Customer Reviews for TurboTax - Business 2024 Federal Only + E-file - Windows [Digital]
Customer Rating
1
Missing worksheets in Business software
on March 10, 2025
Posted by: Robot 66
from CA
TurboTax Business software for the 541 California estate income tax return has a software glitch that does not permit The distribution of gains to the beneficiary and results in a Tax being charged to the estate rather than passed on to the beneficiary.
The software needs to provide the option to pass capital gains on to the beneficiary through the K-1 form along with the associated worksheets to accomplish the task.. .
An additional worksheet needs to be created to take the California capital gain amount in schedule D (541) Part II, line 9(b) Fiduciary and move it to line 9(a) Beneficiary so that the gains will be properly allocated to the Beneficiaries through the K-1 form rather than taxed in the Estate.
I have always used TurboTax Cds successfully. This year, I was told that CDs are no longer available! So, after researching alternatives, I went online and purchased TurboTax downloads. It took MORE THAN AN HOUR to locate my key codes in order to activate TurboTax. I hate downloads. I keep my Cds on file in case of a computer failure, crash, etc. I have had to use a Cd in the past to recover a TurboTax file. What will I do if that happens and all I have is a missing download???
Very frustrated that Turbo Tax Business cannot directly download information from Quickbooks online. This was angering enough that I may no longer use your products in the future. I like Turbotax and I like Quickbooks. The fact they cannot communicate is huge failure for Intuit.
Pros: My employment status changed this year, I bought or sold investments
Been using for many years. Everything went well with this year's version. Only exception was I could not back up to unselect 179 in depreciation and had to delete the entry and re-enter.
While TurboTax does the big stuff ok, it really misses the mark with providing a complete level of confidence. Federal 1065's are due on March 15th, but the state version can't be filed until after that, which adds annoyance. There are also several items that aren't exactly correct on all of the forms. it's annoying and again does provide complete confidence that entered data is being used as expected.