This year it got real quirky. Forms were automatically added even when I had no data indicating the form was needed. Declared Federal disaster losses that were indicated in the interview and listed were not calculated in the return. Getting them to be included in the return required an undocumented step (at least I found no direction to do this). For these large loses to actually be put in play on had to review the worksheet and then check the box for disaster loss a 2nd time otherwise your data went no where.
Problems were experienced in several different returns, something that has not happened prior to the 2021 software.
Not sure I will buy this software again. If one cannot trust it to simply do as it should why buy it? I am not a software tester nor a tax expert. They are supposed to have all the bugs removed prior to release or at least fix them early on.
Every year I hope to see improvement on the forms and guidance for filing a trust return. The guidance is terrible for trusts. Other parts of the software keep me coming back.
We have mixed feelings about this package. We have used it for years so we do each year for the history. Overall it is not that great. Lots of confusion with IRA's in particular if you are don't qualify for the entire amount. Also confusing with topics like earned income credit and health insurance. I would look hard at other products.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare
I have used this software for many years and it has always delivered a good result for me. The forms I have prepared include 1099's with accompanying form 1096, W-2's and W-3's, various 1040's, 1120's and numerous 990's including the more difficult 990PF. The state forms are as easy to prepare as most of the federal forms.
Pros: Easy to prepare, Maximizes refund, Easy to import documents