As usual, performed brilliantly and speedily. One tiny problem was having to enter my last year's AGT manually even though I used this software last year.
In the past, this has been awesome software. It is easy to use and presents information in an easy to understand way. This year, the program crashed multiple times on my newer iMac that is running the current operating system version with current patches. More quality assurance testing should be done before the 2023 version is released, especially for the price we pay for the software that we use once a year.
Was only able to import 1099 from TD Ameritrade. Was not able to import ones from other brokers like Fidelity and was kept getting met with an error even though my log in info was correct. Had to manually input W2 as well.
Cons: Time consuming, Hard to prepare, Hard to import documents
This software works acceptably. I used HRB last year for the first time. My criticism from last year still stands in that its interview process isn't as confidence building as its Intuit competitor. The software lacks communication projecting what's likely to happen next based on my circumstances. I did find it easier to use this year, so I sense HRB has improved and I am more familiar with its use. The software seems more of a tool for tax professionals than for the unsophisticated tax laity.