I bought this because the price was much better than the TT I've used for years. It was not quite as easy to use with the guidance between topics. I think its the wording of the questions. It made it harder to understand some topics. I have done our taxes for years so I was able to figure it all out, but this is not user friendly for a first time user in my opinion. The recommendation would depend on the skill level of the person doing their taxes, or if their taxes are a simple process.
I loved the new features, like being able to parse PDFs. It saved me quite a bit of time. This year it looked streamlined and easier to use. Great job, programmers!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I didn’t like the fact that I was charged for electronic submission when the tax return was past the date of submitting electronically. I also was charged for electronic submittal even though the IRS rejected the return. There is also a problem with the free electronic filing. I only got 3 free instead of 5.
This year the only way to save a pdf is if PDF995 is downloaded and installed as printer., despite printing with adobe pdf for years or microsoft pdf. Printing a return with accompanying documents would not include documents needed to file, would have to manually print federal documents for a state return. Local returns a complete afterthought.
I have used H&R software for my personal taxes for years. I started a new business this past year and needed the business plan. It was very easy to navigate