The 'Premium' version is supposed to handle the importing of stock trades. It imported the data from my E-Trade account pretty easily, but then it wanted me to confirm each trade separately (there were over 300). Instead of a simple spreadsheet to review I had to click on each one on a separate screen. After each screen it would do some kind of recalculating where the cursor would spin and I had to wait about 30 seconds, and after 3 or 4 of these stock trade screens the whole program would crash and I had to restart the program. It took me over 4 hours to tediously go through this process to confirm all of my trades. Awful!
Pros: Maximizes refund
Cons: Time consuming, Hard to prepare, Hard to import documents
Very helpful and useful tool. Alas, the state installations and automatic updates do not work on a Mac. You have to download them separately (which means you pay extra for the state)
You raised the price significantly - no free state form. You forced me to buy the crappy on-line form with many fewer features, like capital loss carryover and complete Schedule C entries. On-line version cost more and I spent hours trying to use it, finally did get a refund for it. Never got a notice that the office version was available as I normally do! No access to a telephone person to complain to. Phone number is artfully hidden! Thinking of changing to TurboTax after about 20 years of H&R. You guys are no FUN! Am bent out of shape.