Most frustrating thing is the program doesnt recognize a short sale. It insists that the sale date has to be after the buy date. It made me make up phony dates for 800 short sales that I did. It's amazing to me that software from a tax company is not designed to accept short sales. Also, when downloading data from my broker, the software went into a seemingly infinite loop. It should be programmed with a status bar so you know it isnt frozen. The help feature was not useful for finding my capital gains carryover to the next year. I had to google to find out what form and line its on. Your search feature should be able to find any common subject. I will not be purchasing this software again till you make it user friendly for short option sales.
Pros: Easy to install
Cons: Time consuming, Hard to fix issues, Hard to prepare, Hard to import
It's ok to use, you can multiple federal tax return, but on your 1 state. One issue I have multiple states return to because I live and work in different states.
I have used your program for years. When I imported 2016 info into my 2017 program, there were numbers imbedded into the schedule A that had nothing to do with the entries that were in the 2016 return. If I had not caught the problem, I could have filed an incorrect return. There were several other areas of the return that had the same type of error. Numbers where their should not have been any entries.
Have used H&R Block for many years and have never had a problem. The program helps you move throgh the tax filing process easily and efficiently. Even with delayed filing, the program.helps to organize and anticipate taxez due to avoid any penalties. It is like having a tax advisor aleays on call.
Pros: Easy to install, Easy to fix issues, Easy to prepare, Maximizes refund