Will not allow free filing if you have a savings. Senior citizens need help. Then when I did use a disc that I paid for it was not being accepted by IRS. No matter what I checked and double checked it was always declined. Finally resorted to old school paper and mail.
First time user so next time will be easier. One problem with entering and displaying combined retirement and annuity incomes. I entered both the total and taxable distributions from each (which were the same amounts in each case). However on the final 1040-SR form only the taxable amounts would appear (line 4d) but I could not get the total distribution (line 4c) to display anything. It seemed to work okay on the IRA distribution and the social security wages. I spent a lot of time to try to correct but could not.
I used the software to directly import data from financial institute and prepared /e-filed my return. I discovered later that one piece of imported data was mishandled and an other was omitted. As a result, the printed copy of my submitted return show an amount I owe which is about 8 times larger than what IRS determined.
i have been using H & R Block software for 30 years and have found it to be user friendly and accurate. I appreciate the fact that I can download last year's data to save time.