Unfortunately we encounter a problem that prevents us from E-filing. I hope TurboTax can address it in the future: We received a K1 from a pass-through entity that made a non-cash charity donation. Because the amount exceeds the threshold, it believe that a form 8283 with the donee signature is required. I can accept that the E-file engine is not designed to handle signature. However in this case, our personal 8283 does not really require a signature, per IRS instruction. I hope the future TurboTax can detect that the donation is by the pass-through entity and allow the taxpayer to E-file. We can send the donating entity's 8283 by mail, using 8453 mechanism.

It was hard to find certain unusual forms such as the 1095A. I was not able to use efile for the KS return. I was held up on the transfer from Turbo Tax to the payment center for the $25 fee. I called once two weeks ago and the representative couldn't help me at al. Today the representative was able to look into Turbo Tax and on your reporting network about this problem. She submitted a service order and told me to try to efile KS later in the afternoon. Still doesn't work. So will be paper filing KS.

It failed me tremendously by not making clear NOT TO INCLUDE the 2024 overpayment CREDIT in the Estimated Tax Payments entry. When doing my preliminary return back in April for an extension of time to file, I included, and the program then doubled it up in a location that was not visible on the entry screen. This resulted in an underpayment and now I expect to receive a notice for a penalty and interest!

I have been using TurboTax for years. I do all of my families taxes for them. We are all small business owners and use Home & Business Version. They are detailed and complicated and I trust Turbotax to accurately figure what we owe and to keep them in a safe place. However this year, when I had to install an update this month, all of my data was lost on my personal taxes. It just disappeared. It has taken me hours to reconstruct my return. I don't understand how this could happen. Please correct this. My copies were somehow erased or lost, I just had a pdf to use to reconstruct my data. No happy with this.

The Home & Business E-file version updates IRS tax law changes from previous year and provides guidelines for tax deductions with examples. The step-by-step item line entries are easy to follow and the back-up option offers chances to revisit and makeup missing/non-ready data information. The error-checking and item-box reviewing are very critical for accuracy and consistence and are available from actuary Form 1040 line items. The optional state/local sale tax rates examples are very helpful and time-saving for me. The recommends for forms/option choices to optimize tax-saving/reducing are great. Unfortunately, there are still lots of IRS's rules on business favors/promotions too complicate for me to comprehend and take advantages. E-filing is saving time and good for record keeping.

Why do you make is so difficult to use the download version i don't want to use the online because I need to do more than one return. why is so hard to find out how to credit my overpayment to next year. I could not find it for MA so i had to waste time filing in information I didn't want to. also had issues downloading information from investments from the same provider which so i had to summarize cap gain info and needed to attach paper documents

Loved our product

I have used TurboTax for years. I think it's a good tax program, but I haven't tried any of the other tax software out there. The only real problem I see is if you don't understand income taxes, you could enter information in the wrong places. And charging $60 for live tax advice?! The program checks and reviews your entries anyway.

Overall it was good. Some annoyance when returning to the exact spot I left without having to click through prior questions. The CA form for filling out driver license information didn't allow me to input expiration date, so I had to skip that section.

The inputs were easier to use this year than last year's version. However - as it seems every year there is an input where if you make an input you cannot remove or edit it. This would be on schedule K-1 line 17 code. If the s corporation has a loss - you should be able to input 0 or leave it blank. The application will not allow it.