Seems like this package does less every year. I had a number of scenarios that sure seemed like the code could be set up to figure out, or at least ask me relevant questions to move in that direction, but instead I was told to search for IRS instructions and figure it out myself. Not sure what I'm paying for at this point, and may need to try another package.
Easy to use, very thorough, guided application. Program can automatically upload pertinent information from payroll provider, other institutions, and maximizes your adjusments and refund & minimizes your risk of audit. Lastly - makes filing your taxes easy. You know your situation better than some uncaring tax pro who is just plugging numbers into their program and may miss benefits you may qualify for - this program helps identify those types of opportunities.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
This year's tax software seems worst than the previous years. I'm not sure if it's the software or my brokerage that resulted in not downloading all my 1099 statements. It's always been done correctly for the last several decades. The software also said I had to pay a penalty for underpayment, but I double-checked with the IRS rules and I'm good.
Pros: Easy to prepare, Fast
Cons: Doesn't maximize refund, Hard to import documents
Ive been trying to get an answer about form submission in your downloaded software but 10 people have been unable to answer my question. I would really like a refund since it now appears that Turbo Tax has an answer for the question built into their software. Most likeky this request will remain unabswered also.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare