
Intuit TurboTax Reviews
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About Intuit TurboTax
TurboTax is a user-friendly tax software program for individuals, self-employed filers and business owners. Choose from three levels of tax help: do-it-yourself, assisted and full-service. TurboTax is available in every state, and it covers every tax situation, including free basic files. TurboTax is also available in Spanish, though it does have some limitations with filing in that language.
- Free audit support
- Spanish-language service available
- No in-person locations
- State return extra
Intuit TurboTax Reviews
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Reviewed Sept. 28, 2010
I used online Turbo Tax for my federal return in 2008. I received a refund. Now, the IRS has sent me a letter stating information was omitted and I now owe them $550.00. This is not right. I fully answered all questions that were asked and the information was determined to be correct by their "error check". Turbo Tax's position is that it was my fault. It makes no sense and I will never use their service again.
Reviewed Sept. 26, 2010
I prepared my 2008 taxes through TurboTax. I received a notice from the IRS that what I reported in my returns did not match what was reported to the IRS. I went back and checked my tax documents, and was not able to find the discrepancy. There has to be a glitch in the 2008 Turbo Tax software.
Reviewed Sept. 23, 2010
I had TurboTax do both my federal and state tax return for 2008. In July 2010, I received a notice from the IRS stating I owed $1,265.00 for my federal taxes!!! I tried contacting TurboTax to get a few questions answered concerning my 2008 tax preparation. The individual I talked to at TurboTax stated "we only report what you have given us! You should have paid the extra fee to cover this problem". I am retired and I declared 37,600.00 on my tax form, which was money drawn from my retirement account. But for some reason TurboTax tables online shows 2678.00 and according to the IRS should have been 3878.00. So with penalties, it is now 1265.00.
I did not feel that the TurboTax representative was the least concerned about this situation!! I am very disappointed since I felt they were supposedly knowledgeable in tax preparation plus the forms the IRS sent are very confusing and threatening. This is the first time in all my adult life that I ever had a problem with my tax return. Plus it has had an effect on me, both mentally and physically and I had heart surgery over two years ago. Now I have to come up with 1265.00 and pay or else the interest will keep accumulating.
Reviewed Sept. 19, 2010
I used TurboTax to figure my 2008 Federal and State tax returns and I received a notice from my Georgia State Department of Revenue that the amount of deductions on my State return did match my Federal deductions for that same year. I went back and double and triple checked. I printed out both and they matched as they should. I sent these copies to the GA Department of Revenue and showed them that there was some mistake!
After several demand letters, and now, a FiFa letter threatening to garnish my wages, I believe that there was a glitch in the software! There has to be! I am like everyone else in today's economy and work force who has either been laid off or has taken a tremendous cut in salary--20% to be exact! I need some help with this matter because as you know, late fees and interest is accruing in favor of the GA Department of Labor. I just can't pay it! Please help me!
Reviewed Sept. 15, 2010
I just received a letter from the State of MI regarding my 2006 return owing just shy of a thousand dollars. This is due to a return I paid Turbo Tax to do correctly but they did not do correctly. I am aware that the 2007 returns were grossly incorrect as well, making me owe thousands more than the initial return stated. It was caught by the state immediately so there were no large penalties and interest due.
It's frustrating to have paid for a program to do the taxes and to have the IRS and State coming back for more money. I entered information exactly as asked, Turbo Tax did the inaccurate calculations. I have no problem paying the tax itself. It's my responsibility. I do want my money back for the 2006 and 2007 returns that they miscalculated! I also want the money for penalties and interest that is owed on my 2006 return.
Reviewed Aug. 31, 2010
TurboTax calculated state taxes for four years on a qualified tax exempt pension. After finding the error, amended state returns were filed. Living in one of the most money-strapped states in the nation, at this time, who knows when this overpayment will be returned to us. TurboTax may be easier to use than dragging the paperwork to a preparer, but I will not use them again. I could certainly use the almost $10,000 in overpayment.
Reviewed Aug. 28, 2010
I used TurboTax to file my 2008 return. My wife received money from her mother’s retirement account when she passed away and taxes were taken out prior to filing taxes for the year. We enter the amount that was in the account and how much was taken out for taxes from the form 1099, but the amount taken out for taxes did not appear on the tax return when filed. I now owe the IRS $1500 and TurboTax says that since I can't prove it was program error then, there's nothing they will do.
Reviewed Aug. 27, 2010
I used Turbo Tax thru the IRS website to file my 2008 tax return. I received a notice from the IRS yesterday, telling me I had an error on my return in the amount of 500 plus dollars in their favor. I checked and I entered my earnings, distributions, and interest correctly from my W-2' and 1099's. IS Turbo tax obligated for any of the error? Thank you.
Reviewed Aug. 27, 2010
Turbo Tax 2008 doubled the taxes in Schedule A, resulting in an error. I owe $4500 to the IRS that were not reflected on the 1040 I filed using Turbo Tax.
Reviewed Aug. 27, 2010
I received a letter from the IRS stating that there was an error on my 2009 federal taxes. I should have known better, but the automatic calculations of TurboTax leave no margin other then entering requested information into designated boxes. I am not sure what extent of damages that I will have to repay, but the bottom line is that I will never trust TurboTax again. It's so sad that such a once reputable product is now flawed and unworthy!
My personal opinion of this product is that it is purposely flawed to generate income for the IRS! After viewing this website, it became clear that maybe over a million people using TurboTax were intentionally ripped off in a very elusive way! How many people will not be able to repay all of the overpayment back on time, which will lead to millions of interest charges, no different from credit cards? The funniest thing about TurboTax is that prior to starting a return the required acceptance disclaimer relieves them of all liabilities associated with product error. Like I mentioned earlier "rip-off" tactics to create income for the IRS. Just my opinion through observation of all these smart Okole rip-off businesses nowadays. I'll know my damages when the IRS sends me their corrected version along with my IOU and penalty fees if I can't repay ASAP. Yeah right!!!
Reviewed Aug. 25, 2010
IRS is now saying I owe money because of a miscalculation by TurboTax. We are on Social Security because of the modified AGI plus fifty percent of benefits are greater than $32,000. I entered all the income and your software did the calculations and the IRS says you are wrong. Help. Must pay taxes and penalty.
Reviewed Aug. 22, 2010
I used TurbowTax 2008 to do my taxes. I just received a letter from the IRS saying I owe $2800 for 2008 because the return showed a deduction of $13,000 Federal Tax withheld by my employer instead of the $10,500 I entered on the form. I tested the withholding field by changing the amount and, again, the wrong amount was transferred to the 1040. I'll find another program to use next time and I'll be sure to double check the information transferred to the 1040.
Reviewed Aug. 17, 2010
Just an update, I have a small claim against Turbotax for not calculating my retirement income as taxable both in 2007 and 2008. Now, I owe the IRS over $14,000 and the state $6,500. Bob the VP of Intuit says this is not a legit site and complaints here are just people complaining. Don’t give up. File a small claim against them. The online software version does not put retirement income in the right place.
Reviewed Aug. 9, 2010
Turbo Tax did my taxes for 2009, federal and state. In June of 2010, I received a message from the State of Wisconsin that the report was incorrect and I owed $152.00. I have tried to contact Turbo Tax, but there does not seem to be any way to do it. I am a senior citizen raising a child on a limited income and the State is now attaching my wages for this tax problem.
Reviewed Aug. 7, 2010
I received a letter stating I owe $3602 for 2009 taxes from IRS. Apparently, Turbotax doubled the over-withheld social security taxes. I have to email them, to no response. I have searched for a phone number and there is none. I have looked every where for a good address. I will never purchase this product again!
Reviewed Aug. 7, 2010
I just received a bill from the IRS, against my 2008 taxes, which I filed using Turbo Tax, as I have done over the last decade, with maybe one exception. I owe money and interest, because my husband's, and my social security withholdings, were reported incorrectly, as if we had overpaid (Max SSI withholding is approximately $6,400). This usually happens if you have more than 1 job in a year, which neither of us did.
Anyway, we received that overpayment as part of our refund, and when IRS verified against the W-2 data (which we downloaded automatically from the payroll service provider to Turbo Tax online), they found the error, and now I have to pay. I've contacted Turbo Tax via email, and all I've received is a survey about the experience, but no one has contacted me about my problem. From the looks of other posts here and elsewhere on the internet, I doubt I'll get any restitution or response to help me out. I owe the IRS more then $2,600, that they overpaid me in my refund, due to this error!
Reviewed July 30, 2010
Just rec'd letter from IRS stating that we underpaid 2008 taxes by not claiming pension income from form 1099R. Pulled my e-return and see that it was entered as income but was calculated by TurboTax as not taxable. I run the audit scan every year when I use TurboTax and there were no issues/no red flags. What happened to their guarantee to backup their product in cases of software error such as this. Owe and additional $563.00 plus interest.
Reviewed July 27, 2010
I received an e-mail message that said that many of the Turbo Tax customers "may" have double reported Medicare Part B and Part D payments for the tax year 2009. I checked and I had double reported those amounts. They suggested that they check 2007 and 2008 as well. The same thing happened in all three years. I think the problem is that when working on 1099 reporting, we are asked about the form that comes from the SSA and directed to place that amount in a given box on a given worksheet.
Later, we are asked to report all medical premium payments. I reported each year my costs for supplemental insurance, for my wife's COBRA coverage and then added in Medicare Part B and Part D payments. I was not aware that by doing so, a double reporting would occur. Later, when each year's return is complete, you are asked to run it through a check. Each year I did so and each year it said all was okay. Now I'm told that it was "user error." I don't believe that is correct and I asked Turbo Tax to consider help with the resulting tax liability.
They said they were helping by assisting with filing an Amended Return, but that they had no financial liability. Again, I told them I thought that was wrong, but I am filing Amended Returns and attaching checks for both Federal and State returns. I am not pleased with this result. I'm done with this, I hope, unless there is a class action suit filed. The amount in question is not sufficient to go this alone. The total amount I am required to pay in Federal and State taxes is $833. I am not yet aware whether anyone will seek penalties and/or interest.
Reviewed July 26, 2010
I did my 2008 taxes using Turbo (used several other years). I received a letter from IRS saying I owe $19,000. The entries for pension, IRA, and social security were all entered right but the amounts were not brought forward. I am disabled and on a fixed income. I will never use them again!
Reviewed July 23, 2010
I read from your previous complaints about Turbo Tax 2008. I also recently received a letter from the IRS stating I owe $2400 because the Annuities/pension income was not added to my AGI; therefore I received too much earned income and child tax credit. I check and recheck my returns before I submit to make sure everything is correct! The income is shown on my 1040 form but apparently in the wrong box! The 1040 also reflects the federal income I paid on the pension.
Why didn't Turbo Tax catch this error before submitting the form to the IRS and why didn't the IRS catch it before they accept my return and issued me a refund! I am a single mother barely making ends meet and there is no way I can afford to pay back $2400!! Has anyone that has been affected by this been able to contact Turbo Tax regarding this matter? I plan to try to write the IRS and explain what happened and pray that they show me some compassion. I will never use Turbo Tax again!! I am an honest working American and file my taxes honestly every year! There has to be a way to hold Turbo Tax responsible for the error in their software that we all trusted.
Reviewed July 20, 2010
I filed my 2008 return with TurboTax. When calculating my eligibility for income-based credits (Earned Income and Additional Child), the TurboTax online software added 10,987 (10-9-8-7, a string of descending numbers) to the amount I entered as earned income. Thus, my credit was increased by 2,400 which I accepted in good faith. Now the IRS wants their money back. The same software also increased the amount of tax withheld claimed by $840. So I'm being hounded for $3400, and I have no way of paying it back. I am unemployed, and am raising an autistic daughter (wife not working to stay home). I've attempted to contact the media, but it appears that they do not care.
Furthermore, the bigger question is: How many tax dollars are being given out (and accepted in faith) in this time where everyone is worried about government spending? How many eligible people are not receiving credits due because the system declares them ineligible? This has the potential to be a huge fiasco, and might even cross into the Ponzi scheme territory.
Reviewed July 20, 2010
In September 2009, I received a bill from the Franchise Tax Board for $371 from 2008. What happened next is unbelievable: I called Turbo Tax and they said it wasn't their fault. Whose fault was it that they did not carry over my numbers to the California portion of my return? I called the Accuracy Guarantee dept. but they don't take calls. I have called and e-mailed since 5/18/10. They said it would take three weeks to call me back. You received a call like I received a call. No call was ever received, but ridiculous e-mails arrived in my inbox and there was no follow-through.
Reviewed July 18, 2010
I have had the same issues with the 2008 TurboTax pension under-reporting thing. I was notified by the IRS that I owed an additional $4700.00 because I had under-reported. I checked the return and found TurboTax had erroneously not carried over the income despite the information being there. Apparently, there is nothing that can be done and the IRS does not care.
Reviewed July 15, 2010
I am concerned about the "bait and switch" technique that Intuit TurboTax uses on-line for returning customers. A returning customer (one that has previously filed using TurboTax Free Edition on-line, such as myself) is automatically switched to the Deluxe Edition (costing $49.95). The only indication that the customer has been switched from the Free Edition to the Deluxe Edition is a change in the small TurboTax logo icon in the upper left corner of the screen. In my case, I chose the free edition as always, didn't notice I had been switched to the Deluxe Edition and wasn't informed of the switch, laboriously worked through dozens of unnecessary forms and schedules, and didn't find out I was being charged $49.95 until I was ready to E-file.
Reviewing the TurboTax FAQs, I find that I am not alone in being a victim of this bait and switch technique. I was informed (as were others with the same problem) that the only way for a returning customer to avoid the switch to the Deluxe Edition was to create a new account (new user name and password) and start over. The disadvantage of this is that all the basic info from previous year's returns is not carried forward.
I have complained to the Florida Dept. of Consumer Affairs. In their replies to my complaint, Intuit/TurboTax seems to deny that returning customers are automatically switched to the Deluxe Edition even though the customer signs on to use the Free Edition. They claim the customer is always given a clear choice and an option to upgrade, but this is not the case. I am continuing to submit documentation to support my claims that returning customers that have used nothing but the Free Edition for federal returns in past years and who chose to use the Free Edition for 2009 returns are automatically upgraded to the Deluxe Edition without clear notification of the upgrade.
I welcome all others to join in a class action lawsuit in regard to this nefarious bait and switch technique by Intuit/TurboTax.
Reviewed July 14, 2010
We were notified by the IRS that we owed $4,796.00 from the 2008 tax year, because we omitted income from pensions and annuities. We clearly did enter all the 1099's, we received in regards to the pension and annuities. We called Turbo Tax and asked them to please tell us where and how the calculations were made. They said there is no way to ever check that and all they have is the PDF file of the completed tax forms.We don't understand how they can't figure out from their own software how the figures were calculated. We are already in a hole trying to dig out and now we don't know how we can afford to pay the IRS $5,000. We wonder how much we'll owe the state of NJ when they find out.
Reviewed July 10, 2010
Today, the IRS sent me a bill for $1100 in additional 2008 taxes. As I had for a decade, I entered my tax information for 2008. However, reviewing the 2008 return today, the "Pension" line - 16a shows the amount entered from the 1099R I received but 16b shows only 10% of that amount as taxable income. Who is wrong, TurboTax or the IRS?
Reviewed July 6, 2010
By reading the comments of the writers about Turbo Tax 2008, I have the same problem. It has to do with retirement funds, 1099-R. The 2008 version did not claim the amount as taxable. I did not know that until I called the IRS and they explained it to me. I went back to the 2008 version to see if I made a mistake but because Turbotax does not do it line by line, I could not correct the error. Because of the 1099-R error, it also created an error with Social Security funds and what is taxable. I was billed by the IRS for not reporting the correct income, which increased my taxes with penalties and interest for $11,000. As a retiree, it has caused a hardship for a fixed income person. I have mental stress over this problem and will never use Turbotax again! They cannot be trusted. They also stated somewhere on their writings that they would pay the penalties and interest. With the number of respondents to 2008, I doubt it!
Reviewed July 4, 2010
I filed 2008 taxes for my friend using Turbo Tax. He received a 1099-R with a partial non-taxable rollover and received the difference which was taxable. I entered the information exactly the way it was on the 1099 and how the Turbo Tax asked for it. The program did not report the taxable portion. After several emails, the representative tells me that I should have entered the whole amount as taxable. I know for certain that it is not correct. He refuses to give me a telephone call or a number to call to straighten this out. IRS has penalized my friend as committing a gross mistake, charged him interest and penalties as well as the additional tax for a total of $7,526.
