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1.3 517 Reviews

TurboTax Complaints Summary

33 Resolved
473 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 517

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2:34 pm EDT
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TurboTax TurboTax 2022

There is a bug in the software that results in inaccurate information on a student tax form for calculating qualified expenses. I couldn't figure out how to report this to intuit - although I did call them to inform them of the bug but the person didn't seem to recognize that it is an issue that should be reported to a developer; they only wanted to help me correct my form, which I had already done manually.

I have a child that is a full time student but he took a summer course at a different school. I paid tuition at both schools with a 529 plan and received a 1098-T from both schools. The 1098-T from the first school had the box for "at least half time student" checked; but the 1098-T from the summer course school did not have that box checked. TurboTax erroneously based my childs status only on the summer school and indicated that he was not at least a half time student on the appropriate tax form.

Desired outcome: Developers fix the issue before others have the same problem - luckily I found error. Others may not notice and overpay taxes. Intuit should also allow me an extra electronic file since I had to re-file after fixing their mistake.

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10:24 am EDT
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TurboTax Turbo Tax / Intuit

I recently had to switch from Turbo Tax to H & R Block because of an issue that could not be resolved regarding being able to pay for service. Turbo Tax's website has some serious issues with not being able to process payments. Please resolve this issue. I will not be returning to Turbo Tax. The problem is on YOUR END. I contacted Turbo Tax and was told to delete my cookies and make sure Credit card numbers matched billing addresses. I did this and nothing went through. You lost a customer who was going to pay almost 200 dollars for tax help. When I cannot pay or file, it defeats the purpose of having a site for tax help. I guess they dont know there are other services out there. When I did take my business elsewhere, I had NO PROBLEM PAYING FOR IT. INCREDIBLE HUH?

Desired outcome: FIX YOUR SITE

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2:42 pm EDT
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TurboTax Federal and NY State return

I filed my federal and NY State tax returns with TurboTax. I just got a refund of $1,360 from NY State. TurboTax figured it was going to be $900. That’s a $460 difference but I can’t access my NY State tax return at TurboTax to figure what went wrong. So for the sum of $59 TurboTax got me $460 less than I should have and I can’t get my documents to figure out what happened.

Desired outcome: Allow me to access my 2022 NY State tax return that I paid $59 for.

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5:18 pm EDT

TurboTax 2020 simple 1040 efile

I have copies of Turbo Tax E file summary for 2020.This summary states I have a balance 2106.00 due and then my account information. Then, the box when will i get my refund states 9 out of 10 is less than 21 days. If not it gives a phone number to irs. My instructions for efile was to print the form and copy of refurn. I have those copies! However, I just learned IRS never rejected or recieved my efile that Turbo Tax said was filed. Now I go into Turbo Tax and pull up the 2020 documents and a pop up notice says its not been filed. However, I can pay to get the software to file what they said they had done!I was told the gaurentee for 7 years of my 2020 efile they had me covered! I thought my return had went to student loans so I never questioned them until I learned how to go to IRS site to review my past filings. And the 2020 efile was not there!

Desired outcome: I want them to change my bank information and file the 2020 return or give the software for my dell lattitude to be able to file for free.

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8:33 pm EST

TurboTax Your Price Discounts

I clicked on the link to your site from my bank which was to enable me to have a 20% discount. When I finished my return your invoice came up at full price. There is a field to enter a coupon code and therein lies the problem. Where is the coupon code hidden?

I ran into the same problem when filing last year and just gave up and paid the undiscounted price.

I'm sick of it. It's not a lot of money, it's the principle of the thing.

Desired outcome: To be provided with a code to get the discount.

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8:04 pm EST

TurboTax Washington state not on dropdown list to choose from among the United States

The Turbotax error was present on the page at about 4 p.m. Pacicfic on Sat 3/4/2022.

I was redirected by the software to fix an omission on the Turbotax page for the 1099-INT form. The page said I needed to choose the state that appears on my 1099-INT in Box 15 from a dropdown that the page provides.

But Washington state is missing from the list of states, and picking from the list is the only way the page provides to input the information.

This egregiously careless error makes it impossible for people who bank in Washington state to use Turbotax successfully.

Desired outcome: Fix this, explain how this could happen, apologize, and let me know when the problem has been fixed.

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11:50 am EST
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TurboTax Tax filing

I am qualified for free file and for the past 3 yrs I have filed through Turbo Tax with no issues. Because they had done so well, I paid for the upgrade this year, which was asked early in the filing.

