A lack of clarity dominates this program, especially compared to its competitors. Clicking the "Learn More" buttons often results in generally unhelpful dialogue boxes. I found myself "Googling" my questions rather than relying on the program's suggestions. Worst of all, when on the payment screen, it was unclear that paying with a credit card would lead me to a third party site (I had to click "Learn More" to even find out at all) and was charged an additional processing fee. This needs to be made much more apparent in the future. Other than the clarity issues, I'd say this program is "just OK."
Unable to download financials and prior year return depreciation schedules. To efile the system wants to give primary taxpayer -0- AGI when in actually BOTH primary and secondary have income.
I bought it as it said it had software for estates, but it was only a form if you were adding the estate to your personal taxes. I am the executor of the estate and it does not have the form I need. I can't even figure out if I by the business one if it will have the right form. I have used H&R Block for it before, and am very disappointed in spending the money for software that I can't even use to do the taxes I bought it to do! What a waste of money. Something similar last year, but it had not said it on the box! I checked this time and it said it had it and it does not!!! So maddening. I think I will have to try different brand of tax software next year.
Good program - have used it for years. This year, found an issue where the program did not detect that mortgage interest deductions are limited to $1M in loan total value with multiple loans (per federal tax rules) and did not help compute the maximum value that could be listed on the return. I had to detect and do this manually, and it took much more time than if this seemingly easy check were included in the program. Very disappointed in that.
Pros: Easy to install, Easy to prepare, Easy to import