Program crashes when trying to import W-2's. I would think that would be basic functionality they might have noticed in beta testing.
Also, sometimes it does not provide clear definitions for terms. That would be handy. They are easily found on the internet, but should be in the software.
I've always sworn by and been confident in HR Block software, however with the last experience I've just had, I doubt I could confidently recommend product to anybody.
The software works well enough most of the time. However, it unnecessarily introduces errors because it rounds all entries to the nearest dollar. Normally, this is not a problem, but if you have many entries of the same type, like multiple 1099-B reports, the sum of rounded values can end up several dollars different than what is reported by a payer on a consolidated 1099-B.
Since the software rounds, if a payer reports a value less than $0.50, the software records 0. The trouble is that the software then considers this an error that must be corrected in order to e-file. The only possible corrections are to delete the payer's 1099, or to change the value to $1. I guess I'll find out if the IRS cares if I report a higher amount than did the payer.
Pros: Easy to prepare, Easy to import documents, Fast
I have used since 2105 without any issues until this year. In filing a 1099R either I neglected to enter withholding or the number failed to enter. It seems to me that the software should automatically challenge the absence and ask, "Are you Sure? No Tax was withheld?" The error/lapse caused me to spend more time doing an amended return that can't be filed electronically. Also, the font size is a challenge to my 70+ year eyes and can't be expanded. Change that in future editions.
It is impossible to fill out the form re Foreign Taxes paid. This has frustrated me for years! The boxes for transferring info from K-1s are blocked out, and the Interview doesn't help! Also, when I tried to read what I had put on one of the Schedule D worksheets, through the Interview,the information didn't come up--only the top of the page appeared.
When the foreign tax credit exceeds the maximum, Form 1116 is not attached automatically. At least, there should be a notification that the credit was not applied and the form needs to be attached manually. This appears to have always been the case.