My state return was rejected twice because I used the AGI for my 2016 taxes listed on cover page from my printed copy of 2016. Since it was my state form I used the figure marked "Illinois AGI." Unfortunately they wanted the "Federal AGI." The instructions should specify "Federal AGI" instead of simply AGI.
Have used for any years. Import should be done at very beginning/prior to interest, etc. to prevent duplication from later import function. Need to differentiate import so that I import my data and then can import spouses data--as it is now spouses data is not imported because the import is tied to SS my # so my data is imported but I must manually insert hers on forms. !
We sold our house and I didn't like the number the tax forms came out to be, so I did some research, looked up the proper forms, did them by hand, and they came out to the same number as the tax software did. Good software!
Been using H&R for many years now. This year I was referred to a form that needed data. The section to enter the data would not let me enter it. I needed to go back the form and figure out what went where.