It really helped with NOL's which I had never worked with before. In prior years we used an accounting firm and I didn't see all the behind the scenes stuff. The only improvement I would like is to be able to upload the prior years form and have it reference that for the current year.
Information and amounts do not always get transferred over correctly from the previous year. TurboTax needs to find a way to automatically switch from printing portrait to landscape when necessary (example: the depreciation report). Step by step mode does not always follow in a logical manner. It skips some follow up questions.
I wanted to file a CA state partnership return. I kept getting an "oops" from your system. I called your helpline and worked with someone for over an hour. She could not help me. I am filing manually without your software.
I have been using TurboTax since the 90s to compute my taxes and in general, had a relaible, consistent experience. But last year and this year, I've noticed a few concerning trends: (1) TurboTax guidance is sometime not straightforward - last year, I got misguided into computing the wrong amount for my mortgage deduction in my personal return (I realize that this is a TurboTax Business) (2) Certain computations, information requested and actions taken by TurboTax is not as clear as it used to be, requiring me to post screenshots into ChatGPT/Claude and get better explanations (you better hurry with your AI-enabled versions, else they will eat your lunch!) (3) TurboTax has had the same interface for 25+ years, obviously adding/removing forms based on tax rule changes, etc. However, it is time to evolve this interface to accommodate (a) what-if scenarios (b) better management of multiple versions of tax files