I HAD A DIFFICULT TIME FINISHING - MISUNDERSTOOD SOME OF THE ISSUES, BUT I WAS FILING LATE AND UNDER PRESSURE TO FINISH - BUSY BUSINESS AND PESONAL YEAR THOUGH. WANTED TO FINISH MUCH EARLIER. HOPING NEXT YEAR WILL BE SOONER AND NO AUDIT I HOPE.
As in previous versions, not all the nuances associated with self-employment can be covered. So between my state version and the federal version there were some manual calculations and changes needed. Did I get my maximum benefits from the state and federal program. Not sure, but was satisfied enough with the final number I came up with.
I filed in October, having submitted a Federal Extension of Time to File back in April. Using the HR Block Premium to also complete my state return, it said that I needed to file by paper. I did that. But it never let me know that I needed to attach a copy of my Federal Extension of Time to File. Now I seem to be likely to get some nasty notice from the State, and possibly a fine, for filing late.
Everything worked pretty well. There was one software issue. The box that indicates that we combined 1031 properties filled itself in a few times when we 'saved' and this prevented an e filing. After I unchecked the box for the 3rd (or 4th) time, this problem went away. Also some of the wording in the instructions was a bit ambiguous (but a lot of this is the fault of the IRS which has definitions that are not completely intuitive).
I encountered a problem in your software with form 8829. Moving data manually from line 8A to line 16 was required because of a flag your software created. It seems to me this should have been automatic. But cudos to your phone staff who helped me after 90 minutes of waiting on the line and then being placed in a que wondering if I went back to the beginning of the line. also, I uploaded my file to your website without assurance it will be confidential/destroyed.