In past years I haven’t had trouble transferring data from a financial account. This year I was able to transfer in an account that in the past I would manually enter. All went well until the 1099-B entries. This financial company groups like trades. Only the first trade transferred. Made needed changes, but when error review was done numerous errors showed up. Removed errors thought that was it so filed taxes. Should have checked again. I think I will wait to see if IRS fixes error.
I got married to a foreigner and ended mailing in my Tax Forms. It would have been nice if ITIN W-7 form was included so we file taxes jointly. On a good note the software was easy to use.
Pros: Easy to prepare, Easy to import documents, Fast