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Intuit TurboTax Reviews

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Edited by: Tammy Burns

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
Pros
  • Free audit support
  • Spanish-language service available
Cons
  • No in-person locations
  • State return extra

Intuit TurboTax Reviews

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    Price

    Reviewed March 3, 2016

    Filed my taxes with TurboTax online. Made a simple mistake of putting in wrong digits for direct deposit of my refund. Now paying 130$ out of my return to have some company I never heard of to send me a mailed check of my return. Will never ever use this company again for my tax return. Thanks for showing your true colors. Never thought a digit out of place would cost me 130$... Thanks for the ripoff.

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    Eric increased rating by 1 star.
    Customer ServicePriceOnline & App
    After a positive interaction with Intuit TurboTax, Eric increased their star rating on March 5, 2016.

    Updated review: March 5, 2016

    UPDATE: I received a call from a customer service representative in response to my complaint, and was issued a full credit for the online software as requested. This is appreciated.

    I would still recommend that Intuit revises its marketing strategy to make clear what the differences in their products are, UP FRONT so that you don't find out after going down the long path of frustration. A clear policy of upgrading and changing product would be a plus as well. It should not have gotten to this complaint level after several unpleasant calls, but I appreciate that they have resolved it to satisfaction. The download product is still excellent.

    Original Review: March 2, 2016

    I have two areas of serious complaint with Intuit's new online product and its poor customer service: the online TurboTax products are very limited compared to the traditional download version (but they don't tell you this upfront); and Intuit is unwilling to accommodate a customer who unwittingly buys the online version (thinking it will do what TurboTax has always done), offers to pay for the difference, and is told to buy a whole new product. I have used TurboTax happily for over 20 years, and the disk/download version is a solid product. TurboTax does not tell you how different and limited the new online version is, unless you deep dive into their website to parse out the details.

    For a long time veteran, it is easy to assume that it will be the same experience. The differences are significant: No form based entry or review - it is all a linear interview input, limited to ONE tax return only, and they charge extra for state and e-filing, so it is actually quite a bit more expensive just to do one return than the download version which includes free e-files and allows up to 5 different returns. They don't warn you about this as you go into their purchase routine.

    You cannot save alternative scenarios of your return to analyze the best strategy calmly, as it only allows one file in motion. I like to look at them side by side, and tweak the files along the way. Its default is saving as PDF, and you have to hunt for a way to save a tax file format. The problem is that you cannot review the tax file format once it has been submitted, or confirm that it is what you need for the next year's upload. You cannot open it on your laptop after sending it, since you don't have the program on the laptop. I have wasted countless hours trying to do what I have always done in 40 minutes or so, and still don't have the solution.

    This all being said, I called Intuit within a day of using the online version, to request the option to pay the additional fee for the download ($59 vs $79), essentially asking that they credit what I had already spent on the online version. The website clearly states the guarantee of "Try it and money back if not satisfied". In this case, I was not even asking for my money back, but offering to spend MORE money for what I thought I was getting in the first place. I was told that this is "NOT POSSIBLE" (Since when is something as simple as making a long term customer with a legitimate complaint not possible?).

    I asked to talk to a manager, waited 10 minutes on the phone, and spoke to a manager who also said it is not possible. The only option is to BUY the download software (adding $60 to the $80 already spent for online plus state plus e-file). Avoid the online version, and shame on Intuit for its poor judgment in handling what will likely be a very large constituency of unhappy veteran customers. This was customer complaint case # **.

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    Customer ServicePrice

    Reviewed March 2, 2016

    I used them for the first time to file my taxes. In the past I have used a personal tax company to file my taxes but thought I heard many people tell me TurboTax was free. Not at all free. I thought and agreed to pay $100 plus taxes for their service and I thought that was because I had a mortgage now. I thought it would be easy to do the direct deposit option (not knowing it would cost even more) but found out that there was money missing from the deposit.

    I called TurboTax (which they don't make easy to contact them) to see what the mistake was. They made me wait for 20 minutes, plus once I was on with a Rep they constantly put me on hold for long periods of time. Finally they said these are additional fees and taxes that added up to an additional $50+ dollars. Shouldn't you tell that to your customer at the beginning, instead of behind their back? If you want to throw away your tax refund use this terrible company who takes advantage of their customers!

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    Price

    Reviewed March 1, 2016

    I filed my return with TurboTax. First of all, they charged me a $34.95 bank fee which wasn't disclosed until the end of the process (after you're already invested in the whole process). But apparently, I transposed two numbers for my direct deposit bank account. I called the IRS and they said it can take up to 3 weeks. So I thought the bank was holding those funds (because it had been longer than 3 weeks). The bank could verify that it was an invalid bank account number and that they returned the funds to Tax Products Group (AKA TurboTax) the day after it was supposed to hit my account. So they've been holding my money all this time, even though it was returned to them immediately.

    Then, TurboTax is saying it'll take another 3-6 weeks to process a check and they're going to charge me another $150 because "THEY" have to issue the check. Screw this. I'm so pissed. I already gave TurboTax almost $200 for my return. Now they're going to charge me additional money and hold my refund longer. I should have just mailed it in.

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    Reviewed March 1, 2016

    I used Intuit - TurboTax online to E-File this year instead of HR-Block. Out of curiosity I also did a mock entry with HR-Block online service. The results were staggering!! TurboTax upgraded my service from FREE by demand to a service that was $91 compared to HR-Block's $57 and my total returns (Federal & State) were $600 + less using Turbo. Luckily, I'll go back to HR-Block next year and regain my losses. Turbo's blow & co$t you dearly.

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    Reviewed March 1, 2016

    I've been using TurboTax software for years. I usually purchase at the big warehouse store. This year I went online through the TurboTax website. I only needed the deluxe version because I own a home and take a few simple deductions. All throughout the process of filing, the software pushes Audit defense and other products continually.

    When I reached the filing stage they hit me with the fee for the software needed to file the federal, a separate fee access software for the state and then after all that, they hit me with an additional fee to file it electronically because there was a refund. Which by the way is the software they push to sell you on during the whole process. I tried to just print out the forms so I could mail them in for FREE. Nope, can't do it. They want their fees! Very disappointed in what this product has become. I used to recommend them to everyone to save money but for this price on a simple return, I'd rather pay H&R Block at my local Walmart. Goodbye TurboTax.

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    Reviewed Feb. 29, 2016

    For the past numerous years I have been using Turbotax online and being charged for it. I thought it was because I had deductions. Come to find out they have been using the EZ form and not any of my deductions for my taxes and charging me a fee. I am now trying to get my taxes amended, what a pain that is. Needless to say I will not be using them next year.

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    Sales & Marketing

    Reviewed Feb. 29, 2016

    2015 was the first time I filed on the internet. I've always done it on paper before. Turbo boldly promotes a free edition of federal and state filing so I tried it. My taxes are simple. No dependents no deductions just the standard deduction. It took about an hour and fifteen minutes to complete it. Throughout the time they would suggest I upgrade to a deluxe edition, which I declined and always chose the free edition. At the end they said I had to upgrade to view and print my completed taxes. They were misleading and lied and screwed me over. They should be fined for false advertising. I ended up doing my taxes on paper and again lost faith in some of our businesses. If youre looking for a free edition to file don't trust TurboTax.

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    Customer ServiceStaffProcess

    Reviewed Feb. 26, 2016

    I am a small Chapter S Corporation and I have been using TurboTax for several years, happy with the process... up until this year that is. I use TurboTax Business to process my S Corp but then take the K-1 output to use as input into my personal taxes for which I use the Home & Business TurboTax. Here's the issue: I began my tax preparation at the end of January of this year, everything was going well... up until it was time to move to my state taxes and as is always the case at that point, I am prompted to purchase my state business tax forms. Upon reaching the state tax form purchase pop-up window I was told that the forms were not yet ready and I was given a future date of Feb 18th at which time they would be ready.

    I tried back on the 18th only to be told that the date was now the 24th... and then on the 24th I went ballistic. I tried contacting Intuit and spent a whole 3 1/2 hours on the phone with various agents trying to resolve the issue and to find out what was happening. Without those forms I cannot complete my Federal and State corporate taxes and I will be fined a $200 penalty at the federal level... I don't know what the penalty will be at the state level. One of the agents told me that the forms were available and that she suspected that the problem was with my version of the software (I bought it new at my local Best Buy). She recommended that I speak with Intuit's tech services and get them to send me a new version of the tax software. But instead of putting me through to Tech Support she threw my call back into the queue for a regular agent... and there I waited another hour just to find out that the first agent was wrong.

    By this time I was so angry that I was turning red. No accountability with Intuit, no integrity, only misinformation and a gross lack of concern for my situation. As of today... the day on which the state forms were supposed to be ready... again they have pushed the date out now to March 4th. I highly doubt this is accurate, based on their track record. I have no idea how to proceed. I will be hit with penalties for not having my Corp Taxes filed by March 15th. Here's my advice: DO NOT EVER USE INTUIT/TURBOTAX!

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    Customer Service

    Reviewed Feb. 26, 2016

    I am an extremely dissatisfied customer. I filed my taxes with TurboTax January 18th, was approved the 19th. I received an Identification Verification form from the IRS on the 12th, was verified IN PERSON at the IRS office the next day. On Where's My Refund my refund was accepted by the IRS and I was given a direct deposit date of February 24th. I was excited because I was finally out of the woods... NOT. I checked my account this morning to find that no refund was there, not because of the IRS, but because the local bank that TurboTax used has taken it upon themselves to HIJACK my refund and "hold" my money. I have called this company twice and have waited for over an hour TWICE for someone to answer the phone. I do not wish nor will I pay for this unwarranted "service". If the IRS' verification of my face and ID wasn't sufficient I don't know what is.

    While I was on hold I researched your company online and found COUNTLESS instances of Santa Barbara Bank holding consumers' refunds to accrue fees and interest. This is illegal and entirely unethical. I am at my wit's end with this already tedious process and if I am accessed any fees outside of my already agreed upon fee for TurboTax and fund transfer, I will move forward with litigation. I agreed to you transferring my funds to my Bank, USAA on behalf of TurboTax, but because of this and your company's awful reputation I will no longer use TurboTax because they failed to do their research. I would never agree to a local bank that I have never heard of "holding" my refund for my protection. This is extremely upsetting and I do not want anyone else to experience this horrific service.

    I forwarding this correspondence along with countless complaints and claims of scams located on any online search, to California's Better Business Bureau, Attorney General's Office, Consumer Financial Protection Bureau, TurboTax and the IRS. I will also create a detailed complaint and post it to every complaint board I can find. I am currently trying to call your company and I have been on hold for 45 minutes already. I will utilize the time that your company is using to not answer the phone, to warn other consumers.

    I will make it my business to make sure that as many people as possible know not to use your "bank" for any service. You DO NOT have my permission to ''HOLD" my money. I verified my identity at 6 AM EST. Now, I regret sending my identification to such a untrustworthy company. Release my money immediately. This company is claiming to protect against fraud as commit fraud themselves. I am expecting a swift and professional resolution or I will be sure that this company regrets dearly choosing to hold my little $1,363 refund hostage.

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    Customer ServiceProcess

    Reviewed Feb. 25, 2016

    Filed taxes with TurboTax, stated the IRS deposited my money 4 weeks ago. Called TurboTax asking why it wasn't deposited. They told me to call the IRS. I called the IRS and the IRS stated that the money has been deposited into a TurboTax bank (Santa Barbara) and that bank should deposit my refund to me... They told me to call that bank. I tried. Called 4 times with no response. WHERE IS MY MONEY? How come TurboTax didn't tell me the process in which it takes an extra 6 weeks to get my money if I ever do?

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    Reliability

    Reviewed Feb. 25, 2016

    Well I have used TurboTax in the past with good results, minus the hidden fees. This year I filed my 2015 taxes and TurboTax said the IRS had accepted the taxes and all was good... NOT! I waited the 21 days and still no direct deposit. Called the IRS which was 1-800-829-1040 options 1, 2, 2, 4 and 1. After 35 mins, come to find out my taxes have been rejected / on hold and that I will be receiving a 12C tax form in the mail. Once all the documents which the IRS is requesting has been sent it will take 2 weeks to process the forms. Once the forms have been processed and approved it will take up to 6 weeks to get my money...

    TurboTax will not help me because I filed on-line and did not buy the CD version from the store. People read the fine print!!! TurboTax will not stand behind you if you do not purchase the CD and I would not even trust that. Now I am out 110.00 or so just so I can re-file my taxes again on my own and wait 8 weeks for my money. I cannot believe I was stupid enough to give them money at all. I will never use TurboTax again. Very unreliable...

