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OK. So, I read all the reviews and was concerned that there too many negative reviews. I had always had my taxes prepared--but this year the price quote of $550 to get my taxes done was just too steep for me. So, took a deep breath, purchased the Deluxe downloaded version, crossed my fingers it would download and we would be off to the races. It did and we were. Relatively easy to use, even for newbie like me (and yes I am pretty competent with software for home and work). Had a few questions, but generally figured things out.
Will always have some reservation that a human tax preparer can squeeze out a few more bucks for a refund, but overall , it did a fair enough job of getting through a simple itemized return quickly, and sent off for the electronic refund. Without a hitch. I did not even mind (that much) that it cost the $25 to e-file my state tax. HOWEVER, the program promised it could upload W2's by taking a picture, and the program was not able to perform that function. Thought I paid for that.......what the program did do was show me that my tax preparer told me that I was "getting" my tax preparation fees deducted.....not true. Needless to say , I waited until I finished my taxes, sent it off for both federal and state, and THEN cancelled my tax preparation appointment. I am running Windows 10 and had no issues with either the download or performance of the software.
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From the manufacturer
TurboTax Deluxe 2017 Comparison Chart
TurboTax Deluxe for your biggest tax refund possible.
TurboTax Deluxe is recommended if any of the following apply to you:
- You own your home
- You donated to charity
- You have significant education or medical expenses
- You have childcare expenses
- You have lots of deductions
- This product includes State tax preparation (State e-file sold separately)
Get your taxes done right with TurboTax 2017
TurboTax is tailored to your unique situation—it will search for the deductions and credits you deserve, so you’re confident you’ll get your maximum refund.
- TurboTax coaches you every step of the way and double checks your return as you go to handle even the toughest tax situations, so you can be confident you’re getting every dollar you deserve
- Every year it gets even easier. As a returning customer, TurboTax will automatically transfer last year’s data to help ensure accuracy and save you time
- Up-to-date with the latest tax & health care related laws—so you can be confident your taxes will be done right
- Help along the way—get answers to your product questions, so you won’t get stuck
- Your information is safeguarded – TurboTax uses encryption technology, so your tax data is protected while it’s e-filed to IRS and state agencies
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DOUBLE CHECK YOUR RETURNTurboTax will double-check your tax return TurboTax will run through thousands of error checks and double-check your tax return as you go to help make sure there are no mistakes. |
MAXIMUM REFUND GUARANTEETurboTax searches over 350 tax deductions TurboTax will find every tax deduction and credit you qualify for to get your biggest tax refund, guaranteed. |
100% ACCURATE CALCULATIONS GUARANTEE100% accurate calculations TurboTax calculations are 100% accurate so your taxes will be done right, guaranteed. If you pay an IRS or state penalty or interest because of a TurboTax calculation error, TurboTax will pay you the penalty and interest. |
AUDIT SUPPORT GUARANTEEGuidance in case of an audit Your TurboTax return is backed by an Audit Support Guarantee for free year-round audit support guidance from a trained professional.* |
No Tax Knowledge Needed
TurboTax will ask you easy questions to get to know you and fill in all the right tax forms for you
TurboTax will automatically import your information from last year’s TurboTax return to help save time and increase accuracy. You can even import personal information about you and your family if you prepared your taxes with TaxACT or H&R Block Desktop software last year (Windows via .tax & .pdf; MAC via .pdf)
Save time by importing financial data including W-2s, investment and mortgage information, plus import from Quicken and QuickBooks Desktop*
Up-to-date on the latest tax and health care related laws
Get back all the money you deserve
Additional help to maximize 350+ deductions and credits to make sure you get your biggest refund
Extra guidance for homeowners for things like: mortgage interest, property taxes, refinancing fees, points, and improvements to your home's energy efficiency
Get tax deductions for your dependents by seeing who qualifies as your dependent, and find tax-saving deductions and credits like the Child & Dependent Care Credit, Earned Income Credit (EIC), and child tax credit
If you or your children attended college, trade school, or even took classes for work, TurboTax will help you find refund-boosting education tax credits and deductions (1098-E, 1098-T) for tuition, books, and student loan interest
TurboTax will help you report sales of stocks, bonds, and mutual funds, plus calculate capital gains/losses
ItsDeductible (included) helps you accurately value items donated to charity. Plus, it tracks other donations such as cash, mileage and stocks, to help you get every tax deduction you're entitled to
Five free federal e-files with IRS confirmation are included
Your taxes, done right
Conducts thousands of checks before you file to help ensure your return is accurate
See your tax refund in real time – TurboTax displays and updates your federal and state tax refunds (or taxes due) as you do your income taxes, so you always know where you stand.
E-file your federal and state tax return with direct deposit to get your fastest tax refund possible. Free federal e-file is included.*
Receive email confirmation once your return has been accepted by the IRS.
Once you complete your federal taxes, TurboTax can transfer your information over to your state return to help you finish quickly and easily. (Fees may apply*)
TurboTax is so confident your return will be accurate, they guarantee it*
There to Back You Up
Free U.S.-based product help by phone, and easy-to-understand answers online 24/7*
Get one-on-one answers to your tax questions by phone from our credentialed CPAs and EAs (fees apply)*
Audit Risk MeterTM - Reduces your chance of a tax audit, they’ll check your return for audit triggers and show your risk level
Audit Support Tools give step-by-step guidance on what to do if you are contacted by the IRS
Your information is secure—TurboTax is dedicated to safeguarding your personal information using the most advanced technology available
Quicken Starter Edition 2018 for Windows Offer Details
Free 1 –Year Trial of 2018 release of Quicken Starter
Get on track, stay on track. Download your bank transactions automatically and track your spending in one convenient place.
To redeem your Quicken offer and get more information about Quicken, install your TurboTax software and click “Claim this offer”
*Footnotes:
100% accurate calculations guarantee: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, TurboTax will pay you the penalty and interest.
Maximum refund guarantee - or your money back: If you get a larger refund or smaller tax due from another tax preparation method, TurboTax will refund the applicable TurboTax federal and/or state purchase price paid.
Audit support guarantee: Visit the TurboTax Audit Support Center for instructions how to receive step-by-step guidance about why the IRS contacted you, what to expect and how to prepare – as well as the option to connect with an expert. If you received an audit letter based on your personal 2016 TurboTax return and are not satisfied with how TurboTax responded to your inquiry, TurboTax will refund you the applicable TurboTax federal 1040 and/or state purchase price you paid. TurboTax will not represent you or provide legal advice. Excludes TurboTax Business.
60 day money-back guarantee: Try TurboTax software. If you’re not satisfied, return it to Intuit within 60 days of purchase with your dated receipt for a full refund. Learn more at TurboTax.com.
#1 best-selling tax software: Based on aggregated sales data for all tax year 2016 TurboTax products.
Import: Imports financial data from participating companies; may require a free online account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2016 and higher) and QuickBooks Desktop (2012 and higher); both Windows only. Quicken products provided by Quicken Inc. Quicken import subject to change.
About TurboTax product experts: Customer and product phone support vary by time of year.
About credential tax experts: Live tax advice via phone is included with Premier and Home & Business; fees apply for Basic and Deluxe customers. State tax advice is free. Service, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice. Not available for TurboTax Business customers.
Fastest refund possible: Fastest refund with e-file and direct deposit; refund timeframes will vary.
TurboTax CD/Download products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees do not apply to New York state returns. Prices subject to change without notice.
- Processor:
- For PC: Pentium 4 or Later/Athlon or Later.
- For Mac: Multi-core Intel Processor with 64-bit Support.
- Operating Systems:
- Windows 7(Service Pack1 or latest) /Windows 8/Windows 8.1/Windows 10.Windows Vista and below not supported.
- Mac OS X 1011 or later [64-bit required].
- Monitor:
- 1024x768 or higher recommended.
- RAM:
- For PC: 1 GB or more recommended
- For Mac: 2 GB or more recommended
- Internet Connection:
- 56 Kbps modem (Broadband connection highly recommended). Required for product updates.
- Hard Disk Space:
- For PC: 650 MB for TurboTax (plus up to 4.5 GB for Microsoft .NET 4.5.2 if not already installed).
- For Mac: 460 MB for TurboTax
- Printer:
- For PC: Any Windows compatible inkjet or laser printer.
- For Mac: Any Macintosh-compatible inkjet or laser printer.
- Third Party Software:
- Win: Microsoft .NET 4.5.2 (included with TurboTax Installer). Administrative rights required.
- CD-ROM Drive required.
- Note: State preparation and printing is included in this version. State E-file is available at an additional charge. Internet access required. Not for use by paid preparers.
Reviews with images
Nearly Cost Us $561 In Refunds and State e-file Will Cost You Another $20-$25
Here's my experience with this product. After entering all of our Itemized Deductions of $12,588, TT went through an analysis (including "Maximum Refund Guarantee") and recommended we take the Standard Deduction of $12,700. In fact, it automatically selected this for us. If I hadn't been paying attention, this would have been a $561 mistake. In the accompanying screenshots, you can see that accepting TT's Standard Deduction recommendation would've produced this TOTAL refund:$4,155 (Fed) + $234 (State) = $4,389However, by changing to Itemized Deductions, this would be the TOTAL refund:$4,140 (Fed) + $810 (State) = $4,950So it appears TT only considers Federal Refund and ignores State Refund during this process. For this reason, I recommend you "activate" the State portion of this download as soon as possible so you can monitor the State Refund amount instead of waiting until you finish the Federal portion.Also, be aware that some people report being charged $19.99 for a state efile while others (including me) were charged $24.99 by the same software. The reason for this is unclear except INTUIT is the one determining the amount of the charge. This is straight from their website: "The only costs associated with e-filing are those charged by a tax preparer or tax software."
