I have used this product each year due to ease of inputing my information and explanations on each page. When I find a great product I stay loyal to it. I figure, "if it ain't broke, don't try to fix it". A great product!!!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I have used this for several years. The BUG is still there. The software does not send the Form 8606 for my wife. I can go into the software forms and find her completed form. It does not print with the final forms for my copy. It prints my 8606 only - not hers. It does not transmit her 8606 to the IRS. I verified that with the IRS in previous years. This year my wife had a direct rollover. The software asked all the pertinent questions. But, when I print the form separately, there is nothing there about the rollover. I'm not sure that it should be, but it did not allow me to enter the total value of her IRA, etc.. It appears something is wrong with the way it handles the SPOUSE Form 8606. I have to complete that form and mail it to the IRS each year. I reported this today via CHAT.
Pros: Easy to prepare, Easy to import documents, Fast
Had to wait 10 days for updates, my thought is that if I buy the program at the date I start is the same day I should finish. Not having the rules change as I try to complete the forms. Maybe not your fault but it sure shouldn’t be mine either. Recommend to a friend - not sure
This is a fantastic product that I’ve used many years over it is easy to follow and offers plenty of tips to make sure that you don’t do things incorrectly thanks so much for a great product