If I know I want to take the standard deduction, offer that option first in a plainly visible checkbox, instead of having to go through the whole itemized deduction section only to have the program tell me the standard deduction appears right for me.
Also had trouble installing new required PDF995 software. Finally got it to work.
Yesterday I E-filed my 2023 taxes. This morning I got an E-mail saying the return had been rejected. When I read the instructions for fixing the error I find that I had not entered last (2002) years PIN for my Spouse. I never saw a form or request to do so. I used H&R Block software last year so I am concerned why this information was not transferred over. Is there some that needs to be addressed?
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Last year's program, 2022, regarding RMD simply asked the RMD amount and what was distributed - simple. Now it's mixed up with other matters during the 'corrective window'. Confused me. Entered amounts in the wrong block & was shocked that I had a big penalty. Got it straight eventually. Those issues should be separated!
Pros: Easy to prepare, Maximizes refund, Easy to import documents