It is simple to use if you have your materials organized. It is very constant year to year. Your options on filing, paying, or obtaining your refund are clearly laid out and explained. The “free” state program is valued and simple to add on to make the tax filing process easy.
Has good instructions if needed, easy navigation, allows you to see the actual IRS form if you want to. Check the investment downloads if you allow the program to go to your broker and get them: mine were jumbled up with wrong trades in wrong accounts sometimes, PLUS it put some in twice!! Meaning i had double the capital gains or whatever.
Overall the software is pretty user friendly. There was some difficulty in going to different parts of the program because the instructions were not clear as how to proceed to finish, e file, and check the acceptance of the returns. Also if one return is rejected it was not easy to correct the rejection. In my particular case it showed two reasons for rejection however correcting one of the two solved the problem.
I have been using TaxCut/HRBlock every year for over 20 years, but this year it failed me! I couldn't add a pdf attachment to my efile. It's time to switch to TuboTax from next year.
It kept asking to rerecord Wages so I wound up with an incorrect gross wage amount . I found Turbotax a far easier product to use in the past .I think I will use their services in the future.
Overall a good product. It's useful to have the facility to import forms from financial institutions. One con is that it costs a substantial amount of money to ask a tax advisor even one question. Another con is that no worksheet appeared to show how the taxes were calculated when qualified dividends and long term dividends are taken into account.