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    Reviewed Feb. 24, 2016

    Going on 15 years, varied financial and social situations and still no problems and no errors. We have total confidence in this system. Have your records ready and do your homework. Garbage in = garbage out. If you remember this, you're in good shape with Turbo Tax. As long as you've kept records and have all the required paperwork you'll have no problem. Live assistance is available 23/7, you can pause or stop at any time, then continue. The live and/or online support is always there. Security is intensive. As far as we know, we've never been hacked. If/when it's needed, live support is something you can count on.

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    Coverage

    Reviewed Feb. 24, 2016

    Very easy to do and verified their accuracy with what I thought was the correct information. Living overseas brings up many extra tax headaches but TurboTax covered almost all of them with ease. Just plain simple language with a more personal touch. I felt secure using this software being the reputation of TurboTax. Lacking in certain forms for overseas persons but there are so many. Would be nice to have special tax software for this. There are 8.1 million of us expats overseas!

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    Installation & Setup

    Reviewed Feb. 24, 2016

    I can't make sense why I paid almost $6,000.00 in taxes (including property taxes) and only get a return of $1,600.00 including my State tax! Some of the instructions can be confusing, for example, I could not find a block where I could enter information about the Form 1095-B.

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    Reviewed Feb. 24, 2016

    It does not know your specific situations and it cannot ask questions you have only in a format of form numbers. Saves time, does give information regarding errors and just points out what you owe and not what they owe you. Easy for anyone who understands the languages available. Very good and it does not matter where you log on from any device. It remembers only certain specifications of your prior year return. You need to research your specific needs in order to get the help you need.

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    Reviewed Feb. 24, 2016

    Contains all pertinent forms and schedules. Correctly asked for and applied LEO retirement exemption. Compares favorably with tax services. A little bit cumbersome to return to a specific form or line, though. Returns securely and successfully transmitted. A major flaw in last year's business return software was the inability to electronically file a State return as required by State Law. TurboTax did not disclose this prior to my purchasing the software and did not provide this service until the 11th hour, 59th minute of the return being due.

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    PriceEase of Use

    Reviewed Feb. 24, 2016

    Ease of use, simple questions. Cheap, affordable. Everything's laid out for you. Never had any problems with security. Secure but Intuit are greedy underhanding slimeballs for making you pay for something you didn't ask for. They advertise free but without your consent or knowing stick you with 40 dollar charge for audit alert membership with another business that you didn't not ask for or want. But you had no choice if you wanted to file your taxes electronically or start over. Just another greedy company who don't care for their customers just their investors.

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    Customer ServicePrice

    Reviewed Feb. 24, 2016

    Sometimes confusing where some info should go. Pretty good for taxes. Like using but very, very upset about how to pay for state filing. Very sneaky to charge $39.99 to pay for efile from refund. What is this??? I have to pay for efiling? I tried to use credit card but continuously got error that the site was unavailable so I have to call. I called and it took 25 minutes to get through, then I have to give serial numbers and get codes and back for forth for another 10 minutes JUST TO PAY! Really is this worth it!? Left a very bad feeling about trickery by Turbotax.

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    Price

    Reviewed Feb. 24, 2016

    I have never found a problem that they had not fixed and never (well lets not jinx it) :-)). It is overpriced. Each year the same product lacks less features causing the user to buy the higher priced version (Deluxe --> Premium for example). Having the ability to have the corporation input the data instead of me hand entering it is a very big plus. Navigate could be a lot better, but it is doable. Never had a problem that I am aware of to affect me. I do wished that Intuit had not purchased Tax Edge and then folded most of it into TT. Tax Edge had done very well with their software. Most of TT is from Tax Edge.

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    Ease of Use

    Reviewed Feb. 24, 2016

    Difficult to know exactly where the problems occurred because little is visible on the computations. TurboTax had me paying far more tax than H&R Block and compared to previous years. TurboTax reduced the features for 2014 while call the product the same and pricing it the same as previous years. It isn't hard to use. The results are just wrong! Read where TurboTax had been hacked. We had used it in previous years and then suffered ID problems. Someone had already gotten a refund using one of our SSNs. TurboTax sent an email promising a $25 refund if we purchase the 2014 product. We did. They denied our refund when we tried to get it.

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    PriceEase of Use

    Reviewed Feb. 24, 2016

    Have used TurboTax for more than 35 years except for the one year it would not load to Windows version I had. Have never experienced an error on either mine or any family member's return. The value has dropped as they cut the number of e-filings allowed while continuing to raise the price, on the premier version. Ease of use is good, but questions not always easily answered when it comes to rental property and IRAs. Stocks have not presented unusual problems. Always check encryption lock prior to transmission. The rest I must print out and ask family members to snail mail, so have experienced no security issue. Reconsider limits on the number of times e-files can be used. Not all families are limited to three filers.

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    Price

    Reviewed Feb. 24, 2016

    I have no reason to think it's not accurate. I have a home business so I use the Home & Office version. I started using it 2 years ago. That year and last year they had a deal where up to $9,000 of refund could be taken in the form of an Amazon gift card for 110% of the amount. The 10% bonus far exceeded the cost of the software, so in effect they were paying me to use it. This year they no longer offer the Amazon option. Since they already had my data from last year, which minimizes data entry, and since I was used to the software, I figured it was worth paying for. Otherwise I would have explored other options. Some of their instructions on what to enter could have been clearer but all in all it was pretty clear. I haven't had any problems with security (knock on wood).

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    Customer ServiceInstallation & SetupStaff

    Reviewed Feb. 24, 2016

    I had some complicated investments profits and losses but when I called TurboTax customer service for help their representative walked me through the various entries, and spent almost an hour on the phone with me at no additional charges. Saves me many hours trying to compute the right numbers and entering them in the correct places. The questions guide you through the information needed on the forms and vastly simplify complicated instructions. Once you initially set up an account (for free) and choose a strong password you can securely access your records year after year. I have used TurboTax exclusively for many years, since it was only available on disk, and now available online. I find that even as the tax code becomes more complex, TurboTax's software becomes easier to use.

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    Customer ServicePunctuality & Speed

    Reviewed Feb. 24, 2016

    Common schedules not available, difficult to override the system. Zero support available except in chat rooms from other clueless taxpayers. Software would be adequate if there was even rudimentary customer service. In the past Turbotax processed my refund promptly. However, this year I had to use the Taxpayer Advocate to track down my return. Still have not received it from TurboTax. Today alone I have been on three separate 45-minute holds because there is no way to reach customer service or track down the missing money. Never had good customer service, now it's non-existent. No customer service so no way to get questions answered accurately. Horrible, as far as I can tell they have no tracking software. I'm in the process of taking them to court to get my refund, which the IRS sent to Green Dot bank over a week ago.

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    Reviewed Feb. 24, 2016

    Able to get a brief explanation of the tax law. I understand they have someone adding the tax briefs but they are not in-depth. It is like paying for a luxury car but only getting Honda. There two modes where they guide you or manual. You review what you want and the software chimes in where needed. I have used this software for years and feel it has gotten more complicated over the years. They have had some security breaks but who has not. Security of information is not high on corporate America list. I have worked for the IRS and every year during our yearly tax update, HR Block was on the watch list including other tax companies. Never once was TurboTax discussed. Having worked in the tax industry - I feel TurboTax is one of the better ones. You do have to read the tax briefs because it will allow you to file items you are not allowed.

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    Customer Service

    Reviewed Feb. 24, 2016

    My daughter is a forensic accountant and I did not want to bother her with my "simple" taxes. I used TurboTax Premier and she said it was 75% to 80% accurate. She could have easily found me more deductions. Did not really go into items where I could have gotten deductions. I had to know how to calculate many things that TurboTax should have computed for me. On unusual tax items had to contact Intuit for assistance - this was a nightmare. Spoke with 3 representative until connected to someone that was able to assist me. Hope the security is good. I believe my Apple computer has good security, do not know from Intuit's end. Bought Intuit TurboTax Premier from BJ's for $55.00. My daughter is an accountant and said that for a simple tax return an accountant gets $125.00. TurboTax Premier was not totally user friendly, do not know about security. Customer service was horrendous.

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    Customer ServiceStaffEase of Use

    Reviewed Feb. 24, 2016

    Turbo Tax continuously updates its programming to stay on top of any and all updates and/or changes to tax laws and policies. Its programming prompts the user to check for updates several times during use, to ensure the end user can take advantage of any last-minute changes. Turbo Tax offers free tax guidance and helped me when the IRS so-called customer service blew me off. The Intuit tax expert I spoke to helped me with an update that saved me thousands of dollars. No one could have asked for better. Turbo Tax offers two options... step-by-step prompts or 'do it yourself.' I normally use the prompt option, but find it quite convenient to go step-by-step to check my own work, as I can go instantly to any specific form and item number for review or correction. Turbo Tax is intuitive and very user friendly.

    Intuit utilizes the highest level of security algorithms available in processing all tax returns for online routing, transferring, and review. I've never encountered any problem in this area (having been with time since they first released their product). Their guarantees are ironclad and I have full faith and confidence in this regard. I was unable to answer a tax question I had and went to the IRS web page... It failed and referred me to the IRS Customer Service number. I was absolutely astounded when told by the IRS representative, "We do not have a staff person available to answer your specific question, please go to our website." It accomplished nothing to advise this person that it was their own website that told me to call them. She simply repeated her statement.

    Rejected and with $26K in the balance, I called Intuit Customer Service. A tax expert employed by them returned my call and in less than three minutes had me accomplish an update that came out after release of that year's Turbo Tax that I was unaware of. I was able to properly account for my charitable contribution and reap the quite generous tax refund I was entitled to! I will NEVER leave Intuit Turbo Tax!

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    Customer ServiceInstallation & SetupStaff

    Reviewed Feb. 24, 2016

    The help files are NOT accurate because they are verbatim from the IRS books and do not address the SOFTWARE issues. I am not the only consumer who looks to their help files for help with their SOFTWARE, but they give almost no help in the software. Therefore, the software cannot be accurate because the user does not know if the software was accurately used for the specific question they didn't answer. Even the telephone technical support people have been of no help. Twice now I have paid to have H&R Block do my taxes because of insufficient help in this software's help files AND unknowledgeable technical support people.

    Relatively easy with the step-by-step instructions, but many of the questions give no indication that a later question/page will want you to exclude a subtotal from the earlier page. Therefore, I have had to go back, deduct the amount, then put it in the subsequent page. It seems too easy for email to be trapped or lost. There is no telephone method (even if it is automated) to get a personal ID number. TWICE, I called Intuit's technical support for SOFTWARE help. TWICE I was told I had to contact the other people for TAX SUPPORT. I told them - both times - that I KNOW the TAX information, I just need to know how to get it into your software. They BOTH insisted I call the tax support people. And BOTH TIMES, the TAX people said they cannot help me because it is a SOFTWARE support question... and I got no help, wasted two plus hours, and just paid H&R Block to do my taxes.

    As far as I am concerned, I merely wasted my money getting TurboTax software. Ultimately, I gave the software to my niece who filed a 1040EZ (i.e. no questions, just fill-in-the-blank) because she wanted a typed copy to send instead of handwriting it, which she was fully aware of how to do WITHOUT the software.

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    Price

    Reviewed Feb. 24, 2016

    They download my investment information directly from Vanguard. The cost is a fraction of what I used to pay an accountant to use the same software. They auto fill all the information from the previous year so it saves a lot of time. They have added more safety steps in the process to prevent the problem they had last year. I have been using them for ten years and my CPA used them prior to that and I have never had an issue.

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    Customer ServiceStaff

    Reviewed Feb. 23, 2016

    TurboTax has issues in 2016 with allowing you to use a Mac computer to run the program. It would not take payment for the state e-filing "because we were using a Mac computer"! The first time I called, I was put on hold for 2 hours and 20 minutes and was transferred a total of 4 times. Finally got through and got a code to enter. Then I called for my second filing for my daughter's taxes and they tried to have me pay more than the $19.99 fee because they didn't have the correct code. Put on hold again, person helping me was extremely rude - (Vanita), said I could pay the higher amount or she would put me on hold to see if she could find someone that knew the right code. No one ever returned to the call. I will never use TurboTax again.

