I use this software two ways- Prior to year-end, I create an estimated return to confirm I have paid sufficient tax to avoid underpayment penalties. I also determine how much of my Traditional IRA funds I can convert to Roth IRA without being bumped to a higher tax bracket. [H&R Block could make this easier] And following year-end, I create my official filing returns.
This would be 5 stars if they let you easily go to the form and put information into the form yourself as opposed to letting the software do the form. You should be able to edit the form after the software has done the form. For instance, I do taxes. I felt the form was incorrect from the interview form. I was unable to check the actual form or edit it myself.
Very happy with Software. I would like to see a better package that included state filing with efile for two states. I had to file two states and every time completed one step I had to buy additional services. It seems like you’re nickel and dimming the end user.
I bought this in preparation for the 2024 tax seasons nd was pleased to find out that this software was able to find more for me in my return a d was easy to file!