Liked the cost, really disliked the experience
I appreciated the lower cost and quick responses to emailed requests for help/clarification. However, the answers to my questions were often automated and unclear. For those who have an automatically rebalanced robo-advised account or who buy and sell stocks frequently, be aware that you will need to enter *every single* transaction as a separate 1099-B - very time-consuming! The instructions for this also aren't clear. I had to email twice for clarity. And other details were unclear too, like how to file as a nonresident of a state. I've used TurboTax in the past and really missed the ease of simply logging into my banks and brokerage through TurboTax and having information auto-populate. With Column Tax, be prepared to enter everything by hand. Not sure if I would use this again...
HI Vanessa - thank you so much for sharing your feedback and for filing with us last year. I've shared your comments with our team here - we're hard at work on making the experience better for our taxpayers ever year, including reducing the amount of manual entry for tax forms. Feel free to reach out for any questions you have in the future.