Customer Reviews for TurboTax - Business 2024 Federal Only + E-file - Windows [Digital]
Customer Rating
4
TurboTax Business good for Trusts but not perfect
on April 6, 2026
Posted by: ttuserlmj
from California
The software was very helpful in pulling together information and preparing K-1s. However, I would have preferred that the step-by-step instruction give me more guidance on entering the distributions to beneficiaries rather than insisting on percentages.
Response from turbotax.intuit.comBy TurboTax Care Team, April 7, 2026
We’re glad you chose us, but sorry to hear the process wasn’t as seamless as it should have been. Your insights are being shared with our team so we can fix these friction points for the future.
Review does not matter. I fill this out every year and you never make any changes, such as allowing import of financial data from financial institutions (e.g., for Trusts) as you do for human beings having accounts at the same exact places. You have the technology -- you just refuse to incorporate it.
I'm the executor of my mother's probate estate. Turbotax guided me thru start to finish with no problems. All good.
Response from turbotax.intuit.comBy TurboTax Care Team, April 6, 2026
We’re thrilled that our step-by-step guidance made your experience so seamless. Making the filing process quick and easy is exactly what we at TurboTax aim for every season.
extremely poor that you charge $55 for MD state product and you cannot get your system together to allow us to e-file. ridiculous and shame on you! i expect a refund now!
I wish there is a help area connected to an AI agent so users can ask/review their questions/responses.
Response from turbotax.intuit.comBy TurboTax Care Team, April 5, 2026
Thanks for the review! We’re committed to evolving based on what our customers actually want. We can’t wait to show you the improvements we’re making for your next year's filing experience.
Generally, does a decent job, however the NC state return has a bug that you CANNOT get around. In NC, if you have a partner that lives outside the state, it seems to think you need to fill out the apportionment section of the form, even if all business was in NC. It automatically fills in the special apportionment formulas field with a 0. Once that field in the worksheet has a number (even a zero), it insists that you MUST fill out the apportionment section. Even after selecting No to this option, you cannot clear the field (it will put the zero back in), so you end up in a loop. It was the only issue, so I saved the return and modified the page in a pdf editor, then printed it since in NC you have to mail it. Never did get it fixed.