Required me to allocate capital gains income to myself and wife separately on state (Iowa) forms. This was already done on the federal return, had to enter it manually on state.
Overall design of HR Block software is excellent. However, I experienced aborts at 3 or 4 places when simply clicking an option. After restarting the software, the program repeatedly bombed at the same point. Sometimes rebooting the computer helped, but usually I had to figure out a workaround to continue. Very frustrating - seriously considering Turbo Tax. (iMac [Intel] with latest OS.) Was also frustrated by softwares insistence that the data be saved in the Documents folder. A return stored in the path I've used for a decade seemed to be inaccessible to the Block software.
Odd thing happened this year for the first time ever. There are normally several program updates from Jan thru April of the product (Not their fault, blame Congress for late changes during Christmas Tree bill season). The last update in March or first update in April (before April 10) caused a loss of supplemental income data (retirement income) and some itemized data. I had to re-input that data. Despite that I still recommend the product over Turbotax. Because of this, I downgraded the overall rating of the product to 2 stars from 4. The program should NOT drop previously saved data ! I did NOT test the import of stock transactions this year but in the past, it has been somewhat difficult. And you have to verify each record imported (very time consuming). Better to present a scrollable list to print out or save a file to do that for manual checking. That said, they do let you lump transactions together to reduce this (because the IRS allows it). I hope that is improved for next year.
Inaccurate . Required year of starting ROTH IRA but I have never had a ROTH IRA but could not bypass the question to electronically file so I had to manually print form and mail in.
I bought deluxe state to do Virginia. When I go to start the state it says I must first update the FEDERAL program first, which I did, then I updated the state program, which now says the upgrade patch cannot be installed maybe because of a different version of the program. Both updates were downloaded today. So I cannot file my state return. I think I should get a refund.
I started using this product several years age, and am really glad I did. It is complete and covers all topics. It answers questions and has all the forms. I would recommend it.
Pros: Easy to prepare, Easy to import documents, Fast