I've been doing my taxes on the computer since 1999. I first use Turbotax, which was fine but after some years became more complicated and cumbersome so I switched to Block at the suggestion of my daughter, a CPA. I have been pretty happy with Block but I find the same thing is happening with Block that happened with Turbotax. As time goes on the software does not improve, rather it gets worse. The 2020 version is decidedly less user friendly than the 2019 version in my opinion. Further, I believe that I have found an error, or a shortcoming, in this years version which relates to the data transfer from the federal calculation to the Ohio state calculation. I would like to report this possible error sto Block but don't know how to do it. Perhaps you can tell me.
This is the most complete tax preparation package that is available. The interview is very complete and follows the requirements of the IRS and generally acceptable accounting principles.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Fairly easy to use on our MacOS. But we dock one star for minor inconveniences including "Tax Summary" window that is not big enough to contains all lines of information (IRS and CA), and that many forms fail to identify where their data comes from.
The software does a good job. Have used it annually for 25 years (except for a couple years where some complicated stuff led me to use a paid preparer). Chose it because it cost less than TurboTax (and I believe still does). A few criticisms are: In many ways the software hasn't really changed much in all that time - aside from the tax rules and calculations, which they've obviously kept up with. Also, sometimes in a state edition, they leave some complicated calculation up to you, which really sucks. Also, they really shouldn't put the SSN on printed pages that are not for filing (or give you an option to, in the unlikely event that you are working on multiple returns and can't keep papers organized).