i am a retired CPA and although I did not prepare a lot of S-corp tax returns in my cpa life, I know enough to know that there are many items that seem to be inaccurate unless you know how to prepare the tax return and the software allows you to make changes. There isn't enough direction within the program to help you if issues come up. The NC state tax return (CD-401S) is not accurate (have to hand enter some Schedules - if you are even allowed to do so) and I remember having the same problems with it last year. From what I could see from other Turbo Tax users this problem has gone on for years. Please fix these errors or provide NC software at no cost.

1. Absolutely *insane* that you cannot import transactions from QuickBooks Online, when you've forced people away from QB Desktop versions. You're the same company! Make it integrated! People have been commenting on this issue for YEARS and your product team refuses to fix it?? Starting to think you purposefully make the software hard to use so that people will be upsold to hiring your live agents to help. 2. Not Mac friendly?? That's really not hard to do. Unacceptable. 3. Overall just a poorly designed product. Not intuitive, feels like it hasn't been updated in a decade. Information is hard to find and/or incomplete. Definitely going to switch to another provider next year.

Hard to jump to section needed. Use to be able to use Help or Search and Jump To that section, but cannot do that any more. Please put it back in. How can it keep needing software updates into the summer and fall? Poor user experience. Convoluted process.

Really expensive for a Trust. $190 and didn't have any explanation for 2 errors. Had to look it up on the internet. Couldn't figure out how to add original 1099Bs to the electronic so had to print and mail. Pretty sloppy for $190. The Deluxe at $47 was a much better deal, but $250 for both products agian is just too much.

I usually use Turbo tax business for both the partnership and a trust of which I am the Trustee. The trust program cannot recognize that the Trustee of a grantor trust is not necessarily the grantor and the program does not allow for modifications to the form without causing e-filing issues.

Overall not bad, for non-accountant business owner. Only recommendation, when going through the section of correcting individual pages, Turbo tax should provide a link to the individual state or federal website so it is quicker to find instructions for the individual forms.

Turbo Tax makes no exceptions for lump sum capital gains.When a s $4,000,000.00 sale closes on 12-27-24, Turbo Tax penalized us $9,000.00 for not making a tax deposit for the sale 8 months prior to the sale.It took me hours to find the form and overide it. Last time I use it. I can do it on a spreadsheet faster.

It all worked to produce the return both federal and Wisconsin state. The 2 problems were: 1. The checks review for the state (WI) kept highlighting foreign state/provence but I filled in a US address completely and accurately. I was in an infinite loop and could not get any farther on the option to efile. 2. The software would also not allow me to file the WI return by mail even though our support guy says it is allowed.

Love the product in and of itself. Have been using for years. Some areas are more clear and easier to follow for the non-accountant than in the past, but some still are not. One thing that has gotten SO MUCH WORSE is the Help function (or lack thereof)! Years ago, I could actually get answers to the questions inside the program that made sense. Now, the AI knows NOTHING and can't even answer the most basic questions. Always have to go to the internet to search and I might as well just Google it myself to get an answer - which I do. Good luck asking to find a section of the program to get to a certain area - i.e., vehicle expense. Used to have a jump to function in Help - now: You're on your own searching through the entire program!

I have been using TurboTax for several years and find it very user friendly. I was disappointed this year to discover that Turbo Tax and QuickBooks Online are not compatible without a lot of extra steps. I would have though Intuit would have thought through this.