I know I was able to zero out the taxes, but that was because I paid Estimated taxes throughout the year as per your 2012 Turbo Tax. However this year I received poor or no guidance to calculate my estimated taxes for 2014. The easy guide steps at the end of the process were not there, and I had to search out the worksheets manually. Bummer!
What's great about it: Like the easy step by step guide through the preparation process
The only glitch for which I had to ask for help in unraveling was the entry of 'Trading in stock options' . It was not clear at first from the Step by Step process how these should be handled. They are not reported to the IRS and thus my broker, Scottrade, was unable to send out any 'imported' information to the Turbo Tax Investments section. I did get a helpful answer from the 'Help' menu however.
What's great about it: Well explained procedure for every item
Forced me to file State Return with a double entry mistake in it.
Apparently, Quickbooks thinks it know more about my finances than I do, so it automatically filled in my income interest from the Federal Return. In the process, it incorrectly made a double entry on the State Return and wouldn't let me go back through the software, nor override it in the forms, in order to correct the mistake and file electronically.
Software refused to electronically file State Return unless I placed double entry mistake back in the Return.
What's great about it: Software is becoming more cumbersome to use each year!
What's not so great: Wouldn't let me do an override to fix mistake the software made and electronically file.