The federal software is great. The state leaves a lot to be desired, specifically: 1. It's too expensive. 2. It doesn't include e-file. 3. As nearly as i can tell, if you take the standard deduction on the federal return, the software does not transfer your itemized deductions to the state return where they might be used.
Software works well enough. I have issues with lack of state credit forms. Also program KNOWS a federal Schedule A is needed, it even states steps to print it. So, why doesn't the program print the federal Schedule A with the other state forms needed to file?
Pros: Easy to prepare, Easy to import documents, Fast
I've been using this software package for a number of years to prepare my personal taxes and those of my housemate. I have always had good results. The help screens are informative, and always answer my questions. Importing of data from outside services has been a great help.
It is unfortunate that when you purchase the software you also have to pay for the returns (both state and federal) to be electronically filed. Also, the software cannot properly handle 1099B forms for partnerships and 1099DIV's for stocks
My second year of the use of software. I was challenging in that some of the directions weren't clear enough (I 'm 84) at first but after repeating some of the required functions, got the "hang" of it!
Greatly simplifies tax preparation for those with somewhat more complicated returns. One big drawback for me is that it is difficult to trace backwards from a number on the 1040 or any of the required schedules which itself is the total of multiple numbers from other documents, especially if you have multiple 1099s. (For spreadsheet users, it needs something like a "trace precedents" command.) I actually had to go to the IRS to find instructions for a particular item to determine how to arrive at a final number which itself is the sum of numbers from multiple 1099s. This really shouldn't be necessary. I just don't like to file a return without first understanding every item on it. Otherwise, the software is most helpful.