Customer Reviews for TurboTax - Business 2024 Federal Only + E-file - Windows [Digital]
Customer Rating
5
Handled a Complex Trust Return Successfully
on April 23, 2026
Posted by: Hitcher1969
from CA
I used TurboTax Business Desktop to complete a final-year trust return (Form 1041) along with the California fiduciary return (Form 541), including a home sale with stepped-up basis and K-1 distributions to beneficiaries. Overall, the software performed well and allowed me to successfully complete and e-file both federal and state returns. The workflow was structured, error checking was helpful, and the automatic generation of K-1s worked as expected.
However, there are areas where the experience could be improved—particularly for trust and estate filings. Some sections lack clear explanations, especially around fiduciary concepts like allocating deductions between taxable and tax-exempt income. In several places, the software asks for inputs without explaining why they are needed, which can be confusing for users without advanced tax knowledge.
Additionally, California fiduciary adjustments and related worksheets are not very intuitive, and the character limit on trust names caused inconsistencies between federal and state entries. With clearer guidance, better explanations, and more real-world examples, TurboTax Business could be an even stronger tool for complex trust filings. Despite the complexity of my situation, I was able to complete the return successfully, which speaks well to the overall capability of the software.
The support team (especially Kristin) was fantastic. They always answered my questions with making me feel lacking. Having to file my amended business return using desktop instead of online was NOT convenient. This needs to be rectified immediately to keep customers. Thus the reason for four stars.
Took me over 9 hours because of 1 item I added to deductions at the last minute because you charge me another $120 for extra tax software... I hate all of this!
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
Each time I've engaged with an expert I have found them to be professional., Patient, knowledgeable and pleasant. The features are great. However, it would be nice to add online help with Turbo tax desktop business edition. The support I've received has been fantastic
Sad that it has to be QuickBooks 2018 and younger to be able to upload, but not a big deal to put the numbers in. Great to have much IRS guidance at the fingertip so its easy to use and fill the schedules needed.