AVOID THIS COMPANY! My worse tax nightmare! 1. Advertised free online return then charged me $80 for 1 page bank interest form 2. After charging my payment, would not e-file due to minor glitch, 3 would not allow me to mail-in due to minor glitch. 4 Major hassle to submit forms for refund request,, 5 Im still puking over this disaster, going back to HRB

I have been using Turbo loyaly Tax faithfully since "2008".

My package purchse for 2022 was:
TurboTax Live Assisted Deluxe-

Your mission statement is, " Its our goal to make your taxes easy and accurate, year after year.
You purpose to provide an online professional tax solution, with reliable software.

I have been paying for your services since before they were free, and even when they were suppose to be free.

I have always trusted Intuit as a professional grade product with upgrade options to encompass the tax prep needs of individual, couples/family, and even bussinesses. With available tax experts for those with the need of additional services.

I submitted taxes last year using "TT" to complete "1040" form, over a two day period, and of course paid $94.87 for the use of your product. My return was accepted, got my refund later date, done deal.
At least I thought it was.

One of your agents then reaches out to me just before receiving notification by mail from the IRS agency re: An Amended return now needs to be done.
I'm of course surprised, but ofcourse complied suspecting that a mistake may have been made.

I file an amended return, to discover there was an overpayment due to some misstake made on my original return, and I now owe the IRS $1302.00 w/P&I.

I'm shocked because every year I pay to use your product to do my taxes (1040 form) and submit by 15th deadline. Only this time I must have entered a wrong amount somewhere with income or with a qualified deduction.

So I went back through my Intuit tax prep for 2022 and did not find any errors in amounts. (There are no itemized deduction on this 1040 form so not hard to find)

I did however recall returning the second day to Intuit portal to
Complete, then file my taxes electronically.
I was prompted to enter my property taxes paid in 2022. Thou I was certain I already entered property taxes for that yr, but trusted Intuit Turbo Tax to trust your software application. So after being prompted to enter the amount again, I did so.
After all this 'IS', why I pay to use your product.
So I did just that. When the software walked me back thru for final chk before e-file,
It did not show duplicate prop tax was entered. I thought to myself surely this product that meets federal guidlines and chargs a fee to use, is certain to catch a simple duplicate line item and/or will alert the preparer is a duplicate income/deduction amount is entered per section.
So I of course trusted Intuit Turbo Tax.
So now moment of truth, how did I get here?
Perhaps it was a glitch in Turbo Tax portal, I don't know.

I do know the agressive collection tactics of the IRS never comes at a convenient time. Nor does the combersome website provided for tax payers to set up payment plans, etc. I had to take the equivalent of 8 hours off work in steps to correspond with IRS, manage financials and accomplish resolution while being treated like someone who irresponsibly did not file on time, and did not pay taxes owed in effort to defraud the Federal Government. With threats of bank account levy from the agency also.

Bewildered and concerned I contacted a Intuit Turbo Tax agent to discuss what happened. And for assurance I can trust Intuit Turbo Tax going forward for my tax prep needs. Well the agent immediately suggested that I made a carelous misstake or simply did not know what I was doing and that why they offer tax prep profesionals. Which I should probably opt to pay extra for a competent CPA/or tax professional to prepare my taxes and have the insurance that comes along with it.To avoid this kind of thing.
When I braught up IRS is chargeing me penalties and the R/O I just spoke to did not want to waive them, the Intuit agent without air between words went on to say all taxes have to be paid and that penalties always have to be paid under all circustances.

Well thats simply not true, yet I should just pay extra for THIS professional assist?!?

In final let me just say this:

I experienced an overpayment due to an error that should have been flagged by Turbo Tax software application. Your application duplicated my property taxes paid amt.
That was a mistake in Intuit Software not a "me" mistake.

Some might suggest it was a created opportuntity allowed by Intuit, understanding the aggressive actions of the IRS may indeed pursuade those experiencing this demand for Amended Return fileing and aggressive collections on overpaypment, to now pay Turbo Tax more money for additional insurance.
An upsell package Turbo Tax conveniently offers such as a tax preparer to do your taxes plus an additional fee for added insurance just in case a collection scenario should come to pass.

