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1.2 520 Reviews

TurboTax Complaints Summary

33 Resolved
476 Unresolved
Our verdict: If considering services from TurboTax with a critical resolution rate, extra caution is advised. Examine detailed customer feedback to understand the severity and nature of unresolved issues. Be prepared for the possibility of unsatisfactory responses and have contingency plans, including seeking assistance from consumer advocacy groups if necessary.
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TurboTax reviews & complaints 520

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8:44 am EDT

TurboTax I got useless licence

I bought licence from the website www.turbotaxdownload.org. I got the code, but when I tried to insert it, the program showed that the code was invalid. I immediately decided to reach the moderators, but they ignored my complaints. I have no idea what to do now. Please, help me, ‘coz I wasted really large sum, but the licence was useless and waste of money. Please, I really need help.

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2:18 pm EDT

TurboTax software doesnt work and my phone battery is not lasting long enough to talk to support

This year's turbotax is way way beyond crap... It is a waste of time... Im on hold now... Ive been on hold for almost 4 hours now...trying to get this software to work...
I called last week and was given a case number [protected]. The person said that gave me that number said...call on Monday and give tech that number and they will be able to fix the software... It is Monday now... When I gave that number to the first person that I talked to, she told me that there was no info connected with that number...and that even though I waited for an hour (site said 15 minutes) she had to transfer me to someone else...and it would take 5 minutes...I gave up after an hour... and tried again...This time I put in the info, for the right person to call me that can fix the issues with case number [protected]. My problem is that I can not uncheck a box on the software... I searched online and I guess there are many people with the same problem...
With my time on hold now, I am seeking sites to post my issues with turbotax...Maybe I can save someone hours and hours of wasted time next year...by buying any other tax software...other than turbotax...
My phone is beeping now...the battery is going out...again...

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Robert
, US
Mar 03, 2011 12:01 pm EST

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

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Thomas
, US
Mar 03, 2011 12:00 pm EST

I used turbo tax 2008. I printed out the forms beofre e-filing. Everything was correct. I got a letter from the IRS stating that there I owed $601 due to the incorrect amount was entered for my income tax. I rechecked the amount on my original printout. It was correct. When I went to print it again from turbotax, the amount was e-filed with the incorrect amount. This was a software error on Turbotax's side.

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gerald
, US
Mar 03, 2011 11:23 am EST

Just add me to the list seems like 2008 was a bad year for turbo tax users. I have read so many stories just like mine. unreported income from 1099r seems like people entered amount from 1099r income and it was submitted as non taxable income by turbo tax, thus you now owe the taxes on that unreported income $4200 + in my case, lotta people lotta money . Class Action, I'm IN

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Richard
, US
Mar 03, 2011 11:21 am EST

This is frustrating for multiple reasons: namely, that I had to contact Turbotax to find out about my refund. They obviously knew about this issue, as there is a FAQ topic on it on their website. The ONLY saving grace was he informed me that I would not be charged for using Turbotax this year. I will NEVER use this company's products or services again.

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Cassondra
, US
Jun 10, 2011 12:37 pm EDT

I filed my taxes with Turbo Tax on line. The request to import last years taxes was agreed upon. The imported the wrong amount and I was told they could not correct or re-submit my return.

I had to mail my return, which will take at least six weeks.

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Charles
, US
Mar 03, 2011 11:35 am EST

I'm complaining about Turbo tax! I received a notice from IRS about 2008 taxes. They say it is wrong and want more money, thousands more. I am tired of all these problems caused by turbo tax. I need some help here, how do I get it in stead of the run-around!

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Esmeralda
, US
Mar 03, 2011 11:30 am EST

Turbotax failed to update software on Domestics Partmership law that changed reporting from Head to Household to Married failing joint or separate. IRS is billing me for underapying taxes when I have never been audited before.

