I have had an issue with the software not recognizing the entry of my wife's HSA contribution for the year. It would recognize my max contribution of $4600 for the year, but after I would enter the same amount for my wife, it would show a value of zero, which of course would not reflect in the reduction of our taxes for the year as it should. Other than that glitch, I like the software and would have rated it a 5 star.
The software is easy to use. Prior year data is routinely imported. Data is transferred to the State simply. Automaticaaly screens for errors. Overall it's a can't fail procedure.
Software is fine except you eliminated the direct 1099 download from Charles Schwab this year....can't believe it. Your competitor did not. This is one of the most important features that I use. Can't believe I had to enter all manually.
The software is very easy to use it walks you thru the interview just the same way an accountant does and asks the same questions. I am very happy with it