disappointed that my requested updates for the past 3 years have still not been adopted. still no way to download 1099s from major financial institutions. still no driver for touch screen. still no clean way to enter taxes withheld on IRA MRD distributions
The state prep is horrible. You have to go to the forms and do your own arithmetic. It can't help at all with any of the computations for income annualization, such as adding and multiplying columns. Furthermore, if you say you want estimated payments to cover the amount of your current year's taxes, it doesn't include capital gains and the following year you will owe penalties! I owed state penalties this year and noticed it was about to do the same thing for next year. On a positive note, it is the only software I know of that can do trust taxes which are quite simple compared to the price of the software.
Easy to use. The rollover feature from year to year, which saves my prior year data is essential when computing gains/losses, etc. In terms of support, I use the question and answer feature on your website when researching issues. I can usually resolve my issue pretty quickly using this feature.
While the system allowed me to do a step by step, it was not very clear as to what and where I needed to enter in things like the 1099-R information on the trust I was working on. Then the state version got into a loop during the review of the state because something was missing yet it was not clear why or what was missing.