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jerriW
Canton, US
Mar 07, 2012 3:50 pm EST

I also have used turbo tax for years, then this year I click on TurboTaxCard! Biggest mistake this year. Turbotax put a security hold on my card, then told me it was mailed. Then, after having my $7700 return put on the card by the IRS, and not recieving my card, turbo tax tells me I have to fax in security papers n they will process my fax in 7 to 10 business days. WTH? How can they hold my money that long? Then, after over 2 hours on hold with them for the sixth time, a supervisor tells me she cannot contact the security department and I will have to wait the whole 10 days before calling back. Now it has been a week ago that I actually was told my card was released and sent. I called back after not receiving it and was told it wasnt sent out last week, but was released last week. Was sent Monday and I will get it in 7 to 10 days. I asked again for a supervisor which they would refuse to let me talk to. They kept saying the supervisor couldnt do anything more than they could. So, after 11 phone calls I spoke with someone who told me they would send it fed ex and I will get it in 2-3 days. OK, so I think that I will be getting my card. I call after 2 days and ask for the tracking number to be told by turbotax that they just sent my card the day before, not Monday which I was told. Then I was told to wait 3 business days from Tuesday and if I dont get it, call back and can get tracking number. I called FedEx, who informed me they get a tracking number immediately when sent, and they looked me up and my address, and nothing was EVER sent. Called turbotax back who would not transfer me to supervisor, saying that they didnt know anuything more, I will have to wait 3 days. I cant believe they can do this and I have been a customer for 5 years also. Not a new customer! Well, I hopefully will be getting my tax refund I was due 3 weeks ago soon. At least an answer why not. I sure wish someone would bring up charges or a lawsuit for alll this stress. I feel harassed to get my money that turbotax has no right to hold!

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GrantKA
Cape May Court House, US
Aug 02, 2011 10:35 pm EDT

Turbo tax did not enter my 1099R as taxable income and I got hit with a tax bill for $7000.00 which once I called them they blamed it on me and said "it is not our problem its your taxes and that is your responsibility". I feel sorry for all veterans receiving pensions, because they are not 1099R as taxable incomes. Another way to rip off all the veterans who save our country. Turbo tax should be banned for all military retiree's until they admit their glitches and pay us back for all those penalties and interest.

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pobarjenkins
Minneapolis, US
Mar 03, 2011 5:13 pm EST
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What was the information that was omitted?

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7:43 am EDT

TurboTax tax identity theft

My story is probably similar to many others. I received a refund check for my federal taxes and hadn't even filed my taxes yet. After hours and days of trying to resolve the issue, I learned that the fraudulent claim was processed using Turbo Tax. There are a number of citations on the internet describing Intuit's failure to safeguard taxpayer's by ensuring that fraudulent returns cannot be filed. Their tool and its ease of use in perpetrating fraud should be investigated and those harmed by their negligence in not properly addressing shortcomings in their process. In fact, one article points to Intuit Executives negligence in this way, describing the response when an employee proposed a process to address the issue "But MacDougall said he was stunned when his boss emphatically rejected his idea for use on TurboTax accounts. Instead, she brought up the fraud-as-a-balloon analogy, MacDougall said. “She said ‘You can use this on any other product except TurboTax’, ” MacDougall said. “I asked why we wouldn’t want to use this on our flagship product, and her answer was that this was an industry problem and not just a TurboTax problem.” Only after Intuit was forced to temporarily suspend state filings earlier this month did the company’s chief executive announce plans to beef up the security of customer accounts." (http://krebsonsecurity.com/2015/02/turbotaxs-anti-fraud-efforts-under-scrutiny/) In fact, this facilitates perpetrators ability to use Turbo Tax to commit fraud. It is my understanding that Senator Orrin Hatch is attempting to address this issue. I will be forwarding a copy of this post to him and my own Representatives and Senators.

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10:28 am EDT
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TurboTax change of fee

I started working on my taxes with a "free" online turbotax program that had a fee for the state filing. I had previously purchased the program at Costco but had not gotten around to it yet this year. After going back to it for several evenings, I was finally able to complete the filing only to see that I was going to have to pay for Federal AND state, over $100. Going back into a fresh site, I see the new price change only available, not my previous option of free federal and pay for state. What's up with that? Seems like a bait and switch. Suppose I'll start all over with another program or buy it at Costco instead of the deceptive online version.

