A solid consumer tax-prep software that I have been using for many years. It's easy to use and can handle most things individual investors are likely to come across, including investments.
Pros: Easy to prepare, Easy to import documents, Fast
Everything was covered far as I know. I'll always be annoyed by having to buy software or pay someone to do a tax return but long as that's the case and Block doesn't jack up the price, I'll stay with them.
Easy to use to file your taxes, especially if you use it every year. There is help and descriptions at every step. I’ve been using it for about 10 years and I’ve never had a problem completing the return and submitting an e-file. I also use the state version with no problem. All for a fair price.
Have been using the software for 15 years a it continues to be both easy to use and has remained current with IRS rules and regukations. I just discovered that it includes an aid in the completion of our School District Taxes.
Couldn't finalize my return due missing information regarding insurance. I inputted the information, made the payment, and the return was accepted. A couple weeks later I received a letter saying the amount paid was incorrect. There was no difference in the "calculations" the IRS made vs the program. The program incorrectly calculated the amount due by a few thousand. Luckily the guarantee will pay the late fee and interest. But the amount of time and money to get that back isn't worth the effort. Definitely the first and last time I'm using a program to do my own taxes.
Was much easier than calculating the taxes BY HAND. Printing out the forms was a little difficult when came to printing out the Stock Sales on the "8949's.
I download my investments directly to my federal tax form. The H&R software did not detect that one of my investment companies had made an improper Roth contribution . So my federal tax form was incorrectly submitted and now I am required to refile a corrected tax form for 2021. The software should be programed to flag a contribution that exceeds what is legally allow. NOT HAPPY