I've been using H&R Block for years and I have recommended it to others and they were glad I did! There is one section that in my opinion needs a little work to make it a bit clearer. It is the 1099-Misc for Royalties. It took me too long to get through it and I'm still not sure I did it correctly. To me it was a bit confusing and it happens every year.
It has gotten too complicated in the last few years. I saw a friend use a competitor product and it was much easier to use. I think I'm switching next year.
Easy to use software but convenience fee to pay by credit card is pricey. The software does not appear to trap issues on the fly, but does go back before submission to alert the filer. Not all issues are clear to correct using just the software. I have used it for years more out of habit than investigating competitors. I hope this helps
Pls be more transparent whenever the price of the SW doesn’t include eFiling state returns. Such as in the product feature summary. Or you may hide it in the details. As long as it’s easily accessible at time of purchase.
Pros: Easy to prepare, Easy to import documents, Fast
Complete frustration!!!! Unable to e-file on 15th deadline no matter what I tried! The BACK & NEXT disappeared & kept saying I needed to finish before filing!! After hours of FRUSTRATION, had to give up last night! Unable to e-file even though I had the DELUXE PROGRAM. Unable to satisfy program to e-file even though I tried numerous times to no avail!!! The stress was INTENSE! NEXT YEAR WILL HAVE TO BE DIFFERENT!
Cons: Time consuming, Hard to prepare, Hard to import documents
First time users of H&R Block software. I have been using another companys software and had to transition to H&R. Little difficult for an older person but so are all that I have tried. I did not have any problems with the electronical filing process. This was smoother than I had experienced with the other companies. I will probably buy again next year.