I've been using H&R Block software for more than 10 years. I am used to the format which doesn't change much year to year. It mostly makes sense, but occasionally I have to guess a bit in how to handle a particular situation. Also, the program ALWAYS seems to make you check to see if your return has been accepted as soon as you submit it. There should be a "Continue" button that allows you to move on seamlessly. This year there seemed to be more software updates than usual. I suspect that that is caused by the IRS rather than HRB.
Had difficulty importing all my data from the prior year's PDF version, other than that the product was good, not excellent. There were several areas where it needs to improve as I tried to import both mine and my wife's IRA information via the automatic connection but it failed to allow me to successfully login into her account, however my account worked perfectly. Apparently. H &R did not allow for two distinct logins and passwords for the same financial institution.
After utilizing my five free electronic submissions I was unable to pay for additional electronic tax return submissions. This also happened with the 2022 software, Thus I was forced to submit paper retkurns.
Pros: Easy to prepare
I would recommend this to a friend!
Response from HRBlockBy H&R Block Social Media Department, May 16, 2024
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