Everything is well organized, accurate, and best of all there is a data memory from year to year. The audit at the end is helpful to identify questionable areas to revisit.
Anything outside the basics they tend to do a poor job with. And the NJ state return interview explains very little and leaves much to be desired. If you have a fairly straightforward return and know a little bit going in, this software is great. Once things get into unusual territory, prepare to spend a ton of time doing your own research and trying to guess how to fit it all in to the software.
The installation from disc locked up on two different computers. I had to download a version and use it. Importing from Turbo Tax didn't seem to provide much if any information. I basically started from scratch. 8 hours later, my taxes were done. A couple of screens had boxes pre-checked and didn't explain why. If I unchecked them, the program would tell me that they needed to be checked, but the section didn't apply to me. So blank forms were generated as part of my return. Finger crossed that these odd forms don't trigger an audit. I'm not impressed. I'll go back to Turbo Tax next year.
Cons: Time consuming, Hard to prepare, Hard to import documents
I really like using the H&R Block software & especially Deduction Pro. I've been "going through" "stuff" that belonged to my parents & grandparents (& my own stuff), and have oodles of items that are donated; & the Deduction Pro portion of this software allows me to itemize donations & provides a value so that I don't have to make guesses. This "going through" stuff has been a multi-year project, and I know I still have several more years to go - whew! This part of the program has been a life-saver ;-)
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Federal is ok, state e-file is extra. And you can not e-file certain state if you are non-resident or part year resident and and it's nowhere in the description of the software and only find it out when you are trying to e-file. Definitely will not use it anymore and not recommend to others.
Much better than Dumbo Dax, I mean Turbo Tax. That other outfit had me paying over $1300 in state tax, when I was really due a $186 refund. Plus Dumbo Dax didn’t give me a way to find last year’s AGI (fortunately) so that I could file my taxes..
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast