Most of the input was straight forward but when it came to depreciation, the depreciation code could only be input directly into the tax form and there was no explanation as to what code to use (codes 1-26).
Had to "upgrade" this year due to owning rental property. The entries for the rental property transactions were stright forward and intuitive.
Most data is transferred over from last year, this is a plus. for enterring the various 1099's the software said.. "good news" we downloaded your data (what? I don't remember this) anyway the software did not downlod any data .. And it was more difficult this year with multiple 1099R's from the same firm.. I had to reenter firm name , address tax ID # etc. several times manually.. I don't remember doing this before... tech support please fix this for next year, allow me to copy info or something similar.
After all my 1099R's were entered the software quized me about if I was required to take MRD's (minimun req'd distributions), hmm I thought should the software would know my age...and then wanted me to type in the amount of distributions I had taken, HMMM again, I just entered all those 1099's, with teh "ditribution codes"
Looks to me like the quality and ease of use has dropped a notch..this should be addressed for 2019 to keep us as customers.
From the beginning to the end the information from last year did not transfer correctly in several categories. From our address, to our social security numbers, even the AGI from 2017 transferred incorrectly. I got different guidance on how to handles problems, finally had to figure out how to fix the wrong information on my own by trail and error.
Cons: Time consuming, Hard to prepare, Hard to import documents