment when it is time to file? Anywhere else I use my credit card but then change my mind about a purchase before using it, I am allowed to return it for a refund. I have heard from others that H&R Block online is better than TT. That's who I will use next year and advise everyone else to do also.
Reviewed Feb. 24, 2017
I have used TurboTax for 10 years and this year they worked it out that I don't get my refund when the IRS sent it out. I am poor and can not handle this, every other year I get it no problem, now they are saying it's not their fault. I told them to take it out of my refund, now no one knows where my refund is. Their price went up, I have never been able to fill free, and they lost my refund. The IRS says they sent it to my bank, TurboTax says they use a third party, they do not have my taxes, and my bank does not, so when does this stop. The IRS should be the only ones to hold my taxes.
Reviewed Feb. 23, 2017
They charged me $34.99 extra to have my fees taken out of my refund??? It was never mentioned and it only ever mentions the $71.98 that it was going to take out! I am so upset about this!! DO NOT USE TURBOTAX. I have always heard of hidden fees, but now I know first hand!!
Reviewed Feb. 23, 2017
I have never been so mad about taxes being on hold! I decided to pay for the TurboTax Deluxe and never again will I be using that program again!!! The IRS had sent my refund, I was suppose to get 5,289$ but IRS isn't the one that sent my refund! It was direct deposited as (tax products SBTPG LLC) in the amount of 861$ instead of my actual refund!! I looked them up and there's been so many consumer complaints! It's also hard to even be in contact with a live person. Why haven't these people been shut down?
Reviewed Feb. 22, 2017
This year like many in the past I did my taxes with TurboTax. I was charged fees by TurboTax this year and after the long wait with this tax season, I found out this morning that my money was sent to Santa Barbara Tax Products Group where the fees were taken out. TurboTax never disclosed that my refund would be sent to a 3rd party for further processing. Once I got the information needed to check on the status of my refund I was informed to go to www.sbtpg.com.
Upon getting into the dashboard I find out my funds are being held for "fraud scanning" and was asked to upload my identification to confirm my identity. They finally e-mailed me later today saying it would take 7 business days to "confirm my information" and that if everything checked out they would process my refund. They also charged me a $34.99 fee for some processing.
My problem is, I was never told I would have my refund money sent to a 3rd party, nor was I informed my money could be held for more than 7 business days after they received my money. This creates extreme hardship for me and my family and I want this manner looked into. It's robbery and I will never do business with TurboTax ever again.
Reviewed Feb. 22, 2017
I did my taxes this year via TurboTax. I had done it via TurboTax last two years with no problem. I now regret selecting the option to pay TurboTax deduction from my refund. This triggers what very, very likely is a scam between Turbotax and Santa Barbara Tax Products Group (sbtpg). My tax returns were sent by IRS on Feb 15 to my Bank of America account. But because I used the deduction option to pay for the refund, it passes through sbtpg which has my hard earned refund and is holding it. I am unable to reach anyone at sbtpg and Turbotax representatives who know about the scam says it is out of their hands. So I am stuck.
Sbtpg has no intention of helping out and are holding people's money to getting interest by pretending there has been unusual activity on your deposit bank so they pretend you need a photo ID uploaded to their website to release your money but then it won't upload at all. So I can't reach anyone at sbtpg, can't upload a photo to their website and Turbotax representatives are actually rude and loving telling you it is your fault for selecting the pay from my refund option. So you spend days getting nowhere as I have been. It is a scam between Turbotax and SBTPG to hold your money and make interest of you. Run from both with a ten foot pole. People will wake up soon and there will be a class action suit.
Reviewed Feb. 20, 2017
This program is neither user-friendly or customer service oriented. Beware of any online site that will not provide a phone number to handle complaints questions or any other service offered. Last year's program neither offered information required or form 39R as the result it cost me 489.00 and I purchased everything down to defend tax audit. What a joke. I have been transferred so many times it's scary only to pass the buck on the same departments I have already talked too!
Then as if this wasn't joke enough... The audit department says "I can send you a email where you can address the issue." 4 days of "let me transfer you..." Then "I'm scrolling through to find if any other numbers I could possibly get and see a specific # call us if you have problems with software" and we will wait on hold and get results FOR 20 EXTRA BUCKS. ARE YOU KIDDING ME PEOPLE? YOU are exploiting the fact that your program is as unreliable as the info you give. Shame on you!!! People the only easy thing on this website is how effortlessly they con you out of every dollar they can. Never Never again.
Reviewed Feb. 20, 2017
I purchased Turbo Tax Premier online. I paid for the product by MasterCard and it continued to ask me to pay the amount again and would not let me file online. Also had multiple issues with it redirecting me to a page that wanted me to send emails to my friends to refer the Turbo Tax product. I spent 2 hours on hold with customer service. While waiting for an answer and support, I was able to file two tax returns using Simple Tax for free. Will never use this product again.
Reviewed Feb. 19, 2017
I cannot print my taxes without paying an extra 19.99 for a program that will print the forms and put my taxes on the cloud. What kind of rip-off is this? I don't put my tax information on the cloud! I don't appreciate TurboTax holding my tax forms hostage until they receive an additional fee. I will NEVER USE TURBO TAX AGAIN! YES I AM YELLING!!!
Reviewed Feb. 19, 2017
Unfair billing practices. In prior years TurboTax made it very clear what you were being charged for; you were given the option to delete your State information so that you wouldn't have to pay for this service if you didn't want it. This year TurboTax was not clear on what I was paying for and charged me for State filing, and then wouldn't give me a refund.
Reviewed Feb. 19, 2017
My tax refund should be more due to your crappy software. I'm not happy with TurboTax. I filed my 2017 taxes and I'm getting only a 162.00 refund back from turbotax when H&R Block said I should be receiving 679.00 back. That includes the income credit because I have children. I have never been screwed over in my taxes before but you done it this time. People don't file with turbo tax. You won't get back what you filed. Never again.
Reviewed Feb. 18, 2017
This program makes filing federal and state tax returns a complete breeze. Grant it, one needs all of their paperwork in hand and the intellect to read and write English. If one correctly types in all of their information through the very intuitive guidance of the TurboTax program, the filing process is efficient and seamless. One does not need to be tax savvy and that's the true beauty of TurboTax! This program double checks and triple checks your responses throughout the input process to ensure the utmost accuracy and successful submission. The cost of filing through TurboTax is a complete bargain versus a professional tax preparer or even the pop-up kiosks at the mall. I have filed through TurboTax multiple years and each filing was a pleasant experience.
Reviewed Feb. 15, 2017
I have been ripped off for the last time with these liars and scam artist from Turbo Tax DONE! They ripped me off in 2014. Told me I would have a free preparation of my state taxes since they mistakenly charged me for filing a return I did not file. And BAM charged me again, and the taxes were rejected! I got a million excuses to their incompetence, DO NOT USE THEM. RUN, RUN, RUN! NOT WORTH THE LIES AND STEALING YOUR MONEY.
Reviewed Feb. 15, 2017
My total came up to be 126.00. I got the deluxe plan I believe. I chose the option to have my $50 deducted out from my refund. Since I heard reviews saying DO NOT give them your card info. So I chose that. NOW TELL ME WHY!? I have to pay 34.99 JUST TO pay my $50 something dollar? Also I chose to get my Fed and state together SINCE they did not have an option to even change to say yes or no. ALL it says is they are going to DELETE your state if you don't choose this feature. Well why didn't they STATED that from the beginning? Wasted my time doing my state. Of course I chose it. Now paying 126 all in fees and all I'm getting back is 10XX.XX-126.00. >:(
Reviewed Feb. 15, 2017
I have used TurboTax for a few years now and every year it seems to get worse with the up selling. I opted for the deluxe tax package and twice was asked to upgrade to the premier. I clicked no both times only to find that I actually paid for it at the end. At the checkout there is no itemized cart or even a total amount to know what you're even buying. I also had a promo code for $15 dollars off and I didn't see where to enter such thing. Very frustrating! I will not be using TurboTax anymore.
Reviewed Feb. 14, 2017
File state and federal income taxes for free? What a deal I thought. Even though the site kept asking me to upgrade to the "Deluxe" version, I pressed on, until it came to a point where it forced me to "upgrade." 35 bucks, I thought, fine, just let me be done. Then I got to the checkout screen, and it's $35 for both state AND federal. What a scam! Between this and the incredibly patronizing tone that they ask questions in, I CANNOT recommend TurboTax to anyone. I'd rather paper file than deal with this nonsense.
Reviewed Feb. 13, 2017
Be careful when buying Turbo Tax 2016 or any year in the future for that matter. Actually TurboTax does a decent job on tax prep, but they are deceptive in their package design. In particular the Deluxe package has two versions. Both packages look the same but one includes the State and the other version does not. Both packages look so much alike in color and description that their corporate officers must have been hoping you won't notice and buy the version without the State for a promotional rate like I did. Yes I fell for it. I called them but naturally they play dumb.
Both say Deluxe fairly large but the word state is nondescript and could be easily overlooked. Then of course, when you are deep into tax preparation you will need to buy the State for another fee effectively doubling the price. I'm sure they hired the very best packaging designers who would know better. But they decided on deception to help their bottom line. It makes you think Turbo Tax is less than honest about what they are selling. What else might they being trying to deceive about. Just, look closely at the package before you buy. Make sure you are getting the Deluxe version with the State, if that's what you want so you will not be susceptible to paying double.
Reviewed Feb. 13, 2017
The payment summary page just before paying is tricky. The payment confirmation page would make you believe you will be paying 34.99 but I was charged 71.98. H&R Block actually warned about this cheating or tricky fine printed message of TurboTax. Beware, just before charging your card, they do not clearly show the total amount that would be charged.
Reviewed Feb. 12, 2017
I have been using TurboTax when people didn't even knew it existed. It continuous check over your statement and requires tax forms you don't even have. Oh and the live chat doesn't exist. The best are the hidden charges, especially if you want direct deposit. An additional $34.00 plus. Free filing for Federal around $39.00, same for State filing. Then an additional $34 for processing your deposit. Will never use TurboTax again, ever!!!
Reviewed Feb. 12, 2017
Using iPhone to log in to TurboTax as I have been inputting tax info for last few days and today getting login error. Click to get 6 digit code to reset password, text message receives code. When clicking back into the TurboTax app the landing page is now the login page. You can click forgot password & see for a second the enter security code page but immediately goes to the send email or text again. There is no way to enter the 6 digit code, that only appears when you click for another code. If I had an alternate iPad I could get the code from there but not the case. So I'm shut out until I can get on a laptop and the phone.
Reviewed Feb. 12, 2017
I will no longer be using or trusting this software. I have been a happy customer since 2009, but I have found flaws in the software and realized that they were not asking the right questions to make sure my form was filled out. I have spent hours going through the IRS.gov site and found that what TurboTax was telling me was not correct. I have manually removed my Lifetime Learning Credit but it still shows up on the return they want to send to the IRS. The customer service was friendly, but their supervisor would not allow her to transfer me to tech support. I am not done with this battle but I am extremely unhappy with their ability to be of assistance. And I just don't trust their easy to use format to ask the right questions.
Reviewed Feb. 12, 2017
I've been using TurboTax for 6 years. I have a simple tax return. Filed everything knowing that they are free. Turns out I got charged nearly 70 dollars. I was never given an option to file for free. I was beyond frustrated at this point because I filed 3 other times with other "bs" when it was actually time to submit my refund. Like I said I've been using them for 6 years. I called TurboTax and was on hold for almost 30 minutes. I asked to talk to a supervisor. He said it was quote "my fault". I will never use them again. I'd rather pay someone to do my taxes than to deal with this again.
Reviewed Feb. 11, 2017
I used to use TT online every year, as I usually qualified for a simple 1040EZ, and it was free. My state doesn't have income tax, but if it did, I'd still have paid TT to process the state return for me based solely on how quick and easy the process was. Now it's different. Being married, living in Nevada and submitting Married, Filing Individually apparently brings a requirement to fill out a small and simple form for Community Property declarations. TurboTax won't provide this for you under the free service level, which I understand, from a business perspective.
However, the site waited until the very end of all their wizards and animations and form-filling to tell me about this. Half an hour spent filling out all the stuff, going through their (completely pointless) "checking for errors" animation delays, skipping their constant nagging to pay for unnecessary add-on services, only to be told at the very end: "Whoops, you actually HAVE to upgrade now because the free service doesn't do additional forms you need to submit." The site could have easily let me know about the requirement way back in the beginning when it had all the initial details needed for it to know upgrading would be a requirement.
On top of that, even after I'd acknowledged the necessity and accepted the $34.99 fee (to add on a form that has THREE WHOLE FIELDS I had to fill out), I am then presented with an invoice that has tacked on ANOTHER $34.99 fee, which is supposedly some kind of convenience fee for letting them take the FIRST fee out of the expected tax refund itself...? Right, thanks. So now they've wasted my time and waited for me to enter all of my information (including my bank account info) before they jumped me with fees that weren't expected or even actually clear until the very end.