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10:30 am EST
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TurboTax tax refund hacked

I filed for my 2014 Tax return on 01/22/2015 with Turbo Tax . It was Accepted on 01/23/2015. I opted for turbo tax to take my fee's out of turbo tax. I received a response from "Where is my refund on IRS website that my refund of $8767.00 was approved and to be direct deposited on Feb 4, 2015 . On Feb 4th, 2015. Nothing was deposited into my checking account. I called IRS after a few days, they told me I had to wait 21 days before they could look into anything. I waited the 21 days still no deposit into my checking account. Today after a few days of just getting recording on the IRS phone line . I got threw to a live person at the IRS . They says IRS sent my money to A turbo Tax company with University National bank at [protected] also sbtpg.com (Santa Barbara Tax Products Group LLC: Tax Refund ) . I called them they said someone Hacked into the turbo Tax and changed my checking account routing number and account number on Feb 2, 2015, 2 days before my direct deposit was supposed to be deposited into my correct checking account . This should of been a Big red flag with Santa Barbara Tax Products Group LLC - they should of notified me. IRS website says that if there is any problem with direct deposit they will mail you a paper check. There should of been no way that someone can change my direct deposit information and be able to hack into Turbo Tax . I was told to file a police report, contact IRS, and file a report with the FTC. Santa Barbara Tax Products Group LLC says they will do an investigation, IRS will investigate . No idea how long this could take, possible 6 months or longer. This is a total nightmare . Turbo Tax and Santa Barbara Tax Products Group LLC where totally hacked and now . I have no idea if I will ever get my tax return this year.

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MakiaRayford
, US
Mar 22, 2016 1:57 pm EDT

I'm going through the samething now, I'm unsure if I've been hacked but I filed my taxes on February 29th 2016 the IRS said that the check was put into my account on March 9th TurboTax says that I should have received it on March 21st but if it was already in my account on March 9th why am I waiting more days till March 21st passes which was the 21-day deadline, and it is now March 22nd and I still have no money in my account and I've been calling the IRS I've been calling TurboTax I've been doing automated systems back and forth and it's still the same thing very unsure if this is going to turn out right but I have my fingers crossed because God is good all the time and I pray he has his hands in this.

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10:45 am EST
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TurboTax rude customer service

I did my friends taxes and when I looked at the email it said it was rejected so when I called to find out why because online was no help the rude Indian man told me it was hacked and my friend would have to pay again for protection. when I questioned him he told me "do you understand English go [protected]@@@ yourself" and hung up! I called back and finally talked to a supervisor who didn't help me with my problem and then proceeded to tell me that the lines sometimes cross and that no one in his department would talk to a customer like that! when I looked on the IRS website it in fact said that the tazes were still in the process of being reviewed so I don't know why turbo tax said it was rejected!

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3:56 am EST
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TurboTax Rip off

Bought the CD downloaded it it isnt explanatory nor complete .I called their line ended in Texas they had a hard time finding the canadian phones number as it isnt on there anywhere waited another hour only to find out the CD isnt complete and is hard to understand said by the person on the phone at turbotax.The only thing turbo about it is your money gone ..oh and try to fill the form for the refund good luck it doesnt download to your email to fill it out .ANNNND where to send it when your done if ever nothing on there to tell you. Plus it says when your finished the supposed èasy `question answer form that it isnt correct but wont tell you why or where.

You have to go have it printed fill it out then scan and the numbers the receipts etc.turbosick ps i am a senior and dont need this kind of hassle I only have three forms or t4s to submitt spent 6 hours trying and 2 on the phone waiting for nothing.This company should be ashamed oh and they try to make you upgrade for more money.

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3:42 pm EST

TurboTax led me to believe I needed to upgrade only to find out I was qualified for the free version

I decided to file online with Turbo Tax because they stated it was free until Feb. 16. I filed on Feb. 13 listing only my husbands basic salary and my $154 retirement final payment from a 1099r. I did the paperwork ahead of time on federal forms and was eligible to file 1040ez.. When I filed with turbo tax, after spending an hour filing out forms online, I get to the end and they pop up a message stating I need to pay for an deluxe account. They charged me $77 needlessly. My complaint is that they mislead customers onto their site and then mislead them into believing they must upgrade. I had a friend file an identical return with identical information and they just kept saying skip and they were able to file their return for free.