I have used Turbo Tax and Intuit products for several years. I researched the law and know I am correct. I have checked and rechecked my entries and they are all correct. What can we do? How do we get a class action suit? Surely, there should be some remedy. I did find a telephone number for Intuit and I will call it and report back to you what I will find.
Reviewed July 2, 2010
My situation is very similar to Eddie of Fairlee, VT. I used TurboTax to file my 2008 return. Apparently, my retirement income was computed as non-taxable. I will be more than willing to write a statement to support any class action suit.
I received notice from the IRS that I owe $4,000 on the unreported income.
Reviewed July 1, 2010
Turbo Tax did not include the 10% penalty on a 401k withdrawal for my 2008 taxes. There was nothing on line 16/16a for it. I got a letter yesterday from the IRS saying I owe over $3000 plus penalties!
Reviewed June 30, 2010
My complaint is the same as Sara from Des Moines, IA. Turbo Tax did not tax retirement income. The IRS now wants unpaid taxes, penalties and fees from me. It was nearly impossible to find a Turbo Tax employee who speaks understandable English. No one there could answer any questions that I asked so the answer was to transfer my call to someone else. Like Sara, I am disgusted with Turbo Tax. I will never use them again and I complained to my bank for endorsing their services.
Reviewed June 30, 2010
I have been using TurboTax for several years to file my parent's tax return. For the tax year 2008, TurboTax took the retirement income my father had been claiming for the past five years and made it non-taxable. It has been the same amount from the same trustee forever. I did not notice that the software changed the taxable consequence.
I put in the correct information and did all of the required double checks. I did not realize that there was a problem until my father got a huge tax due notice from the IRS. My father is being charged $7,800 by the IRS for failure to report. I look at all of the other years' tax returns and the amount in question is in the proper column. In 2008 it is in the wrong column. It was input by me correctly.
The software even knows what it should be asking for. The amount does not change. The result is my father is going to have a heart attack if this is not resolved. He does not cheat and has never in his 78 years had a problem with taxes, until TurboTax.
Reviewed June 26, 2010
I used this product to file my 2009 taxes. I paid for the item online and completed the forms. It was to be emailed on March 10, 2010 with a refund expected and paid directly to my bank account. Recently, I have been told by IRS that my taxes were not filed with them. I can't contact anyone at Turbo Tax, get a direct email address or a telephone number. My sign in information, even after being verified by an email from Turbo Tax without the ability for me to respond to the email site, is not being accepted by Turbo as accurate.
I have used Turbo Tax since 2005, but will never use them again. I have never heard of a company that will not publish a customer service contact other than "Talk to Tina", which is the most inane vehicle to receive any information. This stressful situation has made me physically ill and I was diagnosed with having a mild stroke and have contracted Bells Palsy, which can be verified by my doctors. Stress, stress and more stress caused by Turbo Tax. I must reconstruct my 2009 taxes from my copy from Turbo Tax with "Do Not File" printed on each page. There should be some effort on the part of Turbo Tax to respond to my inquiries. I will be expected to pay late fees by IRS even though they say they experience this quite often with Turbo Tax and I should expect some cooperation from them.
I have sent "Do not use this product" to all of my email addresses and have received responses of similar problems with this company. Physically, I am too ill to stay on my computer for hours and hours trying to find contact for customer service. There seems to me to be a class action suit possibilities with this company after hearing many of the complaints documented against them.
Reviewed June 26, 2010
You e-filed my 2009 return on March 10, 2010 but IRS has no record of receiving it. I am furious that one cannot contact you directly and not one Turbo Tax website gives you a number to call. I want you to re-file it immediately and send me a response in writing or email that you have done so. I have bought and used Turbo Tax for five years. My daughter also filed her 2009 return with you on April 16, 2010 and IRS has no record of receiving it. Both reflect refunds. She will file her complaint separately. After being on the telephone for hours insisting the return had been filed timely, it has caused me great stress. During this recent process I was diagnosed with having a mild stroke and subsequently contracted Bell’s palsy. I would appreciate you addressing this matter immediately.
Reviewed June 22, 2010
I do not have an address for TurboTax. We filed our 2008 and 2009 state and federal taxes by TurboTax. They took our bank account # and routing # and sent us an e-notification that our 2008 taxes had been filed and paid. In my ignorance, I didn't realize TurboTax does not pay the taxes due, the taxpayer must do that. In 2010, I again filed our 2009 taxes by TurboTax and IRS rejected our return because we did not file in 2008. It was then that I found out what was happening. Thank God there isn't a lot of money involved, but we still have to pay fines and penalties. We had a small return this year, but will lose it to fines and penalties.
Reviewed June 22, 2010
TurboTax 2008 did not tell me that we cannot take the Hope credit because it was taken in 2006 and 2007 and encouraged to take it instead that it was done after 243 combinations to give the biggest tax break. It asked the question whether the child was in the first or second year of college, obviously there are 2 semesters, so the child is in 2nd year for one of those, and you tend to click yes. I think TurboTax should be liable for this (or at least part of it) because of the inaccuracy of the way it was set up. I have a feeling that they will avoid responsibility. I hate to go back and pay over $1700 two years later to the IRS. It is not fair to look for the money to repay, you rely on a software to provide accurate information so that you do the taxes as honestly as possible.
Reviewed June 22, 2010
I just received a letter from the IRS. It seems that the 2008 version of Turbo Tax did not identify that I had already claimed the HOPE educational credit for my daughter in 2006 and 2007. I imported my files, so I am not sure why it suggested to take the credit. I now have to pay back over $1000.00 two years later. I have suffered economic hardship due to the tax software glitch.
Reviewed June 20, 2010
I used TurboTax online and paid $757 in taxes. Then just the other day, I got another bill from IRS, telling me I owe an additional $250 in taxes because of these people’s program errors in calculating my taxes. I complained to them, but they said they only pay penalties and interests, not for their mistakes. This has put financial hardship to my budget and has put me in back rent payments and other bills.
Reviewed June 16, 2010
We just learned that we owe $15,000 plus penalties on our 2007 taxes based on the fact that the TurboTax software claimed several itemized deductions twice. If anyone out there is organizing a class action lawsuit against TurboTax, count us in! We owe $15,000 plus another $3000 in penalties plus interest.
Reviewed June 15, 2010
I filed our 2009 Income Taxes (State and Federal) through TurboTax online program on February 21st, 2010. Our taxes were accepted through TurboTax program by the Federal and the State Government of North Carolina on February 21st also. We paid our preparation fees up front and paid to receive a Rapid Refund, which would allow us to receive our refunds via direct deposit into our Bank of America joint checking account via the location at Waterside Crossing, in Denver, NC on February 5th, 2010. I checked our account balance on the 5th and was surprised to find that no federal refund via Turbo Tax had been made.
I waited 10 consecutive days (checking our account at least twice a day) looking for our federal refund to no avail. I contacted the IRS and they said that our refund had been processed and paid out to us via TurboTax, performed an investigation and mailed us a report that they did exactly as they should have, and that our money was sent to TurboTax to be deposited into our BOA account and closed their case. I contacted TurboTax, their location in California that issues the refunds to the bank accounts (or prepaid debit card accounts) and was able to find out that someone has went into the secure website at TurboTax and stole my husband's (primary) and my identities, used my husband's information alone and was able to set up a prepaid "Account Now" debit card account with our Joint Federal Income Tax Refund of $7400.
Interestingly enough, the bank that issues refunds to banks and these prepaid debit card accounts and the point of origin are the same small town in California. Our refund was loaded to an Account Now prepaid debit card and mailed to a physical home address in West Charlotte, NC, received on February 5th, 2010 and spent leaving an account balance of -$13 within a 10 day period of time. A Lincoln County detective (we live in Lincoln County, NC) visited the home that the prepaid debit card was delivered to and said that the women living there is 96 years old and is not the 36 year old described as the owner of this home where our refund was sent to.
The detective is currently waiting response back from a court ordered request from Intuit (TurboTax). They have until June 30th to respond, regarding information on this case. After reporting to TurboTax what had happened to us, the Secretary of the President of Intuit, stopped all information from being obtained regarding this case from anyone, including any portion of the police community, unless they are subpoenaed or warranted to by a court or judge.
I have worked on this fiasco to the best of my abilities. I have had two open heart surgeries. The last one last December. We are just average people that have always worked for everything that we have. I am on permanent disability due to my health at age 46. We have our third child still in college and desperately need our Federal Tax Refund back ASAP! This has been a nightmare, with no end in sight. Our economic damage is not being able to bring our house payments up to date (we are two payments behind) as well as other outstanding medical and credit card bills that we will use this refund for. The amount of stress that my husband are under is incredible! I have had periods where I have not slept for days over this. We are unable to help our son with his college expenses this year until we receive our refund. Please help us!
Reviewed June 12, 2010
I sent the follow letter to TurboTax which explains my problem. I received an email, Thursday, June 10, 2010 8:18 PM, from Bob **, TurboTax, Vice President. The subject of the email is "Critical Notice Regarding your TurboTax Return". He explained that I may have claimed a deduction twice when preparing my 2007, 2008 or 2009 tax return. It so happen that this situation did apply to me. TurboTax Software did not adequately cover and was misleading in how to consider Medical Insurance Premium Deductions for the years 2007 and 2008.
This was cleared up in the year 2009. In 2009, you did add the statement above the Medical Insurance Premium Deduction which states "Don't include self employment health insurance Medicare premiums or health insurance payments paid through your government annuity. TurboTax automatically includes payments in the Wages and Income Section". I commend you for adding this statement since it clarifies a confusing issue that was not clear in prior years of TurboTax.
I am vitally concerned about the tax liability (including interest) that I am now faced with because the issue was not explained in the year 2007 (as well as 2008). Your instructions specifically states in your TurboTax 2007, Medical Insurance Premiums portion that Insurance Premiums that one pays for Medical Care could be included as a deduction. It further states "Amounts withheld from your paycheck by your employer my not be deducted unless they are included in Box 1 of the Forms W-2" (in my case it would be a 1099). The premiums I paid for medical insurance was in fact included in Block 1. The TurboTax software says nothing about the program automatically including the insurance premiums. You are supposed to be the tax professionals and I took you at your word. I am not a tax preparer expert that is the reason I purchased TurboTax.
I think that TurboTax knew that this was misleading since they clarified the situation in TurboTax 2009. Because of the problem explained above in your software I am now faced with at least a $1071 tax liability and possibly more after interest for late payment is considered. I believe that TurboTax should have some if not all the liability in this situation. I am very perturbed over this situation to say the least. People depend on your software to be correct and not misleading. I'm not sure but a class action lawsuit may be appropriate in this situation. I would like your comments and what you plan to do to rectify problems with me and other people in the same situation. By the way the web address included in Mr. **. EMail for your Satisfaction Guarantee is not a valid address.
Reviewed June 11, 2010
Turbo Tax did not report retirement income, even though I entered the information, and I now owe over $3,000 in back taxes for 2008. On form 1040A, line 16A is not carried forward to line 16B, which should have been the total amount, because my whole annuity is taxable, because I was retired before retirement age. All of these errors resulted in my receiving a large refund, that I should have not received. I should have gotten about half that much. I received a notice from the IRS that I owe $3,646 in back taxes, plus interest.
I know these are Turbo Tax's errors that caused this, and they should have to pay the tax, plus interest, due to their program being defective. They do not show retirement income as being taxable, hence, miscalculations on that page. When my info transfers to do 2009 return, it shows that I entered the info. I have also tried to print the screen that shows I entered the info last year, and it just prints blank pages.
Having to pay this back has resulted in my not getting a tax return this year. I am not sure how to file my 2009 return, because I do not have the 2008 done correctly, just the IRS saying they fixed it, so I have filed an extension for 2009, and I cannot complete my state either, because I don't know how to do it, now that last year's info was completely wrong, and because I owe the IRS money, I cannot afford to pay a tax professional. So, I am stuck in a bad financial situation, and have no idea how to proceed, except continue to make payments to the IRS for a mistake Turbo Tax made, and I am on the verge of losing our home, because of owing IRS money. I would love to speak to someone about this.
Reviewed June 11, 2010
I received a check from Intuit for $66 and called the number on the check. It was a Turbo Tax check and they stated that I have been over paid by the state due to their error. They insist that I cash the check; however, I believe that I will hold off because they were so insistent on my cashing it. The state overpaid me by $130.
Reviewed June 1, 2010
I have written to this forum several times concerning TurboTax Online 2007 and 2008 making Retirement Income Non-taxable. I have filed a complaint in small claims court (date pending) and would like to get some written statements from others who have had the same issue. This will help me win my case against TurboTax and maybe open the door for others.
Reviewed May 30, 2010
On form 1040A: Line 15 not carried forward to line 15 which should have been total income. Line 21 should have been adjusted gross income was left blank. Line 22 left blank which should have been same as line 21. Line 25 shows 0 which should have been line 24 subtracted from line 22. Line 27 left blank which should have been difference between lines 26 and 25. Nothing is shown on line 28 TAX. Nothing is shown on lines 29 through line 42 except for 38 that shows fed tax withheld. There is incorrect amount shown on lines 44 and 45a.
All of these errors resulted in my receiving a large refund that I should have not received. I should have gotten about half that much. Now, I have a notice from IRS that I owe about $1900 in back taxes plus interest. No penalty as yet is shown. I am on RR retirement for disability and it's just a small amount. I believe these are TurboTax errors that caused this and they should have to pay the tax plus interest due to their program being defective. They do not show retirement income as being taxable, hence miscalculations on that page.
Reviewed May 29, 2010
I received a notice from the IRS stating that I did not claim retirement income. I am certain this amount was entered into the software, but it is not showing on my form. I’m wondering if any other complaint with this and how I could get proof if the information was entered into the software.
Reviewed May 28, 2010
I have used TurboTax for years and always save my TurboTax files on backup floppies and hard drives. I recently needed to recall my 2006 TurboTax data for use in an IRS audit and can't get 2006 TurboTax software to read the saved data file back into Turbo Tax. I can't find a support telephone number to call for help and info on their web site. It has not been helpful with this type of problem. Since I can't go back and see how TurboTax handled my tax return, I will be forced to refer to only the hard copy print which will most likely cost me about $5000.00 in back taxes.
Reviewed May 25, 2010
In 2007, we filed my widowed mother's taxes using TurboTax. Her only income is from two small annuities and her Social Security. The return showed her with a refund. She received notice from the IRS that she in fact owned additional taxes for that year. Now, she has received a letter regarding the same problem with 2008. We notified TurboTax of the 2007 error but have never received a reply. The same error (not showing the retirement income as taxable) on subsequent years smacks as negligent on their part. Is anyone planning to sue?
Reviewed May 18, 2010
I purchased this product, which is expensive, in order to be assured of no mistakes on my tax forms. I received a notice from the IRS that "the amount entered for the standard deduction was incorrect for the filing status claimed on my form". A very simple error! What is the point of buying this expensive software only to discover that it makes mistakes on my forms? There was no physical or economic damage as a result, but the amount of my refund was significantly less than TurboTax had figured. The manufacturers of this software are dishonest about what can be expected from their product. It needs to be taken off the market!
Reviewed May 18, 2010
In 2007 and 2008, I used TurboTax online to do my taxes. I now owe the IRS and state over $14,000 in back taxes, interest and penalties because TurboTax put my retirement income on line 16a (non-taxable). I have filed a claim in small claims court against them and to save anyone who may want to do the same thing. The cost and hassle I went through here is the address you need to have the papers served to. It costs $75.00 to have the papers served. I owe the IRS over $14,000, suing them in small claims court.
Reviewed May 16, 2010
I received a CP2000 from the IRS claiming that I over reported my Social security taxes. I filed my 2008 taxes using the TurboTax 2008 online software but the software added my social security taxes and my wife's as one and therefore taking my taxes over the Cap for SS and thus received a refund for the excess. In 2010, I received a CP2000 charging me for that refund. TurboTax has a guarantee with their software that if the cause of an audit was due to their calculation, it would be paid by them but I have not been able to get them to honor that guarantee. Now, I have a bill of $1900 due to the IRS. Now, I have a bill of $1900 due to the IRS.
Reviewed May 13, 2010
Turbo Tax (TT) would not load. I called Intuit, spoke with someone who does not speak English, made more phone calls. Finally, I spoke with a technician, who advised me that their product sold at Costco had incorrect directions. If I would get on the internet, they could send me proper program. I paid to have internet installed in my home, program still will not run, but gives me a different error code now. Last year, I had to pay a computer specialist to load the program for me because of programming errors. I was audited for two years ago. TT put income in the wrong place and I was charged interest, late fees and penalties for sloppy work.
