Using the software gives me confidence that I am not missing something and I can get answers from their Help Center when I have had questions. What I have NOT liked is the "behind the scenes" calculations that can occur, especially with complicated taxes like ours. It is difficult to search out the info that went into a specific number showing up on the forms. Not impossible, especially if I am reading the 1040 information alongside, but difficult. I like to understand the "why" behind the numbers, especially since I have to figure out estimated taxes, too. Another, maybe minor problem, but irritating is that after purchasing and downloading a 2nd state tax software, the very next page said that I didn't need to file this state because my state has a reciprocity agreement. Wasted money and no way to refund since the purchase is non-refundable. The page about reciprocity should have come BEFORE purchasing, or there should have been a warning prior to purchase. I will continue to use this software because it is the best for my needs, but I wish there was an alternative.
I have been using H&R Block Premium software for several years. It is easy to use and able to handle all my needs, including self-employment and rental income. I would highly recommend it.
Everything works well, but it's sometimes difficult to navigate and find exactly what you need to enter. "Magic Number" appear in the forms and there's often no explanation why the numbers are there. The review process works well, provided that your tax needs fall within the questionaire. If your needs are outside of the review process, then you will have some troubles finding your way out. There is a similar issue with first-time users, since the program seems to assume the ability to import information.
I like the ability to take pictures of a document and have it load. I am disappointed that after joint federal I can’t file separately in NYS with my wife a resident and me a non resident also if I enter my schedule A deductions they should carry forward to NY even if I use standard deduction on the federal
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
It was not a good experience. Had trouble pulling on last year’s tax info, duplication just going through the questions. I don’t feel confident in my return. Will be using Turbo Tax next year.
Cons: Time consuming, Hard to prepare, Hard to import documents