I like this except for the Itemized Worksheets. Once you add them, you cannot easily get to them. And when you do, they take you out of where you were if you click the wrong one.
Everything is great except for the verification process. Since I live in a state with no state income tax, the verification process goes round and around trying to make me enter amounts in the state portion of the W-2 worksheets. If I put in zeros, it then complains there is no state. If I put in the state, it then wants a state tax company ID. If I delete everything, I am back to square one with it wanting state income. In the past putting in zeros sometimes satisfied it. The the only choice you have when trying to correct this is to delete the form, BUT that would delete the entire W-2 form!! The program needs to be smarter to not know when no state tax data is needed. Also it’s W-2 input is not complete for categories for Box 14. If a person has to pick “Other” because the program doesn't have what is listed on the actual W-2, it should allow the person to physically enter what is in Box 14 on their actual W-2
Two big complaints. When the return was complete I could not download the document to a memory stick to print it later and elsewhere. Trying to look at the return before or after sending it to the IRS was frustrating by incomplete images on screen.
Program crashes when trying to import W-2's. I would think that would be basic functionality they might have noticed in beta testing.
Also, sometimes it does not provide clear definitions for terms. That would be handy. They are easily found on the internet, but should be in the software.