I have used TurboTax products for over twenty years. Most of this program is like what I was used to and generally straight forward. Overall, reasonably satisfied with the product. Therefore, I recommend going to a NYS website, for instance, and scanning all the credits which are summarized early on in the instructions to see if you they apply to you. Please be aware that the software will not alert you to every credit that may apply to you. I noticed others who had similar issues regarding attaching an election or statement to a return. That means that the state return has to printed and mailed, rather than efiled. For example, I needed a NYS form for an Other Credit which was not supported by TurboTax the software directed me to the state tax website to fill-out the form but did not allow attaching it to the return.
#TURBOTAX 2016 HOME AND BUSINESS MAC PDF#
It would be useful to have a feature of adding a PDF attachment to the return which could be done with the prior year version but not 2015 (unless they update it).
While easy to use, understandably, it is not all-encompassing. Additionally, although not intended for professionals, if you do a limited number of returns, it's beneficial, for you don't have to sign of as a paid preparer.
The Home & Business software is a very good product, at a low cost, for those who have an ownership interest in a business, receive a K-1 or are independent contractors for it covers most of the tax situations that would apply.
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