I have been using the H&R software for over 8 years. If you have all of your paperwork together, H&R will get you through every form you need in an afternoon and sent to the IRS!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I could enter my information and seek explanations for what each line was asking for. Also, it is good to know that I can get help from an assistant if needed.
The process fill in the forms is clear and thorough. My only complaint, and it is serious is that there was/is a considerable disconnect between BLOCK and iMac software that make it a pain to download your updates, download the state version and then print the returns prior to e- filing. The lady who walked me through the printing issue saved the day. Please fix by next tax season.
I have been using H&R Block Deluxe to prepare my taxes since 2015. I am an accountant and know where the numbers should go on the schedules so I double checked my numbers before I filed my taxes. I’m only giving the software 3 stars because some wording they use is either wrong or hard to understand and there’s no customer support to call for clarification. Google is your best friend. What I found to be wrong is their definition of California source income which says any income from a California employer. In the world where we now work remotely, it is not the case. I looked up the definition of California source income and the franchise tax board website says you have to do work physically in California to pay California state income tax. So now I will have to amend my 2021 California tax returns since I believed H&R Block definition and included all income from a California employer in my taxes even though I worked remotely in Florida.
Believe you've misrepresented the tax help available with the software. Your rep refused to answer a tax question because they only could help with the program itself.