Over the last 20 years, I have purchased five copies of statistical program for the social science (SPSS) and it loads perfectly on different machines with different programs. I have purchased many other programs and they all work perfectly, except for TT which should be using the same base year after year.
Reviewed May 8, 2010
I paid for you Turbo Tax to handle my tax return. I am boiling mad that I paid for a service and I still have no refund. Reply to me when I hired you do my taxes, (the date) and after you give me that information take a look at what I paid to efile my return and tell me if I deserve some kind of refund since my return has not been paid to date 5/7/2010. If you need to stop payment to have my tax return to go to my bank, I will provide that information. This Turbo Tax card has a debt of .50 cents and I believe it was for an card balance. Why am I being charged to check my balance since this is the only way I can check to see if my tax return was loaded into my card.
Reviewed May 7, 2010
I used TurboTax. Now, NJ is saying I did not pay the right amount in 2006 so I have a penalty and interest. TurboTax did not register my husband's retirement annuity as income.
Reviewed May 5, 2010
For several years in a row, TurboTax did not include my DOD disability retirement as taxable income. During the process, I answered the question, "Did you retire before reaching legal retirement age" (that is close to how it was worded), and whenever I answered yes to this question, my refund amount would skyrocket. The program was claiming my $18,000 to $20,000 per year disability annuity as non-taxable income! Since no federal taxes were ever deducted from this annuity (by DOD), I did not realize there was an error.
I input my DOD annuity information correctly but the program did not recognize this income as taxable! This year the error has been fixed and the new TurboTax program, including a statement saying that most Federal disability annuities are taxable. This is new and probably came as a result of my numerous complaint letters to them. They have never once responded to me. I am stuck with a total of approximately $6,000.00 in back taxes due and no way to ever pay it! The penalties just keep building and the IRS's threatening letters get worse and worse. I live on a fixed disability income after being injured in the line of duty in the AF and there is no way to pay for this debt. I am probably going to suffer heart trouble over it.
Reviewed May 5, 2010
In 2008 TurboTax did not include some retirement income, excluding it online 16a. I had to pay a penalty. The same thing happened in 2009. TurboTax has lost me.
Reviewed May 5, 2010
I used Turbo Tax to prepare my 2009 federal and state returns. When completed the 1040 showed no federal tax due. Two months after filing the return, I received a bill from the IRS for several hundred dollars plus interest. Turbo Tax also failed to provide the proper form for sending payment to accompany my WV tax return. By chance before mailing I read the instructions WV sent me. I have contacted Turbo Tax Customer Service, but they have not replied.
Reviewed May 3, 2010
I used TurboTax 2009 to file my federal taxes. Because I recently received an IRS audit letter and demand to pay additional taxes for a TurboTax error on my 2008 taxes, I looked over my just filed 2009 tax documents as well and found that TurboTax 2009 again failed to show my federal retirement annuity on line 16a and instead reported it as wages on line 7. Although the program asked for and I correctly entered my retirement annuity data to the Worksheet, the program failed to place the amount on line 16a and instead placed it on line 7 which will result in the IRS auditing my 2009 taxes and I anticipate receiving another audit letter soon. TurboTax has lost me forever as a customer!
Reviewed April 30, 2010
The 2009 tax return that was electronically filed for me by TurboTax was not the same as the return that the application presented to me in PDF just before filing. TurboTax changed various items in my Itemized Deductions, reverting to erroneous entries that I had corrected. At a minimum, I will have to file an amended return. Since the return filed by TurboTax showed a lower balance due than I actually owed (because the application put in erroneous deductions), I may be subject to interest and/or penalty charges.
Reviewed April 30, 2010
Just got a letter from the IRS, seems 2008 Turbo Tax deducted our IRA contributions even though we exceeded the AGI allowed for deductions. I checked 2009 Turbo Tax and it did the same. I'm having to send a check for underpayment of 2008 taxes and will have to file an amended return for 2009. I've never had to do that before. I've used Turbo Tax for over 10 years but the last 2 years were awful, I will be changing tax software for 2010. owe the taxes - okay. But also have to pay interest and spend time figuring out what was done wrong and spend time filling an amended return for 2009.
Reviewed April 29, 2010
I have used the online service for years this past year. As always, it dumped the data from my Federal into the State of WI and said I had a return of $200.00 and let me e-file on 2/1/10. On 3/26/10, I received a letter from the State of WI telling me I owed $253.00 because the Taxable IRA amount was calculated wrong. I reviewed the form I printed when filed as well as the copy I saved, and they do not match the state's required form. I went online to review my return, only to see it had been revised by Turbo Tax without any notification to me.
This is a disgrace not only to me but to then hear that this has happened to my ex-wife as well. We have the same issue, same problem. How many others were swindled? I paid their fee and trusted in their services, only to get a refund and spend it on paying bills; and now, I have to pay that back plus some. I would like a refund and compensation for the grief as well as the added time put into to resolve this situation. I will never use this software again and will definitely warn friends and family.
Reviewed April 25, 2010
I have used Turbo Tax for years. The 2009 Edition was not what I have become accustom to. I have sought out an avenue to advise anyone who has used Turbo Tax to review their return very carefully. Although Turbo Tax allowed me to file with the correct filing status, it did not allow for the correct exemptions in my return no matter how many times I tried to correct the error.
The program did not allow for the correction even for me to amend my return. I had no success with the customer service. They insisted I needed to amend my return due to a higher education credit, when it was really because the program did not allow for the exemption of my son who is a full-time college student. Due to this error, I had a higher tax and I did not receive the correct refund.
Reviewed April 21, 2010
The online version of product did not work as advertised. Desktop version (which I used last year) successfully imported trading data from Fidelity account. Online version did not! After several hours of repeatedly foiling the programs prompts to fix data I had already added, I discovered it was now duplicated or worse.
I also found a view that show the data had in fact been imported to TT, but TT failed to recognize it. Online version does not work as advertised. Even worse. Their errors prevented me from taking advantage of their much-vaunted "online filing." Oh yeah, and they charged me 2x for the online version... another battle to look forward to!
I am going back to paper and pencil or my $500 accountant. Consequences included double billing (an extra $89), 12-16 hours of wasted time and frustration, potential errors in state and federal filings, and potential overpayment of taxes.
Reviewed April 21, 2010
This is the exact same complaint as "Steve of Alpharetta, GA on April 16, 2010". Turbo Tax 2009 doubled my W-2 income on the step prior to final transmission. (I hit the "transmit" icon, the software asked for my W-2 info on a "for my use only" form and then only gave me a "transmit" choice when I completed the data entry). The transmitted Federal 1040 and the MA State Tax form both had the doubled W-2 information on them. My MA state tax went from $156 due to $1,353. My Federal tax due went from $1,443 to $33,000+.
There is "no stopping the train" once you hit the "transmit" icon! I have already spent two days trying to amend my tax returns with the Federal IRS, MA IRS, and my bank. I was only expecting a $156 to be withdrawn from bank account. The state of MA took $1,353 out of account ($1,197 too much!). The Federal IRS tried to take out $33,000+ but I was able to block that transfer (a $29 bank fee).
Thanks to a kind bank employee, my bank account is not overdrawn. It should have been! I have sent in all the paperwork for an amended MA State Tax form. Hopefully that problem is resolved and my extra funds will be returned. The Federal IRS representative told me to call back around May 1st, 2010 to check on the status of my tax form. I have mailed in a check for the balance due of $1,443. Who knows what penalties await?
Reviewed April 20, 2010
I filed 2008 Federal Taxes using Turbo Tax. The program did not add my 1099 R form as Military Retirement pay (after serving 23 years in the military I get my retirement pay every month). They added it as something else. Your company should check Turbo Tax. It is costing the consumer a lot of money on interests and fees and the IRS do not care who made the mistake and the consumer gets stuck with all the fees. It is not fair for the consumers.
Reviewed April 19, 2010
Same thing happened to me as in previous complaints. I finished my 2009 taxes and started the e-file process to the federal government and state government. During the e-file process, a form came up and asked me to fill in box 1 for my my wife's unemployment compensation. It did not say why it wanted this information. I tried to continue but could not so I put in my wife's unemployment benefits again. I was then able to continue. This took me to the final e-file box to which I hit continue. Right after that, I looked at the top of the screen and noticed it took the box 1 value and added to my already completed taxes. Now instead of getting refund, I owe federal taxes.
Reviewed April 18, 2010
I paid $50 for a copy of 2009 Turbotax at Costco and used it to e-file my Federal and CO state return. They charged me $20 to e-file my state return even though the state never charged me anything when I have e-filed in the past using the state website. They also required me to mail the state a paper copy which was not required in the past. The whole process took me twice as long as doing my taxes myself even though I am very computer and internet literate. The only economic damage and extra $70 expense and about two extra days of my time.
Reviewed April 16, 2010
I finished my 2009 taxes and started the E-File process to the Federal Govt. During the E-File Process a form came up and asked me to fill in Box 1 for my Employer W2. It did not say why it wanted this information. I tried to continue but could not so I put in my income for the employer thinking it wanted to send in a mock W-2. I was then able to continue. This took me to the final E-File box to which I hit continue. Right after that I looked at the top of the screen and noticed it took the Box 1 value and added to my already completed taxes. Now my tax bill is 10X the amount which will drain my bank account.
Reviewed April 16, 2010
I have used this product for years but the 2009 version was particularly disappointing. I had a business to report and it was extremely cumbersome to make changes to the data entry. To make a change to business expenses already entered, the program led me back through 30 plus screens to reach the business expense screen so the change could be made. On one screen I answered the question regarding the use of a home office as no but the program continued through 10 additional screens before the home office could be deleted. There were many more examples regarding the tedious process of correcting entries.
Reviewed April 16, 2010
While submitting my 2009 State and Federal Taxes, I came across what I feel is a very deceptive "offer". In order to file my State tax, I must pay an additional fee of $19.95 (okay, no real problem here). However, in doing so the software has teamed up with a company called "MetaBank" who then offers you the "convenience" of having your state filing fee of $19.95 deducted directly from your return. After going through the mundane task of inputting all the tax data, I figure, why not?
Go ahead, take the fee directly from my refund. What I was unaware of was that I would then be charged a "Meta Refund Processing Service Fee" of $29.95. So, I spent $29.95 to pay $19.95. Wow. Of course, Turbo Tax distances itself from this fraud by their disclaimer that you were given several opportunities to reject the "offer" and subsequent fee.
What they are counting on is by the time you get to the end of this burdensome task of filing your taxes you have already had enough and just want to get it done. If you read the language of the "MetaBank Refund Processing Agreement" is is clear that they expect you to have buyers remorse once you realize you had already been taken. I filed a complain with the FTC and did some research on the offending partner in crime, MetaBank of South Dakota only to find that they have a total of 52 complaints processed through the BBB in the last 36 months.
If you read the Turbo Tax community threads, you can see that a lot of people have been duped and are very unsatisfied. I am hopeful that enough people will be outraged and force a review of this deceptive practice. I further hope that some legal scholar will seize the opportunity to expose this fraud.
Reviewed April 16, 2010
I tried to e-file with Turbo Tax. My wages were doubled. The IRS rejected my paperwork because according to them, Turbo Tax did not transmit my taxes for 2008. I am on hold at this moment, 12:55pm EST, for an hour now. Something should be done about them and I hope, I do not have to pay a penalty for 2008 and 2009 taxes.
Reviewed April 16, 2010
I have used TT for several years without problems. This year was totally different. I submitted the completed taxed on-line and both State and Federal were rejected due to an "Error with Schedule M". I followed TT directions for correcting the problem. I called the IRS/SS to verify payment re-submitted and was rejected again.
I followed their directions again and was rejected two more times for a total of four times (the last time it took almost 12 hours to get the notice of rejection). I bought this software to make filing easier and ended up filing by mail. After the cost to file the State (and have it be rejected) and paying for the program initially. I could have spent the same amount and had a tax professional take care of my taxes. And they would have been able to e-file to get my refund faster. I am totally disgusted with Turbo Tax 2009 Version.
Reviewed April 16, 2010
Turbo Tax intentionally misleads the customer in every way possible. Nothing is free, and hidden charges are everywhere. They have become a very shady company.
Reviewed April 16, 2010
Well, as others have said, I've been a loyal Turbo Tax user for well over 5 years despite my slight disdain for Intuit's price gouging history. They started with "sunsetting" their Quicken product every 3 years after the date of your purchased version. From many accounts, it seems they are continuing the tradition with Turbo Tax. I never write these blog review complaints, who has the time? And to some extent, the verdict is still out on this year's version of Intuit's Turbo Tax 2009. For me, however, it appears that they best get their act together and none too soon. The problem is they are a big fish and it is easy to get "hooked" on their products as have I and so many others. So let me get down to "brass tacks" regarding my immediate beef.
Getting to the points. So I suppose I am to "blame" because I procrastinate and do none too well with deadlines. So 11:15 hits and I say to myself I better file an extension because it seems there is no way I'll be done by 12 midnight on April 15. So as I know I did several years ago with Turbo Tax, I decided to search in my $100 program for how I may file an extension. It seems easy enough and of course, I have plenty of time to do so. First, I figured it should be easily identified by some blatant button but to no avail. So I checked "File", nope not there. Anywhere else on the menu? Nope. How about under "e-file"?. Nope. Is there a table of contents? Nope. How about under "forms"? Nope.
So maybe I'll check "Help". I couldn't find it there but help is so cumbersome anyway and by now, I'm running low on time. Hey, I know. I'll type "file extension" in the search field. No matches, however, there is now a fire burning in my temples at this point. My BP now 1000 over 1. Hey I know, I'll Google "Turbo Tax file extension". Hmmm, eureka or so I thought. I'm given the impression that they are going to help me out here and time is now precious and I'm about to turn into a pumpkin. So I went through their multiple "easy extension" screens, confirmed and reconfirmed and researched some obscure 2008 figure and entered it. Now, I'm faced with a "checkout cart" and a request for a $50 service fee and I haven't even begun to tackle the state extension and there seems little promise of finding such a service with Turbo Tax. Had they provided such a service, perhaps they would plan to gouge me for another $50. This for a 2-minute, one page extension filing.
They're in hopes that I will desperately bite having gone through their maze and being out of time and having arrived at the prospect of paying an additional $50 over and above the $100 I've spent on my edition of TT.. Perhaps, I would not have been charged money had I found the possibility of an extension on my version. I don't know. Perhaps yes, perhaps no but who could find it? I don't believe they charge for this in the past. So I now have 3 minutes left and I closed their $50 offer window and googled "income tax extension". Thank God someone complained about Turbo Tax and suggested TaxAct as a quick and free solution to filing an extension. I didn't even have to go to the article. I read it on google itself. My hero, mind you, 12 midnight has struck at this point but I forge on determined.
A couple of extra but easy screens later, my extension was relatively effortlessly filed by 12:05 minutes after discovering TaxAct (If the IRS will now accept my extension and not consider it past the deadline, I'll be lucky). Are the people at Turbo Tax ** in a poor work environment or are they a bunch of money grubbing ** looking to squeeze every last cent out of their victims? Certainly not considered customers from what I can gather. You know, Charles Schwab gave up the reigns for only a short while only to return because the new order was quickly running the company into the ground with excessive fees. He's returned because of their incompetence and now has to spend 5 years to rebuild the brand and prior positive impression of the company that once existed. I'm a fool and will probably buy Turbo Tax again next year because I suck at "change" but I'm not at all impressed. Quite the contrary. Who are these people? Does anyone know? Any insights?
Reviewed April 16, 2010
I've used Turbo Tax for years! There's definitely been a change for the much worse! I bought the state partnership return online through the business TT program and there was no link to download. I had to wait until the next day when their call center was open to have them push a link into my online account. However, once I downloaded and installed it, the forms never appeared in the TT program. It still wanted me to pay for and download them. I called TT, explained the problem and was asked to uninstall then reinstall. Same thing happened, no forms in TT program. That's when the "support" person hung up on me. I called right back. I have to admit that at least, the new guy tried.
However, he couldn't understand me, sent me on wild goose chases, had me look for and do things completely unrelated. The people you talk to for support have obviously never used the program before because they can't follow a conversation in which you say "the state tab still shows I need to download", "you know, after you input the federal information then move on to the state", no concept of what I was talking about.
