The software walks you through the more complex IRS problems, like how to handle investment portfolios and retirement income. It is well laid out and makes it simple to complete your IRS requirements.
The software walks you through the more complex IRS problems, like how to handle investment portfolios and retirement income. It is well laid out and makes it simple to complete your IRS requirements.
Very solid and intiutive. Recommended. Would have liked the ability to upload PDFs to populate the forms and not just do it manually or from the internet when available. Can be a little confusing when trying to file/accuracy review.
In general it does a very good job. I had only a few issues. 1) When it asks you to indicate how much of the interest is exempt in your state, it should have made clear that it is referring to a portion of the federal tax exempt interest. 2) When you are all done and ready to file your state return, you are told (in NJ) to provide an explanation for any difference between the federally report interest and state reported interest, and similarly for dividends. This took a lot of work for me to figure out. The software should have provided the information. In general, I prefer this software to TurboTax.