Been using for 9 years now, only issue I have had is with reporting income from limited partnerships, specifically K1 forms. There were issues several years ago, maybe it has been improved since then. I haven't had occasion to report this type of income recently.
So easy to use, it imports tax documents, and imports prior year taxes, to make everything easier as you go. It walks you through step by step, so you don't miss anything, and you don't make mistakes.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
It is very easy to use. Just answer the questions. It’s not complicated. Don’t be afraid to try it. You will be able to take pride in what you’ve accomplished. And you’ll save a bunch of time and money!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I have used the premium product with MLP K-1’s and uploaded brokerage documents along with normal taxable income and not had any issues. Very good and easy product to use year after year.
I like to use your software, but I did have to contact one of your support people. I tried a selection in the software that I had never used before to see if I qualified for what ever deduction might be available. It turned out that I did not qualify, which was OK, so then I tried to remove the form that had been generated by the selection and I could not do it. After speaking with your support person I was able to get the form removed, but it was very labor intensive as I removed all information related to the selection before I could remove the form. Then I had to readd all the data I had just removed
The program works well, but there are several areas that I found difficult to work with. 1. The text is too small. When I made it larger on my screen, I lost the ability to check on the box to move on to the next screen. 2. Some of the things that are asked seem like they're expecting you to be an accountant who knows all the specifics of taxes. 3. The summary page of your taxes is not laid out in an way to easily review it in the future. 4. Planning for next year's taxes does not take place until after you finish and file your taxes. I would have changed my refund amount had I had this information earlier. 5. I found TurboTax easier to navigate and find related information. 6. The program does not automatically print out all that is required to file my state taxes.