Update function fails constantly. State would not install citing not paid for and asking for more money (more than I had paid for the dual package!). And, lastly, the state calculation was off. I ultimately file my taxes for free on the State website and use the software as a double check. The state gave me $5 more than the software. I had already submitted my Federal. A tax friend will now be double checking both returns after tax season as a favor to verify the math...now that it is suspect.
My family and I have been using this H & R tax software for years now and absolutely love it. It is so user-friendly. When you make a mistake, it not only lets you know, but walks you through how to correct it. You can purchase this product and have complete confidence that it includes the latest tax law updates and can assist you in preparing your own return in the comfort of your own home.
Pros: Easy to prepare, Easy to import documents, Fast
Reliable software presented in a logical order. I've been self preparing for decades, so understand the basic flow of a return. I used Kiplinger's Tax Cut in the past, and paper forms before that.
Federal efile blocked by "Unrecognized Activation Code Error." Customer Service solved by assigning new activatioin code. Longstanding problem on NJ return with respect to Trust Income, which must be reported as "Other Income". But it is carried over from the federal return in other locations, causing double-counting of this income, which can only be corrected by overriding the carryover amounts. The overrides prevent e-filing and necessitate inconvenient ppaper filing.
This program works well but I need a program that can accommodate more than one state. Additional state only programs that don’t sync with the fed + state program (and therefore requiring a reentry of all fed information) are not helpful. Block apparently doesn’t have such a product.
Overall the tax preparation is great, however for some reason the 2022 version is difficult to print. The pages are huge and cutoff most of the right side of the forms. Tried numerous printers but problem persisted.