It would help if you could import brokerage statements on form 1041
Response from turbotax.intuit.comBy TurboTax Care Team, April 13, 2026
Thanks for taking the time to leave a review, we value customer feedback like yours that gives us something we can share with our internal teams for making the experience better in the future.
Business turbo tax is poor for trust filing. Too expensive, cannot do New Mexico electronic forms,(even though this is supposed to be included), and it does not show the amount owed or to be refunded at the top of the screen like regular turbo tax (you have to go to forms to see what the amount is!) I will look for better software next year
The website forces user to do on-line prep. difficult to navigate website to find the desktop version and once desktop version is installed, tries to get user to do on-line again by almost hiding the do desktop version link.
1. needs to be online 2. needs to be functionally connected to cloud directories as seen on my pc. specifically google drive. 3. needs to quit pushing value added extra cost ads.