For the most part the software does fine in getting to the pertinent information, if, however something is flagged for some reason, returning to it and fixing it can be difficult unless you are very familiar with tax forms.
Stock sales requests date of acquisition and date of sale but in accuracy review it requires that entry be VAR-L or VAR-S??? Schedule A: Entry of local sales tax is entered as provided by city but program does not accept.
Pros: Maximizes refund, Easy to import documents, Fast
NY State Summary of Federal Form 1099-R Statements
on April 9, 2020
Posted by: Stephen Choi
from New York
After I finished the Federal return and the NY State return, when I checked the NY State return, I discovered IT-1099-R form in the state return was not generated for any Form 1099-R in the federal return that showed $0 for State tax withheld(box12). The state processing authority will hold up the refund for months until the information is provided and explained. I normally avoid efiling the state return; and print the state return and mail it in with the correct forms.
Great application, very easy to use. It was my first time filing my taxes and I must say that it was so easy that it felt like a fun learning experience. My mother used the program too and said it was much easier to use then Turbo Tax. And she's be doing her taxes for ages. :-)