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Intuit - TurboTax

Intuit • Quickbooks • Quicken • TurboTax • TurboTax Online • Shipping delays

kate of houston, TX June 11, 2009

sbbt has not sent my refund back. I desparately need this money. I will not use turbotax next year. They stole my money.

Charlene of Williamsburg, VA June 26, 2009

We received a penalty from the IRS for underreporting 2007 annuity income. Upon checking everything, we discovered that the TTax program mishandles the second annuity when both the filer and spouse receive annuities. We filed a claim under TTax's "Accuracy Guarantee". I spent 1/2 an hour on the phone with a technical service rep who took control of my PC and was able to see where the problem was, and said we'd get the penalty paid by TTax.

However, we've since been stonewalled by the programmers (?) or tax analysts (?) who insist "We received claims in the past about this before and it has always proven not to be a calculation error." Further, they said "The person that you spoke with was not an analyst, but a technical support agent" implying that the problem was never referred for programming correction. Bottom line, in their defensive posture, they are not listening. It is not the first annuity that has the error, it is the second one. I've asked to have this complaint escalated to a manager and it remains to be seen if I'll get a response.

Virgil of San Francsico, CA June 9, 2009

I used Turbo Tax Deluxe Addition to prepare my 2007 Federal Tax filing. I recently received a notice from the IRS that I had deducted interest from my home mortgage in excess of the allowed limit. I entered all of my information into Turbo Tax and it calculated the interested allowed. The whole point in using Turbo Tax as so that I don't have to study the tax laws and double check their calculations. Mortgage interest is one of the most common (and significant) deductions and the software should have made the calculation. I now owe an additional 9,000 in Federal taxes for 2007 and I am being charge interest (included in the amount).

jessica of san leandro, CA June 9, 2009

I e-filed my taxes back in March 22,2009. As of May 1st I hadn't received my refund. I called the IRS and was told that indeed I have filed my taxes but there was no refund in there system. I was told to e-file again, so I did. As of today June 8th, 2009. I have not received my refund. I called the IRS again and was told that the problem is with turbo tax and I had to contact them for my refund. There is no customer service phone Number where to reach them other than the customer service where you pay to get your questions answer. I definitely don't want to pay 29.99 to get my questions answer if they were the ones who messed up my refund!!! I'm Mad!!

Avonelle of Dalhart, TX June 8, 2009

I have used Turbo Tax several years except right after my husband died, because I wanted to be correct, I used a CPA. This year I went back to TT and was doing well until they insisted that I fill out Form 1310. My husband has been dead for over 3 years, the income I reported had nothing to do with him, and because of this it said I was unable to e-file. I never rec'd confirmation, so I sent it by mail, but I had to send an amended return. As of today 6-7-09 I still have not rec'd my refund. I called the IRS and was told it could be another month. This is outrageous!!!

Edward of Jacksonville, FL May 21, 2009

Filed via internet, emailed and got a confirmation number. Months later, when I contacted the IRS to find out the status of my refund, I was told the Income Tax Return filed had not reached them, they had no record of it. I e-mailed Intuit TurboTax an inquiry about it, and two weeks later I still have not heard anything form them.

Bob of Westborough, MA April 30, 2009

2008 TURBO TAX DELUXE CRITIQUE

This package is the most crude, primitive one I’ve seen in a long time. It has innumerable annoying factors which need not occur in well-designed software. It also lacks some apps for particular tax programs.

- The Massachusetts top form includes a line for the Senior Circuit-Breaker deduction, but the program provides no way to calculate it!

- When going to a group of programs at the bottom of the list, then displaying one, it displays at 100% size, which is inconvenient, so I lower it to 75%. If I then return to the list, it pops up top-justified and I have to scroll down again to the lower group. If I then open another one, it comes up at 100% and has to be reduced. Ad nauseam!! That’s dumb design.

- I’ve been warned of a super-virus expected; why can I not copy my TurboTax files to a thumb-drive? It seems not to permit that.

- Some files are labeled “keep for your records”, others are simply “worksheets”. The worksheets contain data that support inputs; shouldn’t they be mailed? There are not explicit instructions as to what should be submitted.

- Before doing half of the data input, TurboTax claimed to have filed! Actually it did not, but that didn’t prevent it from claiming to submit a disruptive (incomplete) form, followed by a useless 1040X.

- The Feds, in an unexpected position, did not create last-minute changes to the tax-code. But this did not stop TurboTax from making many last-minute changes, suggesting that they just did a careless job of coding.

- A lot of downloads size up your system to see if they’re needed; TurboTax is too dumb to do that, so always prompts to download, even if it’s redundant.

- TurboTax prompted me to efile, but a few screens later said that it could not!

- The worksheet for 1099R has a lot of boiler-plate up front, which has to be entered for every item, not providing any automatic fill-in at all.

- Even Microsoft does better than this, and VMS did much better 20 years ago.

Melinda of Katy, TX April 27, 2009

Prepared both federal and state taxes using 2007 Turbo tax (paid extra to get state taxes on my computer). Turbo tax automatically transferred everything from federal to state form on my program. I only answered a few simple questions to finish my state return.

Turbo tax transferred my moving expenses from federal and also calculated our income wrong. Filed a complaint to get our penalties and interest back from Turbo Tax. Received a phone call that it all was our errors that we manually entered items wrong. What a joke that company is!!!! Anything to get out of the guarantee you SUPPOSEDLY provide to customers. The person that called me back sounded to be around 90 years old! No wonder!!!! Will never purchase this software again!

Eliana of San Francisco, CA April 23, 2009

Turbo Tax charged me for Turbo Tax Premier even though I filed using Turbo Tax Deluxe and continue to have Turbo Tax Deluxe. The customer service representative I spoke with agreed I had purchased Premier even though my account reflects Deluxe. I have one account, one ID, I have been using with Turbo Tax for the past 4 years. When I asked the customer service representative to connect me to his supervisor, he said he could not connect me nor correct this mistake, he repeated he could not give me a refund for the previous erroneous purchase nor upgrade me to Premier.

Loretta of Clearwater, FL April 21, 2009

I first called Turbo Tax on March 19 about improper handling of accrued interest in the Home and Business version. I have used Turbo Tax for more than 10 years and never had a problem before. The system does not allow more accrued interest than the interest reported in Box 1 and Box 3 of the 1099INT. From a tax and investment point of view there is no relationship between accrued and earned interest on the 1099INT, and the system should not be doing the edit. This is something that used to work properly in earlier versions.

The rep kept calling it occurred interest. The supervisor that I asked for was worse than useless in understanding the problem. After 45 minutes of my precious time, I gave up and asked that they call me back when they solved the problem. I had to call again the weekend before April 15 as there was still not a fix in the update files. I finally had to do the Schedule B myself, overriding the error showing in the system. Because of the override I could not use the online submission, which was supposed to be free.

Paid 96.29 for Home and Business but had to spend many hours more than it would have taken me by hand due to errors in the system and time spent calling company. I have lost confidence in the accuracy of the data on the files and will not be able to roll-over the 2008 to the 2009 system, which is part of the value of using the same program consistently.

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