I have always found the software to be be very helpful. I am a long time customer (since 1991) and have saved much time and found many ways to get my proper refund with little effort. Thanks for a great product.
Good in general - have been using it for years. Federal e-file refused with Form 2210. I deleted it (which increased my taxes) and then it e-filed. State e-file unsuccessful later (saying something about Dividends/Sched B?). One of the customer reps on the phone was superb, very patient and polite! She gave me an entire new app to download (updates didn't seem to fix some things).
The interviews are straightforward; the customer support was responsive.
Handling K-1's was manual requiring making entries where the software really did not allow manual entry.
My biggest complaint is that if you Foreign Taxes paid and had Foreign Tax carry over from prior years, this software does NOT provide a worksheet for the carry over which is required by IRS. If this is your situation, you have to forego e-file, print the tax return and attach your own worksheet and then mail it !!! Absurd.
I have used H & R Block programs for years and before that the Kiplinger programs. They have always worked on my XP computers but not this year. The program would not even let me try it. Problem is that my 2018 tax return is on the XP computer. I loaded the 2018 program on a Windows 10 computer and the 2019 program would not recognize the return. I had a very difficult time getting my 2018 capital loss carry forward to the 2019 return. I found it was not as easy navigating in the 2019 program this year. For example, when the review was done it came up with things they said needed fixed On one it displayed two pages and said to answer "the" question below but did not highlight the line they were referring to making it necessary to wade through the two pages in hopes of answering the right question. I seems that whoever wrote the program made a lot of assumptions that the user would intuitively know what they were talking about.
I purchased this software last month. Imports were easy to do, but, I found it necessary to enter my capital gains info on a piece mail basis because the import software did not work well.
A. Program technically works well. Just follow the prompts. - B. Quickness of progression through program depends upon user's data preparation for entry. The more years you do taxes, the more you remember about information needs for preparation. - C. An easy way to expedite is to just go through the program without inputing any data and read the information. Two benefits: - C.1. jogs memory to get forgotten types ofinformation - C.2. lets you organize collected information in the order it will be used. - D. Only deficiency I note, peronal benefit, is inability to copy and paste screen information for off-line use or button on screen to accomplish same. -