I feel qualified to commit on this tax software's qualities because of used everything out there over the years but following my use of H&R Block's offering I knew I'd found a winner. Excellent flow, help level, and navigation. Filing is easy and installs confidence. Next years tax season picks up all the needed data automatically. Excellence!; Ensures customer satisfaction!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I have used the tax software successfully for several years. But in 2022 (2021 taxes) I had an issue that the phone contacts said was software related and it was uncertain when there would be a fix. On the upside, I was able to contact a live person for the explanation but switched to another software to finish my taxes. I requested a refund but crickets.
I have used this product for years and it has always worked well for me and my family. I would highly recommend this product for anyone that wants to take control of their taxes.
Software does not prompt for HSA expenses paid Vs HSA deposit, I'm now in State pf Wisconsin Tax trouble and the Local Office, won;t provide any support
I’m pretty sure Charles Schwab is one of the larger brokerage companies in the USA, although somehow HR Block could not automatically import from Schwab even with updates past late March / early April which caused the need to manually type hundreds of stock trades. Seriously going to look into other tax software options next season!
Cons: Time consuming, Hard to prepare, Hard to import documents