This was the second year I used HRB tax preparation software. It performed well and helped me produce a fair and accurate tax return. It supported E-file and I got my refund without any hiccups in about 30 days. If you're experienced in self-preparing your tax return, this software a good choice. TurboTax's interview process seems a little more user friendly and conversational. The HRB software is the product of its author, a large professional tax preparation service provider that attempts to allow for most tax situations. I suspect the software is built on the foundation of HRB's tax preparer training (the folks working out of their storefronts).
A glitch in the federal return kicked out the state return. Since the federal went through after the glitch was fixed, we thought the state had been automatically re-submitted. Waiting on state refund---did some investigating---email not very adamant about having to pay again to send state return. All info was saved when I looked back on, so I don't understand the hold up with the program.
Will not run on Windows 7, must use Windows 10 or better (had to run on my wife's laptop the last 3 years). For the price point, it beats the heck out of other tax prep software available. Easily downloads information from previous years returns. Been using this for 10 years now and am still satisfied. Would get 5 stars if it still worked on Windows 7. Have to transfer tax files via PDF loaded onto a memory stick, to my main power computer.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
The federal return was clear and straight forward. My complaint is with the AZ State Form. The state allows for 5013c deductions but no state code exists for these charities. The form could not be electronically filed because of this and had to be mailed.Using the state provided form there is no such restriction. Also I would like to see assistance with calculating the amount of AZ dividend credit would be greatly appreciated.
The product is very thorough. It goes over everything so there’s no errors. I have used this product for years and the IRS has never contacted me about a mistake.