TurboTax 2001 Multi State

Note: TurboTax State is for use with TurboTax, TurboTax Deluxe, TurboTax Premier, or TurboTax Home & Business. This version is for all states except California.

Just a warning-don't forget to save the Proof of purchase from you your box. Last year I forgot and I couldn't get my rebate. Also don't forget to get the State edition too. And send in your refund form for e-filing right away-they only give you 30 days


Free with turbo tax-and worth it   April 2, 2002
a-northern-gardener (Minneapolis, MN USA)
3 out of 5 found this review helpful

I have used both this product and TaxCut by HRBlock/Kiplinger. They are essentially the same, but I give the edge to Quicken and Turbo Tax.
In my mind the best way to think of tax software is that it is just a program that will ask you some questions (ex. about your w-2 or mortgage interest) and then fill out your tax return and do the math. If you then choose you can use the program to e-file your return (great feature). The software works, is very much bug free and can make some complicated things easier to handle.
I have used the program to prepare three returns this year.
1) with a straight w2, the only deduction was student loan interest. This was very simple and was done within a half an hour. I printed out a few copies (no need for a copier) and that was it.
2) A W-2 with many deductions-medical, mortgage, real estate taxes, Brokerage statements from three firms. Estimated tax payments. AND an IRA conversion to a ROTH.
I was very happy to be able to download the statements directly from Vanguard and CSFB Direct. It saved me a lot of data entry (your still need to enter your basis), and it helped me handle the Roth conversion easily.
3) A w-2 with a schedule C for a sole propritorship. I imported directly from Quickbooks. I encountered only a few problems which were caused by misclassifications in Quickbooks-they were not the fault of Turbo Tax.
In all I am very satisfied. I know I saved hundreds of dollars by not using an accountant. I am pretty sophisticated about finincial matters but I was still suprised by how easily the program handled my "complex" situations--they turned out not to be.

Just a warning-don't forget to save the Proof of purchase from you your box. Last year I forgot and I couldn't get my rebate. Also don't forget to get the State edition too. And send in your refund form for e-filing right away-they only give you 30 days


Be very careful -- program is glitchy!   February 26, 2002
8 out of 9 found this review helpful

CALL YOUR LOCAL TAX DEPARTMENT IF YOU HAVE PROBLEMS WITH ERROR MESSAGES, INSTEAD OF CALLING INTUIT TECH SUPPORT!

I live in New Jersey and worked in New York. Like many people here, I was forced to collect unemployment after 9/11.

TurboTax State took my NY total income and tried to use it in my NJ return which created errors. Then the real nightmare began:

Intuit has an online chat tech support. After 45 minutes of very slow communication, they referred me to phone support. To do this, you need to register with Intuit on-line and they give you a pin number and a phone number to call. The phone number is in Arizona! Over an hour after I called, tech support said they couldn't fix it either and told me to call my local tax office.

NJ tax office gave me a fix for the program immediately: New York State taxes unemployment benefits -- New Jersey doesn't and TurboTax State doesn't take that into account.

Including the phone calls, I paid more for Turbo Tax than I would have paid to my accountant. The TurboTax customer service rep said I would be reimbursed for part of my phone bill -- we'll see.