Have used for any years. Import should be done at very beginning/prior to interest, etc. to prevent duplication from later import function. Need to differentiate import so that I import my data and then can import spouses data--as it is now spouses data is not imported because the import is tied to SS my # so my data is imported but I must manually insert hers on forms. !
My state return was rejected twice because I used the AGI for my 2016 taxes listed on cover page from my printed copy of 2016. Since it was my state form I used the figure marked "Illinois AGI." Unfortunately they wanted the "Federal AGI." The instructions should specify "Federal AGI" instead of simply AGI.
one family tax scenario that is not handled at all - or extremely poorly - involves a married couple, two income household, where for reasons of work requirements, one spouse must declare residency in another state, and that state has no income tax. As such - at the federal level we file with a status of married jointly, but for state tax purposes, the one spouse needs to file under the status as married, but filing separately. the inherent problems of trying to get the system to calculate the state taxes due correctly is huge.. way more than i care to describe, but have your internal analysts test this out and you will see precisely all the difficulties. hope this helps.
Pros: Easy to install, Easy to prepare, Maximizes refund, Fast