Customer Reviews for TurboTax - Business 2024 Federal Only + E-file - Windows [Digital]
Customer Rating
3
Got the job done, but has room for improvement
on April 20, 2025
Posted by: User315234
The product should have a mechanism to change an estate fiduciary title to either "executor" or "administrator". The software auto-elects "executor" and does not allow the user to change it. Also on the 1041 Schedule G Line 14, the software doesn't prompt the user to check the box indicating withholding comes from a form 1099. The user must manually check the box themself in the "forms" section. It also then does not provide a mechanism to attach said form 1099 to the return which is required for proper filing. The software walkthrough should ask this question and if answered yes should then check the box and require the user to upload the form 1099.
After 5 years of using turbo tax for my business I still have to load all my information manually from QB online. considering replacing both QB and turbo tax for next year.
In general TurboTax Business - Desktop is easy to use. Uploading a PDF to e-file, however, was impossible. The Locate feature wouldn't show all folders nor all compatible file types. After trying several file types and lower resolutions, the files wouldn't show. I gave up and have to file by mail. Very inconvenient. What happened Intuit? This wasn't an issue in previous years.
Overall experience was great. However, it would be nice to be able to download 1099 information into the estate/trust portion of TurboTax Business so the 1041 can be e*filed. I have to print it and mail it because there are way too many entries on the 1099Bs to enter manually.
My family has been using turbotax for probably well over 20 years now. I know that we had it as a kid and thats been at least that long. Great product!!