Customer Reviews for TurboTax - Business 2024 Federal Only + E-file - Windows [Digital]
Customer Rating
1
The people are great. The tech not so much.
on March 31, 2025
Posted by: CallMeFrustrated
Let me start by saying the live assistance I got was fantastic. She wasn't able to get me to a solution but she spent the time, tapped into necessary resources, and didn't give up on me. She put in an escalation ticket that I still have to wait on, but I spent several more hours on my own rebuilding my tax return and manually hunting down errors the step-by-step guided version did not pick up. Ended up fixing it on my own. So, A for the human talent, and F for the software implementation.
This is my first year using the "Business" program for my Trust return. This program is very complicated and did not populate the information onto my K-1 form. I also use the "Premier" program to file my income taxes and find that this program is much clearer in its steps and explanation.
The product worked very well and customer service was outstanding, as I needed to work through the forms and purchase the Desktop version of the Turbotax Business Program.
You still haven't fixed the software glitch on reporting adjustments to capital gains on the 1041 Trust Return. It does NOT ALLOW a loss adjustment (negative # required for input). Because it ONLY ALLOWS a positive number, it miscalculates the realized gain or loss. The ONLY WAY to get the correct gain or loss is to (falsely) adjust the cost basis. I shouldn't have to do this. YOU NEED TO FIX YOUR SOFTWARE! Run a quality assurance test on this and you'll see that what I'm saying is correct.
I have to pay an extra $100 for Turbotax Business and yet it has less functionality than Turbotax Basic - filing on paper would be better for the cost. 1) Please add import of 1099s, this has been available in the 1040 product for over a decade. 2) Please work with IRS to eliminate form 8453-FE for electronic filing. It is an extra pointless, time consuming, step in an already painful process - 1040 does not require 8453-FE and neither should form 1041.
I really dislike the Business/Estate product. For years it has felt like a product you support simply because you have to. I only use it because I use Premier. Bond discounts, wash sales and other fringe subjects are painfully handled. The side explanations on some subjects are avoided, especially on vague tax terms I don't recognize.
The business software will not allow downloading brokerage statements, so all data has to be entered manually. Dumb. Then if you have a QBI deduction, form 8995-A is required in order to file - but this form is not in Turbo tax. Neither of these things is a problem in the personal tax software. The busines software version SUCKS.