Step by step instructions make the return easy to file. No concern with errors or omissions. The program does it all, with helpful hints along the way.
I have used this for a number of years and found that it handles everything I need correctly even recent changes and nuances. I also really like how it carries over things like IRA bases, etc.
Everything about the user experience was good. One recommendation would be to include state tax credit forms in the package to allow for electronic filing of state returns including state tax credits.
Worked well on windows 7, unable to install on W10
on April 5, 2019
Posted by: Vernon79
from Tampa, fl
Ended up doing taxes on old W-7. machine. Could not download cd onto W-10. Ended up using old machine to finish. Probably my fault because I am unwilling to call for specific instructions for W-10. Should have loaded without wasting hours of time.
Cons: Time consuming, Hard to prepare, Hard to import documents
I found too many parts of this to be confusing. I never could figure out how to fix some issues with the state return and thus could not e-file that return.
Have been using H&R Block (TaxCut) for many years for my personal taxes. Have been very satisfied with the ease of use with a return that had fairly straight forward calculations (w-2's, 1099 DIV's, 1099 R's, etc.) However I had trouble with 2018 version handling imported data and royalty 1099 MISC documents. Instructions were not adequate for me to enter data in acceptable way. Kept getting Accuracy Alerts when checking return. Had great difficulty correcting errors.