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1:19 pm EST

TurboTax Bait and switch

I have always used Turbo Tax Free Edition for my taxes, and there has never been any charge for federal or state (Oregon). However, this year I was about 1/2 through my taxes when I was informed that since I have to claim my Oregon tax refund from last year as income on this years taxes..I can't use the free edition - I have to pay. What!? I checked the last 3 years of filings, everything (except the numbers) are exactly the same...claimed state tax refund as income, itemized my deductions, etc...all the same. It has always been free...ALWAYS. It ended up costing me over $70 to file my "free for everyone" taxes, and I only make a little over $20, 000 annually. I called the 800 number to complain [protected]), and the individual said that this year Turbo Tax changed all the various options "so they are consistent between online & purchased products". I don't care about that, I care they have apparently downgraded each and every version so that virtually everyone has to upgrade to the next high level of product. According to the internet - there is a growing tide of irate customers and their stock is plummeting. Good - customers rule! If we don't buy because you are using bait and switch tactics...your company will fail. It's not like Turbo Tax is the only tax service.

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9:27 am EST

TurboTax screwing you out of your money

I have always used turbo tax and had no problems. This year, I did not need but the basic. Got finished with my information and they wanted another $40 just to file the form. I cancelled the return, threw the turbo tax cd in the trash and went online and completed the process with another company for $14.00, which is about what I paid for the turbo tax basic. $14 vs turbo tax basic $14 and another $40 just to file? No where did I find any information saying the basic turbo tax did not include the filing of the return nor it would cost me another $40 to file. Why in the hell would I spent $14 for a product and then another damn $40 just to file when I can do the whole thing for $14 with another service. Turbo Tax, you just lost a long time user of your product and I won't be doing business or buying anything else from you. I am done with you.

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Patricia boguzewski
Shapleigh, US
Feb 28, 2015 9:51 pm EST

My refund the irs said when filed was correct but my refund for state wad a thousand dollars missing I want to know were my money is

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6:47 pm EST
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TurboTax direct deposit fees

Turbo Tax Bank Processing Fee

29.95 for a direct deposit fee for Federal and for State? Really TurboTax? I pay another 60$ for something the state and federal government can deposit in my account on their own.
Well this year for 2013 I used good ole’ turbo tax again, except this time when I got to the end I was met with a little surprise! After you are done with your tax return they always give you the deposit options.

Wow so now in addition to paying turbo tax for taxes I have to pay them just for deducting the money from my return? The key advantage over turbo tax over H&R block and everybody else has always been the convenience! Now they are charging even more for that convenience, which to me doesn’t make it worthwhile at all.

Let me just say this…I am a LIFE LONG turbo tax user, and never have I seen a better reason NEVER TO USE THEM AGAIN. I also want to know if turbo tax is using the processing fee to make money, and does my money come to me or the other banks first? This seems like a scam.

Come on turbo tax, you have a great thing going. Whoever thought up this idea needs to be fired. Sure it may add money to your bottom line THIS YEAR, but people if nobody comes back NEXT YEAR what are you going to do about that? I have worked in sales and marketing before and this kinda logic is stupid!

Why alienate your loyal customers with fees, ?Spread the word, turbo tax sucks!

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2:37 pm EST
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TurboTax - took my money

I have been chatting with 10_Kathryn D and 5_John R for the past three hours. Turbo tax refuses to refund me the 56.97 dollar fee and the 29.99 dollar fee. The customer service from Kathryn was terrible so much disrespect. I tried to explain to her and she keeps saying they cant do it . I agreed to my tax money being deposited into my bank account at...

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8:37 pm EST
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TurboTax defective cd's

Just purchased a TurboTax Home and Business CD for tax year 2013 from COSTOC and spent several hours attempting to make it actually work. Long story short, the on-line person allowed me to download it and that worked perfectly. I'm betting that they have a serious problem with their CD's - avoid them at all costs.

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Update by CrankyPaulie
Jan 03, 2014 8:38 pm EST

Me too!

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1:29 pm EDT
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TurboTax double charged me and no refund

They double charged my account and I tried to reach someone at their customer servcve number which was a nightmare.
First I got someone in INDIA and they transferred me becuase I wanted to speak to a supervisor and then I was transferred to a rep in NEW YORK which hung up on me. I called back continued to get the runaround . I basically cut my losses and filed at a locat tax prepeartion place---Stay Away from TURBO TAX they are criminals and the commercials are all lies!

