I personally have found this software to be the best for my tax filing needs. Have used it for years, and the software program continues to improve each year, it seems to me, with this year's (2022 filing season) being the best/easiest yet in terms of keeping--and importantly, saving to USB--continued records for next year's purposes. I like the prompts along the way as reminders about various deductions, etc, too, since my filings are relatively complicated. I appreciate this year's improved e-filing options for both fed and state with its e-confirmation receipts as well. This year's filing went very well. I hope 2023 is equally easy--and dare I say, fun(?) to file. It's great when things work well!
As a long time user of HRBLOCK TAX SOFTWARE I found this year's product not as good as previous years. The messaging wasn't as clear as it should have been in a number of cases. I was troubled with a Data Verification that came up on the final check before transmitting the returns. It wanted me to edit the line 12 so it could determine if the state refund from 2021 was taxable. Line 12 wanted the itemized tax deduction value used even though I used the standard deduction in the return. It didn't tell me what to do with the value, it didn't accept "0". After trying unsuccessfully a number of times, I just closed the window , and hope for the best!
Inadequate treatment of a house sale by one spouse after the death and step up of the other. Errors in the documents required for a deceased taxpayer in CO.
I have used H&R Block tax software exclusively for more than twenty years for preparing my tax returns. The installation of program was much easier until two years ago when they issued the program in disc form. Last two years I had to call for help with proper functioning of the software. Once it was done it worked well. The program is cheaper than TurboTax and works as well.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast