The software is pretty streamlined, allowing me to input rather than import when I need to (I did not see a way to import a couple of my 1099-R's). Completed my return pretty quickly. The one problem I have, is that my retired wife receives a "paycheck stub" every year that shows the monetary value receives because her company pays the premium, for the insurance value over $50,000, for a life insurance policy that they provide to her. This is treated as ordinary income by the IRS. Her company doesn't withhold any income tax, Social Security or Medicare tax. The program's final review doesn't like this, expects an entry for these witholdings and will not let me go past this point without a fight. It is a booger to get around. This has happened every year for the last three years.
I was happy with the Federal program, as I have been for many years. This year the New York State program did not address the new law that allows a full deduction for union dues, instead of the 2% exception. I found out where to claim it after researching the topic online, but I really expect the tax program to do this calculation for me. Very disappointed. New York tax code has some very complex calculations built into worksheets, which is why I buy the tax software anyway.
1. Had trouble going back to find 2019 and fill in 1040-ES (your "Take Me To" lists this as 2018) and way down under "Plan". 2. Also never could go back and find the estimated tax section for CA state. 3. Very annoying is that double clicking on a word or amount won't select a whole word or total amount. This is basic stuff folks. 5. Can’t select to copy instructions to put into a text document. Had to take a picture and copy and paste that into Word. 4. Even this ridiculously small window wouldn't let me use Enters to separate the items. Very crude. I over came this by typing this into Word and pasting it into this small window.
The interview method is fairly straightforward, although some of the more esoteric items are difficult to understand. For example why does Schedule C Business summary show royalty income as $0 even though the 1099-MISC shows and amount AND it is added to the total business income. This is confusing if you are trying to follow along with the logic to understand what is reported where, and why. Also, PLEASE, permit the user to select whether they want to take the federal and state standard deductions or to itemize deductions. There are valid reasons a person may elect to pay a little more using one or the other, especially when state tax law doesn't conform with federal tax law. I spent hours having to massage the program and make duplicate versions of returns to determine what was the best to do.