An easy solution would have been to acknowledge my frustration/legitimate concern. Assure me the product is always improving and move forward by either escolating to grant me a credit to continue using your product next year, or definately a refund from this present year.

My hope is that Turbo Tax will do the right thing by refunding my money paid for 2022 tax return debacle. I am considering filing a complaint with the hope of triggering another investigation to see how many others may have had my similar experience over the past many years. As a responsible consumer to insure there is nothing nefarious at play. In the past I have refered others to Turbo Tax for their tax prep needs. That of course was prior to this experience.

So yes at the very least, I am now requesting a refund for pre year 2022 charges. I will update if Turbo Tax shows does the right thing and shows good faith.

Standing by- Regards,

WT

I was finalizing my tax return ( that I did on my own with no advice or aid from live services) (never used the chat bubble even) Only to try to get help once my funds were stolen. I was asked if I wanted to use the max service, I was confused as to what that was due to me filling on my own. I saw 2 prices one for $129 and on for $58. I started the process. Thinking this was the fee for me filling online with them. I then clicked on what I thought was a payment option of $59. It wasn't. It then itemized the service order and I saw I was going to be charged $188 which was both fees combined to complete my $108 tax return. I went to the top of the page and hit the = button to go log out. I was frustrated and was going to come back to it with a better thought process. As I hit log out a confirmation of purchase popped up on my screen. I freaked checked my bank and sure enough a pending charge of $188 was visible. I contacted support and was given an email to request a refund of the charges from intuit. As that was the secondary client I was sent to from Turbo Tax reps. I explained in detail what happen. I got a confirmation email saying it would be 5-7 business days to be processed and if it was the weekend it would longer to be reviewed. 30 mins later I got a CLOSED case email and was told if I didn't use the services I couldn't get a return due to it not applying to the satisfied customer act!? Again What?! So why the hell was I charged if my taxes weren't even completed. You said I didn't use the service in the email yet I'm told no refund!? I didn't use them to fill after that happened. I then filled my tax return with H&R Block and reached back out to Turbo Tax. To advise I had completed a FREE tax return to again prove I hadn't finished my return with them. So no return confirmation but the is fee was completed?! How is that possible? I've been robbed by someone that was tasked to help me keep what money I had earned. No one with a rational thought process would ever pay a fee that acceded the amount of the service. I have demanded my stolen funds be returned. I will never see it but I hope this is just as much of an inconvenience for someone as it is for me. Word of mouth works way better than reviews. I will tell all I meet of my experience and beg them to use anyone else they can. I work in public service and will make sure as many people as possible will be saved this theft.

I am and disabled senior citizen, I have been a resident of California for almost 65 years. I needed to file a 2021 tax return in order to qualify for the California stimulus created by Gavin Newsom our governor. I searched around quite a bit for a reputable tax preparer and saw that TurboTax holds itself out as an expert in fact even teaches tutorials on the stimulus program. I saw their advertising with the happy faces of two of their accountants claiming total satisfaction, they indicated they have your back, and know exactly what to do in your particular situation. I made it very clear to them from the outset that I was preparing this return to qualify for the 2021 stimulus package. Otherwise I would not need to prepare a return since my income was minimal and I receive a small stepping from Social Security. I thoroughly rely on the past stimulus packages and they help me purchase food and pay my expenses. It was a really bad mistake and I'm still reeling from their negligence and total disregard. I called, I sent letters, I contacted them on the internet, and told them that I was very displeased with their service and asked them time and time again if there was anything else that I needed to do with respect to my return. Each time I would send an email or letter or correspondence they would respond with a canned letter asking me to prepare a review of them. A couple of my letters practically I pleaded with them, asking them why they were ignoring me and if I had done everything that I needed to do with respect to the satisfaction of the stimulus package in California. This was going on ever since February of 2021. I even contacted the FTB, and was finally told by this person, Edward, that I did not qualify for the stimulus payment in California since TurboTax put down a zero for my income. Also the FTP person told me that if TurboTax should have put down my information so that they could contact me in the event they had any questions or concerns. I should tell you right off the bat, if you are applying for a free tax return as they so advertise, be prepared not to get anything from them, you're not in the loop, you are really just subject to a bunch of logarithms. Finally in total disgust and his total concern I personally called the Franchise Tax Board and I was advised Point Blank that the deadline for filing any kind of amended return had since passed on October 15th. If TurboTax had not wanted to do my return or whatever, they certainly could have sent me a short note advising me of this so that I would at least have the time to consult another tax preparer. At the FTB I was advised that had TurboTax put down $1 for my income I would have qualified for it stimulus package. However I was never advised of this. I did have some minuscule income in the year 2021, definitely over $1, however nobody made it seem as if it were important.
I asked if they would kindly amend my complaint at least to fit in with all of the requirements and now all of a sudden they say it was too late. And if they did have to file an amended return, they would have to charge me for it. They style their main office as "0ffice of the President" I think is way too pretentious and way too grandiose. The gal did call me once from there and told me since all of the numbers included in my return and all of the people /experts that worked on my return (supposedly), were just technical numbers that no human could be held responsible... so I at least asked them to refund me $600 as what I could have gotten had their return been prepared correctly. They refuse and continue to refuse to give me anything. I don't think that's fair I don't think that's reasonable and I am going to take them to court. Needless to say all of this has made me livid and I think my health is gone downhill because of it. Someone out there willing to help?

I picked up Turbo Tax Deluxe (disc version) at a local retail location. My hope was that it would live up to what was advertised and what I had heard about the product. I wanted to be able to efile my taxes AND to make it easier in the future. However, this was not the case. When entering my information into the software, I noticed that when it asked for the AGI, the software would change the amount that I entered. I had not used tax software previously and entered the amount as it was on the forms from the previous year, which was also submitted to the IRS. So, after I tried to efile, I received an email and text that the return was rejected by the IRS. I followed the instructions that were provided and found again, the software would NOT accept the information I entered. After 40 min on hold and a horrible phone tree, I finally was able to speak with Eric in customer service. He explains that tax software rounds up and that there is a "workaround" in place for this issue. He tells me to select that I didn't file last year. Wait a min, isn't that lying to the IRS? He assures me that it is not lying to the IRS and there will be no issue as it is actually a 3rd party. Hold on, if it is a 3rd party, why does the email and text say it was rejected by the IRS? Additionally, why was I not notified that my information was being provided to a 3rd party, this was done without my knowledge OR consent. Eric assures me that there will be no issue and this will work. Reluctantly, I followed his instructions. I also said to him that if I have to print and mail my return, I expect a full refund on the software. He said this would not be a problem. After Eric puched me off the phone (so he wouldn't get in trouble) I received another email and text indicating my return was rejected by the IRS. Fast forward to now, I have been in contact with the Intuit Office of the President, the agent, Candace, which turned out to be one of the most unhelpful customer service agents I have ever encountered. I have emailed the executives that are listed on the Intuit site and have not gotten a response, I sent the email 5 days ago. It has become obvious to me, the culture of horrible customer service starts at the top. I requested a refund on the purchase price of the software AND to have my information removed from the Intuit systems, I also wanted my info removed from the 3rd party system as well. The only response I have received is to submit forms which in turn, puts more of my information into the Intuit system. The last email (which I am considering posting online) imformed me that "I appreciate your candid feedback regarding this matter, and I will provide that feedback to our teams so we may continue to improve. I am sorry we could not reach a more mutually agreeable position on this matter; however, this is our final response."

So, their final response is to pass the buck and still not resolve the matter at hand. Good job Intuit OOP agent, way to make a first time customer feel "valued"

Since I have worked in customer service for most of my working years, I have a very high expectation from CS agents, especially those working in an escalations dept. If you, as a customer want an easy experience, I strongly urge you to find something other than intuit products since this experience was everything BUT easy.

The source of my income changed last year, so I used Intuit TurboTax for my federal taxes to be certain I was treating the income properly. Remember the three rounds of pandemic stimulus checks some of us got? I did not qualify for the third round (or, so I thought) because I do not have a qualifying child. But, TurboTax told me I DID qualify and projected a refund of $1,601 with $1,443 of that coming to me after their whopping $158 fee came out. But, the IRS agreed that I did NOT qualify for the stimulus payment, and my refund was reduced to $201. After the $158 fee, that left me with $43. TODAY, I got a check in the mail for $13. What happened to the remaining $30?! According to the note that came with the check, TurboTax's disbursement company was unable to deposit the $43 into my account, so they deducted $30 in fees and cut me a check for the remaining $13! I have used that SAME account since 2015. My paychecks were directly deposited, my federal and state tax refunds were directly deposited, and now my retirement checks are directly deposited into the account. But, TurboTax miraculously - out of the clear blue - could not deposit my measly $43 refund check!
Also, at the bottom of Form 1040, there is a space for "Paid Preparer Use Only" information which, in this case, would be Intuit TurboTax. BUT TURBOTAX DOESN'T EVEN ADMIT TO PREPARING MY TAXES! THE LINE THAT ASKS FOR THE FIRM'S NAME SAYS "SELF-PREPARED." No, TurboTax prepared my taxes - that's why I paid them.
So, the professionals at TurboTax: 1) Claimed a tax credit for me to which I was not entitled; 2) do not acknowledge on my tax form that THEY prepared my taxes; 3) could not deposit my refund into an account I've used for 7 years; and, 4) stole an additional $30 from me because they couldn't deposit the refund into my account and had to cut me a Cashier's Check.
I do have Proof of Purchase for this tax preparation, but I am hesitant to attach it (even though it remains private) because it includes all of my personal information. Likewise, my pictures are not great because I was trying to avoid photographing personal information.
I am going to file a complaint with the Attorney General of the State of California, where TurboTax's headquarters are located. In years past, I believe TurboTax has gotten into a bit of hot water for deceptive practices, but it seems they may not have learned their lesson.

I was told by Customer Service the 8915 F form would be available 3/25/2022 and it wasn't. I spoke to Customer Service on 3/28/2022 and was told the form would be available 3/31/2022 and I "would just have to wait". I tried to file my taxes on 4/1/2022 and was unable to do so because after countless hours in chats and on the phone with Customer Service, the 8915 F form is still not included in my tax return.

I was also prompted to select an up grade I didn't need or want and was told by Customer Service I would need to cancel my tax return (yes, the one I spent hours working on), choose another option and start over again. I spoke to Customer Service again and I was advised to pay for the upgrade, file my taxes and that Turbotax would refund the difference for the less expensive option that I needed. I paid as advised and when I went to file my tax returns, I realize the 8915 F form still was not attached to my 1040 so… I contacted customer service again on 4/1/2022.

Ther Customer Service Rep read, researched and had me reenter the area pertaining to my 8915F form. As advised, my refund was given except for the $49.00 I paid for the Max Benefit. The Rep said the system would not allow her to refund the $49.00 I paid for the Maximum upgrade.

We were on hold for an unacceptable period of time waiting for Tier Two and the Resolution Desk to respond to our request for assistance. We were told by Tier Two for Customer Service (who was very rude and didn't know how to use the program) that the $49.00 would not be refunded and the service it paid for could not be used. I was told by Customer Service on another call that I could file without the 7815F form so I asked Customer Service to add the option I choose and I would file without the 8915F form as advised. I was told by Customer Service that I could not use that account any longer. I would have to start over and pay again!

So…Turbo tax can not file an accurate tax return on my behalf, I can not add back the option I choose and file my tax returns and Turbotax is just keeping my $49.00?

After four hours on the phone (mostly on hold), I was referred to the Resolution Desk and spoke to the Service Rep who provided me a service code to resolve my issue and refund my $49.00 but…the instructions in the email didn't match the program options because I already paid for the services and so, I was back on the phone with Customer Service…AGAIN… on hold for 50 minutes AGAIN just waiting for "approval" to contact the resolution desk … and without resolve AGAIN… we tried to reach the resolution desk only to be put on hold… AGAIN and then the phone was disconnected! AFTER SEVEN HOURS ON THE PHONE WITH TURBOTAX YESTERDAY... NOTHING HAS BEEN RESOLVED!

The Service Rep called me back only to be put on hold again waiting for the Resolution Desk. I was then referred to a Manager and was told that I do not qualify for a refund. WHAT?! Turboxtax can not provide me with the 8915 F form I need to file my taxes accurately and I don't qualify for a full refund? I sent an email to the CEO and I am awaiting a response.

Turbotax Customer Service needs a major overhaul and until that time, it is my opinion, you should just move on and don't even consider doing business with Turbotax.

When filing my 2021 taxes earlier this year, I selected every option TurboTax presented on their website as an add-on service for an additional fee. I have followed the same process for years. Instead of using any of the many free options, I believed it was the responsible strategy to have expert, personalized assistance for something as serious as dealing with the IRS.
This is the first year I had a discrepancy that required additional assistance, and I felt relief that I had paid the extra fee. My ultimate disappointment has been immeasurable, but I am hopeful that anyone reading this review will save themselves the same frustration and potentially hundreds of dollars. BUYER BEWARE; TT provided me with nothing less than advertised. They are not offering you any personalized services, and you will not have access to a CPA. If you are ever audited, you are better off paying for a local CPA, with your hard-earned dollars going towards your specific needs.
The first indication that TT was not a helpful product was when my Federal Return was delayed significantly. My state return was accepted, and a refund deposited within 1 week of my submission. My Federal return was accepted and followed by radio silence for several weeks. TT sent me no updates; nothing on my TT account home screen indicated an update or the need for additional information. A friend advised me that she had used an alternative online tax prep company. She received an email from that company advising her of a delay for all who claimed a Child Tax Credit or Earned Income Credit, and even provided a date by which the return should be expected along with a link to IRS.gov for further details. I received no such information from TT.
I went directly to IRS.gov for further information and found that my friends email notification was accurate. I found additional resources and information applicable to me. I began to check IRS.gov daily, as the homepage for my TT account never changed or updated, but the IRS did. Eventually, my information on the IRS.gov website updated to advise me that I was missing document 8332, and since it wasn't submitted when filing my taxes, a significant recalculation had been applied to my refund. The letter advised me on what specific steps should be taken to correct this, including advising me of a hard deadline to have the documents submitted by, and that electronic submission would not suffice.
I contacted TT, thinking that I was going to receive personalized, professional assistance to get this addressed. I spoke to multiple customer service agents, each representing themselves as an "expert" Tax Advisor. I repeatedly explained that I had paid extra in the event I needed help from a CPA and requested to be connected to whomever was assigned to me.
Each agent I spoke with was pleasant and kind and assured me they were an "Expert Tax Advisor". It was at this point I slowly began to realize my own error. I would not be connected to a CPA. I would not be getting any personalized assistance. The "Experts" are just the call center customer service/sales agents for the TT product. While providing excellent customer service, they are not equipped to answer questions about tax code or law. They have no more education on filing taxes than you or I, and if asked directly, will admit the quiet part aloud. They are not a CPA. I find this sales strategy borders on unethical. Having worked in a call center for years, I am very familiar with scripting that is designed specifically to convey one message to the client while carefully protecting the company's interest. To be subtly manipulated with this careful verbiage when navigating something as serious as filing taxes is not just frustrating. It's terrifying. All the peace of mind I believed I paid for was nothing more than a well-executed sales pitch. I fell for it, these agents knew it, and were gently advising me of this.
When initially completing the "train-ride" process of filing my taxes through TT website, I was made aware of the need for an 8332 form. I read all the additional information boxes available to me on what the form is, why it is needed, and who needs to submit it. From these information boxes, I deduced that this was not my responsibility. (Ultimately, it isn't. Someone else needs to fill out and sign this form. I assumed it would be done when that person filed their taxes.) However, since the submission (or exclusion) of this form is significant enough to alter my personally calculated result by more than half, I would expect that TT would alert me to this. Perhaps something in red indicating a concern or something potentially missing. Anything to indicate that I potentially should follow up on this item, acquire the signed form and include it with my return before submitting. TT provided me NO indication that I was missing documentation, and certainly no warnings or predictive calculations of what might happen if this documentation isn't included. At no point in the entire process did TT ever even update my account on their website to indicate that my return had been adjusted. I never received an email or any notification at all from TT indicating a discrepancy with my return or the need for additional documentation.
None of my subsequent requests for assistance from TT resulted in action points for resolution. Each agent had a different suggestion on how to handle the amendment, and despite being advised there were "notes added to my account", each conversation began anew as though I were a stranger. Being subject to a system of taxation that carries the potential for life-altering punishments should a mistake arise is stressful enough. To then be taken advantage of by a company who happily benefits financially from the fear of that system is unconscionable. I will never again use TurboTax, and I would encourage others to take advantage of the many free options available for filing your taxes. If your taxes are complex enough to require assistance, please hire a reputable CPA.

