The H&R Block Deluxe (with State) software makes it easy to navigate new tax law changes and to determine whether to itemize or take the standard deduction. I have multiple financial accounts as well as a business partnership and so any help with filing taxes saves me a tremendous amount of time and allows me to file my own taxes without an accountant.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I have used this product for years and am very satisfied. It's easy to use and guides me through the return. In the past, the downloading of my income from outside sources (Vanguard, eg) never really worked. This year it was perfect and saved me a lot of time
Pros: Easy to prepare, Easy to import documents, Fast
The 2020 software failed to carry over a long term capital loss. I did not discover this until preparing the 2021 return. This required filing a paper amended 2020 return and a delay in filing 202I.I still don’t know whether the IRS has received the 2020 amendment as there are tremendous delays in the IRS even opening mailed in documents. I fear being subjected to audit and penalties. Next year I am using a tax accountant.
I have been using H&R Block software since 2011 and it has always been a successful and relatively stress free experience. No real complaints and the price is very reasonable.