Just one year, I would like the Married Filing Jointly compared to Single filing to work correctly. Everything I entered asked to whom it belonged and yet everything but one item comes out on spouse's in come. worst year yet for this one.
What bothers me and cost me a few bucks is I specifically selected ePayment to IRS & State to come out of my savings account; they provide the option to withdraw from savings which I selected but both payments came out of checking and thus I was overdrawn. Very disappointing
I recommend that you modify your software to allow the user to download stock & option transactions from MS Excel. The information that is downloaded from the Broker Dealer into your tax software is formatted very poorly. As a result, as a user I have to download the information into MS Excel and then properly format it and group transactions together and input the information line by line into your tax software. It would be significantly easier, if I could just put the information into particular columns in MS Excel and then upload the entire MS Excel file into your tax software instead.
I've used the H&R Block Tax Software for about 5 years after using another popular software for a couple of years. The H&R Block Software is BY FAR the better product. It's simple to use, walking you easily through process steps that are entirely intuitive, and finishing with excellent filing and file retention methods. I would recommend this product to anyone who does their own tax return.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast