It's great to have this software check for errors and do the math for you. It's great to have everything explained to you - EXCEPT!
There are a few topics that this software explains horribly, and no amount of research in the help file can explain it.

Like the common Employee Stock Purchase Plan - if you have one of these, like many people do, prepare to spend 3 hours entering every single purchase made with every paycheck.

If you have weekly investment in a stock, you will have to enter details on every single week if you sell - this is required by the IRS - but this software makes you enter the stock symbol and other info every time. Isn't the point of this software to do things like this for you? It should let you quickly enter all the investments and automatically calculate the basis you want, instead you have to do all that on paper ahead of time - and this is a task ideally suited to a computer.

The software also lets you enter text directly on the tax forms, which is nice, but the interface for doing so is very awkward.


Recommended: Yes