For a quarter century I have used this software. (in the start it was called Tax Cut." It is especially useful since it has become available in November for that year's taxes. It allows me to determine the amount of funds to be pulled from my IRA and minimize tax liability.
The 2023 NJ State program was flawed. It could not handle the situation where 1 spouse was over 62 and the other not. It basically skipped a step in the interview and produced an incorrect return. When I called support, the only solution they could give be was to do an override, which would have prevented electronic filing. I wound up completing and filing my state return online directly with the state.
I bought this every year for at least 20 years it is good except when I want to print just my federal 1040 I end up getting a dozen + pages and most of them don’t have anything but zeroes on them. A big waste of paper and ink. Next year I’m gonna try turbo tax.
We have used HR Block tax software for many years and find it easy to use, comprehensive, and accurate. The software allows for a wide variety of financial situations. We have found software errors from time to time over the years, and reported them - HR Block makes the fix quickly and keeps us informed all along the way.
Pros: Easy to prepare, Easy to import documents, Fast
I finished the return with only a small bit of question> I found it a bit confusing where to input my past state early payment. After I finally figured out where to NOT input it and where to later input it, my return then took on a complete and correct reporting view.