Business deduction categories are not as complete in Home and Business software. This year I had to file an amended return because I forgot to enter 50% of business meal expenses. The instructions for mailing an amended return were not correct. They continued to be the same as for e-filing the Federal return. On the state return there was not a separate form to send to the state to indicate it was an amended return and again the instructions were the same as for the initial filing.

I had problems with TurboTax Business after a recent Windows 11 update. The symptom was when I filed our LLC return TurboTax Business app crashed during the efiling step. Then I couldn't get back into the app (it would just crashed). After rebooting, reinstalling and trying everything I could think of I finally had to call Intuit. The person on the phone was very helpful. The workaround was to right click the app and Run as Administrator which allowed it to work again.

This is my worst experience with TurboTax ever. My sister passed away so I had to liquidate all holdings in her trust and the 1099-B, with interest, dividends and capital gains/losses was not able to be imported from Schwab account into Turbotax requiring me to spend hours, after receiving my information from Schwab at end of February, manually entering all info. But strangely I got an email from Intuit telling me my forms from Schwab were ready to download and Import but it wanted to put them in my personal income taxes. I have never entered Schwab information into my personal taxes, only in Trust taxes.

When filing the California Form 568 for our newly formed LLC, TurboTax did not allow the B on the California Secretary of State file number even though they changed their number format: https://www.sos.ca.gov/business-programs/bizfile#:~:text=Entity%20Number%20Update,with%20the%20letter%20%E2%80%9CB%E2%80%9D I was able to remove the B and e-File for California but when I'm in TurboTax, I only see that I e-Filed for Federal.

Live expert was excellent in helping to navigate the product. She helped us in downloading the Business for Desktop to utilize for trust specifically as there are different business apps. Current interface is not user friendly; but the agent was very knowledgeable, helpful and super patient.

Using for filing a trust return. Software is not bad except that if you make a mistake and need to correct, so fields do not update properly. Frustrating and I ended up starting a brand new return. Could not delete the old return on the desktop software.

I think it is misleading to say that TurboTax is free and then requires Deluxe for complexity and then whatever the next level was for capital losses. Not inherently wrong, but misleading. If I had been willing to start this processs at $149 it is not reassuring to tell you I now have to pay $179. Also, I sent a man to Staples to purchase the Business version of TurboTax and he gleefully returned with Home and Business -no estate

This were some hiccups in understanding what needed to be entered, especially when transfering content from the year before and also getting everything on the balance sheet to match. there should be perhaps multiple places to take you to the distribution page. Some of the windows weres small it was hard to review the information it was asking on the return, perhaps having a expanding window option. Also, make it easier to show a breakout of all the deductions entered on one screen so it makes it easier to compare with accounting incomestatements. Also, i don't quite understand why it charged me $55 to do a fl state return when florida doesn't require a return (hopefully, i will get a credit back)

I hoped it would be easier than typing into the forms manually. It is marginally easier, but there's not nearly as much support as I expected. There are so many places where I was asked "do you need to attach form XXX?" or "are you going to take this credit?" with minimal context provided. I mean - if I already know what all the forms and credits are and which ones apply to me, why wouldn't I just save the money and fill out the forms by hand? Also - there's an ERROR in the NC state form that causes the returns to fail review every time, and it's not correctable by the user. Based on the online discussions, the error has been there since at least the 2024 version. So happy I paid extra for the state form so that it could fail review every time, making it impossible for me to know if there were actually any legitimate concerns with the final return. Actually, after writing this, I feel like 2 stars might be overly generous. Very disappointing.

Very frustrated that I cannot transfer my QuickBooks Online records to TurboTax Desktop. You make it so difficult as I have to download a copy of QuickBooks desktop, pay for a temporary subscription (because I already used the 30 day trial last year) transfer my QuickBooks Online records to QuickBooks Desktop and then upload to TurboTax Desktop before cancelling the QuickBooks Desktop subscription. Ridiculous that this cannot be simpler.