The product itself was fine for the general features I'm used to. The K-1 section, new to me, was very confusing, and I ended up having to remove things from the form because they triggered errors even though they were the information provided on the K-1. Because of this, I will likely work with a professional next time instead of doing it myself with this software. I also filed an extension for the first time due to late K-1s. I paid when filing the extension when I typically get a little money back when filing, so I have less confidence in the process this year. I would recommend this product to financial folks or people with simple taxes.
I have been using HR Block for over a decade now. I realized this time I wanted to do something a bit more complex - well not complex at all really, and the software really did not provide good options. I called for support and support was soooooo bad! They had no clue about anything. I knew more about the software than they did or ever will. They don't even have a flow for e.g. to have questions regarding capital investments in rental properties and treat them appropriately. Mind you I have the premium. Their software even says I have to manually edit the depreciation period as this is a leasehold investment - something they could have programmed very easily. I know, as I am a programmer!
Cons: Doesn't maximize refund, Hard to prepare, Hard to import documents
I love your software and have been using it for at least 15 years maybe longer. I used it before you purchased the software from the other company that used to own it.
Easy to click though the variety of sections and forms, and very helpful with the self-employment topic. Audit review is a plus, allowing one to make sure there are no red flags or mistakes entered.