PA State Program even years later does NOT handle a IRA conversion. it shows the IRA to ROTH IRA as TAXABLE income. its done this for the past 6 years! you have to manually enter the basis the same so that it drops off as taxable. IRA contributions are taxed in PA. so there is not taxable income when doing a conversion to ROTH IRA of past IRA contributions! the program should be able to tell that its a conversion as the FEDERAL program asks that during the interview.
The tax prep part works ok, but there is no way to increase the font size to make it more readable. Also the planning tool is useless when trying to figure taxable portion of Social Security payments for estimated taxes.
Pros: Easy to prepare, Easy to import documents, Fast
It is to hard to get help when you need it. I am not a texting person and there are so phone number to call for help. Plus I was rejected by the IRS twice and the code no one what it meant.
It is to hard to get help when you need it. I am not a texting person and there are so phone number to call for help. Plus I was rejected by the IRS twice and the code no one what it meant.
I spent over 4 hours on the phone today trying to get some information about the software that I purchased. While I was waiting I worked on their website. I could not get the help I needed. I also had a problem at the end of the filing process that I could not help either. I have used the H&R software for 6 years and never had any trouble. This year it was very disappointing.
Ive been using H&R software for years. Its very easy to use and user friendly unlike some of the others that ive used. I enjoy knowing that most of my information is already filled in from the information used from previous years. It is really simple to do and I know help is available if i have any issues or questions. Maximum refund guarantee is also a plus!!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast