Won't link with past year's returns from the online version. Will not flag simple errors at federal level but will at State. Navigation is terrible, one edit causes you to click back through the entire process because it doesn't remember where you were. Has not improved in the 5+ years since I first used it.
Cons: Time consuming, Hard to prepare, Hard to import documents
I've used HRB to do federal and US taxes. I did have an issue on my state return this year. I had received 1099-R's because of an inheritance, entered all my data on the Fed return. When i started the state return it did not transfer the cost of the annuity accounts, and had me owing thousands to the state. Fortunately it was easy enough to fix, and I knew it was wrong right away, but I have to think that most people wouldn't notice this. Nor did the HRB software warn or prompt that this needed to be done.
And for me, this is such a one-off situation, so i don't know if this is a long-standing bug or issue, or by design somehow. But at least let the user know to pay attention to this.
Block’s software is easy to use. It guides you through the return and offers a couple different ways to get any questions answered. I’ve used it happily for years because I know if there is ever an audit, Block will be there to help me through.
Not always easy to navigate to different srctions. Explanation of some tax credits could be better. If I've used it for years why can't it look at previously filed taxes to know if i took the credit before.