The downloadable software is fine for very basic tax filings, but if you have anything more complicated, it's far more worth it to go with TurboTax or an in person accountant. H&R Block hasn't figured out summary views for investments, easy views for filing changes from year to year, or multi-state e-filing. The latter meaning you'll need to have a printer, envelopes, and stamps to file in 2020 for software that promised e-filing.
I found it easy to use. It walks you through each issue and asks enough questions to give confidence that the finished return is completed correctly and any deductions or credits will be found and applied.
The state filing instructions say to print out a 'Schedule 1' and attach to the rest of the forms. There is no Schedule 1 in the list of forms. I stumbled upon it by accident and found it was one of several forms in a group. Just a little irritating when you procrastinate and then are trying to file by the deadline.
Software works. Does the job it is required to do.
on May 15, 2020
Posted by: GBTC
from Texas
Verified Purchase:Yes
Fairly easy to follow. Doesn't print as easily as I would like nor does it save to pdf as easily as I like. I would also prefer an easier way to see all content without having to select different modes and then select different selectors within those modes. The user interface is clunky at best. But, the software does a good job calculating and figuring taxes, which is what it is meant to do.
Don’t buy this. The software missed a mistake until after it prompted me to file. Then my return was rejected twice. Now I have to print and file by mail.