When I tried to send my tax information I was caught up in a loop going back and forth asking to name a country for Form 8891. I am now lost on if I been charge all your fees for efiling & refund processing. I don't find where to get this info
What's not so great: Could not find a way to get rid of Form8891 that I didn't need
When completing the sale of some stocks, the 1099B from the company did not match forms. My wife and I retired last year, there were no questions regarding work status changes.
What's great about it: No math
What's not so great: sold stock and charity address info - WHY?
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
I really have to wonder how good this product is when updates keep coming. I filed late this year because last year after filing I had to print another copy of the return. when I opened Turbo Tax there were numerous updates again. I have my program set to check for updates automatically and install them before continue with the software.
What's great about it: Good step by step instructions
What's not so great: MARS section was very confusing - never did figure it out.
The step by step instructions makes completing your taxes easy. More importantly, I like the feature to look at the tax forms to make sure and follow along with the instructions. However, there are a few problems that still need to be address. One is that the step by step programming doesn't ask or allow you to apply some of your refund to next year's taxes. I had to resort to entering the amount into the actual 1040 Form. Fortunately, any changes made to the actual forms are captured in the overall programming.
What's great about it: Easy step by step questions. I like the learn more optional information
What's not so great: The program didn't address how much of my refund I wanted to apply to next year's taxes.