Product was fine for my federal tax return including e filing. I was not able to e file my state return because of a 1099R issue, the product stated the program did not have the ability to handle this. The paper return I printed was extensive as well as unclear on how to handle the taxes owed. Seems like the days of using this product to do my own return are coming to an end.
Good product. I just wish there was a simple form showing just how the final taxes are calculated. I'd like to know how the tax rates would affect the tax involved in a traditional IRA to Roth IRA conversion.
Easy to use and well designed. One thing of note, and this isn't a big deal, but I of course had to go back and forth between the file explorer folders that stored the PDFs of my tax forms (W2, 1098s etc.) and the tax software. I wonder if it's possible for the system to allow for a small amount of temporary upload storage that lets you easily reference documents within the software itself. Say, a sidebar with a folder structure that lets you preview each document, and then close the preview and stay on the same screen of the tax filing, making it easy to fill in the numbers you just saw. You'd want to destroy the document storage after the session, of course. I wouldn't mind a calculator sidebar either! Although maybe you have that - I didn't actually check. Thanks!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would rate it higher if you ever listened to user's comments and took action to correct issues with the software. I've been doing residential rental properties with your product for several years now and am frustrated with the fact that even though I use one vehicle for all 12 of my rental properties, the software assumes that each property has it's own vehicle, so I have to re-enter the same information each time. Also, even though I import the previous year's data, the depreciation type never carries over, so it has to be verified and corrected on each asset that I depreciate.
Have used the software for years. This is first year that they had a bug that delayed my electronic filing by almost three weeks until they could fix the bug and provide a software update. Otherwise the package has worked well for me.