Customer Reviews for TurboTax - Business 2024 Federal Only + E-file - Windows [Digital]
Customer Rating
4
TurboTax For 1041's is better than nothing
on March 25, 2025
Posted by: Filer In PA
from Outside of Philadelphia, PA
This version (1041 for Trusts) pales in comparison to the Turbo Tax Personal version. It is much, much more difficult to enter information, there is little to no guidance on entering data on common forms, and the error-checking is ambiguous and circumspect--in one case, not thoroughly identifying the error. Even if the file passes through the menus to "Ready to file," an error (printing PA Trust return, to be specific), still pops up at the "Print for filing" stage, without describing what the error is or how to correct it. Simply ignoring it is the work-around, and that seems to have worked fine last year as well. Given some of the complexities in filing a non-personal return, it is better than nothing. It would be great if Intuit let the 1041 programmers out of the basement and into the light so that they could provide a product as good as the Personal Tax program created by their co-workers.
I used TT Biz for a trust tax return. I am not a tax pro, but I have used this program since 2016. The federal return instructions are pretty good, but there is a steep learning curve if you are new to trust taxes. The federal transfers some BUT NOT ALL data to the state return (Illinois). You have to learn what items are not transferred and transfer them manually.
This my 1st experience using turbo tax business to fill out the 1041 for a trust and I found it easier than my personal taxes. However I only had 4 numbers to enter.
Absolutely atrocious. I have used Turbotax since it started. Every year they do nothing to solve the problems that have existed for several years. In particular the blank or black screen that is required to activate. How to activate if you can't see the screen. This is basic UX design and inexcusable for a company such as this. Hours spent every year this exists, rebooting, turning off antivirus and firewall, booting in safe mode at low resolution, only to print, or to activate, or to pay for audit defense. All of these require a popup browser window that Turbotax cannot bother to solve. I have to stay with them because of the extensive history (I compare line by line to the previous year.) Unbelievably bad for 2025 (and 2024, 23, etc...) that they don't care and the company does not provide a solution. This has been well documented for years now.
I was trying to use the business Turbotax for doing my mom's estate/trust income tax. the software was missing many key estate related questions/inputs as well as it did not provide proper uploading and finalizing for the tax return (the error messages referenced wrong problems and were inconsistent). It is nowhere near as helpful/user friendly as the regular personal turboTax software.