Love that it captures previous years returns for reference and searches & loads other statement docs like from investment companies. Simplifies entering info with clear instructions & click on boxes for additional explanations if needed. Transfer from State to Federal also a plus, as well as the e-file options.
I have using this product for years for 1099 forms and individual income tax returns. I find relatively easy to use but I already had a considerable background with taxes.
I depend on H&R Block to properly do my taxes. I like doing them myself but the software is essential. Doing the taxes myself prompts me to update my home accounting to be more efficient. I have used the software for many years.
Business taxes (Form 1065) requires some thought. The interview failed to guide the preparer to Other Decreases (Owner Drawing) and Other Deductions (Business Expenses). Be sure to navigate from the whole form. Use E-File to attach Form 8453-PE.
Premium.works fine. Had onevproblem with entering mortgsge interest . Find i did not use business only premium. My Schedule C business has no payroll just me