The software worked great until I received a letter from the IRS that I under paid my penalty for not withholding enough. This is the second year in a row that this has happened. I let the software determine the amount, and again it was short.
Paid for the software so I could electronically file and get refund faster. What a waste of money!!! I received the ACA TAX CREDIT and was not informed upfront of all the additional steps and mail in paperwork to the irs. Still waiting on my refund and it’s been 3 months!!!!!!!!!!!
As a retired EA, the software is nowhere near as sophisticated as what I used to use, but for my current needs it's very good. The only disappointment was when I prepared my granddaughter's return. She is in college in CO, had a part-time job there and had to file a CO return to recover the state tax withheld. The software prepared the return well, but I discovered that state returns aren't covered in the 5 free efiles, so I had to pay a fee to get her a minimal refund. The fee was almost as much as her refund, but I paid it....that's what grandparents do.