Overall it has been working for me. I've been using this since 1999, previously call TaxCut, that was a good brand name , they should have kept it. The current naming scheme is very confusing. I wished they could add two features, show my effective tax rate and tax bracket. And show my remining capital loss carry over. I was not pleased with the import issues with Charles Schwab & Co. this year. I have always questioned how well my WI state taxes are being prepared. But, no audits, I'm okay with that.
I have been using this software since 1998 and it is easy to use and essential for a self-employed musician such as myself. The program asks the questions, you answer them and it fills out the forms for you!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Although the program claims that it support small business filing for the state of Oklahoma, it does not. The state of Oklahoma now requires small businesses to file electronically. The customer support is non-existent and won't use this software again nor will I ever recommend it.
I've used H&R Block tax software for several years now. I've always been able to pay a fair price for it and it has mostly lived up to its promise of the largest refund coming to me. I say mostly because this year the refund amount the program had me file was refuted by the IRS even though it appeared to follow the exact steps for figuring out the child tax credit. The child tax credit this year seems to have caused issues with the program as early on the program tried to say I didn't qualify due to marriage or divorce even though I have never been married and the child was a foster child.
I like the product, but a little miffed that in 2020, my daughter went off my health insurance (Obama care). As a result, the Obama care form, I think it's F1095 that lists every month's payments were not uniform. When that happened, I was no longer able to file electronically. I still can't, and now the IRS still hasn't processed my 2020 or 2021 tax returns. So yes, I'm a little miffed. I would use stronger language, but your software won't let me.