Overall a fine presentation. I did experience a bit of frustration dealing with the final "ACCURACY CHECK" for the S-CORP shareholder BASIS. I received repeated error messages indicating I needed to "ignore" a particular entry box 13 which had a "0." pre-entered. The ACCURACY CHECK only offered FINAL APPROVAL after I DELETED THE "0." PRE-ENTRY.

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

The product purchase was straight forward given purchase in prior years. The software download was fairly quick. The prior year's tax data transferred perfectly. The questions were clear to enter the new year's data. The filing process worked well. The price was a bit high, more than other TT online options. I wonder why this product has not moved to the less expensive online format.

apparently, the IRS has changed the forms for filling an S Corp tax, and Turbo Tax is still using fir 1120S, then it says it's all correct and as soon as you e-file it bounces back and turbo tax doesn't know how to correct the issue and tell you to contact the IRS directly. The IRS will tell you to send in by regular mail. But then Turbo Tax doesn't let you e-file the NJ state because the Federal got rejected.....total mess

The text in the Step-by-Step Interview process is not very user friendly. For example, the "Salaries and Wages" section under "Deductions" lets the user enter salary as an expense. But these entries do not add up to the actual total, which also includes the inuance premium the business pays to the employee. This important fact is not mentioned and can cause confusion.

everything was going great until, I fund a very Big error on this last update. when using the TurboTax Business desktop app 2025, you cant import your 1099s anymore, or its more complicated, also the 1099Div is a problem because you cant import them or filling it manual, everything change, the part for ROC of the 1099 dont apear anywere. so you cant put them lol. they should go back to previews versions, where you imput your 1099 form and thats it, it calculate everything automatic, same for W2s. lol

I've been using turbo tax for a lot of years and the changes you've made to this program are terrible! It's no longer easy to use and I will look for a different product next tax season. i can no longer see the progress of my return, the forms button is gone. something to do with windows 10 as well made my previous years incompatible. I'm not happy with turbo tax at all.

Generally, does a decent job, however the NC state return has a bug that you CANNOT get around. In NC, if you have a partner that lives outside the state, it seems to think you need to fill out the apportionment section of the form, even if all business was in NC. It automatically fills in the special apportionment formulas field with a 0. Once that field in the worksheet has a number (even a zero), it insists that you MUST fill out the apportionment section. Even after selecting No to this option, you cannot clear the field (it will put the zero back in), so you end up in a loop. It was the only issue, so I saved the return and modified the page in a pdf editor, then printed it since in NC you have to mail it. Never did get it fixed.

This product is terrible! I purchased after attempting to complete a 1091 for my brother's estate on paper and had too many questions. I use TurboTax Premier for my personal taxes and thought this would walk me though each thing easily, but I ended up having to do same research for this as the perform. No help at all! Nowhere did it ask about a 1099-R, payments by the estate to the IRS for back taxes, The only benefit was the ability to call support, wait 35 minutes and then the agent was able to answer my questions. NIT a good product.

Turbo tax has a known software issue with a foreign beneficiary but that could also be an IRS problem so I had to mail the tax return. It would not generate a K-1 for the foreign beneficiary. I was filing a final return for the trust and had expenses greater than the income. These expenses could be passed down to the beneficiaries under IRC 67(e) but I had to find that out myself. I know it is also DIY but these different topics can be added to the software.