This software was easy to use. It helped me catch a mistake once I was ready to e-file and correct it. I look forward to getting it in the mail each year.
We’re retired with investment funds and the software handles it all quite easily. Been using this software upon leaving the “other” one for about 6-7 years. Very pleased.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
This year, for some reason I had difficulty navigating within the program. I was directed to go back and verify some entries, IRA related, and it was not clear and I had trouble figuring out how, why and what to change. Truth be told doing taxes is a major pain in the butt. I wish explanations were clearer geared to users with no accounting or tax law knowledge. More in the vain of "Taxes for Dummies". My first run through had me getting a refund that was "too good to be true" and as it turned out, to the best of my efforts, in fact was just that. I hope next year's program is more user friendly or I'll be looking elsewhere for tax help.
The entry for IRA Distribution was obscure, missed it when following the questions for reporting income.I knew my refund amount was too much. Only when I looked at the completed 1040 form did I realized the IRA Distribution block had no amount entered.