Customer Reviews for TurboTax - Business 2024 Federal Only + E-file - Windows [Digital]
Customer Rating
3
Great for Personal Taxes; Awful for Trusts
on March 30, 2025
Posted by: MyKidsDad
For Trusts, I still find this difficult to use. When I log in to my Intuit account, it launches me into a questionairre having nothing to do with a trust. I had to exist out and go to the product sales page, and guess which product I needed, and the only clue I got that I was right was a survey question where "Trust" was a valid choice. I hate this. My only solace is that I have only have to do this once a year, and that my son will eventually turn 21.
It's also hard to use for my very simple case. I have only some interest earned on a money market, and zero distributions. Yet I still have to answer all of these other questions. ChatGPT knew more about what I have to do. It's excellent for personal taxes, not so good for Trusts.
Issues. Can't file extensions electronically? Confusing, had to look up basic information that Turbo should handle. NOL kept asking to remove yet what should I remove and why.
Very little useful information in the help files to explain terms, or explain the differences between various classes of trusts, etc. Turbotax Business was used to file for a Trust, without distributions this year, yet the program insisted I make a distribution and prepare distribution forms.
This was my first experience with Turbo Tax Buusiness. The instructions for entering tax data were clear. Federal tax prep and filing was smooth. I was, however VERY DISAPPOINTED that Turbo Tax Business did not include state filing for Ohio. I had to complete the state form by hand and mail by hand. I felt that I was "short changed" by Turbo Tax. Everyone must file both federal and state tax forms 1041 and IT1041 for my state. Turbo tax should include the state form Ohio IT1041 in the software package. Carl
This is an exceptional package. It is easy to use and gives you help when you run into a jam. I've used the business locally installed package as well as the online personal application. Both are exceptional in my opinion.