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    Verified purchase

    Reviewed Feb. 23, 2016

    Be careful when paying Intuit for the TurboTax service. When you are ready to file notice that the MAX Assist & Defend option is the default setting and if you miss that and then click the next button to pay you will be charged an additional fee of $59.99. My total was $184.05 for the Home and Business plus the state version. In five seconds, I realized I made a mistake but to no avail, Intuit had my money and appeals did not work and were a waste of time. This is the Intuit policy: "Once you've confirmed and paid for the service, we are unable to offer a refund." The payment step is one of two places in the entire software package that cannot be corrected. For most people MAX Assist & Defend is not needed and a waste of money. Intuit got an extra $60 from me but in the process but lost my trust and my willingness to recommend their service. I have used the TurboTax service since 1994 when Intuit acquired Parsons Technology for $64 million.

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    Reviewed Feb. 23, 2016

    I have been a TurboTax user for years and have always been pleased. Easy features, pulls prior year info over, etc. Well this year I had many deductions so purchased the upgraded additions, offered the option to deduct it from my return, bonus easy enough! Then at time of filing that was an additional charge for this service. OK, anything not to put my credit card info online. Well here is where the trauma/drama begins. TurboTax uses a 3rd party and made the mistake of not reading every word of their disclosure. When my info from last year pulled over, it dropped the last 3 digits off my account number. As of today 2/23/2016 Santa Barbara Tax Preparer Group has had my refund for over two weeks and will not release it. After uploaded them my drivers license twice, verifying they have it they are now requesting I fax my drivers license. I have found hundreds of other having the same issues.

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    Customer ServicePunctuality & SpeedStaffProcess

    Reviewed Feb. 23, 2016

    I've been using TurboTax for many years. I've never had an issue until now. This is my first year having them take the fees out of my refund. What a mistake! I went through the whole process of doing my Federal and State. Get all the way through the process and it tells me I can't E-file my state and I have to mail it in. Then I have to wait 6 wks for a refund! I don't want to wait 6 weeks and after spending a lot of time late at night on a Friday night, I was tired and just figured I'd contact them Monday when they are open. No biggie right? So, come to find out, the issue is TurboTax didn't get the business code on the 1040 right. My Federal shouldn't even been submitted seeing as that right there raises my chances of getting audited. It was a simple fix BUT there was no way for me to fix this. It wouldn't let me change the code on the State taxes either!

    So, forget it, I just went on my state's website and redid my state taxes with the proper code. E-file accepted! FOR FREE! Now TurboTax should refund my state fees 34.99! They absolutely refuse since I submitted everything. With any NORMAL company we are allowed to cancel our order and receive a refund if the product is not what we wanted. NOT THEM! If I used PayPal or a credit card I would've gotten a refund but again TurboTax refused and then the customer service rep was completely argumentative. Then the supposed President calls me and she was just as ignorant and argumentative. So that's fine. I will make sure I NEVER use this company for anything ever again. Neither will my husband or my 2 children. They chose to lose 4 customers over a lousy 34.99. I also put a post on Facebook and there's another 400 people that saw my post. Not to mention the people they told! What a horrible money hungry company!

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    Customer ServicePunctuality & SpeedStaff

    Reviewed Feb. 23, 2016

    I have used TurboTax several times before. Thus far this year, our return has been rejected 8 - you see that, 8 times. First it was the wrong PIN for me. Funny... I wrote it down as it showed up on the screen. Then it was my husband's PIN they said was wrong. Next, they said since I put my name first instead of his they couldn't take it since last year his name was first. (WTH?) Then they said it had been accepted and since it was accepted with my name first they couldn't fix it. I spent half an hour last night with a rep and she ended up telling me to wait till this morning "to let the system catch up". Well, no change today.

    I'm still on hold since the customer service rep can't figure out what's going on. Yeah, I could do her job as well as she does for all the help I've been given so far. I've wasted $67 and now it looks like I'm going to have to file via snail mail and wait the 6-12 weeks I didn't want to wait this year since we need the money we're getting back. What a crock. I will never patronize TurboTax again. They take your money quickly enough but if there's a problem you're out of luck. I wouldn't recommend them to anyone!

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    Customer ServiceStaff

    Reviewed Feb. 22, 2016

    Filed my 2015 return. Yesterday 3 weeks later I receive a letter from the IRS saying that they needed form 2651 which should have been sent when I filed. I called TurboTax yesterday. After 2 hours on the phone they sent me to another group (Tax Analyst). This morning I get this from them "I am sorry but I am not sure what the issue is. Accuracy Guarantee claims are for when and if you receive a letter from the IRS in which you were audited and incurred penalties/or interest charges. Have you received such a letter that shows penalties incurred?"

    In the email there is no contact info to help me get this resolved. So I had to start at square 1 again. Called again. Told them that the customer service from yesterday sent me to another group with a new number and they closed out my issue. After all was said and done. The new customer service agent was able to get me my forms easily. My concern with Turbo Tax is that their software is not sending out the needed forms to the IRS. They should have sent the 6251 form in my case due to the chance of me having to pay AMT tax. Turbo Tax software did not. Then when informing their customer service of the glitch they did nothing to resolve the problem, just helped me get the forms they should have sent in the first place.

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    Sales & Marketing

    Reviewed Feb. 22, 2016

    Like other posts I've seen, I feel swindled by the Intuit packaging gimmicks. I bought a bundled version of Turbotax Deluxe and Quicken 2016. I don't have complicated taxes. I bought the deluxe version because it supposed to come with State taxes. I was extremely disappointed to discover that the bundled Deluxe version I bought does NOT include State tax preparation. I have download that and pay an extra $40. I must say, it is a very well played Bait & Switch tactic with the name and packaging. You have to look at the boxes and descriptions very closely to see the switch between the regular and the bundled version. Maybe next year I'll just download the forms and do everything by hand again.

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    Customer ServicePunctuality & SpeedStaff

    Reviewed Feb. 20, 2016

    Filed my taxes with TT as I have done for the last 12 years (without incident). Received an email from TT stating, "Your refund is on its way. You will see your direct deposit within the next business day". 4 days later = NOTHING. Contact the IRS whom states my refund has been funded (3 days ago). Contacted SBTPG based on the information in the email from TT. I was routed to 3 different 800 #'s via an automated system. To finally get my call dropped 3 times and then to sit on hold for over 2.5 hours with no one ever picking up the call.

    Went online to TT to see who SBTPG was and if others had issues with this organization. I found a link to the SBTPG website in which I logged in providing my SS#, refund amount and filing status. It then prompts a pop up message that says "Due to suspicious activity your account has been put on hold. Fax a copy of your driver's license/passport and we will review your documents within 7 business day". Whaaat? My "account"? I don't even know who these people are and you want me to fax what? Where?

    So, I contacted TT this AM for the agent to tell me she had no idea whom SBTPG was and this appeared to be very suspicious as they do not show my account being ever being put on hold. After almost an hour and her supervisor stepping in they tell me this appears to be the Santa Barbara bank. They have nothing to do with this issue and that I need to try and contact them really? "Isn't this your vendor," I ask. They reply, "yes." "So, ME (your customer) has to contact YOUR vendor to find out why my refund hasn't been deposited as YOU stated it would be?" She then proceeds to tell me that since my refund is so large there are controls to verify identities to prevent fraudulent claims. Hmmmmm. So the ONLY fraudulent activity in my mind at this point is the fact that the IRS funded my refund 4 days ago (as of today).

    The TT vendor SBTPG has my refund and now for potentially another 7 business days as they "verify my identity"? This from a customer that has used TT for 12 years, depositing my refunds into the same bank account? And, why wasn't this verification done prior to the IRS funding my refund. Who's making money here? Can you say - FRAUD!!! Very disappointed with TT as they just lost a very faithful customer.

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    Customer ServicePunctuality & SpeedStaff

    Reviewed Feb. 20, 2016

    I have been using TurboTax for a number of years. This year I did my return using their Deluxe version. I completed both returns without any issues and filed both state and federal without any apparent problems other than constantly being bombarded for upgrades that I did not need. Both returns were accepted promptly. I received my stated refund in about 10 days. I kept checking on my federal return and after 4 weeks was finally notified that my federal refund check was being mailed to me next week. What the Heck - I had completed my return requesting Direct Deposit which I got on my state return. I printed a hard copy of my Federal Return and there "x"s through all account and routing numbers.

    After a little research I discovered this was a big problem with TurboTax in 2014 and I guess it carried over. Several calls to Customer Service failed to resolve the issue. They were rude, incompetent and a total waste of time (They deserve less than 1 star). At this point it would have been quicker to file a paper return through snail mail. I will be using someone other than TurboTax next year!

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    Customer ServicePunctuality & SpeedStaff

    Reviewed Feb. 20, 2016

    We are not sure what happened because tax support absolutely refused to help us or answer any of our questions, but we received an alarming email from TurboTax stating that our account had been accessed from a computer in California. It went on to say... "If this doesn't sound right please contact us." That's exactly what we did, but the man must not have understood, but I can't speak for his mind, but he didn't respond the way someone who understood would. He just kept trying to sell us a security package. My husband said "No thanks. You guys texted us so what's the problem?" The man became irate and hung up the phone!

    Needless to say this highly alarmed me because for all I know he could be the one trying to steal our taxes! So I called back and he also got rude with me. I told him he has to tell us who accessed our account because that's his job, and he told me to shut the ** up! I told him I'm calling the FTC, but it's late Friday and now I'm just stuck wondering if someone stole my money! Completely unprofessional and incompetent! Is it even legal for a business to do that when it comes to the IRS? This is a sensitive area to be playing with people’s money!!!

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    Customer ServiceStaff

    Reviewed Feb. 20, 2016

    My wife and I did our 2014 taxes with them last year and it work out so we decided to do 2015 as well. We used their website and as we finished up we noted the price which was supposed to be free. It started at 34.99 which we were ok with and then they add another 36.99 for state tax filing. At that point we just decided to pay it and wanted it to come out of refund. Then they were trying to auto tack on another 39.99 for "TurboTax Premium Bundle Services With Refund Transfer"! Total became $111 and some change...

    We found out that was the transfer fee for paying with the refund. We unchecked that box and instead decided to pay with a debit card. It wasn't on the summary but we ended up getting charged for it anyway. I called and was on hold about 20 or more minutes. After speaking to level 1, I finally got a supervisor and he outright refused to refund it saying it was our mistake. He refused to let me speak to their advisors. If I wanted to pay that extra fee I most certainly would have used the refund to pay it. What an awful experience with their terrible services. I will not use them in the future.

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    Customer ServiceStaff

    Reviewed Feb. 18, 2016

    I purchased Intuit Turbo Tax Premier Disc edition and installed it on my Apple Mac with the latest operating system. Turbo Tax Premier presented problems with my state filing. I was unable to file my federal taxes and had the rejected multiple times because Intuit recognizes a five digit electronic filing pin code and IRS sent me a six digit IP Pin code. Even upon my obtaining a five digit code my federal forms were rejected for electronic filing. I got an assist number from Turbo Tax and phoned many times providing my information with no return calls. When I spoke with a representative about my problems with state filing they were courteous, but not helpful. If my daughter were not an accountant and able to correct the problems and have me file by mail because Turbo Tax would not enable me to file electronically, my problem would not have been resolved. IRS is aware of the problem and advised me that Turbo Tax should have been able to assist me.

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    Customer ServicePunctuality & SpeedStaff

    Reviewed Feb. 17, 2016

    After using TurboTax for a number of years and preparing the return, as usual, I discovered that because my entire 2015 income came from Social Security, no federal or state filing is required. TurboTax still billed me $29.99 for doing nothing. After trying several phone numbers, all of which either no longer respond, or are disconnected, I eventually reached a Tech support representative. He promised I would receive a refund and it would appear on my bank statement. This never happened. After using my online bank statement, I was able to find a Customer Support number. I was told they would call me back, which never happened. Whether I need to ever do a future filing, TurboTax will never again get my business.

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    Reviewed Feb. 16, 2016

    I filed using the free file 2015 edition of Intuit TurboTax for my taxes this year. It is essentially just a portal to try and sell you on their other products. It is an extremely drawn out process with constant attempts to sell you on the "upgrades". The worst part was when I tried to access my previous returns it would not even let me pay to get the plus edition. The help center was awful and kept running me in circles to the same options which it would subsequently not let me choose. Do yourself a favor and use one of the other various free tax services. Tax Slayer allowed me to access my previous returns at no cost and hassle free.

