Grateful for short wait for support. Been using for near 30 years. Appreciate data carryover year to year, accuracy review & comparison to prior year report. Wish for more help navigating MD state decoupling. And really would save time if quicker process to retain data for fully depreciated real estate rental property improvements as helpful place to keep data for when must recapture the depreciation when sell. As is,, must click perhaps three times per capital improvement, VERY time consuming!!
We had a very hard time trying to figure out what this question and it's terrible wording was asking: "how much did you, or will you, put into your HSA?"
So was it asking us what we put into the HSA, or how much we planned on putting?! Terrible wording.
Overall, it did the job and we figured it out. But the people designing the questions could have done a lot better.
Using the interview process I found the whole filing to be seamless and straightforward. The software's only issue IMO is that the planning and 1040 ES coupon printing is very basic and with few helping hints requiring the filer to figure the software out for themself.
The agent that helped me was understanding, patience and wonderful. She stayed with me for forty plus minutes working with me to get to where I wanted to be technologically speaking with software.
Pros: Easy to prepare, Easy to import documents, Fast
Software poses questions about some of your entries, which gives you insight to what and why some items may be challenged. Also, I appreciate the review of dates and spelling for accuracy.