San Diego, CA 94043, US
Despite my age, I take care of all financial matters by myself. For a number of years I had done my taxes on a paid Turbo Tax and never had any problems worth mentioning. That was about to change radically with my 2016 return, which I had reviewed only in my computer. The possible problems were three, whether I should submit a standard or a personal deduction (the program chose Standard without showing me the comparison), by how much I had underestimated the estimated taxes and finally, how to report the sale of an uncovered security. In all cases, the client has little choice but to blindly trust Turbo Tax extra (some $80).
Let's forget item 1. Item 2' outcome was most surprising. I had been told by Turbo Tax to pay in cash an horrendous additional amount, but a few weeks later, an IRS agent sent me a check returning me an overpaid amount of $1,500 and a corrected calculation which I failed to understand.
The reporting of the uncovered sold security was really bad. The amount of the sale had been properly enteres and a certain field marked x, but as my ulterior report showed, the report should have enclosed an additional numbered form, which it did not.
Intuit misrepresents that it maintains competent postfiling internet support. It does not. The service was a poorly run open forum, unprotected and manned by people who in my case were of limited competence and had no access to the submitted Turbo Tax material nor to tax income return being investigated The software was embarrassingly poor, of the kind that freezes, sends you away or goes back to the beginning . It was difficult to find the individual postings of my case. One of the moderators sometimes intervened with sarcastic and uncalled for comments. I had expected that they would be able to review my return, but the moderators were outside people. They needed my password to go my papers and they did not know much more than myself. I suspect that a lawyer would be needed to get the company's attention. After the incident, I searched the Web for other criticism. Do you know What? Turbo Tax is used by hundreds of thousands of people, but I found it difficult to find critiques.