While it works right out of the box, the help function is a scary place to get into. I wish someone who speaks with real words would remove most of the "Accountant/Lawyer speak." That would make life wonderful.
I had trouble with the terminology in the IRA and RMD area. Plus I didn't understand why I had a small refund last year but over a $2K payment this year. I believe the payment was because I apparently needed to update my withholdings for income tax even though my income only went up about $2300, my income tax apparently needed to go up by over $2100 also. Still doesn't seem right but I submitted anyway.
Been using this software since it came out. H & R’s failure to have enough bandwidth to support its existing customers for e-file this year is a big enough pain in the a&$ probably join the masses on Google and choose a different software next year.
I didn’t see any information on this. I don’t recall this question being asked in previous years. I wasn’t sure if they were asking about ALL payments or just this year. In the end I opted to just take the standard deduction even though I wasn’t sure if that was the best option.