as im not a techi or a cpa this program saved me a lot of hours,than my usual manual performans
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I use TurboTax yearly for three couples covering the gamut of house wives, retirees, seniors, multiple sole proprietorships, rental property, income from multiple countries, etc.
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Please remove all the sales pitches that popup during filing.
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Very easy to use and follow, simply by answering questions.
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Gets better each year, still could improve navigation when going back to check and edit fields. Tools work well to optimize.
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I had some difficulty especially with the Charitable donation optimizer. Once I split Donations, I had to override to get back to one person claiming
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It takes the anxiety out of the preparations and calculations by taking you through the process step-wise and with the automatic checks.
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I found the software seems to jump around a lot (I never knew which section I was in). The alerts were very helpful to get where I needed to be.
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I have noticed that Turbo tax continues to improve on Easy Step to make it more understanding to doing your taxes.
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We have foreign pension to declare and it is difficult to follow the instructions. I had a deduction for a partial amount for line 256. It was not accepted when I manually entered it and I only noted it when I was done filing and printed the return. the income tax paid to the foreign country also did not show on the prescribed line.
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Disliked all the ads to buy further items/services from Turbo Tax scattered throughout the program which tended to distract from the program. Advertise at the beginning or end but not throughout the process.
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When it came to deciding whether my wife or I should claim our medical expenses for 2013, the optimizer clearly did not work. I'm not sure what peculiar combination of income and deductions made this happen. Be sure to watch the Refund/Payable box in the top right corner! (The optimizer for claiming charitable donations had no problem in coming up with the best choice.)
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I am getting old, and it's becoming more difficult to read small fonts. Can you add "zoom" function and/or "font size" option in your next version, please?
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My normal experience with Turbo is quite good, This year I qualified to receive the family caregiver amount which was a new deduction. Had a terrible time attempting to post and on the what is new format this exemption wasn't listed and spent days attempting to down load. When I finally got the program found out that my wife's income did not allow me a deduction for the care I give her.
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This program has changed my demeener about income tax filing. I had used electronic filing some years ago but recall it was awkward and confusing as the forms had to be completed also. It is certainly a huge step in the proper direction even though my return is very basic it was a delight to complete.
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Worked well again. I would like to be able to have two returns open at the same time without having to work on them both at the same time. Pension splitting would be much easier if both were open
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This has been the best product to do the income tax
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This version handles Netfile better than in the past. Otherwise it's the same old product with less help and fewer hints, continuing a trend of many years. That said, it's reasonably easy to navigate and very stable,
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still has this tendancy to open all sheets in a reduced and stacked way when I just want it to open single page full screen.
Some of the help messages are obtuse and difficult to follow.
Help and warnings are more annoying than helpful in many cases.
Once you figure out its quirks and learn to live with them it is ok. New metod of e filing is a breeze compared to the past.
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I had a struggle to get the program to access the Charitable Donations entry screen from forms entry on more than one return. Double click did not work on schedule 1 and I had to find the charitable form and get the entry window to come up. I recall this happened last year as well. Not intuitive.
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Please remove the watermark from all forms. It covers some digits and is unnecessary.
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While this software is generally good, it consistently tries to push my chartiable donations into the future. Bad choice; I always have to slap the software and tell it no, I do not want to transfer to my wife (who has minimal income) or defer to another year. It does take the advice, but it is a bit of a pain. As significant charitable giving is part of my lifestyle, the only intelligent thing to do is to claim it now, and get a decent tax refund each year.
I suspect the software tries the silly thngs it does to avoid an audit, but that's no big deal when everything is legit anyway -- just send in the receipts when they ask, and after the bureaucracy does its thing they agree and send the receipts back.
Otherwise, the program is generally useful.
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Completing the TurboTax EasyStep, I felt became increasingly confident that that the filings I did were accurate, complete and covered every possibility of tax savings in my favour.
I just wish the printing on the EasyStep pages was in a larger font. I don't understand why TurboTax uses such fine print. It can be very tiring to squint at it for some time.
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worked as well as expected, no problems we could not solve with "help"
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Easy to use, quick to do, can print & file on line
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I file for my son, two friends and myself. Saves us all money and time.
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I find being asked if I'm married over and over again very annoying. Once I've been asked and answered yes, shouldn't the software remember??
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I had difficulty navigating back to check things and edit them
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I have been using this product for 5 years now and it has never been a let down especially since our tax returns are so basic. Good value for what you get. I look forward to filing next year...hopefully I'll have a refund tho :)
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Between the input and hard copy review, it takes me about two hours from start to finish, including transmission through NETFILE. Fast and efficient with quick responses from both levels of government. Direct Deposit is the way to go.Life is Good
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