My mom did not receive her RMD from her IRA in 2016 and 2017. It would be nice if you installed a "flag" from one year's return to the next year's program that when the last year's program is imported, that reminder is there also in the return preparation. I would really like to discuss this with someone if possible.
Pros: Easy to install, Easy to fix issues, Easy to prepare, Maximizes refund, Easy to import, Fast
Unfortunately I was not satisfied with the HR product this year. 1) Claiming rental expenses with income bewteen $100-150K, the program did not show or explain how the total was produced. I had to research tax code. 2) can not get the program to provide filing update for the federal, it just keeps showing the state. 3) Use to avoid mailing in tax return but then when I finish my LA state return I find out I have to mail in documents anyway. Should know this before you make me purchase the e-file. Much of the program just provided input and output, no explaination of how the output was derived.
Have used this software for many years. This year my state tax was rejected. No reason given. Found out State does not accept docs until 1/29. Why did H&R not know this before I filed on 1/26? Filed again on 1/30 and it went through ok.
I've used this program over 5 years and am very pleased with it. I'd like to see better instructions for getting the credit for Foreign Taxes Paid by international mutual funds