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TurboTax Basic - CD or Download Ratings & Reviews

TurboTax Basic - CD or Download

Average Customer Rating 4.3 out of 5
TurboTax Basic is tax software for simple tax returns. It is the easy way to prepare and file taxes online. efile taxes or print your IRS tax forms. Choose Easy
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  • Loxie Newcastle, WA October 15, 2012
    • Prior Tax Prep Method Prior Tax Prep Method:
      • Used TurboTax
    • Family Life Family Life:
      • I'm married
      • I own my own home
      • I have kids
      • I don't own a business
      • I'm not a student
    • Life Changes Life Changes:
      • I bought or sold investments
    Report as Inappropriate

    "This customer did not provide a text review."

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  • forecaddie Dallas, TX October 15, 2012
    • Prior Tax Prep Method Prior Tax Prep Method:
      • Used TurboTax
    • Family Life Family Life:
      • I'm married
      • I own my own home
      • I have kids
      • I own my own business
      • I'm not a student
    • Life Changes Life Changes:
      • I bought or sold investments
    Report as Inappropriate

    great help

    • very easy to follow, kept track of all input
    • just a long process, but that's the IRS's fault

    "just keep tweaking it each year. I appreciate your efforts."

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  • gailohio Cleveland, OH October 15, 2012
    • Prior Tax Prep Method Prior Tax Prep Method:
      • Did my taxes by hand
    • Family Life Family Life:
      • I'm married
      • I own my own home
      • I don't have kids
      • I don't own a business
      • I'm not a student
    Report as Inappropriate

    "did not feel it was necessary to enter all the detail for charitable contributions (address, date of each gift). also didn't ask me the anomoloies: paid taxes on unemployment, amount paid with extension. had to look for these deductions."

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  • ChazinNH New Hampshire October 15, 2012
    • Prior Tax Prep Method Prior Tax Prep Method:
      • Did my taxes by hand
    • Family Life Family Life:
      • I'm single
      • I own my own home
      • I don't have kids
      • I own my own business
      • I'm not a student
    • Life Changes Life Changes:
      • I bought or sold investments
    Report as Inappropriate

    Basic Did the Job

    • Easy to Understand Interface
    • Size Limitation on Stock Sales Fields

    "Still the best user interface of the major tax programs. A great value for what it delivers. Cannot imagine doing this without a tax program. I used to use Deluxe but found that Basic was sufficient. Online help is better than ever -more understandable. And I am REALLY pleased to see that e-filing is free now."

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  • differenttwo Wyoming October 15, 2012
    • Prior Tax Prep Method Prior Tax Prep Method:
      • Used TurboTax
    • Family Life Family Life:
      • I'm married
      • I own my own home
      • I have kids
      • I own my own business
      • I'm not a student
    Report as Inappropriate

    • very easy to use and to file

    "This customer did not provide a text review."

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  • jseeley Dallas, TX October 14, 2012
    • Prior Tax Prep Method Prior Tax Prep Method:
      • Used TurboTax
    • Family Life Family Life:
      • I'm married
      • I own my own home
      • I have kids
      • I don't own a business
      • I'm not a student
    Report as Inappropriate

    • Very Thorough

    "This customer did not provide a text review."

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  • tozone connecticut October 14, 2012
    • Prior Tax Prep Method Prior Tax Prep Method:
      • Used TurboTax
    • Family Life Family Life:
      • I'm married
      • I own my own home
      • I have kids
      • I own my own business
      • I'm not a student
    Report as Inappropriate

    "This customer did not provide a text review."

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  • defunbunch Acadiana LA October 14, 2012
    • Prior Tax Prep Method Prior Tax Prep Method:
      • Used TurboTax
    • Family Life Family Life:
      • I'm married
      • I own my own home
      • I don't have kids
      • I own my own business
      • I'm not a student
    Report as Inappropriate

    Works for Me

    • No calculations required
    • None

    "Was able to get this year's taxes done and filed. Hopefully didn't leave anything deductions out."

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  • iu1975 illinois October 13, 2012
    • Prior Tax Prep Method Prior Tax Prep Method:
      • Used TurboTax
    • Family Life Family Life:
      • I'm married
      • I own my own home
      • I have kids
      • I own my own business
      • I'm not a student
    Report as Inappropriate

    "This customer did not provide a text review."

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  • Dave33149 Miami, FL October 12, 2012
    • Prior Tax Prep Method Prior Tax Prep Method:
      • Used TurboTax
    • Family Life Family Life:
      • I'm married
      • I own my own home
      • I have kids
      • I own my own business
      • I'm not a student
    Report as Inappropriate

    Dave33149

    • Price, Simplicity, Speed of completion
    • Nags, Navigation, "dumbing-down" language

    "I've been using TurboTax Basic annually for nearly 20 years. I file a 1040, schedules B, C (sometimes two), D, E, and 5-10 numbered schedules.

    Over the years, I have noticed a steady progression of two disfavorable features:

    1) Frequent offers to upgrade, at a substantial cost, to a higher version of TurboTax that I do not need for my return.

    2) Increasing difficulty to navigate around the Step-By-Step interview. Used to be, if I wanted to return to a certain section, I could select it on a drop-down navigation menu. Now I have to start from the beginning of a lengthy "Explore On My Own" selection screen.

    3) As the years go by, the text presented on the screen is worded noticeably more and more simplistically. I'd say that a third-grader now can understand TurboTax. I would like to see an option at the beginning for experienced, sophisticated users.

    On the plus side, TurboTax Basic is inexpensive, simple and quick. I will continue to purchase this product for as long as I have to file federal income tax returns."

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