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    Customer ServiceSales & Marketing

    Reviewed Feb. 16, 2016

    I have been using Turbo Tax free addition for at least 15 years without any problems until last year. Our tax situation has been the exact same for the last 10-12 years. They tried to stick it to me last year with their fees at the end, but I called and got them waved. I've seen at least 50 Ads on TV the last few weeks from Turbo Tax claiming to file for free, and we mean "0". Well folks you better hold on to your wallet because like a fool I started my return online 2 days ago and they have already tried to hose me out of 69.98 for an upgrade to Deluxe edition and for E-file. I DON'T THINK SO!! I would rather pay a local tax guy 500.00 before I will give these crooks one red cent. People save yourself some time, aggravation and money and find another place to get you taxes done. I'm done with Intuit my bank account. Peace out.

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    Customer ServiceStaff

    Reviewed Feb. 15, 2016

    Tim customer Service was very rude to me. He could not download the product on my desktop because he said I have 3 accounts. I asked can you please help me and consolidated this accounts or create a new one so I can have my desktop downloaded? He refused. I asked for his supervisor's name. He said is Arlene but she was gone for the day. I called 1-888-777-3066 at 6:20. Was on the phone for 20 minutes and my issue was not resolved. I ended up paying $15.00 to have express ship to me. TurboTax should reimburse the extra $15 I spend because of their inefficiency to help me with a desktop download.

    I am very upset. I've been a faithful TurboTax Customer since I can remember well, I am going to your competitor next year. Thanks for nothing. I am not adding a receipt because my credit card got charged twice for the same transaction and it all happened over the phone. I paid 159 twice for a 2013 business TurboTax software. I DEMAND A REIMBURSEMENT.

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    Reviewed Feb. 15, 2016

    After using TurboTax for 18 or more years with no issues, I now find myself very unhappy about trying to print my returns offline to have hard copies for my records. It seems there is a riff between Apple and Intuit regarding protected library print codes beginning back in 2014 as stated by a Forbes article in a Google search. Is anyone else having problems printing hard copy returns using Turbo Deluxe from their Mac? It has become a real headache for myself and family for we need copies for mailing in returns and other reasons. I no longer feel Turbo is right for me after being happy for all these years. I hope a fix can be done before I switch.

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    Reviewed Feb. 14, 2016

    TurboTax: When I log into your website, all I want to do is buy and download your software for 2015. Why are you making it so hard to BUY your software? I don't want to start it online.

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    Customer Service

    Reviewed Feb. 14, 2016

    I've been filing tax returns via TurboTax online services for over 10 years. I file my own and help 7-10 others every year. This year, my 22 year-old niece filed for the first time. Brand new account created with her email, etc. Near the end of the filing, the system deleted the entire return. She redid the entire return and filed successfully. She deposited the refund into her mother's savings account.

    Her mother logged into TurboTax today to file, and her information was deleted. A completely separate account - now contains her daughter's return. Two accounts, both link to her daughter's return. TurboTax blamed the user until they had to admit otherwise. 2 hrs on the phone. Zero answers. Never again. I've heard more excuses and absolutely no accountability. They have a serious programming or data linking error.

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    Reviewed Feb. 14, 2016

    I filed my taxes with TurboTax because it said I could file free Federal and State. I always do a 1040EZ but it claimed I needed the full 1040 so it wasn't free. First they charged me for the filing federal (29.99), then another $36.99 for the State taxes and $34.99 to take the first 2 fees out of the Federal Return and pass through their bank. In the end, they filed a 1040EZ! What a Rip-Off! You lost me as a customer!

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    Customer Service

    Reviewed Feb. 14, 2016

    This was the first year my husband and I filed jointly on together. My husband has been a frequent TurboTax user and has never had any complaints until this year. We filled out our taxes on January 20th, 2016 and everything went through smoothly, up until we went past our 21-day waiting period for our taxes.

    Everything was cut and dry, nothing too fancy. We had to call the IRS to find out what was going on with our taxes. After waiting a week and a half for a mailed letter from them it stated that we never typed in a 1095-A form.

    Now I was on Obamacare Marketplace insurance for a couple months when I left work and my husband had his own insurance paid through his company (getting a family plan through his work would have been too much to pay into). TurboTax never asked him ANY information regarding MY health insurances that I may have had or carried. Now the letter from the IRS states that we have to fill out our own premium tax credit form and send it back with the changed information on the 1040 (they want you to do your own calculations). Well long story short, besides having to wait even longer for our taxes, we now have lost out on some money we thought we were getting because TurboTax never asked us any of this information. We will be taking our services elsewhere from now on.

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    Customer Service

    Reviewed Feb. 14, 2016

    I have been a customer of TurboTax Online for 20 years. For the last two years I have used their partnership with Amazon to receive a 10% bonus on my federal tax refund by applying it directly to an Amazon gift card. This year I was planning to do the same and could not find the option. It wasn't until after I clicked through the credit card payment process that I discovered it was no longer offered. I did not use TurboTax to file my taxes and instead used H&R Block as they are now offering the 10% Amazon bonus. Not only would TurboTax not refund my money, the manager I spoke to was incredibly rude and dismissive. I will never return.

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    Reviewed Feb. 13, 2016

    All the advertising I have seen says free State and Federal. Well, Hello!!! Until you go into the site you have no idea that there are many costs. Once you start the return you realize that there are many exceptions and you have been conned. Turbo should cease and desist with their con job lies. The charges are there and they are high!!!

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    Customer ServiceStaff

    Reviewed Feb. 13, 2016

    I paid for Turbo Tax Deluxe Edition, filed Federal Taxes and could not file State taxes, the desktop program does not even have information on how to file state by mail, you can only do one state tax return, there are glitches and updates all the time. The desktop app does not synchronize with the website. If you were looking at the convenience of looking up your status or continue your tax input from mobile devices, not really an option as you will have a duplicate file. Long story short, I called for some basic questions on my taxes. The rep is definitely not a tax expert and did not even know what I was talking about, she was not a tech expert either because she couldn't help me solve the technical problems with the program.

    As I was with her on the phone for over an hour, I got really frustrated and began to distrust the company and all their business practices. Basically, what you can do with them having to pay, most other companies do it for free. If you can, avoid. After she kept pushing for up-selling me other "states" offering a 20% discount, I actually asked for a refund instead being that the product did not work for me as intended or described. After I was on hold for another 5 minutes, she came back to say she could refund 20% of the original price. They can keep their twenty percent. They will need it when they start losing all their customers. Just check the consumer affairs review website and read the complaints of people. This company does not even have the intention to help.

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    Customer ServicePrice

    Reviewed Feb. 13, 2016

    When the personal questions were asked, I checked self-employed. When I started answering questions concerning my business I received a response saying my cost would be more. Again, when I filled in my information my cost rose. I will probably not continue using this site and go to TAXACT with no cost. I do see that many complaints do involve self-employed business issues.

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    Price

    Reviewed Feb. 11, 2016

    I have used TurboTax since they came out with it. I would say for 15 to twenty years now. I went to file my taxes this year and was charged for the premium service. They charged me 40 dollars for something I didn't ask for and didn't want. There was no way to get out of it. Pay it or don't file. How low can these people go to get that extra penny out of us? Then they wonder why a guy like Donald Trump is winning. People are tired of getting ripped off. This is the last year for me. I'd rather go back to the old way or pay someone else to do it for me. Shame on you Intuit. (Greedy, greedy, greedy.)

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    Customer ServiceStaff

    Reviewed Feb. 11, 2016

    I am a customer of TurboTax Premier for 7 years. This year I noticed that Turbo Tax did not alert me on a deduction I should have taken every year. I tried to enter it this year and the calculations are off or not calculated at all. Since the two first representatives could not help me, I was transferred for the second time and I have been waiting for 1:30 min, after waiting 40 min for the first person to answer. It is ridiculous that being such a big company they treat customers in this manner. I asked the last representative if someone could call me instead of have me waiting and she said no. I also asked, "in case get disconnected, can I get a direct line phone number?" She said no. I would have to call back and start all over again. I have been on the line for 2 hours and 32 min. Still no answer.

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    Customer ServicePriceStaff

    Reviewed Feb. 11, 2016

    I have used TurboTax - the web version - to e-file for approximately 4 or 5 years. Normally, it was just an overpriced way to e-file and itemize deductions. But I stuck with it because it was a one-stop shop with all of my info already there. However, as my taxes got more complex, TurboTax became impossible to deal with. The system makes mistakes, charges you upwards of $155 for e-filing (Federal and two states) only to advise that the Federal return -- and, subsequently, state returns -- cannot be e-filed and will have to be amended. Once amended, they are ineligible for e-file. Yet, the high charge remains...

    7 unsuccessful attempts to contact someone who can help. One very long conversation with an incompetent rep who kept asking what browsers I was using and then kept transferring me somewhere where no one picked up. And... I am left with 40+ printed out pages that I have to sort through, figure out what goes where, pay for postage and then wait 6-12 weeks to have them processed. For nearly $155. Absolutely will never ever use them.

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    Customer Service

    Reviewed Feb. 11, 2016

    I created an account two weeks ago then logged off. Now I can't get back in. I tried creating a new password and now I am locked out of my account. I called their customer number and got a robot who was not reading the information I was putting in. I finally got it to transfer me to a human and they said it would be an hour wait time. Someone is supposed to call me back. This has been going on for three days and I need to finish this up and get on with my life.

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    PricePunctuality & SpeedStaff

    Reviewed Feb. 11, 2016

    I have filed with TurboTax for now 9 years since I started filing in 07. This year they charged me twice for the deluxe edition. Okay I will pay it this time, not next year because I wasn't aware of the extra charge this year. So I filed on 1/27/16 and was accepted 30 minutes later. I was given January 28 - Feb 17 for a time frame. No big deal, usually get my refunds within 2 weeks. Well the only thing I did differently this year was file using TT Deluxe Edition as compared to the Free Edition. Now here it is Feb 11 (15 days) and the next batch for the 2/16 Direct Deposit Date came out AND I DIDN'T EVEN MAKE THAT.

    First time I ever file using the Deluxe Edition with TurboTax and magically I get randomly selected for Review. WTH? Except for a change of jobs and address, nothing was any different than the previous years other than filing method. And calling IRS or Customer Support with Intuit is like bashing my head through a wall, realizing it hurts and then doing it again. Neither one of them is helpful in the slightest. Won't tell me if I have to ID. Verify nothing.

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    Reviewed Feb. 11, 2016

    We have been using TurboTax Deluxe (CD or online download) since the 90s and have been very happy with the product until this year. This year we purchased the CD format and have been very unhappy. The updates had to be done manually and we had to file our state tax using the state site because TurboTax would not download the forms. We paid for state returns and did not receive the product so we are very dissatisfied. We will give the software another try next year because we have had no problems in the past. Hopefully it will go back to being a product we can trust.

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    Reviewed Feb. 11, 2016

    Some evil dumbass was able to obtain my e-mail address and hack into my turbo-tax and file. I just can't trust that this won't happen again especially since I am one of the many people affected.

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    Reviewed Feb. 10, 2016

    I have always used TurboTax free edition. This year I decided I would pay the 29.99 to file to support them. I filled in all the forms answered all the stupid questions and finally came time to efile. Before I could efile they wanted me to agree to pay an additional 34.99 to set up an account in my name. Nowhere did it say I would be charged this fee to pay the 30 dollars from my tax return. When I chose the cancel it said it would erase all my info and I would have to start over from the beginning. I had just spent an hour on my taxes and didn't want to start over.

    If they had put on the pay with your return about the 34.99 I wouldn't have been upset and probably would have still chose that option, but the fact that nothing is said until the end after you are all done is kinda scandalous if you ask me. Like they were hiding the fee because they wanted to trap people into paying it or starting over from scratch. This is just poor business. I used to tell everyone I know to use their service. Not anymore. I will tell everyone I know to go elsewhere next year as well as myself. I have used them since 2007 but not anymore. Time to find someone else to use.

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    Customer Service

    Reviewed Feb. 10, 2016

    Called because unable to download state software and was on hold for over an hour and the assistant picked up phone and told me to hold once again and then after 25 min hung up on me. Their own message on their software said to call this number for resolution and still have no resolution.

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    Customer ServiceStaff

    Reviewed Feb. 9, 2016

    I have used Turbotax for YEARS. This year they have changed it. I have always used the Standard version as a self-employed person. Now, they make you buy the Home Office version for DOUBLE the money. I have called the supposed "support line" after an hour of speaking to people with very poor communication skills, using all the customer service clichés of "Sorry for the Inconvenience." They could explain nothing. When I said I would but a different product their comment was buy the standard, and if you have to upgrade it will ask you and you can pay the difference at the time.

