This program gave me fits this year. I kept recycling stuff I had corrected even after saving the file and was very difficult to review. The program did not guide me easily through recharacterizations of excess IRA contributions nor did it assume the correct dispensation. I gave up on the penalty for underpayment and will let the IRS bill me and I gave up on 2020 estimated because it just didn't seem to want to recognize that I retired. The final answer was about what I expected but the process was much more tedious this year.
It works ok, nice to import financial info. but all the added fees make it less appealing Also, my e-file was rejected. Would have been good to know that one of the dependents social numbers had already been used first. Hard to get help when needed.
I usually do my taxes with the online service. My partner purchased the box version which allowed for 5 returns. I had done my taxes online already but ended up using the box version since I wouldn't have to pay. The return amounts obtained were different. The online version would not give me one of the options to choose that the box version did. This change my federal and my state returns. I also did not like the interview of the box version, way more clunky. Why are the 2 different? And yes I did the updates.
Easy to use. Have been using H&R Block for many years and its nice that the software for current year can pull in last years information as well as any 1099 or W2s if they are accessible online. The software takes you step by step and also includes assistance if you get stuck....which I have not had to use ....but know its available.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast