I switched to Block a few years ago when Turbotax raised their prices. I find it as easy to use as Turbotax. Both have some annoyances. This year Block didn't tell me some override entries are not allowed until the final review (such as depreciation on form 4835, which I got around be adding a line for it under other expenses on the same form), causing some rework after I thought I was done. I've come to expect such things from any tax software and plan to continue using Block.
Better than I had thought it would be and cost goo
on April 20, 2020
Posted by: LyleF
from NY
Verified Purchase:Yes
Done what I needed it to do. Download stock/mutual fund transactions and incorporate them into my return - a biggie for me. At times, e.g. at the beginning when trying to upload my last years TT return into HRB - not as clear to me as it could have been. Worked really well and was able to finish and file my taxes in a short time.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
The program “randomly” asks for identification verification every year. You have to put all of your information from your driver’s license including issue date, etc in the program. But, apparently this is insufficient and you still have to call an H&R number, wait on the phone for forever, provide your entire social security number over the phone, and then answer ridiculous questions like who you know and which address have you previously lived at, etc to prove you are the individual filing. It is long, inappropriate, and frustrating! I won’t use H&R Block again in the future because this happens every year and I don’t believe asking for my full social security number over the phone is a safe business practice.