Great Tool, But Needs Clearer Tax CategoryGuidance
on August 8, 2025
Posted by: john125667fn
from CO
I have used this tool for years and appreciate its capabilities. However, it really needs better, more detailed explanations for what to include in each section. With new family and retirement-related taxes now in place, it’s not always obvious where these payments should be entered. Clearer guidance in the instructions — especially with examples — would make the process faster, easier, and more accurate.
I've been a Turbo Tax person for many years and will continue to be. Hard time finding an accountant that got the work done, and Turbo Tax is dependable.
I have been using Turbo Tax Business since 2019. In the past all of my basic information has carried forward, however, this tax year my data did not migrate and that caused me extra work. Very disappointing!!
Overall a good product. here some ideas on making it better, form1041 schedule B, worksheet distribution for line 9, auto calculate the percent or alert user that needs to enter the percent
Program never (for 20 plus years) never transfers the Balance Sheet from QuickBooks where it is in balance in TurboTax. Always a multi hour task to correct.