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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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L
6:08 pm EST

TurboTax turbotax deluxe

I bought the Deluxe Turbotax and cannot get it to "jump to 1098T" form. I get the reply "...IRS is still working on finishing up the education expenses area (Form 8863) for 2019." I don't need form 8863, I asked for form 1098T. I tried all the suggestions that the support community has written. Also, Turbotax won't load state of Hawaii. I'm want a refund for the subpar Intuit Turbotax. Very poor product and frustrating to work with. There's no real person to talk to and all the suggestions don't work or aren't applicable. Don't buy TurboTax Deluxe.

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11:14 am EST

TurboTax online

I was charged for filing taxes through turbotax, although I did not file them.
On January 29th 2020 I was inputting information into turbotax. The webiste clearly states "start for free, pay when you file". I was under the impression that I could input all of my info and not be charged until I file, as is CLEARLY blasted all over the website. Upon submitting my bank account info I received a notification that I was charged $86.40. Nowhere was there a submit payment button or ANY notification that I was to be charged. I immediately called turbotax as soon as they opened and was told, "because you input your bank account, for you that was the end." I explained that it is clearly advertised "free to try, pay when you file" and that I had not filed. So in other words, I am being charged for a service I did not receive based on a misleading or outright lie of an advertisement. I have disputed this with my credit card company and will follow up complaint with attorney general and consumer affairs as I see there are MANY others having this same issue. I will also be happy to speak to the media, and when a class action law suit is file I will be happy to join in as it is only a matter of time with these horrific business practices.

Order number: TTWCB150716612
Order date: Jan 29, 2020
Total charges: $86.40

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J
5:23 pm EST

TurboTax 2018, 2019,2020 turbo tax free???

I have been using Turbo Tax for many years. In the last few years it stated Free, but that only for a very simple Tax Return. I am ritired and only recive retirement income as well SS and some interest. Very simple, no decutions. But that last two yeasrs the program always ask to upgrade to Deluc and pay $44.00 just beacuse I earn interest above $1, 500.00. SO
No deduction, only two fix incpome and some interest, why pays for delux. Its NOT FREE.

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5:12 pm EST
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TurboTax intuit turbotax

I am locked out of access to my account.
On 1/9/20 I recieved "TurboTax E-mail Change Request Received - Record#635706" which says I will have access in 1 business day.
1/11/20 " Your request should be completed within 1 business day. Please expect notification from Notify@QuickBase.com"
1/14/20 I recieved another email from
Perry
Turbo Tax Customer Care
1/20/2020 I had a 45 minute call and was told it would be fixed. I recieved nothing after that.
1/26/20 Today I am writing this complaint.

I was notified by the IRS that I did not file in 2018, I told Intuit that I need access as I have much if my charitable giving on their site, and I believe I started or completed a tax return.

I want to comply with my duty to follow up on 2018 and am unable to if I don't have access.

Please advise me what actions to take
Sincerely
Elizabeth McBride
[protected]
[protected]@gmail.com

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3:41 pm EST
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TurboTax over charging for turbotax deluxe

I have been using turbo tax deluxe for 15 years from 2004 to 2019. I received an email from turbo tax that alerted me to up to a $15 discount at certain stores including Amazon. We purchased the Deluxe version at $29.88. What I didn't realize is that the deluxe version is now offered including a state as well as without a state. The version with a state was $39.99. I did not realize I purchased the wrong version until I finished my Fed return and started the state. At that point I had to download the state and was charged $39.99. To sum this up I paid $69.87 for what I could have had for $39.99. I over paid $29.88.

I am finised with Turbo Tax after 15 years this just isn't right.

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9:30 am EST
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TurboTax tax filing

I received an assessment from the Virginia tax division stating that I did not pay my state taxes for the year 2017. I filed with Turbo Tax that year, as I did the previous and subsequent years. Tax division person said I indicated I was doing estimated payments. This isn't true, and why would I do estimated payments on taxes already owed.? The taxes were done the same way every year. When I contacted Turbo Tax, I could not get into my account. Why? No, I was not going to commit to another year of Turbo Tax if there was wrong-doing, and I believe there was. So I was unable to talk further with the representative because I had to go to work. I told her I could talk with her after 7:00 PM when I got off work. Since she couldn't do that, she would then call the next day around 11:30. She didn't call. She called the following day around 3:30 (she knew I left for work at noon) and left a message claiming her "system" was down. She called again the next day, at 3:30. I have no way of contacting her—Turbo Tax does not let me talk to anyone. They claim I don't have an account, yet I did my taxes with them for 3 years. I can't do anything to resolve this! I do not have bank records going back that far. I think my taxes were filed wrong, because I am sure I would have paid the state taxes in full, as I have done every year. Now the state is going to seize my bank account and garnish my wages. Something needs to be done because TURBO TAX MADE THE MISTAKE!

