Pulling forward last years tax information was incomplete and importing of financial information failed. In fairness I can not determine if the import issue is on the software or financial information side.
Does not import long 1099B forms correctly or completely. Cannot import previous year's data once work has started on current year. Does not allow saving in different directory after first save.
Pros: Maximizes refund
Cons: Time consuming, Hard to prepare, Hard to import documents
Does the job. When starting from the previous year's data (even the competition's), you get a significant part of the identification and data necessary to efile. Importing information form a financial institution or a product like Quicken is good for the numbers - no typing - but you are still required to verify that the numbers have been checked before the return is finalized.
Most of the questions are clear and easy to answer. Annuities are not explained fully. I want to print copies of my return for me, but it is unclear how to do it and file for electronic sending. Want to see the question; Do you want to print a copy of your return for personal use? “Click here.”
Pros: Easy to prepare, Maximizes refund, Easy to import documents