I've had a problem two years in a row. I have two Schwab Brokerage accounts, one for my wife and one for me. When I try to download the composite 1099 form, it asks me to log in first. I can download the form for one account, but it does not let me download the second 1099 form. So, I have to enter all the transactions manually, very time consuming. I tried to notify you of the problem, but never heard back.
H&R Block has been my go to tax program for several years. Never, ever have I had an error or issue with my taxes. I will continue to use this program.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I thought it was good and I was able to use it, however my dad had issues with the wording and things didn't go well, but over all it was good, but we need to be able to be able to use more copies for other PC like we could be before
Pros: Easy to prepare, Maximizes refund
Cons: Time consuming, Doesn't maximize refund, Hard to import documents
Would not work. Despite downloading a transcript from the government confirming our AGI it kept rejecting our federal return and consequently our state return. So we had to mail in paper returns. And we needed a second state and had to purchase that extra. Never again.
Pros: Maximizes refund
Cons: Time consuming, Hard to prepare, Hard to import documents