A disappointment this year. The program was late with updates delaying my filing by two weeks. A competitor found a larger refund. And as I am visually impaired I was distressed to discover the program could not be scaled larger on Windows 11.
The software is easy to install and use. I used this tax software for over 10+ years with no issues. One of the nice features is the import of personal data from the prior year. Unfortunately, I had to pay a small amount and was able to direct the IRS to debit my checking account with no fees !
Pros: Easy to prepare, Easy to import documents, Fast
Generally very giod software, and easy to use. Wish that the stock group reporting was in same sequence (revenue, then cost/basis) as individual stock sales. Also, that listing of stock sales moved up as more stock sales are entered
Filed a federal and state return with deluxe version. Later purchased a second state. Both states cannot be filed at the same time as the second is dependent on the acceptance of the first one. Later Once prepared I figured out the software cannot e-file the second state if no federal filing. So, steep fee for a state preparation , and then the only option - print and mail. Toooo bad!
Found an error last year. Pointed out exactly where. Still not fixed this year. Unable to file electronically this year due to “a glitch”. Filing on paper is a crappy solution. And this was sent to Daniel. My name is Wendy.
I was happy for many years but both of the last 2 years have had problems with their state program (MD). I called them twice last year and twice again this year to try and have them fix the issues. They either don't get back to you after you create a case # or they just hang up on you after talking with them for 15-30 minutes.
I have used this product since around 2001. It has never let me down. I especially appreciate the pop up boxes that provide additional information about topics you might not understand. You can use them without navigating away from the topic you are working on.