Customer Reviews for TurboTax - Business 2024 Federal Only + E-file - Windows [Digital]
Customer Rating
3
1099-B error requiring override
on February 28, 2025
Posted by: DLOLpop
from Dallas, Tx
Marilyn was helpful in working around an issue with 1099-B inputs. Checked box indicating reported to IRS, but software was not accepting. Had to Override to get the correct box checked. Then could not E-file due to the override. Had this same problem in 2023. Needs to be fixed.
THE REP THAT WE HAD WAS YOUR EMPLOYEE, DEEP. HE WAS EXCELLENT. NONETHELESS, YOUR SYSTEM IS NOT INTUITIVE AT ALL. IT TAKES A LOT OF EFFORT TO UNDERSTAND IF WE ARE GOING ABOUT THE FILING IN THE APPROPRIATE MANNER.
It was easy to use and followed a logical progression. Some clarification is needed as the medical insurance premiums are added to officer salaries, but entry is on a separate line.
I used mine to file a return for an S-Corp. Spent about 6 hours troubleshooting problems where I felt I had entered every number from my balance sheet, but Turbotax was coming up with different totals. Turns out, it can't add. A couple of cells that I entered data into simply weren't being added into the total, and one cell continued to add in a number that I had deleted: it wasn't even there anymore! It is helpful when it can add, but if you run into a similar problem, check the math with Excel immediately.
The business federal return is decent. It was used for a simple LLC. Although under the "tips" section at the end, it said I may have overstated my basis and to go back to the partners info section. This was completely worthless. It just had me go through the same info as before, and I could not see anywhere that I had done what it said I did. As for the state addition, I can only comment on Oregon (an additional $50), and it is awful. We are a small 5 member LLC and not all of us live in Oregon. Because of this, the state requires we file a form OR-OC and OR-OC-1. Turbo Tax does not include these forms. They don't even let the user know that they will be needed. If I hadn't read the instructions for the main form, I would never have known this. Fortunately for us, the forms are easy to fill out on the state website. So 4 stars for federal and 2 stars for state of Oregon.