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    Reviewed Feb. 9, 2016

    TurboTax says state filing is $19.95, but when I got to the final e-filing stage they tacked on a $34.95 service charge. When I tried to back that out, they locked me into the e-filing and now I'm on hold for 75 minutes waiting for the secret to releasing my tax information so I can manually file. I'm switching to a company that doesn't try to trick me after the fact. I'll never use them again.

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    Customer ServiceSales & Marketing

    Reviewed Feb. 9, 2016

    I paid for a version of their software that included CPA and Tax Support. When I contacted customer service, twice, I got disconnected twice. There is no direct number to CPA support. They make you contact the main number and when you are transferred, you are disconnected. I think this is intentional. TurboTax makes it as difficult as possible to fulfill their advertised obligation.

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    Reviewed Feb. 8, 2016

    Every year we choose to send hard copies to the state because they always charge to electronically submit taxes. Turbo Tax can't seem to keep up with states because they have no way for you to electronically enter your information for direct deposit if you manually submit your taxes. In addition, it seemed impossible to get a hold of anyone at TurboTax to discuss what to do to keep the state from automatically generating a check!

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    Reviewed Feb. 8, 2016

    I had a 1099-MISC. They took 28% off my 1099 when it should only be 15.3 and once clearing the information I tried again and they took 38% off on top of making you agree to pay $35 to even be able to do a 1099. They became money hungry over the past yr!

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    PriceStaff

    Reviewed Feb. 8, 2016

    I started doing my taxes with Turbo Tax free edition, but wasn't able to finish without upgrading. I am a truck driver and had some deductions, so I had to go with the deluxe version in order to actually deduct my expenses. The price for the deluxe version was $34.99, so I decided to check out H&R, which was only $9.99 and gave me the exact same tax refund. H&R was very user friendly and didn't ask some of the stupid questions that turbo tax asks.

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    PriceEase of Use

    Reviewed Feb. 8, 2016

    BEWARE!!! This tax option is easy to use but tries to DOUBLE THEIR FEE at the end without you noticing. It tells you the cost is $34.99, and then All of a SUDDEN!!!... You're being charged $70. It's $34.99 for the taxes and then another $34.99 for TurboTax to OPEN an ACCOUNT to deduct your payment from? You've got to be KIDDING ME! I've used TurboTax before and never got charged this fee... They tried to sneak it in there this year and I think that's pretty Crappy and SHADY!! Especially to all the loyal customers out there. ** TurboTax... PS you can avoid this fee if you pay by credit card. It only charges you this if you choose to deduct it from your refund.

    Have used TurboTax for many years without issue... until they tried to steal an extra $34.99 from me this year. At the end, after filing, I was asked to post a review and wrote honestly about what I thought. MY REVIEW WAS BLOCKED!!! They wouldn't post it for "inappropriate content" even though no curse words, etc, were used. I guess you can only review them if you say good things... Take about DISHONEST and BIASED to the MAX!!!

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    Reviewed Feb. 7, 2016

    I had 2 W-2s and entered both. Took all my information, however when I thought I was at the point to e-file I only saw one W-2 information and amount. I tried reaching TurboTax, waited 4 hours and now I contacted another Professional tax preparation service and they say this is common with TurboTax and have to wait once again to amend my taxes. I don't get how the software was working. I followed all the steps and entered all correctly. I feel this is a way for TurboTax to get people to pay for the FREE service they offer... NEVER AGAIN will I use or refer anyone to TURBOTAX. Horrible experience...

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    Customer Service

    Reviewed Feb. 6, 2016

    I filled in my Federal and State Tax using turbo tax 2015 free addition. I was careful NEVER to accept any of the turbo tax sneaky upgrades. It was a simple form and I owed no taxes, but when it came to filing my taxes... TurboTax demanded that I pay for $71.98 for e-filing my return and there was no way to get out of it! I called and 45 minutes later I got a return call from a young lady named Megan. She stated that I must have upgraded the product when I filled in the form and the only way I could get the free form was to clear out all the info I entered and start over. I thanked her and cleared all my data!! Headed elsewhere to do my taxes! DO NOT WASTE YOUR TIME OR MONEY ON TURBOTAX! PERIOD!

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    Karen increased rating by 2 stars.
    Customer ServiceStaff
    After a positive interaction with Intuit TurboTax, Karen increased their star rating on Feb. 9, 2016.

    Updated review: Feb. 9, 2016

    I finally reached a reasonable customer service representative who allowed me back into my account. But it should not have been this difficult, especially for a loyal long term customer.

    Original Review: Feb. 6, 2016

    After being a loyal long term customer, they locked me out of my account for a so-called "security breach". That security breach was me going into my own account to retrieve information needed for my 2013 NJ Homestead rebate form. After hours on the phone and passing all of their identification tests and being promised access to my account, I am still locked out. At this point I am considering a lawsuit and or going to a consumer advocate on a TV station. Why they are doing this is beyond me.

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    Price

    Reviewed Feb. 6, 2016

    In 2015, I got a notice that I owed the IRS more than $1,000 for the tax year 2013. I had filed with TurboTax. Although they have the information to get into my 401K and say they can pull all necessary information out of it, they did not. I had to get help from my account manager in order to file an amended return and pay the tax and penalties. TurboTax did not help with that payment. This year, I decided to try again but as soon as I got started, I could see that they had my 2014 federal and state refund information wrong. I had to dig out last year's returns and correct that information. Very untrustworthy for the price I would say.

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    Reviewed Feb. 5, 2016

    My granddaughter in Atlanta has Premier Deluxe Turbo 2015 that I installed in her Mac. I have the same app installed from the same disk on my Mac here in Texas. We are trying to do her tax return in tandem. I completed a copy here in Texas and she did one in Atlanta. I tried to open her return and the first thing I noted is that it asks for a password for my Intuit “Account”. As far as I know I do not have an “account”. I did not put a password on her file when I saved it. When I enter an Intuit “account” password (a generic password that I use for non-critical accounts) and then try to open the file I receive the following message. “The document 'Christine ** 15.tax2015' has the wrong tax year or some other issue that prevents us from opening it. Please make sure you have the right file and try again.”

    I can open my own tax file that I am preparing without any problem. No password messages or any such thing. Does this mean that Intuit is actually controlling independent files saved on my Mac from being opened by another Mac even if there has been no communication between the two Macs? This is creepy. What else does Intuit know about my files?

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    Verified purchase
    Customer ServiceStaff

    Reviewed Feb. 4, 2016

    First of all when I filed my husband & my 2015 taxes TurboTax stated it was free, until it came time to E-file, then Turbotax made me pay $34.99. Even though I had no extra forms to file TurboTax site would not let me file without paying. Secondly I was helping my daughter's boyfriend file his 2015 EZ form. TurboTax filing was free up until I went to E-file then it wanted $34.99, it would not let him file, I called Intuit/Turbotax and the representative said it shouldn't be charging, but couldn't do anything to help. So he logged off, went to TaxAct and filed his taxes for free, same info. TurboTax is unfair and should not be allowed to rip people off.

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    Reviewed Feb. 4, 2016

    First off when you get your W2s they already have your refund amount... for state and federal. If you have more than 1 W2 add all state withheld tax amount to know exactly what you are getting, then add all state tax amount to know exactly what you are getting. Mailing them would be lot better than filing with Turbotax! I tried TurboTax all up until it said process... because they were trying to take at least 1400 of my money. Which is fraud because they claim it's a free service, but it's not. Don't use them ever! Again get your W2s from a local library for free! And fill them out. It's simple addition, and box checking. Mailing them in will take a little longer than a 72hr turn around, but at least you know the state will give you all your money you worked for!!!

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    Reviewed Feb. 3, 2016

    Could have used H&R Block for free and gotten $117 more back. Instead, TurboTax charged me $34.99 to file a 1099 Misc and another $36.99 to file state taxes. After paying all of these fees, they calculated my return to be $117 less than H&R Block calculated it to be. I called to complain about this as they have a "maximum refund guaranteed" policy and they said they would refund me my state tax filing fee but have yet to do so.

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    Customer Service

    Reviewed Feb. 2, 2016

    I've spent over five hours on the phone on hold trying to get my money back. Rather than doing the right thing TurboTax beats people up with their long hold times till people just give up. I still have not gotten my money back from these scumbags.

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    Reviewed Feb. 2, 2016

    The first year I used TurboTax was good, it was free like it advertises to be. I just filed my tax with them again and I can tell you I will look at other options next year. 34.99 to use TurboTax then another 34.99 to have YOUR tax money direct deposited or receive the credit card. What a ripoff. I'm DONE!

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    Customer ServiceProcess

    Reviewed Feb. 2, 2016

    Downloaded TurboTax for 2015. Started inputting information, the program froze. Had to end task to get out of it. Reopened and it had saved some of the information I had input but not all. Did this three times then tried to contact customer support. This was the largest problem. I eventually talked to someone, explained the problem and they promptly put me on hold. I waited on hold ten minutes then tried to call back in. Each time was told by automated system that the wait time was 35 minutes and they would call me back. We'll see. I believe I will ask for a refund and use a different service.

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    Customer Service

    Reviewed Feb. 2, 2016

    I have used TurboTax in the past, when it was good. Now it's just a headache! They try and get you to upgrade at every chance they get! And when I try to contact support for these fees that I did not agree to they just keep you on hold then hang up on you! So very frustrating. STAY FAR AWAY FROM TURBOTAX!!!

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    Reviewed Feb. 1, 2016

    I like them. They are very on point and they always help you along the way. If you put in the wrong information they help you to get choices of what is best for you, great. I have been doing my taxes for the past 4 years and I don't have to pay much to have it done. It does take time for you to gather all your papers. I would recommend them to everyone especially if you are doing single taxes. It is the easiest thing that you can ever do. You don't have to even think. Very secure. You get a copy of your documents electronically and it is also stored in your online account with them. Pretty safe, no issues as of yet.

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    Installation & SetupPricePunctuality & Speed

    Reviewed Feb. 1, 2016

    I was told by a good friend about TurboTax, and I've used it ever since. It seems to be so easy if you have an easy return. That is no complications, just put down your info from W2 School and you're good. But if it's a little more then you run into trouble. For example I took out some money from my 401K, and it was not so easy. I did all the required steps and there were a hiccup. The money from 401K was somehow not listed and I ended up owning that tax. And I was told not to use them with that money, but I did. And I paid the price. As I said it's great for just putting in your information. But any extras you might want to go to a professional.

    Because this was an automated system, so follow the instructions. And wait and wait. Sometimes you might have to start over but it is very simple. Very easy, there is really easy step-by-step instructions. There might be a waiting period, but overall easy. As long as you follow simple directions, you're good. The security to my knowledge was good. I didn't feel like any of my information was being compromised. And this was a very real concern for me. With all the identity theft going on, you need to be sure. I did my research, and TurboTax made me feel secure.

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    Process

    Reviewed Feb. 1, 2016

    I really like the fact that they save all my personal information from one year to the next which saves a lot of data entry. I have never had any comebacks or audits using this tax program. I feel that this tax program is all that is advertised. I have used other tax programs and have paid a lot more including private tax preparers. This tax program walks you through the process step by step, thus it's very easy to understand and use. As I said previously, they save my personal info thus it saves on entering the data over again, like address, Soc. Sec. numbers, etc. We have never had a security issue with this tax program. If there had been an issue I am sure that we would have found out immediately.

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    Ease of Use

    Reviewed Feb. 1, 2016

    Mostly accurate, but not so on relocation moving and reimbursement from employer and making changes with an amended one. But other that, I think pretty accurate as this past year I compared to H&R Block. Didn't like how for 2014 taxes, TurboTax took out the investment part from Deluxe without telling anyone. Due to customer backlash, they later added. Wish such backlashes happened on other products. TurboTax is very easy to use, granted, I've been using it for over 18 years and I like the interface. One reason I stayed with them, despite all the controversy last year is because H&R Block isn't as easy to use. I have no comments on security other than I've never been hacked from a tax perspective, so I presume it is secure, but I just don't know so.

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    Reviewed Feb. 1, 2016

    The site required numbers that simply were not defined well enough for me to find though I entered every number on the income statements, none "worked". As I could not get past the initial requirements, after wasting time with numerous tries, I eventually gave up in desperation. Therefore, any input beyond that point would not have any veracity.