Have they seen the TT program before? Hey TT, newsflash. You should teach the support personnel what's in the program before you let them loose. 30 minutes later, I got nowhere and got a refund. Never again Turbo Tax. You are now moved to the unreliable column. Today's tax day. I ended up paying $$$$ for a professional to file my business and personal taxes. I've learned my lesson Turbo Tax.
Reviewed April 15, 2010
And the solution?! Input info again. Library closed.
I started again this morning by inputting info online for Federal. Completed it and started State. I e-filed State after a few moans and groans. I went through the two federal returns; two different outcomes! I’m waiting for chat to start so I can get help! I can see the line item discrepancy but I can't change it in the interview process!
For a firm that has been around for such a long time, I'm disgusted that you have this frustration and I still don't know what's going to happen! Two federal returns and I don't know how this affects my state return!
Sheri N contacted me at 6:02 pm CST. Thirty plus minutes later and six different ways from Sunday, I have to file an amended return and redo that as well as my property tax myself! "You can use TurboTax to do it." Really?! I can’t find the discrepancy! Next year, $200 is worth more than my two days of tears and frustration and I still have to file the amendment and redo my property tax! Thanks for the heartache TurboTax.
Reviewed April 15, 2010
I am so frustrated with Turbo Tax. First, my extension was rejected by the IRS because apparently you can not include both your pin and your 2008 AGI. However, on Turbo Tax you have to complete both boxes. Then I decided to just e-file my taxes and again it was rejected by the IRS for the same reason and again Turbo Tax did not allow me to submit with only the pin or 2008 AGI. Now, I have printed out the return and am filing by mail. Never again will I use Turbo Tax. I have paid Turbo Tax for both the return and the extension and am out that money because I basically filed the return myself.
Reviewed April 15, 2010
I have a dial-up computer connection so could not download the update to the Turbo Tax Deluxe forms. I called them and they said they would mail me a CD with the update. I got an update download from a friend who has a cable computer connection and was able to finish my federal taxes. I then tried to get my North Carolina tax form but Turbo Tax said that there was a program glitch and then would "hang" my computer. I used their on line interface and was told that they would send me a CD of my state tax forms. I finally gave up waiting and did a manual workout of my state taxes. Now it is April 15 and I still have not received either CD from Turbo Tax.
Reviewed April 15, 2010
I have a dial-up computer connection, so could not download the update to the Turbo Tax Deluxe forms. I called them and they said they would mail me a CD with the update. I got an update download from a friend who has a cable computer connection and was able to finish my federal taxes. I then tried to get my North Carolina tax form but Turbo Tax said that there was a program glitch and then would "hang" my computer. I used their on line interface and was told that they would send me a CD of my state tax forms. I finally gave up waiting and did a manual workout of my state taxes. Now it is April 15 and I still have not received either CD from Turbo Tax.
Reviewed April 15, 2010
I am done with Turbo Tax after 5 years of faithful use. This has been the worst year for ease of use. In prior years the topics I looked up would open to the windows in the forms where the data went. This year it would go to TT info page. After spending a day entering all of my info I went to efile. $20 seemed steep to file a state return but if figured I'd be done. When I entered my financial info there was an additional $49.95 added as a processing fee.
I thought that was excessive and backed up in the program. All of my data was erased. I called Intuit and Jason, a customer service supervisor, couldn't help me because I was 2 days past the 60-day warranty. He was very rude. When I asked what office he was in and told him I was going to complain to corporate, he hung up on me. The home and business software has become too expensive. Turbo Tax makes a big deal about the free efile for the federal return. They fail to mention the bend over for the state return. I need to spend another day entering in my info. Turbo Tax should include the additional fees for the service they charge on the box of the product.
Reviewed April 15, 2010
I have used Turbo Tax for about 10 years. This year I paid $100 for the Home & Business edition but can't install it on my computer because of the net issue. I tried for over 4 hours to install the program. I can't find a phone number on the program so that I can call.
Reviewed April 15, 2010
I was filing my income tax with TurboTax with software sent over the web to me. My tax return never went to IRS for reason unknown to me. I have asked for assistance from the company through the internet, without results. TurboTax charged me $54.00 for the service and made no effort to help me with my problem. Finally, I had to go to H&R Block to handle my return, at the tune of $78.00. I am very disgusted with TurboTax for taking my money and giving nothing in return. Consequently, I will never use them or recommend that company to anyone.
Reviewed April 14, 2010
It is two days before taxes are due (April 13) but the Turbotax software message states that my electronic return can't be filed because a Form 1040 and Schedule A for itemized deductions are not "Available". Many hours were spent submitting the information lost. I have to go online to download forms from IRS and upload with another paid service.
Reviewed April 14, 2010
I've used Turbo Tax for the last 6 or 7 years with no major problems. I was ready to e-file my 2009, when Turbo Tax ask me to fill in box 1 with my wife's wages. I filled in the information and to my surprise, the software doubled my wife's income. I tried to hit the cancel button on the screen, but the 1040 was filed it wouldn't cancel. I tried for 3 hours to reach intuits customer, no service, finally had to send an e-mail then get a code to talk to a real person, whom said the only thing I could do is file an amendment after my e-file was accepted and go to the bank and put a stop pay on the automatic deduction.
Needless to say, Turbo Tax is not in my tax future anymore because of this software malfunction. I went from owing $500 to feds to $16,000 and instead of a refund from GA of $400. Now, they think I owe $3,000, I pray I can amend my returns with out a fight! I'll not ever recommend or use this software again!
Reviewed April 14, 2010
Unable to download tax return or to save a copy for my records. I entered all the data to send my return to the IRS and it was never sent via TurboTax. I can not print a copy for my records because it is holding me up for more money. The consequences are that I can not file my return.
Reviewed April 13, 2010
Received letter from IRS stating our taxes for 2008 were incorrect and we now owe 4,800. Cause turbo tax didn't carry a zero, which by looking at it appears to be what happened. I feel they should be liable for the fees and or interest the IRS feels we owe, of course as for the taxes we realize we owe them. Seriously, if the IRS wants electronic filing should they and the suppliers of software make sure it all is current and functional how could it not happen to everyone else that pulled money from a 401k. We were penalized and taxed then and to pile on more cause software malfunctioned or wasn't up to date? Use through State Farm sure that doesn't help their image either. So it fails twice cause the checkup noticed nothing wrong either. Ugh could have spent that money on car to get it running.
Reviewed April 13, 2010
I have used Turbo Tax each year since 1999 with satisfaction until this year which has been extremely frustrating. I started entering data 11 March and after about 20 minutes I was informed that Form 1040, Sch A & Sch B was not available and that I would be notified by email when available. On 18 March, received notification that forms were available. On 20 March, I tried to obtain forms and were told they were not available. On 22 March, received email that they were available.
On 27 March, I reconnected and completed both Fed and PA State returns. Upon examining the Fed return I found that Turbo Tax had under reported my Charity deduction by $95. On the state return, they showed pension income as taxable and it is not taxable in PA. By fudging some of the data I managed to correct this error. Neither the Turbo Tax package or disc contains an email or postal address or telephone number where the user can lodge a complaint. The package states that "Accurate Calculations are Guaranteed", but there is no way to contact them for correction. Next year, I will look for a more reliable supplier.
Reviewed April 13, 2010
The program ask you to set up an account (user I.D and password) when you try to access your information. I'm not able to log in program, tells me that user I.D/password are incorrect, user I.D is my email and password is my son's name, it then tells me to reset password and it still does not let me access my account. This program is very frustrating. Gov. rejected my eFile and they tell you that they will not charge you again, but at the end of the transaction they charge you again. eFile has been rejected twice, not able to access account trying to log in several times without success, no one to be able to communicate with in order to fix the problem, very frustrating and depressing.
Reviewed April 12, 2010
I have used TurboTax for several years and have been satisfied. So far, I have been unable to download my deluxe 2009 TurboTax. I searched for a phone number or a website on the package for assistance but found nothing. I located this site when I did a web search for TurboTax. My experience is not unusual, apparently. I will have to complete my taxes by hand. I anticipated difficulty in completing everything before the April 15th deadline even taking into account my return should be less complex this year. I expected difficulty in ascertaining values of donated items and anticipate my estimates will be undervalued.
Damages? I cannot identify damages as of this moment but expect additional time necessary to do all by hand will be significant. Frustration (and anger) caused by failure of 2009 Turbo Tax will be significant.
Reviewed April 12, 2010
I tried to upgrade the TurboTax and get help with taxes and I waited for about two hours for no help after upgrading for help.
Reviewed April 11, 2010
Issue is with failure to install .NET 3.5 SP1. All tools with Microsoft/TurboTax/etc have said all my .NET files are correct. I have deleted them, reinstalled them, deleted them, reverse reinstalled them/deleted them/rebooted after each reinstall/etc. TurboTax should be required to refund all purchasers who cannot get the software to install and be required to pay all interest for any late fees assessed by the IRS since we relied on Intuit and they screwed up! Lost time and frustration! Will now be late filing with IRS.
Reviewed April 11, 2010
TurboTax incorrectly calculated the amount of tax owed on 5 out of 7 personal tax returns I completed using this product. The income tax returns have already been filed with the IRS, so amended returns had to be prepared and sent.
Reviewed April 11, 2010
TurboTax has totally let me down. At the error check stage I am getting error code 20900072586 and TurboTax just freezes or crashes. Called TurboTax three times today, and they finally stated they have no fix for this, and no plan to fix it, and no viable work-around, so basically go away and work something out myself! TurboTax does not retain open problem tickets so every time I called I had to re-explain the issue, time consuming and frustrating, not state of the industry customer support.
My computer and system are above the TT specified requirements, and my numbers of transactions are within the specified limits for the TT downloaded Home and Business program. Now I have to rush around and find a tax preparer at additional expense at the last minute. I would love to stay with TurboTax but need to look for alternatives in future since it is obvious that TT does not thoroughly test and support their product.
Reviewed April 10, 2010
This is a warning only if you use TurboTax or know someone who does. Since 2006, we've been successfully using TurboTax to file our complex income taxes (with 2 or 3 small businesses). I am writing to warn you that today, I just lost 4 long days of 2009 tax data I'd entered while I was on the phone with a TurboTax staff person who was guiding me through on "Live Look", where she can see my desktop and every icon on it and the movements of my cursor. The reason that I called her is that the total of our charitable donations did not match the total in the summary--off by thousands of dollars, and I couldn't find the cause of the difference.
In the midst of this conversation, TurboTax froze, crashed, wiping out all my work. I showed the gal (since she could view our desktop on her computer via LiveLook). How I could still open and close any other icon on my desktop when she said it was the fault of my computer, proving that it was Turbo, not my computer that crashed. She told me to close Turbo and put it in the trash, and empty the trash. I asked if she had a back-up copy of our 2009 tax file that she could send to me, since I was nearly done with it, and she assured me she did and not to worry about losing our copy here. She was dead wrong, and we're back to zero. I bawled.
This gal's supervisor wasn't helpful either, and both gals admitted that there have been a lot of crashes and people losing data this year on Turbo, worse than in previous years, and that "their software staff is working on it." It is small consolation that we can take this disc back to Costco for a refund. I wish I could sue. We now have to go back to forking out big dough for a CPA. I have read on others' reviews that they couldn't connect their federal returns to their state returns.
Be careful, and follow the supervisor's advice if you do use Turbo--save your data on a disc often, and if you have to rely entirely on that, you obviously couldn't email your federal return. We lost our entire Schedule C's for two business and all our Sch. An itemized deductions, etc., 4 days of data entry. I asked the supervisor to be reimbursed for 4 days of full time work at my usual self-paid rate, but she just said to take our TurboTax disc back to Costco for a refund, which we did. My nerves were shattered for several days, and I feel as if I can't trust a product that worked perfectly for us for the three previous years.
Reviewed April 9, 2010
Gee, I can't get my $1500 refund for my 2009 tax return now until I refile my 2008 tax return. My 2008 refund was so meager, I never even noticed that I didnt get it back.
Reviewed April 9, 2010
I have used Intuit's TurboTax Deluxe for many years. Each year the product got better, except for this year. My wife and I file married jointly. The software calculated our total tax due incorrectly for the Federal. The software calculated total tax due as $19,090 on taxable income of $107,854. The total tax due should be $19,338. I calculated the correct value by hand, using the IRS' 1040 tax tables. If I had not found this understatement of Federal taxes due, I would be facing future IRS penalties. I will never use TurboTax Deluxe again. If the company cannot do this simple calculation, how can one trust its merit on more complicated calculations? Just a question!
Reviewed April 9, 2010
Turbo Tax 2009 Premier Disk would not install. The reason it gave was that my computer required NET 3.5 Service Pack 1 Framework from Microsoft. The disk guided me through what was to be the install, but it wouldn't work. After hours on the phone with "Ann" representing Turbo Tax from the Philippines, she offered to give me a "voucher code" so I could do my return at their online service and not on my computers.
When I didn't want to do this, she referred me to Microsoft and gave me the number to call. (They had been experiencing problems with this). Initially, through the Microsoft number I was given, I only got an automated system that referred me to Toshiba since my operating system came installed on my computer rather than me purchasing it outright as a separate package. When Toshiba couldn't solve the problem and even tried using filehippo to get the Microsoft program Turbo Tax said it required, they referred me back to Microsoft with instructions on how to discuss the matter with them so they would be willing to help because it appeared to be an operating system problem. The first person I spoke with took control of my computer to work through the necessary downloads (another person from the Philippines).
After many more hiurs on the phone with no satisfactory results, he said he would have a "Level 2" person contact me within an hour. A little later than that, I received a call. When I answered the phone within three rings, they had already hung up. This happened at least twice. I received an email saying the designated time was "noon" that I had chosen to speak with them. When I attempted to respond to the email, it wouldn't go through to that address. I contacted Microsoft through their website requesting a qualified technical person and received a response to go to their online support services, and if that didn't help, to call the number back.
After the work yesterday with Microsoft and later running McAfee on my computer and another optimizer program, my computer is at the point of being almost non-functional, not more optimal. With my taxes due, I am in the process of transferring my data to an external hard drive so I can "borrow" my mother-in-law's computer to complete my returns. I will most likely have to purchase a new computer. Based on the experience I've had and the lack of knowledgeable support from Microsoft, I have doubts that I will purchase a Microsoft based computer. Apple can't be any worse than what I have experienced with my Microsoft products over the years. I have also used Turbo Tax for years, but again will be hesitant in ever using it again with the problems I've experienced and the days I've wasted because they sent a program out that they knew was defective. My computer is practically non-functional and I will most likely need to replace it with a new laptop. I lost my job last week and need my computer for job search and training.
Reviewed April 6, 2010
I filed my 2009 federal and state tax return on 1-28-2010 using TurboTax software installed on my iMac. TurboTax calculated that I would receive a $342 refund. On 4-5-2010, I received a letter from WI State informing me that my 2009 taxes were corrected so that I would now owe WI State $364. I went back and verified my returns for 2009 and discovered that TurboTax had in fact made a $364 error when calculating my 2009 tax return.
Reviewed April 6, 2010
I have used Turbotax products for years. I have never been successful downloading update information to my PC (now use Mac), but have been satisfied with the update CD. In previous years, the CD could be ordered on line. This year it was mandatory to use a phone system. The system is suppose to confirm your order via e-mail. I have attempted to order this CD twice. I did not receive a confirmation e-mail in either case and I have not received the final update CD (released March 25, 2010. The online tool to ask questions was not helpful and I tried calling the support center.
Needless to say, I had to repeat all information at least 3 times and they were completely unable to help in any way. Rather than admitting they could not assist, the operator (Martha) just repeated the same questions. I understand why updates are necessary and by nature last minute, but the current method of order entry, order confirmation, and tech support is so poor, I have to question the quality of the entire product line.
Reviewed April 6, 2010
TurboTax Deluxe 2009 has had many install/update issues. I have had to re-install, repair and re-update multiple times, only to end up at the same result. Either a 5639 or 5640 error or worse, a critical application error and it needs to close. The latest was simply checking on my e-file status. I hate dealing with this crap when I have real work to do. Kiss that guarantee goodbye if they can't even make the software work properly.
Reviewed April 6, 2010
I used this tax program in the past and never had problems like I had this year. My wife and I file our returns jointly. I am retired Military and Federal excepted service employee. My wife is a registered nurse and works for a hospital in Philadelphia, Pennsylvania. All her income is earned in PA. I work as a Real Estate Associate in New Jersey. I have been out on sick leave and although I did not earn any income I did incur some size able mandatory bills that are associated with Real Estate. The tax program said that there were changes for this year and I had to file three (3) returns, Federal, New Jersey and PA. The tax program kept entering my retirement income into the PA return and I could not get it right. I ran the tax checks and fixed what it said had to be fixed.
Finally it said we did not owe any money and would not get any refund even though my wife paid $2924.21 in local tax to Philadelphia, and $512.94 in PA state tax. In recent years, the monies paid to PA was part of a reciprocal agreement between PA and NJ and we would get a refund on our NJ return. This year, we now owe New Jersey $679 and I have doubts our Federal return. We would always get a CD in the mail to load the tax program this year, they said it was free, but you had to pay when you filed. I don't see how they can say it is free. It is the same only they don't have to pay to create a lot of CD's. Well right or wrong my taxes are filed in time.
Reviewed April 5, 2010
Why is Turbo Tax Deluxe like a bar of Dial soap? Both have been discontented without any notice on the label. Where a bar of Dial was once a slightly rounded rectangular shape, it now has a great hollow where soap used to be. Outside wrapper is unchanged. I have purchased and used TT Deluxe for over 15 years. Until the 2009 edition, it took care of Schedule D and had an override entry feature. It no longer does Schedule D and I have not been able to find the override entry feature. No indication on the TT packaging that it has been discontinued. Since I would not trust the software to prepare any sort of final return, I use it to get a close approximation and prepare the extension form. There are workarounds for the Schedule D deletion. Nonetheless, I feel cheated. A rather slimy way to do business.
Reviewed April 5, 2010
In 2007, TurboTax online version decided my military retirement income was not taxable. I got a bill from the IRS in Sept 2009 for $6,500.00. I have spent numerous hours on the phone with several agents from TurboTax, including Bob in CA, Office of the President. I filed a claim in small claims court, mailed them the summons which they ignored, tried to mail it to the address in AZ that they gave me, and had that returned un-served because they told the sheriff it needed to go to Delaware. Bob's answer was just to drop the suit, consumers never win and we are too big a corporation.
I just received another bill for 2008, $6,010.00 because TurboTax did the same thing in 2008. You can't sue them, they keep sending you to different addresses to serve the summons, and you get no answers except you messed up. Someone tells me how to start a class action suit against these ****. The only answer I got from them is that the data I imported from 2006 was wrong which messed up my 2007 taxes. Thing is I didn't use TurboTax in 2006, I used Liberty. How can they import anything that doesn't exist?
Reviewed April 5, 2010
Turbo Tax for 2009 for business that includes S Corporation has the wrong dates for when quarterly estimated payments are made. The dates listed are for personal estimated payments. Turbo Tax says that the money paid for estimated tax payments (FICA, SS, etc) is to be totally refunded to us. There is no way that is possible. Have emailed and searched for answers on their site but cannot find an answer to the problem. No way to call or contact.
I now have to hire someone to rectify this problem. Cannot file personal taxes until this is resolved. I have Turbo Tax for about 8 years both personally and professionally and will not purchase it again! Hours of aggravation trying to figure out if I had made a mistake or if it was Turbo Tax. Could be in great trouble if I had really believed the Turbo Tax refund amount.
Reviewed April 3, 2010
Audited by South Carolina Dept of Revenue. They indicated an error in the tax return. Intuit's TurboTax Deluxe State software for South Carolina for tax year 2008 does not properly handle from SC1040, lines 48a, 48b and 48c (retirement deduction). According to SCDoR, at least one of the three lines must have an amount of zero. Audit by state of South Carolina resulted in notice of adjustment requiring taxpayer to pay an additional $952.
Reviewed April 2, 2010
I have the same problem as others with errors in state program resulting in tax balance. No way to reach TurboTax to resolve matter.
Reviewed April 1, 2010
I could not contact anyone at Turbo Tax! I have used Turbo Tax the previous 7 years without problems. However, this year may have problems, i.e. when trying to e-file, it tells me I am not online which I absolutely was! It happened many times. Also, when I asked for it to audit my input, it would not do so. It would not reflect my W-2 amount even though it was correctly inputted.
Also, even though I had purchased the deluxe model with state tax included, they charged me again for the state tax which is supposed to be included! After they charged me for the state tax again, I still could not e-file even though they showed the deduction for the charge. After reading the problems others have had, you can be assured I will not use Turbo Tax again! They need to be reported to the BBB.
Reviewed April 1, 2010
I have used this product for the past 5 years with no problems. Used the 2009 Delux version, and when I completed my input, a window pops up and asks me to wait while it determines which of the needed forms are available. After a long wait, it gave the list of unavailable forms... everything I'd just filled out! Said they would be available soon, and I should email TurboTax, so they could let me know when the forms were available. Funny to me, that at IRS.gov, the forms are all there for download!! Since I don't want to take a chance of my return being late, I'll use the IRS forms and fill them out myself. I'll chalk the $50.00 lost up to experience, and won't take that chance again.
Reviewed March 31, 2010
Don't buy a TurboTax product from Intuit online. I purchased the Premier version of TurboTax online, tried to download it, and it came with a virus. Luckily my anti-virus software caught the infected file and removed it. However, the TurboTax product would not download without the virus. When I tried to call Intuit, the number on the web page is not connected.
I finally found a number after repeatedly going through a maze of 'contact us' locations. Then I waited for a representative. It took several minutes for a person to answer the phone. Pamil is the name he gave. I explained the issue and asked for a refund. He said he had the information on my purchase and he would process a refund. After a bit, he said that I had already received a refund. I asked for the confirmation number, and stated that I didn't believe him. No one had been asked to process a refund, and I doubted that the system did it by itself. Then he said that it was too soon to get a refund; it hadn't been five minutes. I should call back. I told him that was quite inconvenient. Intuit would gladly take my money and provide a virus along with it, but wouldn't give a refund?
Why did I need to call back? He said, "We haven't received your invoice." "Really," I said, "you just indicated that you had my information. How can that be the case if you haven't received my invoice? Why should I have to wait and call back?" Why couldn't they call me when there was verification that the refund was complete? Pamil, stated that they can't do that. I would have to call back. I asked to speak to his supervisor, was put on hold with terrible music. After 1 minute or 2, a phone started to ring. It rang more than 15 times, went to an answering machine that said "leave a name and number". Right, I left a message indicating that I had no reason to believe that they would call back, that Intuit's service was very poor, and I would spread the word. I'm out $76.
Reviewed March 30, 2010
We have a problem. We buy this year after year. It screwed up my taxes. We had a real mess. We will buy no more! I'm out $75.00, and they said they would take care of it. Liars. They did not. Shame on you. I am a senior citizen.
Reviewed March 30, 2010
Turbo Tax 2009 Delux version. Software bug: I have 58 short term trades in Schedule D ATM form. But only 50 trades will registered in Schedule D1 form. So the calculation for Schedule D is totally wrong. It appears that Schedule D1 form has a 50 items limit for short-term. It is frustrating for me that I can't override Turbo Tax on this error. I have to wait for them to fix the software error.
Reviewed March 28, 2010
I purchased the Turbo Tax Deluxe ( auto re-new from year 2008). I loaded this CD after the company's 60 day return policy. I cannot get the company to respond to requests for help on the internet. I already paid $63.55, and I can't get the CD to work, after all suggested fixes! I want to pay Fed/State taxes by April 15th!
Reviewed March 24, 2010
I filed my taxes with Turbo Tax Online and it said that both my state and federal forms were accepted. When I checked again two days later, it then said that my federal was rejected for reasons of year of birth and AGI reported. I had to go back in and fix the errors that I hadn't made in the first place. They guaranteed that people should receive their refunds in 8-15 days. What a joke.
I received my state refund about a month later and I still have not received my federal refund. I paid for them to have the payment deducted from my taxes. I filed my taxes on 2/18/2010. What about the guarantee that they offer? Can someone please tell me how I can get some of my money back for filing with them? This seems to be some sort of false advertisement. I, just like other people, have bills to pay and have promised creditors payment as soon as my taxes were received. I have been stressed as to whether or not my taxes were done right and if indeed I will receive the promised amount seeing as though I did not receive my refund in the time that was guaranteed and the trouble I went through to get my return to be accepted.
Reviewed March 24, 2010
Like some of the other users, I have used Turbo Tax for 5 years. This year, I entered my data, and when I went to eFile, the program asked me for "one more thing" it wanted the wages from my W2 box 1. I entered the number and hit sent. As soon as I hit sent, it doubled my income and suddenly my refund went to a great big red I owe screen. I also tried to call Turbo Tax. Good luck, you have to submit a problem first on the website and get an incident number. Eventually, I talked to a person and she said, this is the first she has heard of this and offered no help. She told me I may need to file an amended form and offered no assistance. Turbo Tax will not be in my future!
Reviewed March 24, 2010
I have used TurboTax for years. This year, in order to file a 1041 form for a trust, I used TT for Business, devoting many hours to filling in all the forms, having been warned by others not to attempt downloading. Having finished the Federal return, I decided to buy and download the state form. The instant this was done (as I attempted to move to the next screen) all of my previous work vanished, to be replaced with a 510 error message. The pleasant TurboTax phone representative was completely clueless and could only tell me that I would have to start all over again, that the file (although still in the computer) could never be retrieved. At least, she agreed to refund the cost of the state program. TurboTax? Never again.
Reviewed March 23, 2010
Using Turbo Tax made an error in calculation on my State Taxes and I checked my input data twice to see if I needed change anything. I could not find any errors on my part. The amount of return they calculated was ridiculous. I attempted to get help from the support avenues but when I did get through to a Robert **, his first question was, what level of service did I use and then directed me to the Print File menu. His page promptly disappeared and that was that. It is upsetting that Turbo Tax is so unhelpful and when they are in error, there is no recourse or support. I am filing my taxes but with the help of an account. I plan to write to the AG here in NY and the BBB.
Reviewed March 22, 2010
I have been using Turbo Tax (Intuit) for over 5 years and I have never had a problem until now. I was reminded to renew and purchase the Premier edition in Oct 2009. I promptly received a hard copy, but didn't install it until I had tax data. I don't recall any serious issues with the installation, but almost immediately I noticed that the program would "crash" (shut down and/or start the Turbo Tax web page) unexpectedly and for no obvious reason. This happened when I tried to import data, transfer data from last year or even when I tried to input data into a field and press "continue". I called Turbo Tax in February and explained the problem. I updated the program, uninstalled and re-installed the program and finally I was given a "fresh" version downloaded for free.
The problem persisted and I finally learned to "save" my data after every input, but the program still crash when trying to run a re-check or when it tells me to go back and correct errors. Ultimately, I did finish and was able to print and save a complete Fed and State tax return. I did not eFile with TurboTax and I was not happy with the whole concept of completing my return "online" since I don't trust anyone with the security of my financial data.
After a 15-minute online wait, I was able to establish a live chat with a Turbo Tax tech who was very apologetic, but who was unable to come up with any fix to this persistent problem. Ultimately, I was given a full refund of my $89 purchase price and their sympathy that this was happening. Like I said, I am a loyal Turbo Tax user and I love the product when it works! I don't know if I will use Turbo Tax 2010 unless and until someone acknowledges the problems inherent in the current version and is confident that these issues have been resolved.
Reviewed March 22, 2010
I just discovered this excellent site. My problem has been dealt with, but I think it’s useful to pass my experience on. I completed my 2008 return and pressed the button to e-file and give permission to IRS to take the money due from my checking account. Several weeks later, the funds were still in my account so I called the IRS. They had never received my return and I later received a bill for back taxes, interest and penalty from IRS and State. Turbo Tax said they had no responsibility, and that I should have checked my email for confirmation a few days after submitting the return. I had failed to do that in my exuberance at filing the return a day before it was due. I think TT should have a program in place to check the electronic filing and notify the user. Buyer beware.
Reviewed March 20, 2010
TurboTax did not register the $22,000 in college tuition and fees we paid in 2009. TurboTax did not ask us about or report college tuition or fees we paid, a simple deduction of over $22,000
Reviewed March 20, 2010
I used Turbo Tax online to file my 2009 return. The program loop me back to buy the audit defense option ($39.99) twice. I buy the first time, I was very unease to click the second time. But the computer screen wrote " Please click, you will not be charged twice". But they charged me twice (each time $39.99). I called Turbo Tax customer service. After 20 minutes of hold, they told me Audit Defense is another company (which I never aware, it is part of Turbo Tax on line program). They want me to call another 800 phone. I am in endless loop. They are not honest. It is cheating.
Reviewed March 20, 2010
I'm trying to file 2009 taxes with Turbo Tax online. 98% of the time, I can't get connected or logged in. If I do, I get disconnected. The website keeps indicating server problems. This has been going on for about 3 weeks now. I can't access Technical Support online and the automated support doesn't recognize the questions. Intuit should make a public statement and offer online filing free for all the inconvenience. I've been using Turbo Tax for more than 10 years.
Reviewed March 19, 2010
TurboTax Basic has a defect in it. It would not allow me to file electronically even after spending hours to follow up on all suggestions for fixes. In this forum, I found that others had the same experience as me. Intuit ought to be embarrassed for selling a defective product on the basis of a deceptive selling point and not warning users not having a fix for what is really a simple problem. Shame on you Intuit and shame on me for buying your product. Worst of all, you publish no email or telephone number to contact a company representative so that you might learn first-hand what bugs exist in your software.
Reviewed March 16, 2010
I am now hoping that the IRS and Massachusetts Dept of Revenue will see the problem and reject my return so I can fix it properly (but with what though?) TT will simply file a bad one again? How long does an amended return take? When will I get my refund? Thanks a lot, TurboTax! I won't be using you anymore.
Reviewed March 12, 2010
This year, I decided to use TurboTax instead of my accountant. I thought I would save money. Well, I filled out info for Federal, got to the end, put in my credit card info, briefly saw the 1040 filled out, saw an error on capital loss line(I know I put in the correct info.), and then quickly saved and logged out. I did not complete the transaction and did not continue to finalize the e-file.
Next thing I know, I have an email from TurboTax showing my credit card was charged. I filled out the more expensive version as I had capital loss. I also requested the legal representation at an additional cost ($39). I immediately called the number given on the website and got someone in India I could barely understand. He told me he couldn't do anything and gave me another number. I called that number, but they were closed. I called the next day and got a woman who tried to help me. After about an hour, the problem could not be fixed.
Totally frustrated, I asked if I could just get my money back in full. She said yes. I did get a partial refund but did not get the $39 back that was for legal representation. I called and got India again. They told me I would have to call this other number they gave me. That number was incorrect, and there wasn't any answer. I called my credit card company, and I'm disputing the charge. I went back to my accountant and ended up spending less than I would have paid for TurboTax, got my forms back in two days, signed, back to accountant, and e-filed. A lesson learned: Don't use TurboTax!
Reviewed March 11, 2010
I last used Turbo Tax for '06 taxes and never had a problem. This time, I ran into all kinds of trouble. Their free help screens are useless as well. My first problem occurred when I mistakenly checked a box in my federal return. I couldn't uncheck it and because of that, I was required to answer subsequent questions that did not apply to me. I looped through the software numerous times to no avail. Finally, I decided to move on to my state taxes.
My state return worked without a problem--which is curious since the information in my federal return is applicable to my state return. But before filing, I had to fix my federal return. Turbo Tax informed me of the need to fix my federal return after I had already paid for their services! I had to loop through the fed software a number of times before both returns could be e-filed. But I had no idea what I had done to solve the federal problem leaving me with an unsettling doubt as to the validity of returns.
I found out the next day that my state return had been rejected. No problem with the fed return that had given me all the problems. Turbo tax indicated the problem vaguely but did not direct me to the area I had to fix. The software said it would help me through it step-by-step but instead, I was looped through two pages--one that indicated there was a problem and one that had me "Continue" which put me back at the first page. Eventually, I was able to find the area of the software where I thought the software was and reentered some information. I e-filed the state return again and so far, it's accepted. I'll be holding my breath until I see my refund in the bank--still not confident of return accuracy.
I would guess I spent at least two hours longer than necessary trying to figure out Turbo's software. It was very glitchy and there was no one to talk to about it even after having paid for it. There was no way I was going to pay any extra money to talk to someone either. For the time I spent using Turbo, I could have hired a tax preparer and saved myself a lot of anguish. It made me mad as hell that I had to spend my valuable time messing around with an inferior product with a totally useless help system.
Reviewed March 11, 2010
Just prior to e-filing 2009 TurboTax asked for my wife's employer box one amount and the work address. I entered that information and it said all ready to go and I sent the form to the IRS. I noticed that rather than a refund I now owed a considerable amount of money. TurboTax had doubled my wife's income! The support at TurboTax is horrendous. I could not reach a person. At least they have a web page on their site admitting the bug, but they have no fix. The IRS now thinks I owe them quite a lot of money. Since TurboTax won't help, I must keep calling the IRS until they say they have processed the form (from 3-10 weeks) and then file an amended 1040X by mail.
Reviewed March 10, 2010
I used 2009 Turbo Tax Deluxe to do my son and mother's Federal taxes. Once the information is input for the Federal, TT uses that to do the state taxes. Both my son and mother got a letter from Indiana State Dept of Revenue saying their returns were incorrect. There is no live person at TT to talkto so how do you resolve this issue? I paid money to have TT do my taxes wrong?
Reviewed March 9, 2010
The first return I filed was rejected because the AGI I had to enter for ID purposes was rejected as incorrect. They have my name, address, SSN, phone #, etc., so why in hell do they need last year's AGI or a PIN for ID anyway? TT has no provision in their FAQ's or support for verifying or correcting that. I spent hours trying to get it fixed through TT, to no avail.
I called IRS, got a PIN from them and re-submitted. No reply from IRS for a couple weeks, so I called today. The original AGI I sent was correct, and the re-submission with the PIN never got to them. I tried to re-install TT today and got an error saying I needed to download a .NET fix, which I did. After two tries, TT still says it can't install until I get the .NET fix. I'm going to try getting a refund from Walmart, re-file manually and put TT on my ** list for good.
Reviewed March 9, 2010
The Turbotax Deluxe did not upload. I have used the program in the past without any problems. This year, it is different. I have spent a total of 98 minutes on the phone without ever getting a response. I also sent an e mail and this was also not answered.
With a supposed brand name and numerous commercials, you would think that the company would have a "working" help desk on hand. I will not use this product again and will advise anyone that I know about the inferior service provided.
Reviewed March 9, 2010
There is a huge error in their software. I entered my long-term capital gains and instead of calculating the amount at 15%, the program calculates it at 28% as ordinary income. I called the "hotline" (yeah, what a joke) and was placed on hold for over 20 minutes. The idiot that finally answered said, "Only 20 minutes? It is usually much longer than that!" When I explained the issue to him, his response was, "Well, do you want your money back?" This program is a joke.
Reviewed March 7, 2010
I e-filed two returns on Turbo Tax. When filing a third return, an error message pops up and says I have filed 5 returns. This was, of course, after it had taken the $19.95 charge for the return. The tech support kept me on the line for an hour before telling me there was nothing they could do, that I would have to paper file the return or go elsewhere. I did go elsewhere. I lodged a complaint with the Better Business Bureau. That is $82.95 for the product and the credit card charge for a return that was never filed.
Reviewed March 5, 2010
TurboTax prepared my 2009 Fed/State Income Tax (and for the past 12 years). An error was made involving Form 1040 line 20 Document(Earlier Year Lump Sum) to be used on 2009 Return. They used incorrect 2008 Lump Sum document (in fact , there was no Lump Sum Report with our 2008 Return). The 2009 Lump Sum Social Security Worksheet shows a -$29361 Lump Sum on Line 19. I mailed our 2009 fed and state returns about June 2010.They showed an overpayment and refund due of $4433 on Federal and $2123 on California.
It took me some time to figure out what happened, in fact yesterday was spent with my broker who is a CPA, and we agreed that TurboTax had made the error. My dilemma is trying to talk to a person at TurboTax. I did get an audience with Ask Tina, a question/reply e-mail conversation and that is where it stands. My unhappiness is that I didn't realize that they had made the error which will produce refunds from Fed and State. Then I will have to get correct returns from TurboTax and pay what I owe. This is embarrassing. The real question is why I can't talk to a real person on the telephone. I completed my question and answer conversation with e-mail Tina last night. This is a problem that someone could have avoided. I am just waiting for an answer from TT.
Reviewed March 5, 2010
Attention all TurboTax customers: I have spent a total of 10 hours online, 3 hours on the phone, and was transferred from country to country and department to department. I submitted numerous complaints. After an "agent" told me he was duplicating my returns and needed to connect onto my computer and view my personal information, I called to request a supervisor. I spoke to 3 of them, a total of 5 reps, and got hung up on.
I still don’t know if my personal information is secure, and who has it. I still have no idea why my return is over $644.00 short or why TurboTax software doesn’t recognize that NYC has a separate tax that you must pay. I was finally able to get the address of the Office of the President of TurboTax. I will be sending him copies of all my conversations, as well as a copy of the 2 hours worth of conversations with their terrible customer service reps/agents/supervisors (yes I taped them because I’m concerned about my identity).
After TurboTax guaranteed me no errors, returns are accepted by the government, and $675.00 will be deposited into my account, I guaranteed that money to someone else, only to come to show I received only $30.61. TurboTax software didn’t add on the NYC tax, even though I submitted returns on a NYC form. My address and school district is also NYC. The uncertified, unlicensed agent tried to connect to my computer to view my personal info. I got so scared it was a hacker. I called the bank to freeze my accounts.
Reviewed March 4, 2010
I purchased this program around February 20, 2000. I have used Turbo Tax programs for 4 years. The last time, I did not use the Deluxe, and I certainly expected to get at least as good a result this time, but I am very unhappy with it, as this program will not install. I purchased the program at Office Max in Rocky River, OH.
Reviewed March 4, 2010
I used them to file my SC State taxes this year in January and have not received my refund. I should have received it in three weeks. No damage resulted. They just misrepresent what they do. Last year, I used Tax Act and had my refund in 14 days.
Reviewed March 4, 2010
I was trying to file my taxes online as I was offered a free TurboTax filing. The information I filed was incomplete and I had more data to input but then it wanted me to pay for adding more input and I refused. I did not file my return and I did not pay for their product. I just want to retrieve my personal information and find a human being I can talk to.
Reviewed March 4, 2010
This is my 4th day of dealing with loading updates. I have restarted, restored, downloaded until my teeth ache. I could have simply taken the paper forms and been done days ago. Their support consists of a maze of recorded messages and download sites, none of which have worked. I'm not sure if I could sue for mental pain and anguish, but certainly feel like it. I finally did get a number for support that would be answered by a real person and have now been waiting and listening how important I am to them for 25 minutes and my cell will die before they answer. Support is non-existent, and the product sucks.
Reviewed March 3, 2010
I filed my 2009 Tax Return on March 1, 2001. Today, I get an email stating that my AGI and/or pin got rejected from my Federal Tax return. The return is $11.00. On my State of Maine return, it's $0.00. And for no return on my Maine State Return, you charge me $27.95. Thanks for nothing. For $11.00 on my Federal Return, I could care less about fixing the rejection.
Reviewed March 3, 2010
On 3/2/10, I bought a 2009 tax prep software Turbotax at Costco and because of all the issues raised on this site, I first read the box it came in, examined the "requirements" section on the box side and went to the support site listed thereon. Then, I read that my computer better have .Net Framework 3.5 sp1 or Turbotax will load it into my computer. I have it already on my computer so I don't think I'll have any issues.
Reviewed March 2, 2010
I am unable to install TurboTax on my Desk PC with Windows Vista because of conflict with windows file (I tried uninstalling the file and it still would not install). I tried it on my laptop with Windows XP and had the same problem. My conclusion: TurboTax is neither fast nor easy. I wasted better than a half day on this problem. The economic loss was the 49 dollars I paid for the program and my loss of time when I could have been doing something more constructive.
Reviewed March 1, 2010
I filed my taxes on 2/16. They said direct deposit on 2/26; there was no money so I called IRS refund line and they said by the 3/9 turbo tax states direct deposit within 8 to 14 days. Baloney.
Reviewed March 1, 2010
I purchased the TurboTax Business version at Costco in February 2010, after successfully using this product for the past four years. This year after I entered my data, I noticed that the amount owed kept shifting even though I had not changed any numbers, and when I erased numbers, the amount did not return to where it had been previously.
Then I tried to enter my SEP for this year and it kept increasing the amount of tax that I owe. I know this can not be the case and no matter how hard I tried I could not get the program to respond correctly. I called the company and was on hold for over an hour the first time, then after speaking with someone who obviously did not know anything, I was transferred and kept on hold for another hour.
When I did get someone, they did not listen to what I said, and kept telling me to do what I just told them that I had already done. After two hours of going around and around they told me to re-enter all my data, and never admitted there is an obvious bug in the system. I have several advanced degrees and do not appreciate being treated like a moron, it really felt like I was being Toyota-ized.
Reviewed Feb. 27, 2010
I was able to get the TurboTax technical support people to admit that there is a bug in their Premier version for investments. A schedule requires that the total sales value of all transactions are added up; if this exceeds a certain value, the TurboTax software will go berserk, take hours to run, give you misleading messages, and not allow you to efile. So if you have a lot of investment transactions with TurboTax and it suddenly acts suspiciously, then you have just bought the farm.
Hopefully, TurboTax will fix this 1950's type limitation built into their software now that they have told me that it exists. Note that they didn't warn me that this limitation exists, nor will they tell that it exists if you ask. You will waste countless hours of your time and have to physically print out and mail in your return.
Reviewed Feb. 27, 2010
TurboTax Basic made incorrect assumptions that resulted in my taxes being incorrectly filed. The good news is that the IRS "rejected" my e-file return. I spent a few hours, much of it on hold, trying to call the IRS or Social Security. And I think I have everything fixed.
The Turbotax software assumed that because both my husband and I collected social security that we both had received a $250 economic recovery check from the economic stimulus bill. This question was never directly asked in the TurboTax interview. As it happens, my husband did not receive the $250 check. He still works, and he got his $250 in payroll tax deductions. This probably is not an unusual circumstance, so there is really no excuse for assuming that we both got a check.
Anyway, TurboTax figured our taxes incorrectly. We actually owed less money after I corrected their mistake. I am glad I e-filed, since the IRS software caught their mistake right away. But I sent in a check for the wrong amount, and I'm sure there will be a wait to get my $250 back.
Reviewed Feb. 27, 2010
This software program would not load. I've used TurboTax for over 10 years. This year is the first time I've had problems. I called and tried to get help, but this is too much work. I hate to pay good money just to be given one headache after another with this program. What a waste!
Reviewed Feb. 27, 2010
While my experience started out simply before I was able to complete the process, I had lost all confidence in TurboTax Online to complete the tax filing process. I was asked for forms that do not exist in that application. When I tried to proceed I was sent back to login page. When I attempted to resolve the problem with an online chat agent, she was of no assistance at all.
After waiting nearly 20 minutes for a response, I was told that the session had ended. At that point I was unable to conclude what had happened with regard to both State & Fed. returns and was unable to pursue any resolution with TurboTax.
Reviewed Feb. 26, 2010
I bought the 2009 TurboTax Deluxe at Costco. The software installed itself correctly on my PC with Windows XP. I completed both the Fed and the CA returns, saved them but did not print or e-filled them. I returned the next day to continue the various reviews and finalization when troubles started! TurboTax refused to recognize the saved file *.tax2009. Each time I requested to continue, TurboTax would shut down without warning. It only allowed me to start a new tax return. Using "Add/Remove Software," I attempted to repair TurboTax. Repairing failed. I was advised that my \Microsoft.NET\framework\v2.0 was not compatible with TurboTax. This is not correct because TurboTax uses .NET v3.5 SP1 which is included on the TurboTax CD.
I uninstalled and reinstalled TurboTax, allowed it to download the lasted revisions, started a new return, completed this return and requested to proceed with the CA return. TurboTax advised that it needed to download the CA forms and their revisions, that it would shut down TurboTax and restart it at the point I left off at. ***! It again failed to recognize the saved file *.tax2009 and shut down without warning. It only permitted me to start a new return. I then decided to install the program on my backup computer also with Windows XP whose latest .Net framework version is 2.0.50727.
While installing TurboTax , it announced that it needs version 3.5 SP1, included on the TurboTax CD. I agreed to have it installed. Of course, the installation failed while getting latest updates so I followed their recommendations and downloaded their 78 MB w_perrelsuperpatch_ttax_2009.09.0100.exe file. Executing the software error 1335 occurred. I bit the bullet, returned to my main computer, uninstalled and reinstalled TurboTax, completed the Fed return, verified its correctness, saved it as a pdf, printed it and requested to continue with the CA return.
Of course, the only option TurboTax offered it to download the forms, shut down and restart. I agreed, same problems occurred but rather than starting a new Fed return, I started a new CA return, manually inputting the Fed data. This workaround worked. It should be noted that I sought TurboTax online help but received absolutely none. So buyer beware!
Reviewed Feb. 26, 2010
I bought the 2009 TurboTax Deluxe at Costco. The software installed itself correctly on my PC with Windows XP, I completed both the Fed and the CA returns, saved them but did not print or e-filled them. I returned the next day to continue the various reviews and finalization when troubles started!
TurboTax refused to recognize the saved file .tax2009. Each time I requested to continue, TurboTax would shut down without warning. It only allowed me to start a new tax return. Using "Add/Remove Software", I attempted to repair TurboTax. Repair failed, I was advised that my Microsoft.NET framework v2.0 was not compatible with TurboTax. This is not correct because TurboTax uses .NET v3.5 SP1 which is included on the TurboTax CD.
I uninstalled and reinstalled TurboTax, allowed it to download the lasted revisions, started a new return, completed this return and requested to proceed with the CA return. TurboTax advised that it needed to download the CA forms and their revisions, that it would shut down TurboTax and restart it at the point I left off at. ***! It again failed to recognize the saved file *.tax2009 and shut down without warning. It only permitted me to start a new return.
I then decide to install the program on my backup computer also with Windows XP whose latest .Net framework version is 2.0.50727. While installing TurboTax , it announced that it needs version 3.5 SP1, included on the TurboTax CD. I agreed to have it installed. Of course the installation failed while getting latest updates, so I followed their recommendations and downloaded their 78 MB superpatch tax 2009.09.0100.exe file. Executing the software error 1335 occurred.
I bit the bullet, returned to my main computer, uninstalled and reinstalled TurboTax, completed the Fed return, verified its correctness, saved it as a pdf, printed it and requested to continue with the CA return. Of course the only option TurboTax offered is to download the forms, shut down and restart. I agreed, same problems occurred, but rather than starting a new Fed return, I started a new CA return, manually inputting the Fed data. This workaround worked. It should be noted that I sought TurboTax online help bit received absolutely none. So buyer beware! I wasted 20 hours of my time
Reviewed Feb. 25, 2010
This is a big no-care corporation, I guess. I paid $21.00 through TurboTax to e-file my money to my checking account. TurboTax did my calculations wrong, and I paid $54.00 for the disc. By the way, I have to do my state over again and mail it in. So I lost all the way around,.I hope both of you go out of business and I will never ever buy TurboTax again, and yes I called them, and got nowhere.
Reviewed Feb. 25, 2010
I had filed my income tax. I paid them with Visa, then received my refund from the federal. When I went to file a second income tax for my sister, the form called for an update on our Visa. Then I couldn't get an address to file a second income tax. I would only bring up my forms. I was informed to consult with Tina to no avail, then I tried the community address, also no help.
Reviewed Feb. 25, 2010
I had no problems with TurboTax Premier in 2007/8 for a return with many (about 2,000) investment transactions. In 2009, 260 of these looked like possible duplicate entries to Turbotax, and it wanted to check them in the Error-Check step, the last section of preparing your federal return in TurboTax. However, there is some problem in the way TurboTax has coded the software for this duplicate transaction checking routine, and once you click on one entry, the computer goes into a calculate loop (my laptop's CPU and memory meters peg at 99%) and stays there.
My laptop has dual CPUs, 2 GB of DRAM, plenty of free disk space, and a huge swap file space just to make sure. It can handle the software for every other part of the return fine, so it is just this one feature that has a bug. I worked with two people at TurboTax, Taryn and Sarah, on this over live chat to get them to report this as a bug for them to fix. But they refused to do it, blaming me for it, even though everything they told me to try did not work. So even if they have a known bug, they will not step up and address it. They will just blow it off.
Reviewed Feb. 25, 2010
Just before transmitting my 2009 federal income tax return, TurboTax asked me to complete line 1 of my w-2. This is the line that contains gross income, etc. I had already entered this information, but re-entered it anyway, because I thought it didn't "take" the first time. After successfully transmitting my return, I discovered that my income had doubled! Instead of getting a refund, I now owed 4 times more than I was getting back. I had to file an amended (1040X) to straighten things out.
