Hi All:

Sorry if I'm not contributing much here. I'd just like to state that I've officially concluded that the Lacerte tax planner is mediocre at best and "as weak as bus stop chili" at worst.  So, I know that the Ultratax planner runs circles around the Lacerte one. I'd bet the BNA tax planner is superior as well. 

In my opinion, the Intuit team has barely spent time/effort to update and add any significant improvements / upgrades to the Lacerte planner. I really wish that Intuit would be honest - here's what they should tell customers: 

" We are throwing in the planner for free with tax software. We aren't giving you any extra value- just a piece of #$@&% software that probably won't work for more than 1/2 of your clients.   But our sales magicians  will make this neglected, antiquated, and mediocre planner look like such a huge add on benefit !  We turn lemons into lemonade !