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kk222
paonia,co., US
Dec 31, 2021 12:15 pm EST

downloads do not work properly. no refunds. no support. TOTAL RIPOFF! Stay away from this site!

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10:12 pm EDT
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TurboTax tax refund

My Wife and I filed our joint 2012 income tax on march 11 2013 with turbo tax.We got confirmation from the IRS that they sent our returns to our bank account,
We don't have a bank account, but we requested out tax refund be sent on Visa card, which turned out to be netspend after numerous phone calls and run around from Turbo tax, after we asked them why on earth is our refund in netspend bank when we requeseted it on visa card because we don't have a bank, and this was the option we choosed.
Bottom line Netspend is a fraud, a ripoof and should not be allowed to operate.
I am amazed that the IRS has allowed a parasite like" Netspend "to be operating under their noses, ripping off and scamming Americans I doubt we are going to get our Refund, which is a little under a thousand dollars, and I am lost as to who I could, contact about their sleazy underhanded and more than likely illegal practices.But Turbo Tax and all their affiliates should all be put out of business, and their heads frog marched off to prison, and they should be put out of business because Turbo tax who got paid out of my taxes the same time I filed, and I have not and might not even get any my refund, when I ask them whats up with this, I was told that that effectively, once Turbo tax has filed and completed your returns, you are on your own.
They are a whole cabal of corporate vipers

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netspendmayhaveripedmeoff
, US
May 07, 2013 7:29 pm EDT

Same thing happend to me over 7K missing that netspend says was sent back to the IRS but the irs cant find it 2 months later!

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goodday222
, US
May 02, 2013 4:22 pm EDT

TBX, why would you used a net-spend per-paid card. It look like you have bad credit and can not get a regular bank account so the IRS can send your check to the bank.

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Desperate Friend
, US
May 02, 2013 4:16 pm EDT

According to Netspend customer service my refund was sent back to the IRS due to lack of proof of adress. If this is so then why does the IRS say it is not there and an advocate for the IRS states that you return unused portions of tax rebate funds rejected all in one large sum check and no proof of who's money it belongs to such as statement of amount and names of all returns sent in that one large check. How is the IRS suppose to know who's money has been returned to them and what amount is for each person tax returns are? This is a poor example of banking! This also causes hardship on families who are waiting for thier returns to be resent out by the IRS. Also the IRS has no clue who we are that had thier returns sent back to them nor the amount of money that is owed. What are we to do? What should you do to fix this problem to help tax payers recieve what is owed to them?

NetSpend Corporation
NetSpend Corporation
Austin, US
Apr 30, 2013 9:31 am EDT
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Please send your information to feedback@netspend.com and we will look into this for you.

Thank you,

NetSpend

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beerooklyn
Beaver Falls, US
Apr 30, 2013 12:31 am EDT

Same thing has happened to me. I received $2, 000 dollars on my card and had over $1, 000 left on it. In the beginning of April I received an email stating that my account has been closed and to call this number [protected], I called that evening and was told that my funds were being issued to a check on the account by the middle of April, it is now April 29th, I just called the original number and they have told me that was not the department that deals with it and they transferred me to a line that was not working. This is ridiculous.

NetSpend Corporation
NetSpend Corporation
Austin, US
Apr 01, 2013 9:47 am EDT
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We are very sorry to hear that you feel this way about us.

Please send your information to feedback@netspend.com and we will he happy to address any concerns.

Thank you,

NetSpend

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11:32 pm EDT
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TurboTax poor service

Unfortunately I just wasted 4 hours on TurboTax. After entering all of my federal tax details, the site became stuck at the error check stage. I tried to reboot a couple times and tried logging on with another device (different laptop and an iPad) but still received the same error. I then tried to contact TurboTax via their help center. I was on hold for 40 minutes only to be transferred to another number to be put on hold for another 20 minutes. The representative said the error is due to a system glitch because she received a memo saying so. She was not able to offer any further information beyond that. Very disappointed with TurboTax online. I will not use the service again.