Reviewed Feb. 25, 2010
I have used Turbo Tax for about 5 years, with no problems. This year, it was a different story. No matter what I do or change, my federal taxes are rejected, because of a schedule M problem, which Turbo Tax completely did not cover in the interview questions. I talked to 3 different customer support people. One said there was a fix coming out on Feb 25th, but only to correct the interview questions. Another had me deleting forms right and left. Now, my return is such a mess. I don't even know what I should have, and of course it is still rejected.The third girl said they have a problem, and haven't got a clue how to fix it.
Just where does that leave us, who are just trying to file a simple return. I'll tell you we're about $100.00 out, with the time you add up the cost of the program, and the "free" filing cost. It cost me a lot of sleepless nights, and I still have not received my refund yet, with bills waiting to be paid. I will never buy this product again, and I hope everyone else follows suit. I am looking at filing online now. I hope I don't have any more problems, because of the Turbo Tax attempts.
Reviewed Feb. 24, 2010
PS to my complaint a minute ago: Can find no snail-mail address on Turbotax website or product box or via Google, so impossible to reach them via snail mail, email, phone or semaphore.
Reviewed Feb. 24, 2010
TurboTax worked fine until just before e-filing. It said, "Form 1099-R (OPM) Simplified Method annuity starting date should be later than 7/1/86. Simplified Method line 2 (in box): June 1, 1987." But it is later! The attempts to fix failed. I could not file online. The tax return was quite OK on printout, so I will file that. I wait weeks longer, so I didn't need the $59 TurboTax. I could not reach TurboTax forum or company via their website, which kept telling me my password was wrong.
Retrieving password from email repeatedly destroyed Turbotax form in which their temporary password was supposed to go. I could not bypass this block to compute and print state tax at all. TurboTax kept warning about minimum distribution from IRA, which was 100% irrelevant. And it’s impossible to print any intermediate pages en route to final form. A user gave that phone number, which I found is an insurance company.
Reviewed Feb. 23, 2010
i usually use TurboTax, but this year for 2009, I entered all my figures and expected TurboTax to do the thing. Well, on line 5 of the state return, they did not! I had it filed, and I paid $21.00 to do this. Now, the state of IL said it is wrong and I get no refund! Shame on TurboTax. I had relied on them. So next year, I will not be buying it!
Reviewed Feb. 23, 2010
I bought the software at Costco and there is no loading instructions. I used to put the CD in the A drive and it would load right on to my computer desktop. That does not happen with the 2009 Turbo Tax?
Reviewed Feb. 23, 2010
TurboTax 2009 Deluxe does not handle solar deductions correctly. It states that solar equipment installed in 2009 cannot be deducted until the 2010 tax return. Form 5695 for 2009 says that it can be deducted on your 2009 taxes. Are they coming out with a fix? I could have made a mistake that would have cost me.
Reviewed Feb. 23, 2010
I just have to say I originally posted my complaint onto this site a few weeks ago. I tried to download the CD and could not due to the error message that so many others are getting. I saved this site as a favorite and I periodically check back time to time and I see this Turbo Tax situation is a mess for so many others. What a rip off.
I wanted to say my story has a happy ending (for me anyway). I returned Turbo Tax's worthless product to Wal-Mart and bought H&R Block’s version. Download was perfect. Wow, no error messages! Filed my taxes and got my refund within a couple of weeks. No problems. I wanted to spread the word. Do not waste your money on turbo tax! I'm telling everyone I know. And I will always purchase H&R Block's product and I hope Turbo Tax goes out of business. What a nightmare.
Reviewed Feb. 22, 2010
I purchased the TurboTax 2009 Deluxe edition. I have used TurboTax for 2 years before now. The only complaints I had in the past were: download time for updates (I have a Dial-up system - 5 1/2 hours), and last year the state updates didn't work so they sent me an updated disc. This year, I experienced the same download time for the federal updates and managed to get my federal return completed. I then went to start my state return.
The state download didn't work. TurboTax acknowledged this and said a patch would be available no later than February 15th. There was no patch on February 15th, and there is none to date. The program goes into a loop with errors and "send error report" which upon completion cannot be sent either. There is a phone number to call to step you through the needed procedures to get your state loaded. Upon calling this number, a canned message replied with steps to do, which were no different than what I had already done many times, always with the same result, "searching for solution", and the solution was never found. It just began to update again and went into a loop.
Last year, with the same update problems with the state return, I called (there was a number for help then), and they sent me a new disc. That worked. This year, along with their useless instructions, there is a note that says "state update CDs are no longer being sent". So what do I do now? I paid $54.99 for this problem and am no longer certain that the federal is done correctly. And, I have no state return.
P.S. Today, I tried to access the program and a message came up saying I must reinstall TurboTax 2009 because there is a signature error. I cannot access my federal return, or any of the information I provided to them to prepare the federal return. And, I have no state return. Luckily, I did print one copy of the federal return, so I can figure my state from that. If there is anything you can do to help me it would be so appreciated. Thank you for your time.
Reviewed Feb. 22, 2010
Virginia state tax calculations are ridiculous. There has been lack of any response to complaint. I have to file paper calculations.
Reviewed Feb. 22, 2010
I have been using the Turbo Tax online software for several years now with no problem. However, this year for some reason it doubled my income at the very end after I clicked to file. On the click to file screen, it had me getting back about $2000 (which is correct); then it asked me to click to file and it started processing and then I got the "thank you" screen and the amount suddenly changed from me getting $2000 back to me owing $18,000.
I immediately sent a request to Turbo Tax via online form since there is no phone number to contact them to have a rep call me. The rep called within about 20 minutes and was very nice and understanding (thank God because I almost lost it). She did a remote access thing into my machine and we walked through it together. I informed her that at the very end I kept getting all these weird "you forgot to do this and that" screens, which I know I filled out, but I did whatever it asked me thinking maybe I somehow just did not fill out that info properly. She and I were able to determine that somehow the software added my company from two years ago to my 2009 filing so that it looked like I worked at two companies in 2009 and it inserted my 2009 income into both my current company and my company from 2 years ago, therefore, making it as though I made double what I actually made.
I only worked at one company last year and only made half of what the software was saying I made. She apologized and said there was nothing she could do. All she could tell me was to file a federal amend and a state amend (both are a big pain in the rear end). I called the IRS just to let them know what was going on and the IRS rep informed me that the call center reps had received an email regarding this issue and they were aware that phone calls would be coming through about this Turbo Tax ** up. She also informed me that I would be better off just filing directly through the IRS.gov website next year. Lesson learned: I will never use Turbo Tax again! Next year I will file directly with the IRS--no need to have a middle man, especially if they are going to make this big of a mistake. I still have yet to receive a follow up email or phone call from Turbo Tax. Guess it isn't really needed at this point since I will never use them again and I will also let everyone I know the nightmare I am having with them.
Reviewed Feb. 20, 2010
My daughter paid her own college education expenses in 2009. She is claimed as a dependent on my tax return and it was clearly marked on her return that she was claimed as a dependent on someone else's return. However, TurboTax 2009 calculated that she qualified for the American Opportunity Credit adding nearly $1100 to her tax refund. I carefully read the qualifying instructions and they were very clear that she does not qualify for that credit if she was claimed as a dependent on someone else's return. I deleted the education expenses and entered them again thinking I must have made a mistake, but I got the same results. I searched the internet for more information and I happened upon the Consumer Complaint site.
Subsequently, I purchased H&R Block tax preparation software and in the first run-through, the software advised that she does not qualify for the credit. If you are doing your taxes using Turbo Tax 2009, please double and triple check the results. Wait a few days before filing, check for updates often. Ask a tax professional. H&R Block tax software comes with 1 free consultation, TurboTax does not. If I had not double checked the Turbo Tax information, the likelihood of being audited would have been very high.
Reviewed Feb. 20, 2010
I bought Turbo Tax at Staples. I guess I was lucky it installed OK. I did my taxes, got my state taxes installed, got through most of it, but in our state we have to prove that we had health insurance. No problem. I have a letter from my insurance company with all the information needed for my tax form. I put it in and it kept coming back. We need to revisit one more problem.
Schedule HC worksheet penalty worksheet$17.00 penalty for having everything I needed. It sent me back every time I selected continue; it would send me back to the same place but in the meantime it told me I could e-file but that would cost me another $21.00. Well, I paid by credit card but it still would not file because we still had to go back to schedule HC. By now I have been back to that page at least 50 times (no lie). It finally gave me the choice of printing and paper filing.
I told my printer to print and it just kept printing the biggest stack of schedule HC worksheets I have ever seen, and to top it all of the schedule HC page was properly filled in. But the many hours of frustration and the $60.00 I paid for the software and the $21.00 for e-file that can not be done because it always tells me just one more thing. I guess I will paper file and never ever buy Turbo Tax again. I am a senior citizen and the frustration was almost more than I wanted to deal with. The first evening I finally quit because I was crying and there is no place anyone can get help, only a computer that gives you no help whatsoever.
Reviewed Feb. 19, 2010
I sent in my TurboTax and it was supposed to be free but I sent it in and it took money out of my bank resulting in large overdraft. I want this fixed.
Reviewed Feb. 19, 2010
I bought the 1009 Turbo Tax software and attempted to do my tax return. In prior years you could go to any form you needed to complete. Not anymore. For instance, there is no form to calculate taxable Social Security benefits. Also I need form 8606 but it is nowhere to be found. I have used TT for many years but this year it is totally incomprehensible and I will never buy it again. $24.95 plus hours of wasted time.
Reviewed Feb. 19, 2010
I have used TurboTax each year to file my returns since about 2004 without any problems. This year it's different. My return was accepted by the IRS on Feb. 9th, 2010. Going to "Where's my Refund" on the IRS site, it said expect refund on 2/19. Checking on 2/19, it now says 3/2. I called the IRS and they said "there was an error that has been corrected", but they were unable to give me information as to what the error was and what the consequences were. Nor could they give me an official date of the direct deposit. There are not supposed to be errors after running through TurboTax's system of error checking.
As a result of their error, TurboTax is costing me in delays and probably a reduced refund. I will have to check back with the IRS in a week to try to find out what the error(s) was/were and what the consequences are. I used the deluxe on-line version via a link from my credit union. A quick check on TurboTax's "accuracy guarantee" shows that online fees are non-refundable. I think they should refund this fee since the return was not accurate. I had intended to get my mortgage out of arrears with this refund. It's been costing me an additional $100 per month, and now this will continue as long as this refund is delayed (and the amount unknown). Also, my son's college costs are now in jeopardy.
Reviewed Feb. 19, 2010
I bought TurboTax to help my husband with his business. I cannot get past the first screen. I enter my husband's name, then a box appears to *search* for the problem. The whole thing shuts down. What a waste of money. I am not having any luck on the TurboTax website. I am discouraged and annoyed. This was very expensive, and I cannot file my husband's business taxes.
Reviewed Feb. 19, 2010
I filed my taxes with TurboTax 2009, the "free" on-line version. I was rejected four times, for needing a PIN number (which is supposed to identify me) and the $250 stim. rebate. I received the same PIN from the IRS three different times. Inserted it where indicated on TT, but it was still rejected. When I printed the TT that I filed, I noticed that I had included the $500 (filing jointly) stim. money. I knew my info was completely correct, verified by IRS and Social Security Admin but still rejected four times! Now I have been charged $66 plus dollars from TT. No way to get it back, and I still have to pay someone to do my taxes. I am a new widow, and am overwhelmed enough with everything else. I do not need this hassle and expense! I will not use TurboTax again, though we had no problem with it last year.
Reviewed Feb. 19, 2010
I, too, have used TurboTax for years to process my return. This year is a totally different story. I purchased the download from Amazon and uploaded just fine. However, every time I tried to enter information and hit enter or tab to get to the next field, the program goes to a window, "checking for solution", and then closes. I googled problems and got a phone number to get to TT help line (since it is nowhere to be found on their site), it is 800-854-3970 (press # # # to get to live person, after about 20 minutes).
She tried to troubleshoot for me and wound up sending me a direct download for the Deluxe system. I removed the Amazon one, added the new one and tried again. And surprise, it failed again. I even tabbed through on pages to at least try to make the software calculate for me but got bogged down with answering a question. I don't know how to get this resolved but this is total baloney from a company that charges $45 or more per user for a piece of garbage. If anyone wants to start a class action, let me know! I'll gladly add to it.
Reviewed Feb. 19, 2010
I encountered numerous problems with TurboTax 2009 software. The Premier version failed to update the numbers I entered. TurboTax sent me another version. It did the same thing. TurboTax sent me Home&Business. No better. These are a few of the many problems I encountered on Premier and Home &Business versions: Numbers entered did not update no matter how many times I entered the same information; Calculations were wrong. It showed I owed no tax when I did; The numbers I entered showed up in wrong sections. I own real properties, but numbers I entered for one property showed up for another property; Even if I checked a certain box, it showed up as I checked a different box.
I uninstalled and reinstalled the program four times. I rebooted my computer and reinstalled. I installed it on a different computer. I deleted whole sections and reentered numbers. Nothing helped, the problems continued. I talked to TurboTax three times (about two hours each time). They could not help except to send me new programs, all the same problems. Finally, I spoke to a supervisor, Kendrel (a man), for some 30-40 minutes. He emphatically said the problems were not TurboTax's. TurboTax program runs whatever the user enters. I went through several errors with him but he continued to reiterate that the programs only calculate whatever I enter. The company is saying it's my fault. I have been using Turbotax for six years and have advanced degrees.
Reviewed Feb. 19, 2010
I have used the free edition of Turbo Tax to file my Fed 2008 return last year with no problems. Now filing my 2009 Fed tax with Turbo Tax, I choose to import my previous years info for "convenience", which cost $14.95. I went through the filing process, and towards the end, I kept getting weird messages that I forgot to enter this or that.
I contacted the 'help' online, and they said, I could not get my $14.95 back because the online edition is not covered by their 100% Satisfaction Guarantee. Amazing, now I have to figure out the 1040 by hand, also do a 1040X by hand, and mail them to the IRS. I called the IRS and was told it will take about 3 or 4 months to process my refund.
Turbo Tax is supposed to make filing easy, not screw people out of their hard earned money. I will never use Turbo Tax again! I lost my job in October, and had money to live until now. I thought my refund would cover my expenses for another month, which is why I filed the same day I received my W-2. I should have had my refund by now (I filed about a month ago originally). Now, I will be on the street tomorrow, unless I figure out something quick.
Reviewed Feb. 18, 2010
In preparing my taxes with Turbo Tax, they would not include my estimated tax payments and ended up telling me that I owed a large tax bill with penalty. Time was wasted, including all my tax information. I will not use them now, or in the future.
Reviewed Feb. 18, 2010
I filed my taxes online with Turbo Tax and apparently, the IRS has no record of it being done. I would like someone to call or email me and explain to me why.
Reviewed Feb. 18, 2010
I used the free TurboTax last year with no problem and I tried to use it again this year to file the federal. What a nightmare!
Six times, it told me that my return was rejected because my ssn was wrong or my name was spelled wrong. I know how to spell my name but I still checked again and again and had my son just look to see if I was wrong. I need the money very badly so I figured I used to go to H&R Block and pay them and never had a problem so I found a free version for federal if you earned less than $55,000.00 so I tried it. I loved it and I was done in ten minutes and it's really ten minutes! Not only that they emailed and texted me that everything was okay. That was on February 15th 2010.
On February 16th 2010, I was emailed from H&R Block that my return was accepted by the IRS. They told me to wait a few more days and check my refund on the IRS government website to see when I will get it.
Well it's February 18th 20102 and I checked the IRS website just to try and they said that my check will be mailed on February 25th (the checks are mailed on Fridays). So, what I have learned is that if I had tried H&R Block on February 5th when I first had the problem with TurboTax, I would be driving my car now, not in two weeks. So thank you H&R Block! Please don't try or use TurboTax because you cannot get a refund and you will never get your taxes done. You can use H&R Block for free and if you don't like to use a company, the IRS will let you file for free using them; just go to the irs.gov website.
Reviewed Feb. 18, 2010
I paid $52.50 for a product that is buggy. I spent 15 years in software development and recognize buggy software when I see it. My return keeps getting rejected, and it is impossible to fix despite following the on screen instructions. It is a nightmare. I am now reduced to starting over with the paper form from the IRS.
Reviewed Feb. 18, 2010
I will never use TurboTax again. I don’t like it when it give one price and at the end of doing your taxes, the total is different.
