Pretty straightforward. Easy to download financial info for investments. I had to file an amended return and that was not at all easy to understand and initiate.
I am a Mortgage Underwriter. It is only my experience in dealing with tax returns, that I knew enough to go into the actual forms and input Wash Sale of Stocks. Your Interview Process does nothing to facilitate the reporting of Wash Sales.
I’ve used this for several years and this year was no different. Easy to use and very straightforward with needed information. Always like the input from previous years info.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast