This has the capability allowing me to File. I wish it would be more fleshed out as the Turbo Tax Home & Business software. With more line item guidance and explanations for clarity. Regardless. I have been using this software for over 15 years and I couldn't see myself doing the trust return without it.

Product is just getting worse and worse each year. Using TurboTax Business, don't have a primary state since it's my first year filing and we have 0 sales; and not required to file in Delaware. However, TurboTrash thinks it knows better and forces me to pick a state. Picked Delaware and chose not to file the State, but TrashTax keeps trying to upsell me for the State. The level of upselling in this app and many other apps is getting truly obnoxious and shameful.

I encountered an error when doing my state taxes. I spent four plus hours on the phone with the support personnel to rectify the issue. The solution was a creative one the second customer service rep devised, while legal is skirted the bounds. I was disappointed to have paid the sum of money I did for the Intuit tax product only to spend four hours plus on the phone with a technical rep to resolve a programming issue.

Feature: Comprehensive Audit-Ready Document Organizer From an end-user perspective, preparing for an IRS audit or simply keeping good records is stressful and time-consuming. A helpful feature would be to provide an easy-to-use document organizer within the desktop tax filing software: Upload & Store Proofs While Filing As users work through their return, allow them to upload supporting documents like bank statements, expense receipts, check images, credit card statements, property tax bills, insurance records, and other proofs. Audit Package Download (ZIP) Once filing is complete, give users the ability to download everything in a single ZIP file—organized neatly into folders (e.g., blank forms, signed forms, IRS forms, uploaded proofs, notes). Password Management Simplified Instead of relying on users to remember a unique 4-digit password each year, provide a secure way to store or export the password alongside their download package for future reference. Custom Notes & References Let users add personal notes, URLs, and reminders during the filing process, which get saved in the same package. Any File Format Support Support uploads in common formats (PDF, JPG, PNG, DOCX, XLSX, TXT, etc.) so users don’t waste time converting documents. Any URLs with your discounted program for next year etc. End Result: The user walks away with one organized, audit-ready ZIP file containing everything they need—forms, supporting docs, and personal notes—without the headache of manually tracking files.

I have used TurboTax Business for years but will probably not next year. The 2024 version seems to be riddled with errors such as checked boxes that appear with no means to uncheck them. The "out of balance" situation was one nightmare among many. My State Dept of Revenue and the TurboTax website both say I can e-file but when I tried, it said I couldn't. As a last insult, after e-filing my federal return, it wouldn't let me print my state return to file unless I first printed my federal return.

They can deliver this up to 48 hours after purchase. They do not indicate this on the website so do not order it late if you purchase through Sams Club. Also they have no control over the process. I asked for help to expedite and they had no resolution. Upon asking for a refund, they stood by their policy of no refund, which I would understand if they had made the no return policy clear, however it is tucked in at the bottom of the purchase. DO NOT purchase any downloads from Sams Club!

There were a ton of bugs around selections not saving as I was moving through it. One example being did I pay contractors. I did last year but this year I wanted to select no and it would NOT save at all. It kept the "Yes" answer no matter what I tried. Also towards the end the check before filing federal one radio selection didn't save. For the amount you all charge there should be NO BUGS. Will probably not buy again next year.

I really dislike the Business/Estate product. For years it has felt like a product you support simply because you have to. I only use it because I use Premier. Bond discounts, wash sales and other fringe subjects are painfully handled. The side explanations on some subjects are avoided, especially on vague tax terms I don't recognize.

I am a tax attorney working for a big 5 accounting firm, and this software really needs a lot of work. It needed work last year and needs more work this year. I am filing a trust as an estate under Sec. 645 and it is prompting me to make estimated tax payments to the Commonwealth of Virginia. It still doesn't prompt for a 645 election. One really has to know what he or she is doing to use this software

It took me three hours to download TT Business without the disc. I had to update Windows and all kinds of stuff. Quite frustrating. Then when I went to transmit returns. It was insisting that do to an option I made that another form needed filled out. TT needed to fill out this form, not me. And the balance sheet was out of balance (which I'm not required to file because my business is worth less than one million dollars) so I had to manipulate figures on that form. Again, TT should do this.