Easy to use but I wish it had worked with brokerage sites. Software failed to fetch data from Merrill Lynch and Was forced to manually enter everything.
This is an effective tool to prepare your own taxes regardless of whether it’s your first time or you’ve been doing it for 20 years. It guides you through every step and reviews your work when you are done to prevent possible errors or omissions. My only complaint is the cost to e-file the state return.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I have been using your software for over 10 years. It is very easy to follow, and I appreciate the explanations when the tax code has changed, or I need help.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Easy to follow interviews for each section. The only thing that would help me would be more details on how to fill out cryptocurrency capital gains and losses.
While entering data was easy. Uploading while became frustrating. Indicated address was incorrect or invalid characters. Fixed issue, tried numerous times with same response. Restated software issue persisted. There was no way to reconcile but to print and submit returns. I bought the software to efile and that aspect failed.
Found that the program is very easy to figure out and worked wonderful. The one thing I found really annoying that it did not put my 2019 figures in allowing me to forecast my 2020 estimated taxes as I was unable to look at each item for 2019 and say what I wanted for the estimate for 2020.