I have a VERY simple trust in which all income flows to my personal return on a K1, and the income stream is very simple. It would be nice not to have to pay $140 every year for the return to be completed. Otherwise, the program works well for my situation.

Product continues a downhill slide. Contrary to your ads, you must have a moderate knowledge of tax preparation. The "help" information lacks clarity. Example: Special Allocations codes only list 3 codes, "other" does not show the other codes nor where to find them. Called help line, agent said they couldn't help, that I needed a tax expert and hung up. I have used Business for 9 years, It and your other products are buggy, a section one year is correct, the next year it has errors.

The experience was great. I wish there was a little more information regarding where to put some service business cost of sales items. Otherwise really clear and easy to understand. I would also have like Montana Partnership to be an available option.

I use TurboTax Business as a trustee for a trust for an elderly relative (obviously on a PC). I use TurboTax Premier for my personal taxes on a Mac. Comparing the two is like night and day. At a minimum I'd like to see the trust portion of the business application available for Mac so I don't have to switch computers. I don't really think a trust of this kind needs the full business version. So you could just include trusts as either part of a more advanced personal version or something stand alone (on the Mac). It would also help to have more help and explanations similar to what is offered on the personal versions. Since this is not really a business per se, I only become involved with it at tax time.

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.

Please fix the Turbo tax program so I can select a qualified disability trust and have your program apply the exemption of $ 5000 that exists for qualified disability trust. I had to manually do the taxes for the qualified disability trust for which I am trustee. Your program was useless for that.

There's always so many things that don't work. Individually, these are all small glitches, but they add up to hours of wasted time. So many things I cannot enter in step-by-step. I have to switch to forms view to fix some things. Then other things are impossible to enter until I run error checking and then the field I needed is magically available to enter. I would use any other tax preparation product but the others actually seem worse. So... way to go Intuit? Making your product marginally better than the rest of the terrible trash

This is my 5th filing year for a Trust, and I've used TurboTax Business each time. Here are the three key reasons for my rating. 1) Does not import data from my financial institutions (like Personal does). 2) Does not help at all with my State filing for Utah. 3) Does not offer a Mac version of the Business software. I switched from a PC to a Mac a handful of months ago and was really disappointed to learn Intuit does not offer a version of TurboTax Business for the Mac. Luckily my PC is still functional, so I was able to file for 2024. But I'm now worried about next year.

Relatively an easy 1041 - so went pretty smooth. Had an issue with the Fiduciary Information sheet where the software self-populated a 4 letter control but selected the wrong 4 letters - required call to support to figure out the correct control letters. All good after that.

This was the first time I have filed a return for the trust I administer. I have paid a preparer to file the past 2 years since the trust was created. I found the software a bit clunky and dated-looking, but it worked well. I had to search the internet to find out where to put information that was not asked in the step-by-step process, such as the income and withholding from a 1099-R. I finally found the wirhholding area after going to forms, then clicking links within the forms until I landed on the right worksheet. I'm finished, and it was worth the time, effort, and monetary savings to DIY this year.