We don't have complicated investments--all with one company. But the tax forms are complicated. The ability to download the data directly from the company insures ease and accuracy.
Pros: Easy to prepare, Easy to import documents, Fast
Used your program in the past and found it easy to use. It’s also less expensive than Turbo Tax. It could be improved by adding a feature of providing estimated tax vouchers for ensuing year plus a summary.
I've used HR Block tax software since the days it was sponsored by Kiplinger's as "Tax Cut". This past tax season I was a bit perplexed when it came to calculating the potential tax penalty tied to my sister's return. Clearly she was under withheld...a clear mistake on her part however the software didn't make any query tied to doing a calculation so we submitted without such assuming the IRS would bill her if in fact the penalty applied.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
Easy to follow download, never had difficult time understanding any input, intuitive, easy to switch between topics, asks all the right questions. I actually somewhat enjoy doing my taxes as I know H&R will make sure it is done right, the first time.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I have used H&R Block's tax software for many years. I started using it after TurboTax tried to reduce the features on their product while keeping the same price. It was deceptive. My issue this year is that it needs to tell you upfront about having to pay an additional service charge if you owe the IRS.