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    Installation & SetupPunctuality & SpeedReliability

    Reviewed Feb. 1, 2016

    They get me more deductions than I could get on my own filing a paper form. Very quick, very easy, and you don't need to spend hours reading a bunch of instructions! Not too happy to have to spend a minimum of $34.99 ($69.98 if you don't pay with a credit card and instead choose to have fees deducted from your refund). You don't have to spend hours reading a bunch of instructions, just click through and it will ask you about all kinds of scenarios in order to get the biggest refund possible. Not really sure I know much about the security of TurboTax. I do know it's a little annoying to try to log in but require a code be sent either to my email or phone in order to do so, but I can understand why it might be necessary.

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    PriceEase of Use

    Reviewed Feb. 1, 2016

    I have never had any issues with inaccuracy of this tax preparer in the 10 or so years I have been using TurboTax. I have used many different versions over the years and they have all been accurate, at least that I know of. It's much cheaper than going to an accountant to have taxes prepared. For about $75 you can prepare your own taxes at your leisure, so it's well worth the price. TurboTax is very easy to use. It has guided step by step screens. It takes you through each one of them. If something is required, it tells you something is required. I don't have an issue with the Security of this product or the company that makes it. I believe if there were any breaches in security they would be handled appropriately.

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    PricePunctuality & SpeedEase of UseProcess

    Reviewed Feb. 1, 2016

    Easy to use, step by step guide. I have used TurboTax for over 6 years without a problem or audit. I am very please with TurboTax and recommend it to anyone who doesn't want to sit in the front of a Walmart with a clerk. Although it may seem a little expensive, the process is easy and can be done at your leisure, saving your work and coming back later. The EFT is easy and fast. The process is easy and has many helpful tips. If I have a question, I know that I can call to get the additional help I need from their support staff. The security is as strong as I would imagine. I have never felt that my financial information was at risk. I trust TurboTax and am not worried that my sensitive material will be breached.

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    PriceStaffEase of Use

    Reviewed Feb. 1, 2016

    I have used it for a long time and it has never made a mistake. It is easy to use and very helpful. It is easy to file electronically using TurboTax considering how much it cost to hire a person to do your taxes. It is a steal. At least less than half the cost of a human to do it. I like the fact that no one sees any of my personal information. It leads you through each and every step, in fact it is a little too simple. Sometimes I wish it was a little more sophisticated and acted like I actually was a smart person. They even lead you through the process of setting up your security ID. Then they never sell anything of yours, including when the government asked for personal information they declined.

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    Customer Service

    Reviewed Feb. 1, 2016

    I assume it is accurate since I have nothing to compare it to. I don't take my tax forms for a second opinion. I always get the refunds they state. You can't beat FREE! Free Federal and a very small fee for the State. You have an option to pay a fee (or upgrade) if you want them to represent you in case of an audit by the IRS. It walks you through everything by asking you a lot of questions. If you are not sure how to do your taxes then don't skip any of the questions and you can't go wrong. I have never had any problems. They give you a security number to sign off with that only you can read. You do have to provide your Social Security # of course but I have never had any issues with this either.

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    Installation & SetupEase of Use

    Reviewed Feb. 1, 2016

    I rate this in the middle because I really don't know how accurate this is. We, the consumers, do not have access to the forms and instructions to do this ourselves. If the forms were still out there, I would be filing the EZ form. My federal and state tax returns were filed for free, so this is definitely a great value. This preparer is so easy to use. You just follow the instructions to fill in the numbers from the boxes on the W-2's and answer questions to get you the most you can. I haven't had any problems that I'm aware of using this preparer. I have used this preparer for the last 4 years. There is the security lock at the top of the browser. So if you trust that, it is a safe website.

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    Process

    Reviewed Feb. 1, 2016

    Updates keep coming even after you already filed your taxes. Too hard to change items after you get to final step. Limited the amount of uses for program. They got money hungry and I for one won't be using this program again. Last year they cut back on how many uses and I had to do it the old fashion way. I only do my family's taxes. My daughter and son's and of course mine and my wife's. I really don't know about the security of this program (tax preparer). I have not been hacked because of this product at least.

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    PriceEase of Use

    Reviewed Feb. 1, 2016

    Never had an issue with this product. Always been able to find out answers through its software. Makes sure when I check my account if it was accepted or not. If not helps me with the issues of why not accepted. Great value. For what these tax preparers charge this is the next best thing. I used to pay about $150 to $200 for a preparation. With this it's only one amount. Very easy to use. The questions have little side notes to make you understand what they are asking of you. Also never had a problem with the software. Never had an issue of my information being unguarded. I have been using it for the past 9 years and always safe. Never been let down. My information is secure.

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    Price

    Reviewed Feb. 1, 2016

    I believe at this point it's pretty accurate; I guess I'll never know unless I take my taxes to get double checked. I believe it to be pretty accurate though. Cheaper than an accountant; however it started out as saying it is free and by the end of it I was paying $75 so that was a negative, but like I said- it's still cheaper. Asked easy questions to guide you; you can use the short list if you have nothing to itemize and/or use a longer list of deductions if your taxes are more complicated. Seems to be very secure; I have not had any issues thus far. I forgot my password and it was easy to retrieve it, but it would be hard if someone else would have tried.

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    PriceEase of Use

    Reviewed Feb. 1, 2016

    Very accurate. I'm not a tax preparer but I would imagine most inaccuracies are due to incorrect user input. It's very easy to use and understand. For the convenience of not having to deal with a cpa, the software was well worth the money. It's also a comprehensive product that made me feel good about the price I paid. Very easy to use. Clear prompts and it won't let you continue if there are errors or missing information. Very easy to use. User-friendly interface. I am unaware of the security of the software I used. I don't remember if it promoted a particular level or type of security. I suppose I assumed my info was safe because it was a local program.

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    Installation & SetupPrice

    Reviewed Feb. 1, 2016

    Hidden fees, they are not telling you what you are going to pay until you hit submit, then most of the information is misleading. Had to get answers. It's expensive. I would not recommend anyone to use it. Too complicated. The value is not worth well. It needs to be cheaper for everyone to afford. It's not easy to follow, instruction are unclear. It take too long to prepare. Most of the information is usually missing, If you can't understand something there is no support. You have to pay extra for support. I was worried about security to my information. I was not sure if they are the only one have access to my information since it's online. You have no guarantee.

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    PricePunctuality & SpeedProcess

    Reviewed Feb. 1, 2016

    Any errors I have noticed has been very quickly corrected by Intuit. I have not noticed any errors in the last five years. While not a cheap program accuracy has been very good. The only problem of any significance was the program bundling and cost that was attempted last year. Stupid, stupid stupid and only when Intuit's feet were put to the fire was it corrected. The cost continues to go up while other tax revenue continues to go down. The way previous years are integrated into each year is a big value with regard to this program.

    But I repeat - The only problem of any significance was the program bundling and cost that was attempted last year. Stupid, stupid stupid and only when Intuit's feet were put to the fire was it corrected. The program's major problem is navigation and roll back. The buttons for back and forward using the advisor are constantly moving locations. When going back or reviewing previous contents, they may still be there and the field(s) may be blank or default to a set value. Once a selection has been determined, that value should remain the same when viewed later. I have not concerned with security. Intuit seems to always be checking their own servers and input to keep the bad guys out and the data secure.

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    Price

    Reviewed Feb. 1, 2016

    Although I guess I don't know for sure, I've used TurboTax for at least five or six years now and I've never had any issues, audits, etc. as best as I can double-check their results, it always seems accurate to me. TurboTax is getting a little pricey these days if you need to upgrade to any of their specialty services. For me, I have to pay extra for their upgrades since I sell a lot of stock (via employee stock plan grants) throughout the year. You can't input any of your stock sale info without this level of upgrade. However, it does seem pretty thorough which is good. Still pricey in my opinion.

    TurboTax is really really easy!! People complain because it takes a long time, but it takes a long time because it holds your hand through every possible minute little thing and figures it all out for you. Even with confusing stock sale stuff like short-term capital gains, it does all the calculations. So, it does take a while to get your taxes done but you're more likely to do them thoroughly since TurboTax will make sure you get everything in there. TurboTax takes good security measures and I've never experienced any issues with my sensitive information not being handled appropriately. I'm confident in their security.

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    Customer ServiceStaff

    Reviewed Feb. 1, 2016

    I can only assume it's accuracy as when I came to a bump in the road there was nothing or no person or number or online help to steer me to the correct answer for my purposes. If you value some measure of peace of mind I would say that devalues this product. I've not had any peace of mind since I tried it last year. I still worry that my information is out there and it's scary. I'd like to know that it is destroyed after being filed but there is nothing to say what happens to your personal information after it is filed.

    Again issues or questions and which direction to go can be challenging. You have to call someone, try looking for the information, make a guess about how to proceed and hope it is the right guess. I ended up calling my tax person who ended up doing my taxes. Not sure about the security, in fact the security is and remains an issue for me to this day. I didn't like that your social security number was one of the first pieces of information needed and that I couldn't go back and delete the entire thing after having fear set in.

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    Customer Service

    Reviewed Feb. 1, 2016

    Tax forms and filings were accurate but checkout at the end was a disaster. I don't think TurboTax should be able to charge additional fees to efile when their system is down and you can't call anyone without being hung up on repeatedly. I should have been able to pay for my efile with a credit or debit card but their system wasn't working again this year, so the only way to file is to pay the extra fee to allow them to take it out of my federal return. Terribly displeased with the difficulty of paying for efile. This company has to address this issue. This was the same issue last year where their system said the card wouldn't go through but when you check your bank account online, the transaction is right there! I believe that they will probably be hacked again this year since their primary concern seems to be the profit margin. When a company simply can't be bothered to fix a basic problem from last year, you know they haven't fixed their security either.

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    PriceEase of Use

    Reviewed Feb. 1, 2016

    I thought this was a very accurate and easy to use program. About 6 years ago, after putting all the information into the program, I ended up owing money for Federal tax. I took the same information to a local CPA and wound up getting a good sized return. My advice if your taxes are very simple, and there are not a lot of special circumstances, the software is fine. Otherwise, it's wise to spend the extra money and use a CPA. It is worth it in the long run. It's much less expensive than a CPA. However, depending on your circumstances, you stand to receive a much better return using a CPA if you have a more complicated return. It is quite easy to use. However, I think the software misses out on a lot of deductions a human would easily recognize. If your returns are in any way complicated, use a CPA. I had no issues with security. I have not heard of anyone having any issues with the security of their information or having their social security # hacked.

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    Punctuality & SpeedEase of Use

    Reviewed Feb. 1, 2016

    Well worth the $25 for them to obtain all amounts, employer #s, fill out the forms, file electronically and store the info. Used them for the past 3 years, recommend highly & will be using them this year. Have received over $4000 that we didn't know about tax credits, over $1000 each year. Easy to navigate, good directions & their telephone assistance was prompt, thorough and professional. It's an excellent value. We wouldn't keep using them if it wasn't!!! Never had any type of security breach, and our tax refunds have always been deposited electronically into our bank account within days...

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    Reviewed Feb. 1, 2016

    They recheck for mistakes, they update every time you log on. You go through all the categories and subcategories to make sure nothing is missed or overlooked. You don't get that at a tax preparer's office. Compared to H&R block, extremely great value. Any preparer charges 150.00 and up. This is a most excellent deal at 49.99. You have to be a fool not to use it. They also ask all the right questions to get you the max amount of refund. They make it very easy, asking the right questions. They walk you through every category if you want or you can skip thru ones that don't pertain to you. You can save and go back any time to correct or fill in. That way you don't miss items. I have used them for yrs. and have never had my security compromised. Requires a password when filing and results go to your own email. I am in the comfort of my own home and not in an office where someone can hack.

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    CoveragePriceEase of UseProcess

    Reviewed Feb. 1, 2016

    This tax preparer has been very accurate when it has come to my own personal tax preparations. Several times I have forgotten to claim certain benefits and it corrected me to make the claim. There are double checks all along the way to assist in filing correctly. Compared to companies offering tax preparation this system beats their price by at least 5 times. I buy this program every year without any regret. The ease of use of this program is very astounding. It offers two methods of calculation: For the novice it runs through the whole process page by page, prompting the user at each step. For the experienced filer, it offers the form by form calculations. I cannot definitively cover the security of this program since I have never had an issue to which I had to question the security. This alone does not give a true appraisal of its security, but it is my only experience.