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Jonathan
, US
Mar 03, 2011 11:31 am EST

I used Turbotax to prepare my 2008 tax returns. I bought a house in September of 2008 and qualified for the first time homebuyer "tax credit". Turbotax failed to inform me that this is not a credit! That it is in fact an interest free loan that I have to pay back within 15 years. I didn't get any messages informing me or sign anything agreeing to pay this "tax credit" back.

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7:03 pm EST
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TurboTax tax refund delayed/missing

I filed a tax return with Turbotax this year. When the payment option came up, I selected the " deduct from your refund" option. After a few days I started tracking the progress of my return on the irs website. The refund was sent electronically on Feb. 6. After another few days, I noticed the money still wasn't in my bank account. I read over the payment terms and found out that Turbotax takes my WHOLE refund and funnels it through their bank ( First California Bank) before sending it to me. Anyway, I called First California to find out when I could expect my money. I was informed that they had received my refund, but Turbotax never sent them my file so my money was going to be returned to the IRS. It's been a few weeks now and I'm not sure what's going to happen, but this has been a horrible experience. Never again...

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11:31 pm EST
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TurboTax promoting the use of netspend for refunds

I have been using Turbotax to file my taxes and absolutely love your service. After filing my taxes online, as I have done in the past 4 years I noticed an offer. The offer was to put income tax refunds on a Netspend card. I am a Netspend customer and have been for years. Unfortunately I encountered a situation where charges were made on my card. This means the person who has been using my card produced the same card I have in my possession. Netspend has been notified and have still let charges go through causing my account to be in the negative. I am now left without any money and they said it would take at least 10 days and maybe up to 2 months to fix this. I would hate for a turbotax customer to have the same thing happen dealing with their income tax returns. It is not fair and they are aware that I live in a different state and they know I have charges in the state I reside and the purchases were made in New York. Thank God this was not my income tax refund, and I would hate for Turbotax to catch a bad rep promoting people use Netspend services. I would trust Netspend, but the way they are treating me after being a loyal customer for years, I can just imagine how they would treat someone had a temporary card through turbotax.

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Netspend Scam
, US
Mar 28, 2017 1:58 pm EDT
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My daughter opened a netspend card to load her tax refund, and netspend wouldn't release her money, kept sending her "new" cards with no funds attached. They are a scam. It may take her up to 2 months to get her money back.

NetSpend Corporation
NetSpend Corporation
Austin, US
Mar 30, 2017 4:17 pm EDT
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Hello,
We apologize to hear about your experience.. As these reviews are anonymous, can you please contact us at social@netspend.com and provide some account information? This will enable us to locate your account and address this issue.

Thanks,
Netspend

NetSpend Corporation
NetSpend Corporation
Austin, US
Feb 19, 2013 1:29 pm EST
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Hi Jakki,

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ComplaintsBoard
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11:15 pm EDT

TurboTax stay away from turbotax

I have been using TurboTax for 7 years but will never use their products again. After entering my tax info and seeing a refund due, I opted for ‘audit defense’, which was an additional $40. Instead of paying for it with a credit card, I decided to use the option to deduct it from my refund. BIG MISTAKE, I guess I didn’t see the fine print that must state that I will be charged an additional $30 for processing by “University National Bank”. WOW, after giving them business for buying an additional service (pure profit, since I won’t be audited), they reward me by spanking me with another $30 fee.

I’m doing this complaint in reference to turbotax about my tax refund. I received my tax refund and i thought everything would be fine. I took half the money off my card to do some things i had to do. The next time i usrd the card it declined. I called customer service to see why my money was not on the card and they said i was being audited for idenity theft. Its been over a month and six faxes later of my social security, proof of address, and i.d. card and im still getting the run around. I have been very patient with turbotax, but its starting to run out. I understand protecting my privacy but what more do i need to do to prove who i am.

And for what? To deduct $40 from my refund?! I could train a monkey to do that for a nice ripe banana. LOL

Stay away from TURDOTAX !?!

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11:14 pm EDT

TurboTax scam with foreign tax credits

The Turbotax advertising campaign claiming “accurate calculations” is BOGUS when it comes to the Foreign Tax Credit (FTC) calculation. The IRS instruction on page 1 for Form 1116 (the FTC), clearly states that certain individuals are allowed to claim $300.00 (600.00 for married) directly as a credit on page 2 of Form 1040, WITHOUT filing Form 1116. This applies to foreign tax withheld at the source and reported on Form 1099-DIV or Form K-1, i.e. many mutual funds that have foreign tax holdings. Turbotax INSISTS on channeling these foreign tax deductions through the Form 1116 and all of its calculations, which may result in a reduction of the credit that the taxpayer is entitled to.

