I find TurboTax essential when self-filing a business tax return. However, there are steps which I find very difficult to understand and complete; Balance Sheet, Income and Retained Earnings reconciliation. I find that amounts entered in the 'Step by Step' questions do not always transfer correctly to individual forms. There are times when the only option is to 'over ride' data which does not provide confidence that a return has been completed correctly.

It's really frustrating that turbotax.com does not clearly guide you to TurboTax business download option. I spent an entire day in the Assisted Version only to get to the $500+ fee at the end and realize I still had to download the kit for my computer. Incredibly deceptive at worst. Customer UNfriendly at best.

The process for completing the Federal 1041 and related documents was smooth and intuitive. The process for the New York return (IT-205 and additional forms) was much less smooth and intuitive. The process for the state returns could use improvement.

Still have the same issues year after especially adding the Film Tax Credit Documents when I dont need them the software will not let you enter n/a, zeros, etc. And when you do leave it blank the form checker at the end will not let you efile until you put a number or the correct statement in the box. I have learned to delete the form. It is hard to remember to do that each year,

There are areas in the worksheets and forms that are pulling incorrect information and there is no "help" or "guide me" instructions to direct the user where in the worksheet is the information located to be able to make the appropriate changes. This is very frustrating and time consuming as I spent hours going back and forth between forms and worksheets which failed to correct the issues. I am very uncomfortable as I do not know if the information in the actual returns filed with IRS and state is accurate. These issues should be corrected as the software was expensive but mostly it exposes the taxpayer to unnecessary potential audits.

All good, except the software wouldn't allow a Revocable Trust with a Social Security number associated with it to be the Personal Representative for the LLC. There was an error loop with the address and phone number being rejected on the form due to this. I had to change the personal representative to another LLC member to override this glitch in the software and none of the support team could fix this.

I have used Turbo Tax and QuickBooks for many years. This year I was forced to transition to QuickBooks Online and there does not appear to be any way for Turbo Tax to access my company file in QB Online so I was not able to import my company file and had to make all the entries by hand.

Pain in the neck ...this seems to be much worse than the "standard" TTax SW. No real-time view of Federal and State taxes. I had multiple issues when I could not update patches. My federal fiduciary was "manually" updated because I could not pay for it die to some SW glitch...

The software made tax filing very convenient for my corporation which is super small with only one employee. It is much better option than paying tax offices outside. However, some of the items were very unclear to me and not much information were provided. It would be better to provide more information or make it more accessible when help is needed.

Sadly, I spent a lot of time manually entering Schedule D detail. When I reviewed the forms, I realized that this wasn't necessary. It would have been nice to include a question about whether your Form 1099-B data was being reported directly to the IRS. I found this upon review of the forms and manually moved my totals to Line 8a and removed all the capital gains detail that I had typed in.