The software organized my data, prepared all the needed supporting forms, and allowed electronic submission and electronic input of investment data from my broker (Schwab). I had to manually input some investment data (bond amortization & discount) which did not flow smoothly into the state return. The on-line support was good and I talked to real people (good). The remedy to my investment issue required more manual interaction and override for the state form than was ideal. The on-line support agreed that the software would need to be fixed in order to resolve my issue but ultimately agreed that in the time frame we had, that the manual resolution I came up with was the best course of action. It was a little tricky to find the right place to add my state estimated tax payments (inside the itemized deduction interview) and avoid the underpayment penalty when I was getting a refund (yes, the baffling conclusion was that I had both UNDERPAID my state tax and was getting a REFUND!)
I've been using H&R Block Deluxe Software for several years now. This year seemed to be the most difficult to get through. Why in the heck do you need to make it more difficult? It is stressful enough! If it is difficult next time, I may switch.
But every year it seems to get more difficult to use. It's hard for me to locate the exemptions. And trying to use the help feature isn't much help. I used to like it a lot, but at 72 I just don't feel like wrestling with it any more.
I have been doing taxes by software since they invented the category. While the #2 vendor, who gets out marketed, it is a solid product with good multi-state support.
Can share with another family member. Only drawback was there was no form for the Missouri, I think it was called TOC or something similar; therefore i had to print and sent in the missouri return. hope the form is available next year.
We’ve been using H&R Block for several years. It’s easy to use, always reliable, and help is always available. We use it on our MacBook. Great program!