Reviewed Feb. 18, 2010
I have filed my return three times today because it has been rejected for the recovery payment from last year. Now, I have checked the "yes" box each time and the return keeps getting rejected stating that the IRS is saying I did receive the recovery payment. Well if I am saying 'yes' and the IRS is saying 'yes', why is my return continually rejected?
After reading on Turbo Tax's website this problem has happened with many people and yet Turbo Tax says they cannot fix the problem. Well how am I to file my taxes if the site does not work and will they refund the money I paid to have my taxes filed, even though is says free?
My father is dying of lung cancer and is in the hospital. My return is suppose to help me travel to see my family and that may not happen. If I do not get to see my father before he dies his blood will be on their hands!
Reviewed Feb. 17, 2010
I filed with TurboTax and received a confirmation number that it was complete and was charged for using the product. After 3 weeks and no refund, I called the IRS since my social was not found during the IRS refund search. I finally reached a person and they stated that no return was filed. We reached TurboTax and they said something must not have worked, even though our confirmation stated that it went through. They refused to refund our money and they wanted us to re-file through them, charging us again. This has got to be criminal.
I am a military moving and filed allowing plenty of time since I needed this money for relocation. Additionally, now I have to take my return and have someone else file it and get charged again.
Reviewed Feb. 17, 2010
I used Turbo Tax (for the first time) to prepare both State and Federal returns. Federal got rejected. When I went back to try and fix the errors, there’s no way to do it. No telephone number to contact anybody. So I have nothing for my money and will have to have someone else do my taxes. They "stole" $66 from me without giving me a satisfactory product.
Reviewed Feb. 17, 2010
I cannot complete my tax because of an error on their part, plus I was charged double the price that I agreed too. I asked for a refund and was notified that it was non-refundable. I want to do my tax online and the snag was the #5 employee contributions. They stated that my contributions could not exceed $3000.00 when my 1099-R listed $4236.96. I have used turbo tax "free edition" for several years. I could have filed the paper edition in the time I have spent wasting my time with Turbo Tax. Plus now, I seem to be locked into a contract that I cannot escape from. Please help.
Reviewed Feb. 17, 2010
Today, as apparently a myriad customers before me, my Turbo Tax Deluxe CD failed to install because the third party Microsoft .NET 3.5 framework with SP1 failed to install after six attempts, including shutting off my firewall and antivirus (as recommended). I finally got hold of Sara (in the Philippines by faking a different kind of problem on their nebulous support site), and she helped me go through the three step process recommended by Intuit. After each step, we tried to install with no success. That was nine times total! Sensing my frustration, she gave me two voucher numbers to allow me to file two returns using the TT Deluxe online. I must add she was very nice and probably paid fifty cents an hour.
Nonetheless, I decided to do the online Deluxe edition which, and pay attention to this, does not charge one until they are finished and ready to file. I spent the rest of today filling out numbers, and when I was ready to print my return, the "Pay" page came up. I entered one of my voucher numbers and (are you surprised at this?) it did not work. It is 13 digits and letter, so maybe I didn't hear her correctly and entered the other. Are you ready? It didn't work either. I hope the H&R Block program is decent because I am going back to Staples tomorrow and demanding a change. The past three years of Turbo Tax were great, but they have lost me as a customer.
Reviewed Feb. 16, 2010
TurboTax 2009 software has multiple problems that cannot be fixed by the user after paying the fee to use the product. They tell you there is a problem with your taxes but, when you try to correct the problem, it will not allow you to do so. So obviously you cannot file your taxes with these errors.
It also seems impossible to reach a human at Intuit or TurboTax. Even their "survey" sends out an error message and never goes through!
Reviewed Feb. 16, 2010
TurboTax 2009 failed me twice. I purchased the online version and the CD from Office Depot. I could not get the program to install because the required software Microsoft .NET 3.5 Framework w/SP1 was not installed on my PC. I spent all weekend trying to remove and install .NET 3.5 w/SP1. No luck. I am out $100 plus by purchasing the TurboTax Deluxe online and in the store.
Reviewed Feb. 16, 2010
I used TurboTax last year and did not have any problems. In October of last year I received, unasked for, a TurboTax product in the mail. It was a program I would never have used. Good thing I often check my Spam filter because a few days later, I received an e-mail from TurboTax telling me I had been charged $95.35 on my credit card of record for the product they sent me. I have since discovered that unless you go through a multistep process to indicate you do not want them to automatically send you the program they think you will need, they will send it and charge you the full retail price. They call this rip-off a "convenience".
So, I immediately returned the product and received an e-mail notification informing me they received it and that they would process my return. It has been nearly three months and I am still waiting for my refund. I have called their customer service number numerous times and their representatives (foreign, of course) are polite but they can't do anything! I asked for a supervisor and he tried to insist I had been refunded.
I know I have not been refunded because I called my credit card company and had them dig back through my account records. I tried resolving this with their online support, but they responded with apologies and told me to call them! After every contact (it has been about 15 now). I get these stupid "How Was Our Service? " surveys. Well, folks it is rotten. I am never going to use this company's products again. The sad thing is I actually like the products.
Reviewed Feb. 16, 2010
I purchased software for 2009 thinking I was going to get started with my taxes for January. I tried to install software and received a .NET3.5 Service Pack 1 Framework verification failed. Please repair it from Add/Remove Control Panel. Contact TurboTax Support. I called TurboTax representative and explained this error. They said they would send me another CD. In the meantime, I returned the product out of frustration!
CD arrived and I said why not give this another try as maybe they fixed the software problem? Again same error, same software and getting stalled with preparing my taxes! I have sent a letter along with the CD back to Intuit? I'm wondering if they are going to make this right or if I will have to go back to another software competitor? I will be making this decision by next weekend as I am fed up! Maybe someone can recommend what should be done about this problem.
Reviewed Feb. 15, 2010
I filed my taxes using Turbo Tax free online. It stated that I will have my refund in as little as eight days, and it also said that I could find out the status of my refund in 72 hours. It has been 18 days since I filed my taxes. Where is my money?
Reviewed Feb. 14, 2010
I downloaded Turbo Tax to do my taxes online, entered all the information from W-2, my taxes are very basic. They told me I should get back $2,504 from federal and $390 from state. I filed on 2/2/10 and still have not seen my federal returns. The state sent me $46.00 and said the refund I claimed was more than what I should be getting back. I tried to get a hold of Turbo Tax, but the man, Brett **, I spoke with knew nothing about taxes. Well, I got scared. I figured something was wrong, so I went to an accountant to have my taxes reviewed. She said Turbo Tax estimated my federal too high, and state too low. She said that could be what’s holding up the federal; the state, she said, if I did not get a notice from the state that there was a mistake somewhere. I tried several times to get a hold of Turbo Tax, but it is a waste. I have to pay someone to amend my return. Do not use Turbo Tax! I paid them to mess me up! It cost me $29.00 to have my taxes checked and I am going to have to pay to have them amended. It cost me $59.95 just for Turbo Tax to do my taxes. I am still waiting for my money!
Reviewed Feb. 14, 2010
I experienced the same "glitch" in the Turbo Tax software. It occurred when I tried to complete my state taxes. I sent 3 error reports with my email address as requested by the error message in Turbo Tax and I still have not heard from them. Also, I tried the "live chat" route and was told, "Oh, they (support staff) don't work weekends and it will be a few days before they contact you." I uninstalled Turbo Tax 3 times before I could get it to go. I have used Turbo Tax for years, but I will not use it again. Their support stinks! I also ended up paying to file my state.
Reviewed Feb. 14, 2010
I haven't gone through the previous 58 pages of complaints so excuse me if this is redundant. I eFiled with Turbo Tax opting to take the direct deposit to a Turbo Tax debit card (I thought that would help keep track of expenses). I filed on 02/04/2010 and received my card today (02/13/2010). According to what is listed on the website, this delivery schedule, while being a day early was soon enough for me! Well, I received the card but my refund wasn't on it. I activated my card (because you have to speak to customer service) and asked why my money wasn't there. I was told by Amy that although they quoted 8-14 days on their website, that's just for when you would get your card, not for when you would get your funds. When I was on the phone with Amy, I looked at the IRS website which said my refund would be processed on the 23rd of February. Amy said that wasn't right, she had a piece of paper that says I would be paid on the 19th.
There were so many holes in her story (i.e. if you look real closely, you'll see that 8-14 days is what it takes to get your funds. Her next answer was the government has 8-14 days to process to the Turbo Tax bank and they have 8-14 days to process as well). I told her at that point I would have been more prescient to drive to Washington, DC and come back with a check rather than wait for all these rumored dates. I asked how she knows it would be the 19th instead of the said Feb. 23rd and she assured me "she just knew". Now for the icing on the cake, I decided to piss myself off more and I went through all of their websites and the place where I had to register my card. It says that my billing cycle is from Feb. 07 2010 to Mar. 08, 2010. Well, if you don't make a certain amount of transactions in your billing cycle (30), you will be charged a monthly $5.95 charge (which also was not ever and I mean never quoted on their website).
So essentially, by the time I get my money (anywhere from the 19th to infinity), I will have X less days to make my 30 transactions. I have plenty of ways around that (grocery shopping one item at a time? Just paying the ATM fees to withdraw all the money on the card?). But again, how can they hold me to a billing cycle that begins on 02/07 when the funds may not be available until whenever? I would advise anyone not to use this service. It's the night before Valentine's day and I'm writing you, have been on the phone for 2 hours with Turbo Tax instead of the steak and lobster I was going to have.
Reviewed Feb. 13, 2010
TurboTax free before purchasing. Product in some ways hard to use. Medicare deductions does not include Part C only part B & D. Not real clear not to add medicare B&C to medical premium deduction. No info as to medical mileage rate. Difficult to locate tab to input total sales tax receipts. Program wants to plug info based on income. No info on taxable Soc Sec benefits. No info on taxable unemployment benefits. Shows Fed errors because of not inputting 2008 info. Tax Act is much easier to use. Not confident on filing using TurboTax since I could not reconcile info. Tax Act reconciled to my records so I could see any error.
Reviewed Feb. 13, 2010
This is the third year I've used the online edition. It worked perfectly the last 2 years. However, this year, there are big problems when transferring the information from Federal to State. I kept getting error messages to correct amounts for amounts of a "disaster" that I didn't put in and then the software kept asking me to put in an explanation for form 1X. I simply typed in "carryover from federal" as the software only gives you a glimpse of the form 1X in question. Turbo Tax checked everything and read back that it's all 100% ready to go. I used my credit card and paid for the service. Before I clicked on "e-File" I wanted to see what was actually being sent in.
To my horror Turbo Tax was going to send in the regular state income tax form 1 and also send in an amended form 1X. How the heck can the software make a mistake like that? I haven't even filed the form 1 in order to even think about filing the amended form 1X. Since I've paid, I can't go back and restart all over. So I'm stuck in limbo waiting for an e-mail response. If I don't hear from them in a couple of days, I'll simply dispute the charge with my credit card company and go through the hassle of using another company or filing them myself. What's up with Turbo Tax 2009?
Reviewed Feb. 13, 2010
Because of software glitch in their application, you may lose the ability to do your state tax for free. After filing your federal return, if the State does not work, they suggest you redo your entire return again, or you have to pay for the state fee. This has happened before, which is their way of getting extra fees for a known glitch in their application.
In addition to the $89 I used to purchase the Home and Business version, which includes 1 Free State and 1 Free Federal e-file. I now have to pay an additional $29.99 to get NJ State again. In addition to this, it will take me an additional 10 hours to redo my taxes. I already spent 1 hour trying to get the problem resolved. I know will spend an additional 2 hours purchasing the same State again and trying to complete my state taxes.
Reviewed Feb. 13, 2010
I am reading about problems with Turbo Tax this year. I cannot even get it installed. Then I tried to uninstall and re-install, and I get error messages. I went to the website to troubleshoot; none of their solutions worked and I am stuck in limbo. Does anybody know a real solution? I cannot find a phone number to call for help. I just want my money back. I will file online thru my credit union--that will cost me more money. Got a survey from Intuit, gave them all lowest scores, and when I sent it got message "error while processing."
Reviewed Feb. 13, 2010
It is almost impossible to call TurboTax and talk to a real human. My problem appears to be in the software. But none of the FAQ covers that. TurboTax used my "adjusted gross income" to figure how much taxes I owed instead of the figures from "taxable income" which caused me to owe over $200 more in taxes. Good thing I had not sent it to IRS yet. But there are no telephone numbers posted in any of TT websites. You cannot contact them. Now what to do?
Reviewed Feb. 12, 2010
I had the same problem as John from Grass Valley, CA. When I was ready to efile, TT asked for verification of line 7 amount, which I did only to have the line 7 amount doubled on the filed return, boosting my tax bill form $538 to $32,000. Of course, once it’s filed, it’s filed; get to do form 1040X now. Of course, there’s no help from TT. The rep said he would file a "bug report", which does not help me any. Be wary if you get this verification screen before you efile your return.
Reviewed Feb. 12, 2010
I bought TurboTax again this year as I have for several years. I paid $59.95 for federal and state software. My problem came when filing electronically. TT wanted another $19.95 to file state and then another $29.95 to process the refund for direct deposit. A call to TT tax help confirmed. After a 20-minute wait—yes, those fees are required. Nothing TurboTax can do about it. IRS and the state of Virginia say they are not the reason for the fees. I plan to try one more time to get TT to waive the fees and if they do not, then I will never use it again. I may have to file a paper return this year to avoid the $50 fee. Delay in receiving the refund is the only real issue.
Reviewed Feb. 12, 2010
My daughter decided that she wanted to try doing her own taxes online this year and asked me to help. We decided to try the Turbo Tax free online edition. No problems until she got to the end and discovered that it would cost her $29.95 to complete her federal return. We finally figured out that somewhere in the process, she was automatically upgraded to the deluxe version of Turbo Tax and thus the fee. Further investigation revealed that we could not downgrade back to the free version. Instead, we had to repeat the process by opening a new account using a different user ID. She did this and got a different result on the amount of her refund. Even after double checking, all the numbers we could not find the cause.
At this point, we lost confidence in Turbo Tax because we thought being upgraded from free to fee with no warning was a deceptive practice and also because the software would not produce consistent results. We abandoned Turbo Tax and used TaxAct instead with no problem. It turned out that the refund TaxAct computed agreed with that of our first run of Turbo Tax. While trying to figure out our problems with Turbo Tax by using their FAQ, we saw that many people were upset that they were being charged a fee for using a supposedly free software. Not warning people that completing their return may incur a fee is poor practice. Maybe Intuit made some money on those who went ahead and paid the fee (I think it was Intuit's strategy). I think that the bad will this practice has generated will lose them business in the long run.
Reviewed Feb. 12, 2010
Bug! Glitch! I have been using Turbo Tax for about 15 years. In 2009 year, I got married in Arizona. I imported ttax files for myself and my wife and we followed the directions doing the following scenarios: 1) married filing separate, and 2) married filing joint. It really screwed things up not taking in to account AZ community property rules placed by IRS. Trusting TTax, I went ahead and e-filed, only to have mine accepted and my wife's rejected 7 hours later with some phony form letter. Calling or contacting them is a joke. I went to my local IRS office to consult an IRS worker who immediately helped me figure out what TTax had done to me and my wife, ouch! I am now in the middle of a mess doing 1040x for fed and state AZ. Double ouch! Seeing other consumer complaints on all the "mystery" charges, I will carefully evaluate other products prior to buying tax software next year. Time lost, additional charges to fix their screw-up problem, the "free" gimmicks they market. Charges to be determined.
Reviewed Feb. 12, 2010
I used TurboTax free edition last year without any problems. This year TurboTax charged me nearly $100 to do a basic W2 return for one company. I was under the assumption it was the free version that I used last year. Their website is intentionally setup to draw you into the paid version without your knowledge. I contacted TurboTax twice now only to be turned away in a very rude manner. They basically said it's all my fault and there is nothing they can do. They wouldn't even try to work with me. Their customer service is simply terrible and they consider everything to be the customer's fault.
If I had the funds, I would be hiring a lawyer to file a lawsuit against their company. They can say I was shown the charges and accepted them. However, I was assuming the charges would be zeroed out upon completing the e-file process. I really recommend people to stay away from TurboTax or at the least be very careful when you file your returns through their website. I know this happened to many other people. I even read a few complaints on the exact same issue before writing my own complaint. Other than the TurboTax customer support making me feel terrible, I lost $100 off my returns.
Intuit TurboTax Company Information
- Company Name:
- Intuit - TurboTax
- Website:
- turbotax.intuit.com
