Jim, just a few other items that would be a benefit to PTO:

• calculator - it should be available and allow the result to be entered into the field in PTO
• 1095A - after entering TP, SP and dependents in the info section, you need to now enter that data again on this page rather than simply selecting from a pull-down menu
• additional comparative forms - I review returns with clients by using the 2-year comparisons.  it would be helpful if these were also available for Schedules C, E & F by business/location.
  • I believe these schedules exist in ProSeries

thanks,

Steve Mankowski