I've been generally happy with our product, but earlier this year I had to do a 2022 1040X (amended return) and your software didn't allow me to file it electronically - even though the IRS website clearly allowed for doing so. Very disappointing as I know your competitor (Turbo Tax) provided that capabillity. That is the reason for 4 stars versus 5 stars.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
As a fairly new retiree the software handled my Roth conversions and taxable social security. I would like to see easier instructions on Roth conversions.
I buy the program in advance and start working on taxes in late October. Regular income, Social Security, Farm Income, Horse racing income and also Ref income. Re=populating fields from previous year is great. Missing income or expense is easy to correct,
Pros: Easy to prepare, Easy to import documents, Fast
The advertisement I received said investment features were included However when I input MLP data this software doesn’t support those and I had to research on my own where some items belong The software was good for other tax details but I was disappointed because I specifically bought it for help in investing calculations