For investors, homeowners, and self-employed filers with more complex tax issues, this fits the bill – but be sure to update the software when prompted to keep up with tax updates.
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.
Very accurate tax preparation software. However, filers with complex tax situations, such as investors, may want to opt for Premium.
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.
A good choice if you have uncomplicated taxes and want to make the most of your money and time.
Easy, straightforward, and affordable. Ideal for basic taxes and optimizing up to 350 deductions. Allows importing of last year's taxes, 1099, and W-2 forms, even from other popular tax software. Includes a Schedule A that makes itemizing easy.
Not ideal for handling more complicated reporting, such as mortgage interest, Earned Income Credit, and Schedule Cs. Doesn't do state taxes.
Provides fairly clear guidance for individuals with complex tax situations, and for businesses from LLCs to S corporations, but can have some compatibility issues with printers.
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.
An easy-to-use option for filers who have fairly basic returns plus some investments and charitable deductions. However, not suitable for reporting self-employment earnings.
A good choice for investors and owners of rental properties, as it handles Schedules D and E. Easy to import previous year's taxes. Available online or by download. Excellent customer support.
Add-ons throughout the filing process and for per-state add up quickly.
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