First, even though we were tricked into using Quickbooks Online for our record keeping, there is STILL not an easy way to move data over for completing taxes .... no excuse for this.
Second, Intuit does not support filing WV State Taxes electronically .... this is ridiculous at this point.
We hopefully will not be using your product much longer.
it does most thing very well unnecessary "overrides' should be relaced by INPUT FIELDS balance sheet reconciliation is STILL A MESS +10 years; why don't you guy fix this????
I was surprised at the number of adjustments I had to make because items did not flow through from the federal return. Not pulling the state tax addback from federal trust return on to WI Trust return and on WI return the CG information did not carryover correctly from federal return - amounts from Schedule D and the CL carryover. On Wi underpayment penalty calculation the PY tax did not flow through either which I would have expected given I used the software last year.
I just needed to enter 1099s from broker statements for dividends and interest and I wish I could have done them by a mock 1099 in the system instead of adding them all up outside the system
Turbo Tax Business downloaded version does not allow you to import any 1099's or other investment information or attach any financial institution statements. That made doing my Federal 1041 tax return much more time consuming. I was also unable to do a New Mexico FID-1 tax return on Turbo Tax, so I was forced to do that manually - again much more time consuming. The customer service person I spoke to was unable to tell me whether the online version would allow importing documents but told me that I was unable to switch to the online version without paying again and was unable to refund my money for the downloaded version. I feel like this software is grossly overpriced for what it does, and Intuit's customer service is pretty poor.