This has occurred in prior years – 2010 and before – as well as in the 2011 version. So, you may need to file amended tax returns to claim the true amount of the credit, if you are in the 3-year window for filing amended returns. Check it out- if you had 200.00 reported on a Form 1099-DIV as foreign tax paid, and got a credit for much less due to this treatment by Turbotax, then you have “found money”. Read the IRS Instruction for Form 1116 on page 1 – it’s in plain English and easy to understand.

Turbotax first-level support people are useless to help you – they attempt to deflect your question, sell you a higher version, refer you to your “tax adviser”, or place you on hold for 10-12 minutes while they confer with higher-ups-i.e. pretend to talk to someone higher while eating donuts or something – ala Seinfeld and the car rental reservation, for you Seinfeld fans.

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TurboTax Customer Reviews Overview

TurboTax is a popular tax preparation software that has received overwhelmingly positive reviews from users. The software is known for its user-friendly interface, comprehensive tax guidance, and accuracy. Many users appreciate the step-by-step guidance provided by TurboTax, which makes the tax preparation process less daunting. The software also offers a range of features, including the ability to import data from previous tax returns, automatic calculations, and error checking. Additionally, TurboTax offers excellent customer support, with many users praising the company's knowledgeable and helpful representatives. Overall, TurboTax is a highly recommended tax preparation software that offers a range of features and excellent customer support.

TurboTax In-depth Review

User-Friendliness:

Website Navigation: TurboTax's website is easy to navigate, with a clear and intuitive layout. Users can easily find the information they need and navigate through different sections without any confusion.

Account Creation Process: Creating an account on TurboTax is a simple and straightforward process. Users can quickly sign up and start using the platform to prepare their taxes.

Ease of Inputting Information: TurboTax makes it easy for users to input their tax information. The platform provides clear instructions and guides users through each step, ensuring that they don't miss any important details.

Clarity of Instructions: TurboTax provides clear and concise instructions throughout the tax preparation process. The instructions are easy to understand, even for users who are not familiar with tax terminology.

Features and Tools:

Tax Preparation Options: TurboTax offers a variety of tax preparation options to cater to different user needs. Whether you have a simple tax return or a more complex one, TurboTax has the tools and features to handle it.

Importing Data from Previous Years: TurboTax allows users to easily import their tax data from previous years, saving them time and effort. This feature ensures that users have access to their historical tax information without having to manually enter it again.

Error Checking and Audit Support: TurboTax's error checking feature helps users identify any potential errors or discrepancies in their tax return. Additionally, TurboTax provides audit support, giving users peace of mind in case they are audited by the IRS.

Access to Tax Experts: TurboTax provides users with access to tax experts who can answer their questions and provide guidance throughout the tax preparation process. This feature is particularly useful for users who have complex tax situations or need personalized assistance.

Pricing and Plans:

Free Version vs. Paid Versions: TurboTax offers a free version for users with simple tax returns. They also have paid versions with additional features and support for more complex tax situations. Users can choose the plan that best suits their needs and budget.

Cost of Additional Services: TurboTax offers additional services, such as live CPA review and expert advice, at an additional cost. The pricing for these services is transparent and users can decide whether they want to opt for them based on their individual requirements.

Value for Money: TurboTax provides excellent value for money, with its comprehensive features, user-friendly interface, and access to tax experts. Users can be confident that they are getting a reliable and efficient tax preparation solution at a reasonable price.

Customer Support:

Availability and Responsiveness: TurboTax's customer support is available throughout the tax season and is highly responsive. Users can expect timely assistance and support whenever they need it.

Channels of Communication (Phone, Chat, Email): TurboTax offers multiple channels of communication, including phone, chat, and email support. Users can choose the method that is most convenient for them to get in touch with the support team.

Knowledge and Expertise of Support Staff: TurboTax's support staff is knowledgeable and experienced in tax matters. They are able to provide accurate and helpful guidance to users, ensuring that their tax-related queries are resolved effectively.

Security and Privacy:

Data Encryption and Protection Measures: TurboTax employs robust data encryption and protection measures to ensure the security of users' personal and financial information. Users can trust that their data is safe and secure on the platform.

Privacy Policy and Data Sharing Practices: TurboTax has a transparent privacy policy that outlines how user data is collected, used, and shared. The platform respects user privacy and only shares data as necessary for tax preparation purposes.

Accuracy and Reliability:

Calculation Accuracy: TurboTax is known for its high calculation accuracy. The platform uses advanced algorithms and regularly updates its software to ensure that users' tax calculations are precise and error-free.

Up-to-Date Tax Laws and Regulations: TurboTax stays up-to-date with the latest tax laws and regulations, ensuring that users' tax returns are compliant with current requirements. Users can trust that TurboTax will accurately reflect any changes in tax laws that may affect their returns.

Reputation for Reliability: TurboTax has built a strong reputation for reliability over the years. Users can rely on the platform to provide accurate tax preparation tools and support, backed by a trusted brand in the industry.

Mobile Experience:

Mobile App Functionality: TurboTax's mobile app offers full functionality, allowing users to prepare and file their taxes on the go. The app is user-friendly and provides a seamless experience across different devices.

Compatibility with Different Devices: TurboTax's mobile app is compatible with a wide range of devices, including smartphones and tablets. Users can access their tax information and complete their returns from any device with ease.

User-Friendly Interface: TurboTax's mobile app has a user-friendly interface that is easy to navigate and use. Users can quickly find the features they need and complete their tax returns efficiently.

Additional Resources:

Educational Materials and Guides: TurboTax provides educational materials and guides to help users understand tax concepts and maximize their deductions. These resources are valuable for users who want to enhance their tax knowledge.

Tax Calculators and Estimators: TurboTax offers tax calculators and estimators to help users estimate their tax liability and plan their finances accordingly. These tools provide users with valuable insights into their tax situation.

Community Forums and Q&A Sections: TurboTax's community forums and Q&A sections allow users to interact with each other and seek advice from tax experts. Users can find answers to common tax-related questions and engage in discussions with fellow taxpayers.

Customer Reviews and Ratings:

Overall Customer Satisfaction: TurboTax has a high level of customer satisfaction, with many users praising its user-friendly interface, accuracy, and helpful customer support.

Positive and Negative Feedback: Users have provided positive feedback about TurboTax's ease of use, comprehensive features, and reliable calculations. Some users have expressed concerns about the cost of additional services.

Consistency of Positive Experiences: TurboTax consistently delivers positive experiences to its users, with many customers returning year after year to use the platform for their tax preparation needs.

Integration with Other Platforms:

Compatibility with Accounting Software: TurboTax seamlessly integrates with popular accounting software, allowing users to import their financial data directly into the tax preparation process. This integration saves users time and reduces the risk of errors.

Integration with Financial Institutions: TurboTax can securely connect with users' financial institutions to import their income and expense data. This integration streamlines the tax preparation process and ensures that users have all the necessary information for accurate tax filing.

Ease of Importing and Exporting Data: TurboTax makes it easy for users to import and export their tax data. Users can import data from various sources and export their completed tax returns in the required format for filing.

Refund and Payment Options:

Direct Deposit: TurboTax offers the option for users to receive their tax refunds through direct deposit, which is a convenient and secure method.

Payment Methods Accepted: TurboTax accepts various payment methods, including credit cards and debit cards, making it easy for users to pay for their tax preparation services.

Refund Processing Time: TurboTax processes tax refunds promptly, ensuring that users receive their refunds in a timely manner. The exact processing time may vary depending on the IRS and other factors.

Industry Reputation:

Comparison with Competitors: TurboTax is widely regarded as one of the leading tax preparation software providers. It offers a comprehensive set of features and tools that rival its competitors.

Awards and Recognitions: TurboTax has received numerous awards and recognitions for its excellence in the tax preparation industry. These accolades further validate its reputation as a trusted and reliable platform.

Trustworthiness and Credibility in the Industry: TurboTax has established itself as a trustworthy and credible brand in the tax preparation industry. Users can rely on TurboTax to provide accurate and reliable tax preparation solutions.

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