Oh, and I can't just cancel the return either. They have all my information, including the info from previous years (which, oh look, now they can't retrieve and populate for you unless you pay!), and I have no control over what they might do with it. Hey, if they're now trying to get extra money out of me, what's to stop them from just selling my info off? Then again, I now have a strong suspicion they've already been doing just that anyway.
Look, I get it: tax preparation *can* be a convoluted and intricate process requiring people and software who know the complicated US tax code inside and out. That costs money, sure, but I very strongly object that companies like Intuit are trying to milk the tax preparation process so heavily. Taxes are already costing us money (it's not like a tax refund represents everything we've been paying over the year), so why am I expected to help a company get filthy rich letting me fill out a stupid form and send it in to the IRS? The financial landscape has not changed substantially enough to warrant their ad-heavy, fee-happy behavior toward the basic tax returns people.
My tax return doesn't carry any of the aspects that would require the help of a tax professional; I only needed TurboTax to act as a portal to e-filing to the IRS, that's it. For a long time, it was very good at doing that, and I was always quick to recommend it to anybody who asked me if I knew of a good tax preparation solution, even to those who knew they'd be paying for the service.
Since Intuit decided to be shady by hiding their changed fee structure and free service limitations until the last minute, I'm moving on. These last couple of years have been heavily tarnished with major company financial information hacks, and Intuit made darn sure they got all of my details before they presented me with the zingers that would make me not want to use them, and worse, don't provide a means of cancelling the process and clearing out your information.
Next year I'll have need for more complex (paid) tax prep services, but because of their sneaky tricks this time, I won't be coming back to TurboTax. Who knows what kind of additional fee padding they could work into the program once the forms and numbers get thick and complicated? Meanwhile, I went over to 1040.com and e-filed with direct deposit completely free, including that additional form, in ten minutes flat. No pointless animations and constant upselling, no bait-and-switch tactics with your information, no last-minute gotcha fees. By making the process as painless and quick as possible for a free-level customer, they've ensured I'll be back this time next year when I need more in-depth paid service.
Reviewed Feb. 10, 2017
I paid for the Deluxe version to file my yearly taxes and paid the fee of 34.99. There was also attached another fee in order to e-file and establish an account to have my return deposited in. So in order to file my return which was an EZ return the cost was $70.00. Paying for turbo tax is reasonable but then on top of it to pay to have my return processed by a bank is unreasonable. The IRS sends their returns free of charge and 34.99 is not only unreasonable but appears to be usury. Criminal and will never use Turbo tax again. Beware!!!
Reviewed Feb. 10, 2017
I filed my taxes with Turbotax today (February 2017). I paid for the services, they charged my credit card. When it got to the end, it said my file has not been completed and to return in February to file taxes. If that's the case, why did they charge me? We are in February, so when do you want me to return back? Because obviously you guys don't know that it's February when it is February. I would like my money back. And why do they not have a phone number to call without having to pay 30 dollars to just have someone call me? That is the biggest rip off and biggest crap ever. I don't think they should be allowed to do this, and if this messes my taxes up, they are responsible for my money back and to fix any and every issue I might run into.
Reviewed Feb. 9, 2017
I understand paying for the Deluxe Edition, as my daughter's return (which I am preparing) deals with college expenses for my granddaughter. That's a $34.99 charge I understand. However, they're attempting to get $34.99 just for letting her take the charge off her refund seems very unfair, so I gave my Visa card number instead. Then, when it was time to file the "free" state return, which had been called "free" throughout my preparations, it suddenly added another $36.99 to the charges. Outrageous. My daughter is a low-income single parent and can't afford the state charge. I decided to leave Turbo Tax and find another company with a free state return. However, one cannot file only the state return with another company. The entire federal return's information must be entered, and I don't have the energy for this.
Yesterday I spoke to one of their reps, who told me she could offer me 20% the state charge. I declined, as I'd like the entire charge removed. Today I called back to get the 20%, as anything is better than nothing, and I was informed that, since they have my Visa number already, it's too late. I'm stuck with the entire $71.98 (Deluxe Edition plus state return). So here's the lesson for all you Turbo Tax users, never put your credit or debit card information on their site before you negotiate the 20% off. Apparently they are not allowed to give more than that, according to today's representative, whom we assume tells the truth? Who knows. I'm very, very disappointed in Turbo Tax. This excellent customer is going to find another company next year.
Reviewed Feb. 9, 2017
My husband and I made a mistake on our taxes this year. As a result his taxes were rejected and we would not be able to file them through Turbotax. We have been using Turbotax for 5 years. Not only did they refuse to give us any credit back to potentially use next year, but refused to refund us. How is it possible to obtain payment for a service that was ultimately not rendered? Taxes are stressful enough, and having to deal with this type of corporate greed is beyond frustrating. I feel like we always wind up dishing out hundreds of dollars to file our taxes through them. They can pat themselves on the back, they've lost our customer service.
Reviewed Feb. 9, 2017
Warning there is no warning in the program that if your Federal Tax Return is rejected your State Return will be rejected. I filed both returns at the same time and my fed return was rejected because some crook had already filed in my name. I had to file my Fed and State return by US Mail and Intuit will not refund my money because they say they filed the return and it was not their fault my returns were rejected. This is BS because if there had been a warning in the program about the rejection possibility I would have held off on the State Return and saved my $20.
Reviewed Feb. 8, 2017
I purchased the deluxe version from my "big box store" as in previous years, installed according to the usual process, and entered my tax information as in the past 20 years. Surprise, trying to fed efile I got an error message that my browser was not secure. I contacted my expert PC service person and he worked on my PC for about an hour without success. I called Intuit and was on the phone for about 1-1/2 hours without success. I printed the fed and state returns and had to mail them! Trying to efile the state the software required me to pay about $39 when the page said state efile was 19.99. I smell a scam somewhere. I will no longer be using TurboTax but will purchase a different software like TaxAct or Block's. Bye bye TTax!
Reviewed Feb. 8, 2017
TurboTax make upgrade their app then charge you. But don't ever have them take their fees out of your refund. They will charge you almost double and it isn't rapid refund. Once I was in the app doing my taxes and realized it wasn't free. The app would let me go back to the free version. After 2 hr messing with this I hit OK. Worst mistake. I called the next day. They told me to call back after I received my refund so I did. Was on the phone 48 minutes for them to tell me I couldn't get my money back. After a bait and switch I had only 1 deduction. No state taxes. What ripoff. Never ever again. Fake ass crooks.
Reviewed Feb. 7, 2017
TurboTax offers a free way to file your taxes online but, when I attempted to do this, you end up having to buy the software and they (TurboTax) decides what level of the software you should purchases. Now, I have been my own taxes for approximately 30 years. (I usually use H&R Block tax software, but for some reason it would not allow downloading the premium package on the business package.) I called and spoke with someone from H&R Block and they tried to assist me with the issue and to no avail, they decided to refund my money.
On February 5, 2017, I decided to try after what I thought was careful research regarding the product. I proceeded to the TurboTax software because they advertise that it is free. You are required to start your tax filing process and by the time you are finished entering the appropriate information a screen will pops up stating which software you should buy. So it's not FREE AS IT IS ADVERTISED!
So, against my better judgment, I decided to buy the $55.00 package and complete the filing of my taxes. When you enter your credit card information the correct price, in my case the $55.00 package, when you hit submit you are charged for an additional package that you did not request. I called the TurboTax people immediately, informed them of the error and I was told that if I submitted my taxes there would be nothing they could do. Fortunately the CSR I spoke could see that my taxes were not filed and stated the transaction was pending so I should not have a problem. After the CSR kept me hold for a long period of time stating she was contacting the appropriate parties within the company, eventually told me that I would be charged for the transaction and no monies will be returned to me. The CSR did not even care that I was charged more than I authorized! I did get in touch with my bank the same day and informed them of same.
I was informed that they will try but sometimes when you hit submit (it will be something to the effect of a no refund policy or something), there may not be anything that can be done. Also, to top it off, I do not even have access to the software as of the date of this complaint to you. I believe... no I am positive that this practice by TurboTax is prevalent and people are being cheated out of hundreds dollars with the fraudulent way they cram extra money onto your credit card. PLEASE HELP!
Reviewed Feb. 7, 2017
I just finished doing my 2016 taxes with Turbo tax. 3rd year in a row. Only this year, they STOLE $139.00! from my return! Do not think for a MINUTE THAT IT IS FREE! IT IS NOT! Oh, and the "talk to an adviser" button, DOESN'T EXIST! NEVER AGAIN!
Reviewed Feb. 5, 2017
I declined the Max Benefit service but I was automatically charged for it when filing my taxes online. TurboTax states the Max Benefit service cannot be refunded once paid for -- even though I declined the service and was charged in error.
Reviewed Feb. 4, 2017
Last year I thought, "Hey let's try this company. It sounds great." But now they hold my 2015 tax return from me unless I pay $35. So then I said, "Okay I'll pay it," and then use the free version to continue. Yeah right! I got so far into the process and what do you know? If you don't want to pay more money then they continually tell you you're going to start over "from scratch," and this phrase is repeated multiple times. Tell people that what they're typing is worthless and see how many clients you lose is the game I guess. So now I tell every single soul I know about how they like to take advantage of people who have no clue why they even typed in their name or information.
Reviewed Feb. 3, 2017
I have done my taxes using TurboTax online for the past 3 years (since my 2014 taxes), and I will NEVER AGAIN go back to paying someone to do it for me. I'd rather do it myself and pay NOTHING. I used to pay a professional tax preparer $40, then $50, then $60, going to the same person to make it easy, but then it doubled the following year to about $160. That's when I decided to check out TurboTax.
Some people gave bad reviews because they assume that if they don't get the advertised $0 filing fee, etc. that they have been conned. Every tax situation is different, and some tax situations require that you pay a fee, i.e. business taxes. For personal taxes and simple situations, just don't opt in for the options that require payment, simple as that! Do it yourself and you don't have to pay anything. Now if a professional tax service charges you less to get the SAME THING done, go for it! Go do it somewhere else!
Reviewed Feb. 2, 2017
I was doing my taxes via TurboTax. When I started I put in free-Plus. I finished and was trying to send them and a message came up that I needed to upgrade to the Deluxe Edition. I tried to go back it said I needed to delete and start over to get the free/Plus edition. I called them and asked why is making me pay for the Deluxe ed. All I got was the runaround "Are you on the account." I told them it was mine and my husband's. They said "We can't talk to you." I'm like "My name is on the return and I just talked to someone else yesterday." She continued tell me I wasn't on the account. I told her that wasn't right. It is a joint return and I've been using it for years. All she had to do was tell me to go to the account settings and add my name. Instead she said "No I can't talk to you."
I didn't want tax advice. I just wanted to know why they were charging me more and she just kept saying "I can't talk to you" like they didn't want to address the price change on the web page. I hung up are that because she wouldn't explain to me the higher price and why I couldn't go back. I have no deductions. Just 2 w-2's. That's it. No dependents. Nothing. I only needed the 1040 ez one. I don't think they want you do get it free. I'm not going to do them with them next year and maybe removing my information this year and going somewhere else.
Reviewed Feb. 2, 2017
I like using them. They seem to be very easy, complete and helpful. However I had to pay them over $100.00 and could not seem to find a way out so I had to agree to let them deduct it from my little tax return. They did a nice job however it was definitely not free as advertised and they also did my State return and I could not seem to decline them doing so. I could have done my State return for free on my state website as I have always done. I guess some is my fault since I'm not real computer savvy. I could not find the right thing to click on to exit and decline them filing my State. Plus they added almost an addition charge of 40.00 at checkout, not at all sure what that was for. I will most likely use them again however I will be a lot more careful about with I'm paying for before I complete it. I was I guess too tired to keep trying to figure out how to decline the additional charges.
Reviewed Feb. 2, 2017
Been using TT for several years. 2016 comes around and at the payment portion I decide, for the first time, to have the fees deducted from my return. When I get to the payment, it appears that I need to sign up for a premium service, which I don't want to do. So I go back and select CC payment. Guess what, it has processed my fees at the upcharged amount of $111.00. So I call CS and after being put on hold for an hour waiting for a supervisor to approve the refund for the premium service, I'm told that my request has been denied! What?!? Further discussion with the service rep was futile so I just hung up. I'll definitely be going elsewhere for my tax preparation needs next year.
Reviewed Feb. 2, 2017
I filed tax return with TurboTax. For child tax credit TurboTax asked me how many years lived with me my newborn. It's 4 months since my baby was born on September, TurboTax didn't mentioned that newborns may be treated as they were living for more than half a year. As a result TurboTax didn't add $1000 for child tax credit.
