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Country: 126.96.36.199, North America, US
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Great tax program. Still at times, not intuitive as I'd like it to be. I've used this twice now, in 2011 and 2013. Made doing my business returns quite easy. Also tried to use the community for support and received no response. I think this year, I'm going to try and do it manually on my own as the 1065s, K-1s, etc are not that difficult for my 3 member entity. If they included the state program, I'd probably still purchase it but you have to purchase the states separately and my business operates in 3 states. This just reminded me that I have to do a business return for a new state that we did business in 2014 so I may end up purchasing this anyway.
Be very weary of the Norwex reviews on here. Due to the nature of Norwex being an MLM, many of these reviews/5-star ratings are written by the independent distributors (if in doubt, click the reviewers names to view their other reviews). My wife was swindled by a Norwex salesperson who promised the world and these cloths are nothing more than snake oil with a lofty price tag.
I've used TurboTax in the past and one year used a CPA to prepare my taxes (that was a horror, the man apparently didn't even know what a 529 plan was and cost me quite a bit of money because he gave back my return late afternoon on April 15 so I ran to the post office before checking it, my mistake), but recently I've been using H&R Block. Last year the process was painless and I got a nice little refund fairly quickly (efiling and direct deposit). This year has been a mess. The program is good, the questions it asks are the usual ones, and it was very helpful for me since this year was the first year that I was also filing for my partnership business (not incorporated). A few steps were confusing, such as asking about scholarships, which took me a bit to realize that I only needed to deduct the scholarship if it paid for something other than tuition or books (are there scholarships that do that?). It took me a bit longer than usual, because I had to read some of the descriptions when it came to putting in tuition, and I was a bit concerned that when it asked for the information in my 1098-T it didn't clarify that I should deduct the scholarship amount from the tuition paid (which is what I assume since the scholarship is not tuition money I paid but it's not taxable either) so it seems to me the program is a bit lacking in some areas. Still, much easier than sitting down with a tax book and paper form and trying to figure out what to do. My issue has come now that I want to efile to get my refund. I go through the steps and when I get to efile, it tells me I have to wait for a New York state update. Yesterday (February 4), I had a message that the update would be available "on or before February 5." At that point it stopped and wouldn't let me proceed. Ok, fine, I'll wait a day. I go in today to efile, and now I get a message saying the update will be available "on or before February 6." What? It's before February 6, and why does the date keep changing? It also tells me there will be a federal update on February 14. So I have to wait until then to file my return???? I tried calling their customer service number but gave up after twenty minutes on hold. I did get a message that the IRS was having technical issues with some forms (of course the education forms I'm using are part of that, my luck) and that returns using those forms would not be processed until March. However, the H&R Block program said that I could still efile and it would be held in queue until the IRS was ready to process those returns. So, the IRS gets to hold on to my money for a month and doesn't have to pay me interest while if I owe them I have to pay them interest from the beginning of the year. Not fair, but the only job of the IRS is to take advantage of tax payers. Anyway, I digress. This update issue is very annoying, and makes me think I may go back to TurboTax next year. I like to file as early as possible, typically February 1 when I have a refund coming, and even if I have to wait due to IRS issues at least I know I'm in the line. Now I have to keep remembering to check the updates every day in the hope of being able to get my return efiled so I can forget about it. So overall, it's not a bad program but these technical issues on both the IRS end and H&R Block's end are having me rethink my loyalty to this program. However, my wallet ultimately wins and seeing as how this program is about half of the cost of TurboTax, I may have to stick with it next year as well. Hopefully this little rant with information scattered in has helped you decide whether the program is worth it or not.
I haven't yet seen any new features or benefits to this version over Quicken 2013. I can't see a single thing to recommend this version over previous versions. On the other hand, this "upgrade" comes with the slew of bugs, new and old, and performance problems I've come to expect after the last few new releases of Quicken.