I have been using this software for 20 years or more and am mostly pleased with its ease of use and performance. It does not support some of the more seldom used IRS forms such as the 709 gift tax form. Also if you encounter an unusual tax requirement that you need to consult with one of their online tax experts, it may take several attempts to reach the right expert. But if your return is limited to basic stuff along with dividends, capital gains, S corporations and such, it does a good job. Its electronic filing feature is great.
It was not easy to make the Estimate taxes for both Federal and my State. I wanted to change some amounts and it wouldn't let me. Downloading from my broker was confusing at first and didn't work.
I like how last year’s information can be quickly import into the current tax year. My tax preparation only takes me about 30 minutes to complete. So far no return issues, so I am happy.
Pros: Easy to prepare, Easy to import documents, Fast
Works OK, but there is still room for improvement. Some, not needed forms may be removed automatically if the conditions to trigger them no longer exist. The printing of the final Fed and state forms is tricky. I don't want to see those ugly "Not For Filling" labels on each each PDF form. I also don't like the PDF forms to break at some unexpected points. I want to be able to print the PDF forms separately so each form is on its own page. Currently, there is a break at some random place and parts of different forms are printed on one page. That's plain stupid!
I have been using your software for many years and am very happy with it. However, this year you had an error that caused the IRS to reject my return and I had to pay twice to efile my Illinois return. I think I should be reimbursed for the extra charge.