I love how I was filing for my state Tax and I was wondering what is the income tax percentage for it and where I will be file that number on what section. TurboTax would just let me know when something is missing.
Mom passed, filed individual with Premier, accidently bought Home and Business for estate filing, lucky Costco accepted open return, bought TurboTax Business to file form 1041 and that worked. Any executor of an estate should understand that assets cost basis starts from date of death. Wish we sold stocks with gains and losses before death because missed out on offsetting transactions and estate taxes are no joke, i.e. very high at 37% because there are limited deductions. TurboTax should rename "TurboTax Business" to "TurboTax Business and Estate" to avoid confusion.
Generally good, particularly for federal forms, since we know how to use it very well now, but it usually has trouble with our state (Maryland). This year the state software did come in time, versus 2023 when it did not, but still 2024 did not work well. It did not handle the form 511 filing option seamlessly from the beginning, and once forced to apply form 511 it made fundamental errors, so we had to fill out the state filings in forms mode and file by mail. We have had similar problems before, even with form 510. As we have before, we tried to file a bug report, but that is apparently not really possible. As usual, TurboTax advanced support was very gracious, so that helps, but its still not clear if the message got to who needs it, and no time for an actual fix. We might have filed by mail anyway, but these issues just caused a lot more manual checking and hand wringing than we would expect. Hope for next year.