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    Reviewed Feb. 1, 2016

    Biggest drawback is once you are signed on and locked in, then you lose some portability if you want to move your information into other programs without a big migration headache, Then all of the upsells and undisclosed fees that they wait until you have put all of your info into their propriety software, JUST do the research before you sign on with any tax preparer program. If you want to change from basic 1040 to a schedule c business they rake you with fees. It is a bit much if you have never dealt with these type of rope them in then upsell for nominal fees. TurboTax works well even on a slow connection, and they have fast algorithms, that do your numbers crunching quite well. Valid suggestions included. Haven't had any breaches that I am aware of. Their servers set up a VPN tunnel when you log on. They also advertise that they run state of the art monitoring tools.

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    PriceProcess

    Reviewed Feb. 1, 2016

    I don't feel that I'm receiving the most accurate return based upon confusing definitions given for most questions that I may encounter. Such as interest in student loans, capital gains and other complicated areas tie most people using program. I don't like spending money for questionable proper tax returns. This can happen even with a CPA but at least they have their signature on documents for IRS to go after with any errors. Same with state taxes. Find the whole process very time-consuming and always log out and go back to it at later time. Eventually become aggravated and call a certified public accountant because it makes me feel better about filing and getting better tax return. I don't trust any security. Always a risk when filing online. If the IRS has already been violated by cyber hackers why and how can these programs be trusted.

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    Reviewed Feb. 1, 2016

    Every year something comes up where I have to contact them and figure out how to use some aspect that led to errors in my return. Every year they update the old errors and make new ones. Can handle the most difficult of tax returns. For example, I get a federal employee disability 1099-R, which for years TurboTax had to do a workaround to get it to report properly. It wanted to put the income on the wrong line of the 1040. It has a step-by-step approach, which admittedly can be a pain sometimes when you aren't sure if your situation fits within the context of the question. It does simplify the tax return, though.

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    Installation & SetupPrice

    Reviewed Feb. 1, 2016

    I have never had any issues with filing. Multiple checks are done by the software to ensure that the return is error free. The software is able to pull up past tax returns and fills in a lot of the information on the current tax return. I like this feature because it minimizes user entry error. The cost of the software is a bit on the high side. For me it is more of a cost versus benefit. I would rather spend a little bit more on purchasing software than rely on myself to go through the sometimes difficult to understand tax forms on my own. The instructions are easy to understand. TurboTax takes the complexity of tax return forms and simplifies them into easy to read instructions. I have never had any issues regarding security with e-filing. The software has done a good job of ensuring that my tax information is kept confidential.

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    PricePunctuality & SpeedStaff

    Reviewed Feb. 1, 2016

    When we first used this program, we also went to a tax 'specialist' who could NOT complete our tax filings as well as TurboTax. First, we were surprised but now, it's become a necessary tax tool! Its value is in the tax write-off! 100% deductible for tax prep. Can't get any better than that! Plus, we follow the IRS's suggestions/codes, to be sure we're completing our form legally and correctly. If I could follow the program, so should anyone else! It leads you but you provide the numbers and it does the math! Great set-up! I've told all of our friends how much better this program is, and certainly, less expensive than visiting an actual tax preparer! I believe it's as secure as can be. Direct connection to the IRS and the system delivers the tax return quickly, and we normally receive our notification within two weeks!

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    Customer ServicePrice

    Reviewed Feb. 1, 2016

    I tried to file my taxes online w/ TurboTax. This was my second time using this program. There was a question on my tax form I did not understand. Someone was supposed to call me about the question, but never did. I had paid for the service & lost my $149.99 that I was charged. I will never use TurboTax again. Spent the money, but never got my taxes filed. I had to go to a tax preparer to get my form corrected. Not only did I pay TurboTax, but I had to spend another $150.00 to have my tax corrected. I hate TurboTax for the reasons I mentioned above. I had to pay first. My taxes never got filed through TurboTax. They kept my money & never completed my tax return. I have no answer to the security question. I just never got my taxes filed & it still cost me $149.99. I did not receive a refund from TurboTax.

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    Price

    Reviewed Feb. 1, 2016

    Manipulation of the data I input, combined with software included information for both state and federal, as well as additional data the software downloads is always extremely accurate and works for results that are in my favor. I believe the price paid for this software package is very fair. I do have concern that there is a new version every year, but believe it is a small price to pay to keep your information private. If you can use a computer and understand the english language you can use this software. Obviously there are those that cannot file their own returns, but with a minimal amount of knowledge you can prepare your own return. I rarely do work on the "internet" or in the "cloud" but have not hesitated with this software. I have never had any adverse issues with the security of this package.

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    Price

    Reviewed Feb. 1, 2016

    Never been audited so it must be ok although mine is a fairly easy return. The software does take you through a recheck of the entire return before sending which is reassuring. I think it's terribly expensive for what it costs to purchase the software every year. Some of the local companies such as H&R Block offer less expensive preparation and I'm thinking it might be worth taking the time out of my day to go there to save some money. Pretty straightforward system. You are asked a series of questions. The program directs you to additional screens where you can file information to be inserted onto different forms and worksheets. I have never had a problem that I am aware of, with TurboTax security. It is a bit bothersome they do not REQUIRE you to change your password with each tax year however.

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    Online & AppEase of Use

    Reviewed Feb. 1, 2016

    I found TurboTax to be extremely accurate, with tools provided to recheck your form before finally filing. It also has all of the forms necessary for filing at your fingertips. I found this filing option to be profoundly better than paper filing. All of the forms and options for deductions are at your fingertips. This service is quite valuable for those with limited abilities as well as the astute, for going through the complicated process of tax filing. As stated before, the site is easy to use with all of the necessary filing documents at your fingertips. When using this site you are able to save your file. There is a security code from the IRS that must be used before the filing is complete. To this date I am unaware of any security issues. However, I feel that nothing is 100% SAFE.

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    Ease of Use

    Reviewed Feb. 1, 2016

    TurboTax is very user-friendly and walks you through every step of tax return preparation. They also rate your risk of being audited. I would suggest writing your passwords and PINs on your tax return so you know where to find them for the next year. Usually the deal is you get the Federal free but have to pay for your state return. If you forget something and have to amend your return it can be costly. It's easy enough to use but it still takes time because you need to read through all of the questions to make sure you don't miss anything. If it's a simple return the program is very easy to use. I've used this product for about 8 years and haven't had any problems. Using your debit card to pay at the pump for gas is far more risky. So far I haven't had any issues filing online.

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    Reviewed Feb. 1, 2016

    I have never had the IRS ask any questions about my returns prepared using their online program-- I value their product immensely for they provided peace of mind. This year, I am very grateful they chose to go completely free file, state and federal, as I am on a fixed income, and I will use them for 2015. They let the consumer go back and forth to ensure items do not get missed or skipped. They let you save and come back. I especially like their final review process. I have zero concerns thus far about the product security. I do read to discover whose companies have data breaches regularly to stay aware of risk.

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    PriceEase of Use

    Reviewed Feb. 1, 2016

    TurboTax online guarantees accuracy. I have never had an audit or any contact from IRS with concerns about any entries to any of my tax returns. I have not paid a fee for use of the TurboTax online tax preparation software. I've been using it for free since 2004 and the value is awesome! I've been using it for free since 2004 and it is very easy to use. Just enter the data and TurboTax does all of the calculating and makes suggestions. I've been using TURBOTAX ONLINE for free since 2004 and I've never had any security problems. I feel safe using the TurboTax online tax preparation software.

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    PricePunctuality & SpeedEase of Use

    Reviewed Feb. 1, 2016

    Very quick and easy. I have been using them for years without a problem. It is always stress free and I have never encountered any problems. I have no idea what you mean by value unless you are speaking of the price. It is definitely worth every penny for the deluxe version and is very accurate. It is so easy to use and it saves all your information from the previous year. If nothing or very little has changed then it is a breeze to do them. They are extremely secure and use all methods necessary to protect one's identity and information. I have had no problems with security in the past.

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    Process

    Reviewed Feb. 1, 2016

    No mistakes to date by using this program. Very accurate in calculations. No returns have been returned to me saying there were errors in filing. Very easy to follow the program. Does all calculations for you. No paperwork required to complete your tax preparation. Highly recommend using. If you can read, you can complete the filing. Very easy to follow. Just follow each step in order and it will guide you to complete your filing. Have not heard of anyone being hacked into using this program. It states that it is a secure program to use and I believe it be that. Recommend it.

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    PriceEase of Use

    Reviewed Feb. 1, 2016

    Seemed accurate. I wouldn't know for sure because I did not have an outside professional prepare my taxes, so I had nothing to compare it to. Seemed to be good value for the money. Much cheaper than going to a professional company/professional tax person. Definitely would use again. This program was pretty simple to use. Pretty straight-forward to use and definitely seemed geared toward the average citizen to be able to use. I think it was safe but I would have no way of knowing for sure. Nothing is truly extremely secure anymore these days, especially if it is online.

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    Reviewed Feb. 1, 2016

    Easy easy easy. How much can I say - it's accurate.

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    PriceEase of Use

    Reviewed Feb. 1, 2016

    My returns are simple and I expect the results to be accurate. I don't know how accurate this software would be for a more complicated tax return. The price for a simple return utilizing the standard deduction for a single taxpayer with no dependents is very reasonable. For a simple tax return utilizing the standard deduction, this tax preparation software is very easy to use. Help screens are readily available when needed. I've used TurboTax to file my tax returns for several years, and have not been notified of any security breaches. Wish I could say the same of my employer.

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    Ease of Use

    Reviewed Feb. 1, 2016

    2 of the last 3 years the IRS found errors and I had to pay extra with penalties. I got no back up from TurboTax. Evidently, if you don't buy their service, you can expect nothing. I could have done as well myself if I wanted to get into trouble. Why bother with TurboTax? As it turned out, they made the same mistake in the same area for years. It was easy to use all right! But it was wrong information. If you try to bring it to their attention, you get nothing back and they make no attempt to change it. The security seemed to be okay. I wish that they were as accurate with their content as they are with security.

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    Installation & SetupPrice

    Reviewed Feb. 1, 2016

    Up to date on the latest changes to the tax code. Fully explained, including the consequences of the new laws. All IRS forms are explained in detail. We use the Home and Business edition, and pay about $65. It's far less expensive than the services of a tax preparer, and well worth the cost. If you follow the very detailed instructions, you shouldn't have a problem. After all, these are government forms, so they can be a bit tricky. Take your time and you'll be fine. Turbo Tax has been around for quite a while, and its reputation is spotless. As much as can be expected, it's secure software. We've used it for years with no issues whatsoever.

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    Ease of Use

    Reviewed Feb. 1, 2016

    Easy to navigate, review questions, and all data is held for the following year's tax preparation. Any discrepancies are flagged so that the preparer can re-check. Software tailored to individual needs, from basic quick file to the more complex 1040 with attachments. The software guides a preparer through all the steps. Pretty much the same answer I've given before: easy to navigate, the software contains necessary forms for filing a complex 1040 and that's it! I don't think anything is secure anymore. Since we have to file the thing what's the difference? The government is going to find out the answers anyway, if they don't know already.

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    PriceReliability

    Reviewed Feb. 1, 2016

    About the same as almost every other tax preparation assistance. I always look to find the lowest price and usually can find at least a $10.00 discount. I think I'd prefer to do my own taxes rather than spend what amounts to a bit more than 10% of my annual refund. I'm going to look into the possibility this year. Sometimes confusion, particularly navigating through previously completed sections after logging out and then in again to continue completion. I guess no one has hacked my return info as I've always gotten my refund check without any problem. I think the log in process is a bit weak when compared to a more secure site.

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    PricePunctuality & SpeedEase of Use

    Reviewed Feb. 1, 2016

    Have been using TurboTax for several years without any issues. As you go down through your return, TurboTax checks behind everything that you do for complete accuracy. Best way to get a good price on TurboTax is file early with offers that they give. Usually happens around early February, otherwise they can be on the pricey side. Very easy to use. Guides you through all areas and offers suggestions that you might have overlooked. No issues with security. Trust TurboTax. Have been with them for several years.

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    Price

    Reviewed Feb. 1, 2016

    I have used Turbotax for years and while not happy to see all the complaints, glad to see that I am not alone in being unhappy with this year's version of Turbotax. Very hard to use - couldn't even input our mortgage interest and there was no way I was going to be on hold for an hour! Am seriously considering switching to another software program like other reviewers. You used to be able use this program so much easier - it's not like we have a bunch of stocks, etc., however, I actually used Turbotax back about 8 years ago, and it worked great even for the more difficult return (Schedule A, C etc.). Shame!

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    Customer Service

    Reviewed Feb. 1, 2016

    We have used Turbo for the last 9 years without problems. This year is certainly worse. For Deductions & Credits/Estimates and Other Taxes Paid, the software told us we should use State and Income Tax for $5,461. However, the software is using only State Income for $1,035. After 4 calls and 6 hours waiting, the last call was disconnected AGAIN. We have gotten nowhere with Turbo Tax.

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    Verified purchase
    Customer ServiceStaff

    Reviewed Feb. 1, 2016

    I've been with TurboTax for over 5 years. Unable to complete my taxes. Talked to customer service and the young lady that tried to help did her best. It was the IT dept she was chatting with didn't have a clue what to do. Will be using H & R Block now!

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    Customer Service

    Reviewed Feb. 1, 2016

    I have used TurboTax three years in a row. I have has issues each year but nothing like this. I moved from one state to another. I had a couple weird w2s. After I paid $110 to have my taxes done, "O wait we cannot e-file". Now I'm paying an accountant to redo my taxes. WASTE OF MONEY. Don't bother to call customer service, they couldn't help a eskimo make ice. Very low training and knowledge. Will not be using TurboTax again.

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    Customer ServiceSales & Marketing

    Reviewed Feb. 1, 2016

    Never again, they charged me 106.00 for what I don't know because I never got to itemize my return. It kept taking me round and round. Same thing. No progress. Nothing counted - dental bills, gas, repairs. I delivered food in 2015. I thought something surely. Nope. Also my deduction from work was 1700. How in the world did I only get 1277. I got 545 every two weeks. I would get 265 out of that two week pay period. I'm still in debt. Thought this would help me at least for my dental bill 2000. Emailed, asked questions, even signed up to get a call back from customer service, never got that call. I would have been better off just going to the H&R Block. Screw this program. These guys are scam.

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    Price

    Reviewed Feb. 1, 2016

    I started the TurboTax software with the intent to use their advertised $0 $0 $0 deal. Free federal, free state, zero to file. I started the return like usual but as soon as I hit 401K and pension income they tell me I need to upgrade to the deluxe version for $34.99. So I accept. By the time I got to the end of the return they tell me I have to upgrade to Premium for $54.99 and State will cost me $34.99 and that I can take the cost out of my federal fund. At that time, there was no "extra fee" warning about another $35 if you choose to pay the cost of your tax software with your refund. When I got to the end and they showed me my balance, I erased it all and processed my entire return with H&R Block's free return software with no added fees whatsoever. No more TurboTax for me.

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    Reviewed Feb. 1, 2016

    I have been doing our own taxes for about 5 years using TurboTax and last year we received a letter letting us know that for the last 3 years our refund was incorrect and we have to pay it all back. TurboTax has put us in an awful predicament because we are a 1 income household now. It will take us forever to pay back the thousands we are required to pay back. Also all those commercials you are seeing now regarding file your taxes for free is NOT TRUE! Only a teen making minimum wage gets them done for free and when using the $34.99 program you get another $34.99 tagged on top for some 2nd or 3rd party processing fee and you don't see it coming till it's too late. Needles to say I will NEVER use TurboTax again. I should probably be suing them. If anyone here has had a similar experience I would to hear about it.

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    Customer ServiceSales & MarketingPrice

    Reviewed Jan. 31, 2016

    After starting the free version of TurboTax it said I needed to file a 1040 and as a result I had to purchase the Deluxe version. After doing this and completing the taxes for federal and two states, it wanted to charge me $37 to file each state after paying $35 for the Deluxe version. In addition, it would not let me print off the state returns to mail in. After two calls to TurboTax it was confirmed that this is part of the scam. I will now have to complete the state returns on paper and send them in on my own. The final part of the insult was that based on my income the initial recommendation to purchase the Deluxe version was wrong, but after doing so it will not allow you to use the free version. The state returns are now being held hostage by TurboTax. This is not like previous years where I purchased TurboTax and electronically filed my fed return and mailed in the states. I will never use TurboTax again and recommend you don't either.

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    Reviewed Jan. 30, 2016

    Attempting to file VT state tax was a disaster - for no reason, TurboTax turned my $1097 state refund into a $3097 refund and that set off all kinds of warning/error messages. Went back and slowly entered info and SLAM - same error occurred. Won't use TurboTax again - a big waste of my time, a simple wage earner with one W-2.

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    Customer ServiceStaff

    Reviewed Jan. 30, 2016

    I have used TurboTax for years with no problems. This year, for the first time, I had to call for support. I was on hold for 75 minutes before they were able to take the call. The representative repeatedly put me on hold while she researched my question (each time asking me to repeat my question). She said the answer was finally coming through to her and to hold for just another minute. Sixty minutes later she had not come back, but the call was not disconnected. I'm quite sure she decided not to work the call because she couldn't come up with the answer, so put it on hold and went to the next call. I am extremely offended and will never again purchase TurboTax. I will also do all I can to recommend that others do not purchase it.

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    Verified purchase
    Price

    Reviewed Jan. 30, 2016

    TurboTax just ripped us off. We paid $34.99 for our taxes to be done & we lost an additional $34.99 in a refund processing fee. Beware people, don't let them take the $34.99 out of your tax refund. They will double charge you! They claim it's because a third party bank processes the refund but the way their disclosure is set up when you submit your return, it appears that you're agreeing to have just their $34.99 taken out of your refund. USE A CREDIT CARD!

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    Customer ServiceStaff

    Reviewed Jan. 29, 2016

    This is the first year I filed my own taxes. I filed them 13 days ago and while reading online I read that the IRS wouldn't direct deposit into an account if your name isn't on there (which I should have known). Anyways, I called the customer service number for TurboTax and the gentleman I was connected to was one of the worst customer service people I've ever tried to deal with. He was very rude and hung up on me after maybe 3 min on the phone when I was just asking him what would happen to my refund. I think when someone is working in "customer service" they should be willing to help people. I also think TurboTax should be monitoring the people they have working there because I'm sure I'm not the only one who catches his terrible attitude today. It also says that calls are recorded for quality assurance so they should go back and listen to this recording!

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    Customer Service

    Reviewed Jan. 26, 2016

    I, too, have used TT for many years, paying for the deluxe edition. However, can no longer access previous years returns. After I had successfully filed my taxes, and paid the fee, I get an email from Turbo Tax stating that it looks like I had a duplicate account. I also forgot username/password, and filed under a different email address. Went to try to merge, and guess what? They are unable to merge. So I AGAIN paid for their "Plus" service. Called immediately. After a phone conversation with Turbo Tax that lasted 1 hour, I checked my bank. Instead of refunding the $29.99, THEY CHARGED ME TWO MORE TIMES!

    I immediately called them back. Had to wait and receive a return call. Again. I explained the situation. Again. I was asked to hold and she would be right back. I was disconnected. I called back. Again. Had to wait and receive a return call. After 45 minutes, still no return call. I will be calling my bank and reporting the errors. I will never use this service again. I highly recommend finding another way to do taxes. TurboTax is incompetent and shouldn't be allowed to continue.

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    PriceEase of Use

    Reviewed Jan. 26, 2016

    I've used TurboTax for years and overall it is a good tax program that is easy to use. One change this year was the requirement (apparently Intuit's, not the government) for the user to input their state ID info- for most, this will be their driver license number, and then the issue date and expiration date. What this does is place this personal ID info into Intuit's databases, which can then be breached or hacked, exposing this personal ID data. This has caused me to reject the e-file version and go with mailing the forms. That's not a hardship for me since I get little to no return- I do not loan the government money interest free. If this requirement returns for 2016, I will avoid the software altogether.

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    Customer ServiceReliability

    Reviewed Jan. 24, 2016

    After I have prepared our taxes online, I saved the file on TurboTax's website and quit to finish in another day. When I came back a week after, My login info has been compromised. After verifying my identity, I was able to get it and found out that the same return I prepared and saved has been e-filed by the hacker/hackers and banking routing/checking numbers were changed to a pre-paid card from American Express Centurion bank.

    March 9th was when the return was filed. Discovered it the night of March 12th. Return was "Accepted" by IRS. Called IRS the morning of March 13th to notify them that the return they received DID NOT come from me. Agent on phone said "return would be flag". Called American Express in Utah and informed them of fraud and Heidi from fraud department blocked the account. Tracking return thru IRS app. Return got approved March 15th and refund was STILL sent on March 18th.

    Called American Express again and Heidi advised me that the refund was rejected the same day it came in. Filed my return thru mail and after seeking help from Taxpayers Advocate, I still have no refund 10 months after we got hacked and looks no hope of getting it thru IRS. IRS recommending filing a suit against the hacker (how can you file a suit to someone you don't even know who or where), and/or Turbotax. Phoned TurboTax recently and voicing out my complaint that they could have stopped the hackers from getting the money since I had informed them of such illegal activity and the TurboTax's representatives response was, "we are not allowed to intervene if there was a fraud being committed"! Seriously???

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    Customer ServiceStaff

    Reviewed Jan. 23, 2016

    I filed my state return with TurboTax. There was a false issue with tax credit from coming from another state. I tried to fix it but the page was hard bolded and could not be amended. I spoke to at least 7 TurboTax employees who could not fix this problem. I am disgusted with TurboTax's inability to fix a glitch in their software and the fact that I spent 5 hours working on this. In addition, TurboTax has over 30 minutes wait time to receive a call and when they do they don't know their own software. Why is TurboTax still in business? I saw 1400 complaints about them online.

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    Customer Service

    Reviewed Jan. 23, 2016

    Also have used TurboTax for years with no problem until (apparently) 2013 version. Entered all 1099's correctly, triple-checked. 2 yrs later got IRS bill for over $2k for incorrect pension tax calculation by software and 2013 had no worksheet I could go back to to check calculation. Was unable to locate any phone no. for TurboTax to call them. Learned this year that Intuit software freely available on a larger site, Personal Capital, which wants to persuade you to invest with them, operated by the owner of Intuit. Buyer Beware!

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    Customer ServiceStaff

    Reviewed Jan. 22, 2016

    I was having trouble logging into my account because I forgot my password. I called tech support for help. First I was called back within 5 mins. Second Megan the young lady who called me back was awesome!! She was pleasant, patient and helpful every step of the way!! It was the first time I got help over the phone without the tech making me feel like I was an idiot!! If you do have a problem with TurboTax, call tech support and ask for Megan!! She is great!

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    Customer Service

    Reviewed Jan. 20, 2016

    TurboTax makes decent software program but the supervisors in Customer Service are amazingly incompetent. For the second year in row I have spent hours and days on the phone trying to fix a TurboTax problem that should take five minutes. This year, TurboTax has inexplicably locked me out of my own account and no one there can figure out why or how to fix it! Yes, amazing but true. By necessity, I will try a competitor's product. If you use TurboTax, pray everything works well and you don't have to pick up the telephone. You will be lost to a byzantine and bizarre world of incompetence.

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    Reviewed Jan. 14, 2016

    I have used TurboTax for about 20 years, been quite happy... until I bought the 2014 Deluxe Version (that I have used for at least the last 15 years!). Intuit pulled so many features that I could not do a Schedule C for stocks, or Schedule E for at-home (very) small business... Seriously??? The software is forcing me to upgrade for those features. I've been had and considering other options. Why after 15 years (or longer) would they make such huge changes in one year without any warnings? And seriously, they are going to continue calling the version "Deluxe"? Would appreciate hearing from someone from Intuit quickly or I'm gone.

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    Reviewed Jan. 12, 2016

    Since 2005 I have used TurboTax for filing my taxes. But back in 2015 when we filed our return the system clicked and information was frozen for a few minutes. We were able to continue and filed our tax return having the fees deducted from our refund. But what I am upset about is under the refund page of TurboTax was a message regarding our refund. When we clicked on it the amount was about $2,100 more than we had received. I tried to contact TurboTax after the IRS said that was what their records showed but was unsuccessful.

    About a month or so ago I was able to speak with someone at TurboTax and they said I needed to file an amended return. But they have already loaded software for the new tax season. How could this have happened that we did not receive our complete refund? I feel a little worried about trying to go after this because I don't want the IRS coming after us for fraud. Other people that used the service also in their forum stated they had this same issue. Just want what is owed to us, nothing more.

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    Intuit TurboTax Company Information

    Company Name:
    Intuit - TurboTax
    Website:
    turbotax.intuit.com