I have been using this software for 20 years or more and am mostly pleased with its ease of use and performance. It does not support some of the more seldom used IRS forms such as the 709 gift tax form. Also if you encounter an unusual tax requirement that you need to consult with one of their online tax experts, it may take several attempts to reach the right expert. But if your return is limited to basic stuff along with dividends, capital gains, S corporations and such, it does a good job. Its electronic filing feature is great.
The software is intuitive and I've never seen an error. Once I have all my papers, data, receipts, etc. together it's very quick to complete the return.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
First time using this product and would recommend. Walks you thru the process and easy to use. The tracker is an added bonus and most importantly received our return without any problems.
Mostly good and easy. Could improve form downloads
on March 17, 2023
Posted by: Anonymous
Verified Purchase:Yes
Overall it is easy to use and accurate. I did keep get data verification notice for downloaded forms because of too many decimal places in number of shares, and for downloaded forms where only the last 4 digits of the social security number were provided. I wish the summary printed out MAGI for reference purposes. I could not find an estimated planning section with 740-es form for my Kentucky state return.
I've been using Block tax software since it was Taxcut. Just had a problem this year entering Stock sales. Finally realized had to click on 2 screens to get to place to enter info.