Not bad, could use a little work on printing forms and estimating next years taxes. You need to let me tell you what income I want the software to estimate taxes on and than enable me to print quarterly vouchers with the estimate I want to send. I feel like I struggle to exclude the income I pay taxes on during the year, like a Roth Conversion, or Social Security tax withholding, and then have great difficulty getting the quarterly vouchers to print with the amount I want to pay. In the end, I usually throw away the vouchers from the software, use the blank vouchers provided by the IRS, and maintain the records of payment on a piece of note paper. I realize it it difficult to hit a moving target, but it is nearly impossible to predict the future exactly, and changes need to be made as you go.
As for printing forms, the 2020 tax software would sometimes print form 1040 on 2 pages, and sometimes print them on three pages. makes it very hard when printing multiple forms, front and back of a sheet of paper when sometime it works and sometimes it mixes the third page of a form with the first page of another form.
Overall, the tax software seems to do a great job collecting the data and calculating the proper taxes for the year. Just some minor printing and future planning issues away from a great software product.
I've been very pleased with the tax software from H&R Block the last several years. It makes claiming and itemizing the various expenses for my rental property much easier to go through helps keep them in an organized manner.
Decent, but caused an audit and penalties from IRS
on June 11, 2022
Posted by: Anonymous
from San Francisco, CA
Verified Purchase:Yes
The software seems mostly user friendly, but it handled my mortgage interest wrong which led to an audit and penalties from the IRS for my 2020 returns. I eagle eyed that section for 2021, but still had to go out to the IRS website to get the details right. The H&R Block software still would have led me astray on my mortgage interest deductions. Sad that I need to know the tax laws enough to accommodate the software that is meant to accommodate me.
Download version Fed and State: Easy to install, imports data from previous year, helpful hints throughout, e-file or print to mail. Have been using H&R for years and will continue to do so. Highly recommended.
I have used the H&R Block program for many years and the program has not failed me.. Yes, I recommend this program for persons whom don't want to save their info in on-line programs and like to Save it on their computers..
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast