This is a great program. The 2st time you need to add all your personal data plus do all the staff but then the next year, you can import your 1st return and the program make it so easy to update or edit data from your 1st if need your. Plus the e filing is easy and quick. I highly recommend . I have used this now 4 times.
Pros: Easy to prepare, Easy to import documents, Fast
The program makes you go through worksheets that are obvious that they don’t apply for example I did the work sheet for moving expense and at the end says only military qualify for this. Should ask up front was relocation due to military relocation. Another example sold house and entered in all of the deductions and none applied because I was below the taxable amount for proceeds before starting work sheet. Should ask if proceeds greater then 500k yes or no. Tuition for child student does not apply because income to high. Why not state this up front if your income is this tuition credit is not deductible. Should have an assistant to help enter points MIP and interest for refinance and state this information is available on the settlement statement Also 1098 used to list real estate taxes paid should provide information this block is no longer here and you need to go to your county assessors web site to obtain the taxes. Also worked through a property loss due to flood damage that did not count. Should state if losses are greater then X complete work sheet. In addition I have been using H and R block for several years I did not have the .TT file and the pdf drop didn’t work. Why do I have to do any of this if my old records are stored in your database. Have you heard about cloud storage! All the above are a waste of time. Taxes should not be this difficult to do. Streamline the process!!!
Cons: Time consuming, Hard to prepare, Hard to import documents
The software this year seemed to expect you to know more about taxes and didn't lead me through it like past years. I actually had to go to IRS publications to get answers before I could use your software. Also the HSA portion needs to be looked at, I was not on a High deductible plan for 2019 but was previous years and still have an HSA from previous years. Not an option in the software.
could be difficult to understand in-program exceptions - wording is a bit off. overall, as i have limited experience with other products, seems decent.
Dependable for accurate calculations and proper placements of data to appropriate forms and schedules. Also detailed questionnaires to prompt previous year’s tax data entries. The technical and IRS help topics can be more informative.