They forgot to ask about the 1095 form, which resulted in my Federal and State taxes being rejected. They informed me quickly they were rejected and offered to amend it. I clicked on fix my return, but it would only go a few steps and then go back to fix my return. I had to call them and they walked me through it, but the corrected form had me owing 840 to the IRS because of the health care act. Which was another mistake, and in order for them to refile they wanted 59 dollars more even though I was qualified for free tax file.

I took my taxes elsewhere, and asked for a refund of my 29 which they have refused to give. I turned them into my credit card company. Yes I got bit once, their fault, but if I get bit again, it will be my fault! Bye Bye Turbo Tax.

Desired outcome: Warn others in advance

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1:47 pm EST
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TurboTax TurboTax2022 DeLuxe

Accessed the TurboTax website which had an offer for the TurboTax DeLuxe 2022 for $49. After I finished the Federal Tax and was forced to delete the State form due to an additional charge of $59. I proceeded on to pay to file the Federal form and was presented with a $75 switch charge. In essence the fraud entice you to go throughout the hour long process to enter your financial info and then holds you for ransom. It is incredible these criminal can continue to scam people without shame and the complicit government and Congress gets to stand by them.

Desired outcome: time to stop the fraudsters.

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12:13 pm EST
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TurboTax routing number change

I have completed my 2022 tax return via turbo tax but did not realize that when my bank changed names that the routing number that defaulted from my last few years from direct deposits had changed. The account number is correct though. When i track my return it states that it was deposited on Feb. 21. Well I cant seem to get any help as to how I can get this in my account! This will affect my state return in the next month so i'm trying to correct it before this mess happens again. Please help me locate my federal check and avoid this happening for my state return while we still have time.

sbtpg gave me trace#[protected]

it was deposited into Civista bank account# [protected]

no one is making this process easy!

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6:03 pm EST

TurboTax Maryland State TT Software

This program is plain wrong. It asks for my county, which I entered. Then for my tax area within the county. I live in an unincorporated area, not a listed town or city. It insists that it needs a city or town. I find the name of my county in the list and enter it. Doesn't like it. Says it can't be the county in the county has to be a town or city. I leave it anyway. It tells me that there's an error that will prevent me from efiling that return. The error is that I've said that I and my spouse live in different jurisdictions! Huh? NO WAY! Who do they have writing these programs? Doesn't seem that they know what they're doing!

Desired outcome: FIX the program. It's not rocket science!!

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4:11 pm EST
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TurboTax Hire people that know what they're doing.

Their software got it variables crossed between the federal and state taxes for Oklahoma.

When I called tech support it took me about an hour to convince your rep that 150 shares of Microsoft is NOT a physical address within the Starte of Oklahoma. I even took her to my federal taxes and showed her I copied my 1099-B per box label, to the letter but when it put that information into the state form, it put it in the wrong place obviously. After about an hour she said OK she'll put a ticket in but if they say it's ok, you'll have to upgrade to talk to a tax expert, saying it was my fault again. I did receive a response from whoever she turned it into, and they said they didn't have enough information. Dear Lord in what world is 150 shares of Microsoft a physical address in Oklahoma. I have a 10-year-old granddaughter that would know better, how much more information could you possibly need. I went to H&R Block and had no problem, and they were cheaper.

You're not losing a long-time customer because you made a mistake, everyone makes mistakes, it's how you handle the mistake that matters, and you FAILED hands down.

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10:47 am EST

TurboTax Turbo tax free filing service

I filed my taxes using Turbo tax and opted to file for free. By the time I finished filing they put me into a screen prompting me to upgrade to their Premium because of the "extra form" I needed. I wanted to back out of that, but unlike all the other stages and pages, this one did not have a BACK button. In short I had to go through with the filing which charged me for State and Federal filing. At the end as I was ready to finish and send it out I was charged an Additional fee for processing my refund. In short, Half of my refund was taken out for "fees" that I never wanted to pay in the first place. I was charged $117 for services I was forced to accept. I will not be using Turbo Tax ever again.

Desired outcome: I want my money returned to me and I want Turbo Tax held accountable for it's unethical practices of coercing people to pay fees they advertised as Free.

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3:16 pm EST

TurboTax Federal return software on my MAC

When attempting to load your 2022 Turbotax software on my computer (MAC), Turbotax comes back with a prompt that says; "Oops, Turbotax can't Start yet. It looks like you need a later version of the MAC operating system to use Turbotax.

What you have: MACOS 10.15.7 Catalina
What you need: MacOS 10.16. Big Sur
If it turns out you can't upgrade, we recommend using Turbotax Online."
1st - I do not wish to use Turbotax online.
2nd - My MAC tells me I am fully upgraded at my current level and that 10.16 big sur will not be available until late this year.
After being with Turbotax for the past twenty or thirty years, is my best option to return your software and go with another vendor?

Desired outcome: Your promoted and sold software is available on the latest MAC OS version available.

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11:10 am EST

TurboTax Turbotax online

I filed with Turbo tax ad I have sine my husband died but in 2021 I got seriously screwed. Ended up costing me 144 dollars because I would only get so far and would not allow me to continue if I up graded. I am still waiting for my return but IRS wanted copy of 1095-A and form 8692. I could not find a way to resolve it si Turbo tax told me to send it in by mail. I did and it's been downhill every since. I immediately filed a grievance and never received a response as did a lot of people and I said I would never use your product again if I was just going to get screwed. Your company was more about keeping the money then saving a customer!

Desired outcome: Response !!!!!!

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3:33 pm EST

TurboTax Turbotax PA State Return

There is a serious glitch in Turbotax for PA state filings. It involves retirement income reported on 1099-R forms. Most retirement income in PA is not taxable, but some retirement income is. Turbotax does not calculate the taxable income properly. This issue occurred in my 2021 filing, which resulted in an additional tax payment plus interest and penalty for me. This problem still exists in the 2022 version of Turbotax. I spoke to a support agent today and there is nothing in their system indicating a problem and there is no way to fix it in the current version. I asked for this issue to be escalated since I don't want to run into the same issue again in 2022.

Desired outcome: I want Turbo to fix the glitch so I can file my 2022 taxes.

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3:08 pm EST

TurboTax Unwanted emails.

I keep getting email addressed to turbo tax ellie22. It's all junk mail & I get too much of that already. I tried unsubscribe and it doesn't work.

Started to do my taxes elsewhere, but most of my info is store @ turbo tax, so i'm hoping you can offer a resolution.

Can you explain why I'd get mail addressed to turbo tax ellie22? That's not even my email address.

Ellen Lee

[protected]@gmail.com

Desired outcome: don't sell or give away my email address.

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6:53 pm EST
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TurboTax Filing

I cannot get back in to the turbo tax account. It says password is wrong. They took out the money out of my account already but I called Turbo tax and the guy said I did not file my federal taxes. Well if I cannot get back in what do I do. I get nothing back and owe nothing. They said online it was all done so I thought I was ok and it was filed. I'm very confused nothing works to get back in. Hw can they take out money if it was not filed?

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12:10 pm EST
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TurboTax Turbotax premier

Per Georgia law, beginning January 1, 2022, military retirement income of up to $35,000 is excluded from Georgia state income taxation. Apparently, the accountants at Turbo Tax are not aware of this new Georgia law because the Turbo Tax Premier software I used did not exclude any of my military retirement income for Georgia state income tax calculations.

In fact, the Turbo Tax website states (incorrectly):

"The following states tax military retirement pay fully and offer little to no tax benefits for retirement income:

*California

*Georgia

*Montana

*Rhode Island

*Utah

*Vermont

*Virgina"

I tried to call Turbo tax customer service, but was informed by their automated call system that I would have to pay an additional fee (upgrade) to speak to an actual human being.

I emailed their customer service department to explain the defect in their product, and was answered with a canned response that did not address the problem.

They also denied my request for a refund, despite their defective product.

Desired outcome: Turbo Tax should fix their tax software to comply with Georgia's law excluding military retirement income from taxation.

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6:23 am EST
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TurboTax Fraud on Tax Return

We have been using Turbo Tax for many years. In 2020 there was fraud on our tax return. The IRS caught it. Had to verify identity. In 2021 we had to prove our identity again. Just found out this week there is fraud again on our tax return! Spoke to Turbo Tax this week Feb 7 I think with Donyae. Everything on Turbo looks fine. He said they have nothing to do with the IRS! How are they still in business. This is 3 years in a row. I will never use Turbo again! I want my money back for this year and 2021. It is not fair that I paid for services that were not delivered. Daniel and Victoria Spair. [protected]@aol.com

Desired outcome: Please refund.

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6:42 am EST

TurboTax Case number [protected]

When I tried to file. Message said zip code was wrong, this was propagated by turb tax. Tried to correct but could not, had to upgrade to talk to someone. She got me thru it buys having me edit their form
Was charged extra fifty dollars for their mistake
Was told after many attempts that since I filed, there was nothing they could do
Also every time I emailed it came back as undeliverable

1/30/2023 to 2/1/2023

Desired outcome: just wanted my fifty dollars back

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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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