Gave this a try this year. Worked well enough but had several deficiencies as I see it. The screen area was small and hard for me to see well. Poor color contrast many times. Getting around from topic to topic was difficult. I often went in circles until I could figure out what instruction's meant. There was too little space for single listing of my many charitable gifts, so I had to enter several on a single line, then add them for the total. Too tedious. Veery accurate when finished.
I have used this program for years and it is easy to use and walks you through how to handle things that can change from year to year. This year I had a schedule K situation that was new to me. I am confident when I am finished that my returns for Fed. And state are correct.
Does a good job with the federal return, state tax returns not so much. What they charge for additional states (I have to file in more than one) and to e-file a state return is ridiculous.
I run the Deluxe/E-File/State program. It was user friendly. I have an issue with software updates. An update came out after I E-Filed my tax returns. The update did not explain what was updated in the program or if it affected the completed tax returns.
Very good overall program. However, it needs some help in the area where the system evaluates the filing and requests changes. It is not always obvious what to do. Example was a requirement for an entry on a 1099-R form but there was nothing entered on the paper form I received. I think that I put in the right number based on comparison to another 1099-R form. In previous years I had a Schedule K-1 to deal with. The program was inadequate in handling the multiple boxes where entries, perhaps from unknown Schedules, were required and gave me multiple "errors" on the accuracy check. I always thought the feds would someday be after me for "2-figure" mistakes or omissions. I was frustrated enough to avoid partnership investments in the future. Maybe now the program is better on this. This year I was not prompted nor did not see that there was an accuracy check on the MN state program. Therefore, the program carried me all the way to electronic filing before it told me that something was missing, a legitimate error by me.
We switched to H & R Block after having major problems with Turbo Tax. We are very happy we made the switch! H&R Block is very easy to use, includes all the latest changes to the tax codes, and is very secure. We highly recommend it!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast