You need to check how your programs handle (or rather don't!) K-1s. They DO NOT flow properly to the 1040, and if overridden to correct the issue, the returns can't be E-filed!!!! This happened on 2 different K-1s so its not an isolated incident. Last year I couldn’t use my business program at all because of errors. Your programmers need to do better. I WILL NOT be a customer next year!
The software is fairly good but I do think it lacks good explanations for how to answer some questions. The section for Schedule C especially was lacking good explanations of what could be deducted and how to calculate the basis and adjusted basis for your house value was severely lacking. Also, you used to offer live support in the past for free. The automated bot was pretty much useless for my questions.
Better than other products, but still needs two improvements. 1) Rephrase the 401k interview question from "actual contributions" to "tax-deferred contributions" to make it clear that Roth amounts should not be included. I had to amend 2021 due to confusion here. 2) Make it possible to e-file with a Qualified Business Income deduction that combines Schedule C income and Schedule E partnership income. Such a pain to have to file on paper for such a significant tax reduction.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I used the website to determine which software I needed. I answered the questions and it recommended the Premiume with Business. I bought it. When I answered the questions in the business software at the beginning, it said to just use the premium software which I have been using the last few years. As a result, in a nutshell, I overpaid for software, I did not need. Not very happy.