1. It was very tricky to figure out how to deal with issues around backdoor roth IRA contributions. More documentation here would be helpful: a. User contributes directly to Roth IRA when income exceeds limit. b. User needs to recharactorize to trad IRA (inc if they do so in the following year).
Software assumed that recharactorized amount was part of the 2nd year contribution.
This took a long time to resolve (~8 hrs total prep time).
2. Please add Ally Financial to your list of Financial Institutions for direct import of tax forms.
This is my second year using this software. I had more complicated taxes this year and it was, to my knowledge, completely sufficient to complete my taxes.