A:AnswerIt can import tax records but only if this companies allow it to be done thru the system is my understanding. It will do W2's too as long as the company allows it to be imported. You could probably go to their website and ask the question for your financial recording company.
A:AnswerI think technically it will. Just input married and finish it DO NOT FILE, copy the amount for refund then back out and change the status and see what the difference is. You can go back and change anything as many times as you like as long as you don't hit submit/file.
A:AnswerWhen you buy the software, state and federal is included. The first state e-file is no charge because you bought the software. However, if you choose to file taxes for others there will be a fee for state.
A:AnswerYes. I have done this for both federal and state. I only file electronically with federal if I'm getting a refund because I don't want to pay credit card fees. I always print and send for state because I don't want to pay state fees. The software gives you a nice checklist for what to print and what to send.
A:AnswerYes, generally speaking our software will import your prior year tax data (capital loss carryforwards, basis of depreciable assets, installment sale amounts, etc...).
A:AnswerI know it will cover your mortgage. I would buy the deluxe. It has an option to upgrade to premium if needed. They also have the best tech support out there.
