The program is easy to use. The explanation for each item is adequate but if you need more tax help there is an extra fee. I could not efile my Pennsylvania tax return.
Super easy and intuitive. I only had one issue when I wrongly checked a box for child credit on the federal return when I wasn’t eligible. That resulted in a notice during the state return that I had a little over $1,000 in “other non-taxable income.” But the software didn’t tell me why. So I had to dig into the return to find out why- and then uncheck the child care box. Would have been better if I checked the box and I got a notice immediately that I wasn’t eligible. Or if the box was grated out and wouldn’t allow me to check it.in the first place.
I also had a great interaction with customer service due a proble with the download. Super helpful and thorough.
Pros: Easy to prepare, Easy to import documents, Fast
The only thing I had trouble with is finding where I needed to post my required minimum IRA distribution (MRD). Ultimately after much searching I went back to the FORMS and found the place to post the information. It would have been helpful if somewhere in the GUIDE, the fact that the RMD was located under the wages, salaries, tip etc location ... Other than that, things went along quite well.
Pros: Easy to prepare, Maximizes refund, Easy to import documents