The software is amazing and very simple and user friendly. I loved it and do plan to use it again next tax season. Thank you for sending it. Please send it next year as well.
I have always given a 5 star rating until this year. I had entered a lot of information into the program this year in early Feb and did not work on it anymore until I got ready to file in March. I rechecked everything and ran the program to check for errors. I found errors which relayed to Roff 401k. I had checked a box by accident and went back to correct it, but the program would not let me uncheck it. I could not edit it and below was an option to delete this worksheet and I deleted it. I went back to recheck for errors and it told me I had not interred any information. To make a long story short, all information was gone and I was not able to pull data from previous years back into the form. I had to delete data base 2019 and reload the program and start over from scratch. FYI *** I saved my data before I deleted the worksheet. I still lost all data.
Painless tax preparation. All you have to do is gather your W-2s, charitable giving receipts, etc and answer the step-by-step questions. I had a simple return this year (ie no property purchase or sale, no stock sales) and was done in about an hour. The questionnaire makes sure I don't forget anything, and if anything looks out of balance or like it might trigger an audit, the program lets you know. Finally, when you're done, it just takes a minute to file online.
First year I had to pay. Refund was always part of e-file process. To pay IRS you need to wait until the IRS accepts your e-file (takes a few hours) then come back to the program, check 1040 status & enter the payment instructions.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
The software is good but could even be improved with some better explanations in the brokerage accounts. OIDs taxable and nontaxable amorizable premiums etc need to be better explain for non accounts