I did not even wanna give them a one for their poor service was so bad and they don't back up their bad work I had a refund of 1700 expected coming back from the IRS I ended up owing the IRS $1800 a difference of about $3600 and thank you Turbo Tax for $#*!ing at my taxes they SUUUUUUUUUUUUUUUUUUCK DONT USE TURBO TAX THEY EILL RUIN YOUR REFUND! That also charged me extra to ensure my taxes are right, well they're not, and no refund for no service just a bunch of annoying ID Notify ( wish they would stop) Go anywhere else but TurboTax to get your taxes done. Don't be stupid and use TurboTax because all stupid people use TurboTax.

I've been using TurboTax for at least the past 8 years. Never had a major problem before. This year was a disaster.
For starters, I got the Turbotax CD for 2020. I had a subscription, and the disk came automatically, without any obvious information about system requirements. Upon doing the install, I learned that my operating system (Macintosh High Sierra 10. 13. 6) was not supported. Couldn't do the install -- that's for a $70 package that proved unusable. Was there NO way Intuit might have notified customers about system requirements?

OK, so I decided to use the online application. Immediately got charged another $90: I did the file and got a "rejected" notification pretty quickly. OK, so, I scanned through and found I'd made one error -- typed an incorrect digit in the "payer ID number" for an annuity. I clicked on the link for editing my return. It allowed me to change the incorrect number. But then, would NOT allow me to re-file!
I downloaded all the paperwork into a PDF and went through it on paper. There was one page for "Pension and Annuity income". That page was number Page 2, and began with a Section II -- there was no corresponding Page 1, and so I obviously assumed there was a missing page. I made call after call to ask a very simple question: "Is this paperwork complete?"
Call #1 (approximately one hour) -- operator told me that, no, an amended form can NOT be E-filed. I asked why not? What was the point of fixing the error if I couldn't file? No answer. I repeated my question about the apparently missing pages. Operator told me I needed to speak to "a tax expert". I reminded her that the number I'd called was for "expert advice" on filing via Turbotax. No response. Operator hung up on me
Call #2) (another hour) -- walked through the entire problem all over again. Operator did not understand the question, kept telling me I couldn't file via TurboTax. I reminded her that I'd paid now $160 to get an easy-to-use tax filing system AND to get answers to questions about using their software. Hangup
Call #3 (another hour) -- repeated all the above -- I emphasize that never raised my voice, never spoke rudely to any operator; just insisted that I get SOME of the service I'd paid for. Hangup again.
Call #4 (next day) -- repeated the entire thing with another operator. This one just said there's nothing we can do. Hung up
Call #4 (another two hours) -- got a very patient, courteous operator who genuinely tried to help but couldn''t. The bottom line -- unsolvable problem -- was that, once you''ve modified an entry, you can NEVER re-submit it via TurboTax. I said this makes no sense. Operator sympathized. I mentioned that I needed refund for the simple reason that the product did not work. This operator tried; told me I had a choice. She could give me EITHER a) a $45 refund on my online version (half-refund) OR a full $70 refund for the unusable CD I'd gotten earlier. Of course, I asked for the $70 refund.
This entire experience was an endless rabbit hole of non-responsive phone calls and nonsense explanations. I explained to the last operator that I've been using TurboTax for years -- including one previous time when I got one rejected and just fixed the error and re-submitted. I also mentioned that I'd been doing my taxes on paper for more that almost 50 years before that -- and NEVER experienced such a difficult time (my taxes are not especially complicated).
I will never use Turbo Tax again!