Capital gains entries are limited to under $10 million so have to break entries into multiple entries which is time consuming. Please expand these fields so there are no limits
Confusing when it comes to inherited IRA - "Did you inherit this IRA?" well do I answer yes this tax year and all tax years thereafter? Once inherited it rolled over to my account, so I'm guessing yes to the year I inherited it and no to all other years. The HELP was not so helpful. Also, it kept complaining that the interview was not complete and required an update that is not available as of 2/3/2024 - not ideal.
Better this year re: Inherited IRA (death) tax exclusion. This has forced me to paper file last year on your software. In previous years it was worse. This is not a moving target with the IRS, it's not been revised like many other tax issues. This year there were pertinent questions that were not present previously. Keep improving and I be happy. Printing issue: this is major. When I complete my taxes, before filing, I want to print the 1040 only, and not all the Schedules for my review. Your software hi-jacks my printer and will not let me print what I want. More printing variety is required. Why have a good product that you cannot print individual pieces? It really needs improvement.
I've used H&R Block Deluxe software for several years and found it to be accurate. I especially liked the Verification feature because it makes sure you dot all the i's and cross all the t's.
I've been using H&R Block for several years and it saves time. Once you have all the input data, it's fairly easy to file your taxes. The state filing is just as easy if not easier.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast