The program needs to have specific interview questions and boxes to explicitly enter accrued interest paid on bond assets, as well as any OID and acquisition premiums. I had to enter a separate "1099" to cover these adjustments to interest income.

Problem with converting Federal K-1 to the California State Form. The K-1 Worksheet was reporting 2 Shareholders and the Federal only 1 shareholder. This prevented the California Return from being filed via electronically.

Please consider adding the download of investment data from Schwab for trusts set up for investments. The TurboTax Premier does it, but the TurboTax Business used for Trusts and generating the K1 does not.

Review of Errors is not helpful, the explanation is not in layman's terms and does not point to a simpler explanation. I'm disappointed there is not Ai helping the error and aiding a resolution.

I have been using Turbo Tax for both my business and person tax returns for some time and I am always pleased by how easy they are to use. Wouldn't use anything else!

it was a ,ttl confusing so that was kind of hard to go from the forms to the questionaire and then kinow what forms i actually needed. i wish there was more connection to last year

Entered info from a 1099-B for stock acquired and sold in 2025. Refused to accept those sale 2025 sale. Said "Sale date not in current tax year". Kept me from e-filing so I had to print out and make a trip to the post office.

I have been using Turbo Tax for at least the past 15 years and have always been successful with my submissions. The tool is intuitive and easy to use!

Worst version ever. Eliminated ability to add custom general expenses. There is ZERO guidance and have to use AI for answers. Very lazy version of the software. Might as well hire accountant. I have to find the answers myself.

Overall, TurboTax met my needs. Easy to use for my two-person firm. I would like to see better support for correcting errors, such as which form to use.