1. When, in frustration at IRS rejecting my e-file, I chose to print and mail my return. On the COVER PAGE when it listed the forms I needed to attach to the front of the first page, the 1099-R forms listed started with 2nd..... The first attachment was OMITTED. 2. It would have helped to have some reference to where on the IRS transcript to look for the AGI.
The software was unable to efilemy PA state return. When the net gain from stock sales is negative number the program was unable to exile. HR should fix this
Program failed to carry all amounts from 1099-int correctly to return. Although multiple forms were added one of the 1099-int failed to be entered on Schedule B. Very dis-appointed. NY state program does not allow for federal 401(k) distribution which is deductible from NY AGI.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare
I have been using the deluxe version for many years and have always found it to be very good in all steps of tax filing from start to finish. This year is no exception!
very satisfied with this product. Print options need some review. I only wanted to print 1040 Pg1 & 2--had to print those pages + 6 schedules that I didn't need.
I've been using this program for years and have found it affords the information and direction most filers need. This year I inherited and sold a house and I wish that in the future the program would offer more information about this particular event. All things considered, I will continue to use this software in subsequent years.