Includes federal and 1 state filing. Guides users through Schedule C and Schedule A form filing. Installs without a problem. Has an intuitive, easy-to-use interface.
May not include forms needed for more complex situations. Multi-owner businesses will need a business-specific tax prep program. Customer support can be hard to reach.
Includes all of the forms needed to file an individual federal tax return. Includes Schedule C. Users can easily pull up a form during the interview process to double check figures. Doesn’t pester users with upsell offers.
Federal e-file costs extra. Lacks some of the in-depth explanations of certain tax rules provided in more expensive versions like Deluxe.
Easy to install and configure. Automatically downloads W-2s and 1099s from many companies. Can import previous year’s data from other tax prep brands like TurboTax. Generally up to date on 2017 tax rules.
Many buyers are unaware that Deluxe comes in 2 versions: either with 1 state package included or federal only. Check the specs closely. Software updates can be slow and may glitch, requiring repeat downloads. Investors or those with more complex tax situations may be frustrated.
Quickly installs and updates with few or no problems. Guides filers through tricky tax matters like starting a new business, buying a home and more.
Some state exemptions and rules may be missing from non-updated software. Business tax prep interface isn’t as intuitive as the personal tax prep software. Importing data from other financial software may be problematic. Issues with printer compatibility.
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