I am a cpa and know that there are fields that do not allow amounts to be entered correctly. There are fields that if you do enter info, they will not be rejected during efile but your software says it will. Software does not have good AMT schedules. W-2 entry is archaic.
I downloaded it from the disk they sent me and the program is nothing but trouble. Shuts down without warning; you lose whatever you have entered; calculations keep changing so you wonder whether anything is correct when you get to the end. will never use again. I have used in the past and it worked fine, but no longer. Someone has really messed this software up.
Cons: Time consuming, Hard to fix issues, Hard to prepare, Hard to import
The software is good, but the experience is negative because of limiting e-filings for multiple states. I live in KS and work in MO so I have to file returns for both states. I am willing to pay for the e-filing but find it EXTREMELY frustrating that I can't e-file both states with Federal
Pros: Easy to install, Easy to prepare, Easy to import, Fast
Software is ok to use. This year I opted to send $500 of my refund to an Amazon gift card to receive the 5% bonus. My refund was direct deposited 8 days ago but I haven't seen the email with the gift card yet. There's no way to check it's status.
AMT line kept asking for input-something the program should have done. Schedule E keep insisting on a value for rent received- even though I had indicated the unit was not rented in 2017. Would not let me e-file until I eliminated Schedule E, also something the program should have done. I see no credit posted for rental expenses- perhaps because of non renting but the program should have explained that.
Cons: Time consuming, Hard to fix issues, Hard to prepare, Hard to import
Won't print the 1040 form when asked to print the forms for filing. Keeps adding the 8938 form even though it's completely blank and I checked no foreign holdings/investments. When you write the file to a PDF, I didn't get all the files required for filing. When you write the file with worksheets you do get everything. Had to go in and manually select the forms to print to get a complete set.
Used HR Block software for years. Very disappointing this year.