Solid tax software that could improve by providing more tax scenario questions. Also, NJ state software needs improvement as there are situations that are taxed in NJ but not Federal and some pages print with blurred/overlapping text
Been using this program for decades. So much better than an accountant. The interview process discerns the entries needed, relevant to you, while making sure you don't miss deductions and credits. Also keeps you from wasting time assembling records, such as medical, by letting you know the amount needed to affect your taxes. You can mark ballpark entries tentative to see it's impact before wasting time.
I miss the video overviews. The Help menu links are not always indexed to the specific section you are working on. The Traditional / Roth IRA contributions should suggest what is allowable based on your data, but requires you to plug numbers to see what's allowable through trial and error. Suggest a read-only review process so your entries can be reviewed without any chance of accidental changes. Electronic state filing fees are excessive.
H&B didn’t support my brokerage account. I had several thousand dollars in refund due to me. I couldn’t wait till end of March for their software update. I filed and after 3 months I still don’t have my refund. I have to now file an amended return. God knows when I would get my refund.
I have used this tax software for several years and found it to be accurate and easy to use. I especially like how tax Information from the prior year’s return is brought forward, saving a lot of time.
With taxes being a little confusing, H&R Block helps to explain what you need to submit. It also keeps up with the new tax laws and explains them and whether they affect you or not. They make tax time a lot easier and the nicest part is that they carry over a lot of the material from one year to another making it easier yet. If something is not submitted or entered correctly, they advise you before you submit your return to correct or add the entry. We pick up the software which includes the State return. They know all the tax information needed to submit both your State and Federal return accurately. It's a must at tax time and saves money and time.