Failed to import my investment data from Fidelity. Had to tediously enter many transactions by hand. Called tech support with a very long hold time. Took the option to get a call back which never happened. Doing taxes is hard enough, I don't need to pay for software that makes it even harder.
I find this easier to use that Turbo Tax. It appears to be TaxCut reworked. It covered Traditional IRA where we had paid in already taxed money. Turbo Tax did not. It didn't even ask you questions to realize this was missing. Once I discovered it, I had to amend 4 years of returns!
Saving your return to PDF can be tricky. If you have 'Microsoft to PDF' that will work from the Print dialog. Otherwise, File-> Save As... (PDF) gives a good result.
Pros: Easy to prepare, Easy to import documents, Fast
For federal I would definitly recommend, esp if you can find a good deal. For state, I would absolutely avoid. It was giving me a credit (refund) for something that was apparently supposed to be a non-refundable credit. Thank goodness it was rejected (for a math error smh) when I tried to submit it.
Been using for year, but found a "glitch" by HR B.
on April 5, 2023
Posted by: bmdowns
from Austin, TX
I have been using this for year, but this year I found an error on the Schedule A vs the 8283 form. Looks like if you update the non money donations it does not update the Schedule A. Now this year, I am looking through the forms to make sure it registered correctly. I used to have full trust but now I have very little.
Easy to use and covered everything. One problem that did cause an irritation. Wanted to file my state by mail and wanted to print the forms. That was a complete bust. Dislike the printing options. It wanted me to print both sides and then it or I , made a complete mess of it. Couldn’t seem to print individual sheets.