I have been using TurboTax for years. There were some inconsistencies with the transfer of W2 income for QBI deductions. I was left trying to find answers myself. This was quite time-consuming. There should have been more clarity on the 199A forms and the transmittal of the correct W2 amounts regarding director compensation and employee compensation. You had very little support for me.

Generally good, but lack of guidance on questions when filling out a trust return causes confusion. Much less easy to use than personal TurboTax. Links to help about what options mean or how you find out what you need to enter for various trust things would help. After completing Connecticut return, when I went to file it said I couldn't file CT electronically, but then didn't give me an option to print it

For more than 20 years I have used TurboTax Business, and it has always been flawless, until this year. This year it failed to import the last year file completely and correctly. After several attempts over a couple of weeks, I gave up and used the forms feature to manually fix the upload mistakes. But other than that, it was a champ. I'll try it again next year.

Very disappointed to find out that the state of Indiana could not use this software to file state returns --- after completing the federal return. It defeated the whole point of preparing and filing them together. I will have to find and pay a professional to complete 2024s state taxes.

1) Federal Program is near perfect. 2) State programs may need some work. PA Partnership is not e-file eligible. Don't know if that is a TurboTax issue or State of PA problem. Also, there was an annoying e-filing issue with the NJ Partnership regarding the "Validation_Failed - Error 54" notification. Based on the TT help / support community conversations, this was a widespread issue and covered multiple state entity returns (Partnership, Trusts etc). It took 2 calls to Tech Support along with hours of research & experimentation on my part to figure out how to solve the issue. This problem has also occurred in prior years based on what I found in the community support blog. There needs to be a permanent fix to this issue.

The LLC filing option still has a bug on Form 8949. If you have short term transactions reported to the IRS and short term transactions not reported to the IRS on a Form 1099, TurboTax Business 2024 (and 2023) uses the wrong box, C (short term transactions not reported on 1099). Instead, TurboTax Business should generate one Form 8949 with box A (short term transactions reported to the IRS) and another Form 8948 with box B (short term transactions not reported to the IRS).

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!

TurboTax Business CONTINUES to improperly do the Massachusetts trust income reporting. I have reported this same problem for the last 3 years yet TurboTax doesn't fix the problem. The problem is that it fails to carryover from the Federal return that all income was paid out to the beneficiary. The Federal is correct where there is zero income so there is zero tax. However, the Massachusetts state return shows ZERO income distribution when the inputs to the software clearly shows that and is reflected in the Federal return. I have to manually go into the Massachusetts IDD form to enter the distributed amounts which TurboTax failed to fill in. Only then is the Mass return correct with all income distributed so there is zero tax due.

The program leads me through the process of preparing the return quiet well. During the checking/reviewing process it told me I had an error, but it didn't clearly identify the error. I had to go back through the return a couple times to figure out my error.

The program is outrageously expensive for use on a simple trust. It is also ridiculous that after spending that outrageous amount for the business program for a simple trust, it can't be used for a personal tax filing - meaning you have to buy 2 programs.