The reason for this late review is that we just received a Notice from the IRS concerning the QCD that we made in 2016. Apparently the electronic filing did not have sufficient information regarding the details of the QCD. Because I also filed our 2017 return with a QCD we will probably get a penalty notice sometime next year.
Program constantly filled in fields wrong between Federal and State forms, then refused to allow me to e-file my state taxes because of the mistakes it made when it deleted all my information from my federal filing as I was filling in my state info
The program would not let me choose a way to pay taxes due. Three options given were pay electronically, pay with credit /debit card or mail in check. I tried all 3 options and I kept getting a window saying to select an option to pay. Based on this, I cannot recommend this software to anyone.
Did not carry foreign tax credit to the 1040; tax exempt dividends amount shown on the 1040 was bogus; had to manually override these errors and mail the return, software would not allow efile. Totally dissatisfied with this product.
The update function put me in a continuous loop of downloading and updating, I finally got the ability to submit a return after doing a complete installation.
Cons: Time consuming, Hard to fix issues, Hard to install