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2:38 pm EST

TurboTax payment not refunded

I have used Turbotax for about 25 years and never really had any issues with it. However last yer I used the program and selected the service to process my state and federal electronic refund into my bank account. There is a fee associated with this and I agreed to pay it. The state refund was processed accordingly but for some reason the federal refund was not. Instead of receiving my refund electronically the IRS issued a norm paper check in the normal amount of time, in this case about 8 to 10 weeks after my submittal.
In June i received an email notice from Turbotax requesting the fee for electronic processing. I called Turbotax, explained that my refund was not processed electronically and that i did not feel that I should have to pay the fee. The representative agreed and said she would cancel the bill. In July I received another notice now claiming I was late in paying the fee. I again called and spoke to a supervisor named Lisa Powell. She agreed that I did not owe the fee but said she could not cancel the bill. She said if I paid the fee she would immediately refund the amount. I paid the fee that day electronically. This is (was) 2019 after all and I do almost all of my banking electronically. It is now January of 2020 and for the last six months I have called repeatedly and still have not received the fee refund. Every person I have spoken to agrees that i should not have to pay the fee. They all assure me that the refund is being processed but none can explain why it is taking so long to actually be paid. They say they can not pay me electronically apparently because they have not discovered the internet and electronic payments despite the fact that that is exactly what they are charging me for.

This giant company has stolen my money by subterfuge and refuses to give it back. They are willing to lose a customer of 25 years for a few dollars. Greedy and dishonest.

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4:13 pm EST
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TurboTax home & business

I have been on the phone with at least 10 "tax professionals" asking the same question about vehicle depreciation on my schedule C and none of them seem to know what they are talking about. They keep putting me on hold, coming back after asking someone else or reading and telling me to try putting random numbers in the areas and seeing if it makes my amount owed go down! I keep asking for a CPA which I paid for with the program or a supervisor and they won't put me through to either one of them. Finally got through to one and she tried doing the same thing as the rest of them and now I am back in the feed loop. I can't believe this company! In 2016 ib oof their "professionals had me put something in the wrong line number and it didn't trigger my self employment taxes and I found it the next year which cost me a $16, 000 mistake that I had to amend. Nobody wants to take responsibility for their mistakes and nobody wants to do what they say they promise. I am highly disappointed in this company. I know more than their so called tax professionals and that is a shame!

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12:10 pm EDT

TurboTax tax return

EIC that was added to my account that wasn't supposed to be included in my return and now I'm being audited for it and have to pay almost all of my refund amount I didn't claim any dependants so why would I get EIC. I need answers and also my state tax refund never got sent to me. I'll never use your services after this and will never recommend you to anyone.

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2:24 pm EDT

TurboTax nm state taxes

I just finished my taxes on October 15th, yes I forgot but that's besides the point.
I filled everything the same way I do every year filling in my bank information for depositing my federal refund and made sure the state taxes due were paid by check.
My bank was debited for the full amount due to the state which depleted my bank account completely. This payment was not authorized as I never authorize turbotax to send my payments for me. I have a payment plan already setup with the state to pay portions of my taxes monthly. I will never use turbotax again due this error. I am pissed.

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J
7:02 pm EDT

TurboTax tax return issues

Hello,

I submitted my TurboTax return, on time, and included my debit card information to pay my $400 bill. TurboTax accepted my return but 7 minutes later, the IRS rejected it.

My complaints/questions are as follows: First, why didn't TurboTax inform me the IRS had rejected my return? You accepted it but never informed me the IRS had rejected it. Why wasn't I notified? Second, the IRS said my AGI from the previous year's return did not match what they had on record. Since this number is populated on the Return based on the numbers I submitted, how did the amount reported for 2017 change by the time I filed my 2018 return. How can that be since Turbo Tax populates some of the numbers on a current return from the previous year's return? Finally, why is it impossible to get answers to these questions unless I buy an upgraded Turbo Tax edition? I wasn't looking for tax return questions to be answered, tax advice, etc. I was trying to get answers to my questions about how come Turbo Tax did not inform me my return had been rejected by the IRS and how my previous year's AGI could have changed? I understand I did not pay for an upgraded Turbo Tax edition when filing, but again, I had no filing problems and my issues only started when I was not informed my return had been rejected.

I had to pay a late filing fee with the IRS as I only learned recently, on my own, that my bank account had never been debited by the IRS. Having been a loyal TurboTax customer, and advocate for years(my adult children both use Turbo Tax on my recommendation), I am very disappointed and hope I can get some answers.

Thank you.

John Morgan
[protected]@gmail.com
[protected]

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V
Vspe
, CA
Aug 21, 2019 11:05 pm EDT

OMG THIS JUST HAPPENED TO ME! And apparently for last year too so Im not getting my child care benefit yax (canada). I dont know what tondo. I paid 60$ for self emploed both uears. They got their money...whats the problem

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5:41 pm EDT

TurboTax 2016 state tax return

I received a letter from the Dept. of Revenue for Kentucky stating that I owe $338.78 from 2016 State return. The explanation I received is that Turbo Tax automatically filled out a schedule M for pre-tax savings while working on my return. My company, Meijer, does that all year long so now this looks as if I were trying to claim it twice. The fact is I didn't fill out the schedule M, your software did. I would like a refund from you in the amount of $338.78 since it was Turbo Tax software that caused this issue to begin with.
Thank you,
Susan Tackett

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5:56 pm EDT
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TurboTax tax software

I have used turbo tax for several years to do my taxes and have no complaints. However, when doing my 18 taxes I chose to pay to have turbo tax e-file my tax forms since I was to receive a sizeable refund. They never did. When checking to see when I would receive my refund I was told that I never filed a return! When I contacted TurboTax (which is not easy) they did refund (or said they did) my payment. I had to file them via snail-mail and have not yet received my refund, and I will probably be charged a late filing fee!

Do not have TurboTax file your taxes!

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4:56 pm EDT

TurboTax 2016 tax return/refund

My wife called the IRS this week to check on our 2017 tax refund. IRS reported that we were refunded approximately $2500 on 5 April 2017 to our Wells Fargo account. i have an email confirming Turbo Tax is processing my refund on this date. Wells Fargo did not receive any amount of Money between $2000 and $3000 in our account in 2017. I tried to contact turbo tax today. To speak with them I need to outlay money first and their online chat sends me straight to an online accountant who requires $55 upfront. How do I talk to this company to recoup my refund?Thanks.

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10:05 am EDT

TurboTax turbo tax for usa

I filed my return for the first time through your website. The IRS received a schedule C electronically that was different then the one I printed out. I called turbo tax 2 times and the agents both times transferred me to a recording asking for $100 more for unlimited access to specialists. I told the recording no and it hung up on me. I phoned back and asked for a supervisor and the agent put me on permanent hold. Now the online music has stopped so I think I have been disconnected. You have a great concept except your follow through stinks. I would give you 1/2 star.

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8:21 am EDT

TurboTax siempre tax

Ms. Yocasta Velasquez was a preparer at Liberty Tax/Siempre Tax recently and was fired for fraud and stealing money from our clients. She was recently arrested and has to return to court in a couple of weeks. Clients have also filed police reports against her. This issue cost our office money and we were also being investigated behind these acts. I'm sure this is not the kind of person you want to advise your clients.

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7:51 pm EDT

TurboTax online tax filing

I have been using turbotax for a few years now. Last year, April 2018 I was filing my taxes for 2017. I owed money so I paid at that time. Now, I have been trying to do my 2018 taxes and they keep getting rejected because turbotax never uploaded my taxes from 2017 to the IRS. This is causing a huge inconveniece because I am still unable to file my taxes without being rejected. I am unsure and uncertain how you are willing to take my money for a service and not provide a final product to the most important entity of all.

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12:48 am EDT
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TurboTax turbotax free service

I am active duty military and make less then $60, 000 a year. I have never had a problem getting my taxes done through turbotax for free until this year. They kept adding things and said in order to proceed I had to pay. I am disgruntled and disappointed in turbotax. I know I am not the only one with this issue. I have heard of many active duty military having this experience as well as low income families, single parents, and college students who barely make an income at all.

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3:04 pm EDT

TurboTax turbotax

At the beginning of using this program, I stated that I am a non-resident and I live in france. Later, the turbotax program kept telling me that my phone number and my postal code are not acceptable (because they do not correspond to canadian norms). Also, after entering earnings from france (under foreign income), the program indicated that over $10, 000 dollars is owed to cra. I could not believe this, so I started doing some research on the internet and discovered that nothing is owed to cra because the money was earned in france. I am very disappointed in turbotax because the program had all the information needed to determine that I do not owe any taxes to cra and yet, the program had me pay the fee for turbotax.

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8:22 am EDT

TurboTax tax audit service.

Received this service through TurboTax. Received a letter that was a mini audit. The company told me not to worry that my account coordinator would contact me to let me know what I need to do. She called twice, never left a message. Didn't contact me through my customer portal through their website or send me an email letting me know all I need to do is follow the directions of my audit letter. She didn't have the mental capacity to call me back because I'm guessing she knew what she did was not very professional. I will never upgrade my service for this again. And I would be skeptical to trust Karen M Luckart for anything that involves any sort of responsibility or contacting customers.

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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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