Easy to use. Guides me the whole way and reminds me of forms I need and deductions that may apply. Excellent helpline/call-in-service (actually I used the online chat). It does seem to update a lot. I l also found a couple of glitches near the end, e.g. it would not retain my bank routing number, would not efile, but these were quickly resolved via the chat line
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I have used TurboTax for years. This was my first time using your tax program. It was smoother than Turbotax, and took less time. As with Turbotax, I had to manually enter zeros as the basis for expired options. It did a perfect job of picking up data from my 2018 tax return.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
The software failed to install from my download. Fortunately, my son is a software engineer and went into the software to fix install file. Then, after the program would ask a question in the interview, I would make a note to get that info, but when I went back into the file and "go to" question, it could no longer be found! This happened twice! I still have no idea if that missing info piece would have made a difference in the outcome! Also, what happened to being able to import the info from Fidelity? This was always a time saver. In retrospect, I should give this 1 star!?
Cons: Time consuming, Hard to prepare, Hard to import documents
I have used Tax Cut for years and like the product. Carry forward of input from prior years and brokerage account downloads are great. I would like more assistance with minimum required distributions from IRAs. Also exceptions which require more data at the end of the process could be clearer.