Reviewed Jan. 31, 2017
I bought TurboTax from Costco and when I got home my new computer does not have CD drive. I called TurboTax and they said no problem and they fix it. After being hung up three times and told to called another number because they said I owe money which is ridiculous. Then they said they would called back which they never did. I recommend you don't buy TurboTax. You never get your issue resolve.
Reviewed Jan. 30, 2017
I logged online to file my 2016 taxes. I selected plus because it states that federal and state are federal e-file. When everything is complete I select to have my 29.99 fee deducted from my refund. As I proceed to check-out and confirm to have it deducted I notice a 34.99 fee added just have it deducted from my refund. It's considered a premium feature. I called and stayed on the phone with them for 45 minutes for nothing to be resolved. They basically told me I had to pay the extra 34.99 to have the original 29.99 deducted from my refund which made it a total of 64.99 just to file a simple 1040 EZ form!
I explained I have used Turbo-Tax the last three years and NEVER has it charged me a premium fee to have it deducted from my refund. It makes no sense for me to pay for the premium package. I don't own a home, I don't own a business. The premium package is for more complex situations. In not receiving any of the benefits from the premium package why should I have to pay an extra 34.99 for it to be taken put off my refund directly. It's OUTRAGEOUS!! They told me to delete it all and start over. Which I did and did not change anything. In order for me to pay for just the 29.99 I had to pay with a debit card.
I explained to them how it's false advertisement, if I would have gone to the store and bought the same plus package at the store and put it on my computer thinking I could e-file and have to deducted from my refund free, only to find out that I would have to pay an extra 34.99 after I completed them. Nowhere on the packaging does it state that if I would like to pay for it through my refund would it charge me an extra 34.99. So needless to say it's completely frustrating and taking advantage of the consumer during an already stressful tax time. Definitely will look for other tax return options next year. It's crazy to 64.99 to file taxes for such a simple filing. Something needs to be done. The worst part is the representative told me this was an ongoing problem this year that they already know about. So then why haven't they fixed it!!
Reviewed Jan. 30, 2017
Filed on a new account and return was rejected due to incorrect 2015 AGI information. Filed MFJ, but the 1040A combines AGI for both spouses. However, TurboTax required individual AGI amounts, which is not easily obtained, unless you're a tax expert. Later, I remembered my old account I used for all my prior returns, so I logged in and filed again so it would automatically pull in my AGIs from last year. The first time I filed, they charged me over $70 to file. When I logged in and filed using my old account, it was free. Same information, same tax forms, two difference prices. Called and was refused by 2 supervisors for a refund on the rejected return.
Reviewed Jan. 29, 2017
I did my taxes online and at the end they ask you if you want to purchase (upgrade to) TurboMAX (by putting an add-on to your charges), but I removed it (opted out), because I don't need additional services. HOWEVER, when I see my final itemized charges, the $39.99 upgrade is included in the bill. I clicked back into the charges again and removed it and went through the whole process and the charge is still there. I had already gone through the whole filing process, so I did not want to cancel my transaction, so THE ONLY OPTION is to agree to the fraudulent charges... or cancel the whole process. I called the number on the agreement, 877-908-7228, but there was no option to talk to anybody. NEXT YEAR, I WILL GO SOMEWHERE ELSE BEFORE I EVEN START THE PROCESS WITH THESE CROOKS.
Reviewed Jan. 29, 2017
Although it seems that TurboTax's claim for free file is that if you can be covered by 1040EZ you can file for free, that was not my experience in using it. I was unsurprised and considered it fair that they put repeated ads for their more expensive options, but I could opt out of those as I began to the filing process. However, when I finally got to the end, I was told that because I had a 1099-INT, I would need to pay more to use a 1040--but that just isn't true! That is only required if the interest income is greater than $1500... and mine was $300 from a bank offer.
And after this, I found that I could not longer enter or change details about my "other income"--taxable student scholarship, and that this too would require paying over the big bucks, although this is also trivially covered on the 1040EZ. So basically, the classic tax technique of pretending to be free, but actually changing the deal available right after you have invested time with them. Thankfully, I won't fall for their ploy. I can file elsewhere. (They seem the most expensive, too!)
Intuit TurboTax Company Information
- Company Name:
- Intuit - TurboTax
- Website:
- turbotax.intuit.com
