My experience with the H & R Block Tax Program thi
on March 15, 2020
Posted by: LT in IN
Verified Purchase:Yes
I generally liked the program. The only problem I had was guessing what to do with QCD charitable disbursements from my retirement accounts. There was no place to input the QCD amount or any reference to QCD in the help for the program.
I have used this for last 5 tax years. Very easy tax software to use. Interview questions are easy to follow. Also, imports prior tax information so easier to complete the following year. Cheaper than Turbo Tax, but just as effective.
I have used HR Block tax software for the past seven years or so. I like it because it is simple to use and fairly quick. I e-file, which gets me my refund much quicker than sending in paperwork and waiting for a check. Very happy with this product.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Interview questions for Vermont State Tax had no way to enter deductions for U.S. Obligations. Had I not got this and manually entered this on the form itself I would have lost a sizable deduction I was entitled to. Furthermore, there was a error in the error checking of 1099-Div forms where it stated the form could not be valid even though it was downloaded directly from the Financial institution and absolutely accurate. This was corrected finally by a software update done in early March.
Good calculations. Trust it. Want Print Button on EACH page. Better word help search...took forever to find simple answer, without taking bait for pay-extra to get answer. Also, not right to pay extra for State e-file if buy Fed w/ State software.
It went smoothly as always, except at one point near the end it asked me to input amounts that were to appear in boxes 5d and 5e from the previous year's return. I never did find them, but did calculations and input numbers. The system took it' so i hope my return doesn't get rejected.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast