Have used H&R Block Deluxe Fed + State for years with great success. Previously used other programs, but H&R Block is most complete for the money. Less expensive than comparable programs.
Only concern with 2022 federal program is section on Required Minimum Distribution, which does not allow you to uncheck the item saying you underpaid the RMD, the requires you go into further questions as if you underpaid it. Confusing, and possible area for unintentional errors
Otherwise both state and federal very easy to use. I especially like the way state program (Oregon) carries over info from Federal entries.
Pros: Easy to prepare, Easy to import documents, Fast
Compares very well with TaxAct (an app I had been using for 10 years) My only problem was accessing online stock trade information. I ended up entering all the trades manually
It’s hard to use and has strange order of steps. The biggest issue is that it will not work properly for persons in a domestic partnership. It requires extra manipulation of data to work for that purpose. Also, it asks questions that it states it will explain more thoroughly later in the process, but never does.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare
Straight forward, clear and efficient. I’ve been using this for years. Not sure if there is a huge difference between various tax software but I find no reason to change. Interview process easy to follow and help is pretty solid
This year I encountered two problems, one a repeat issue and the other one new. In years past using this program I've had issues dealing with a K-1 that reports quite a few details. The program fails to deal with all the entries, so I have to force them into place according to IRS instructions and the partnership's instructions.
The major new issuer is this: In 2022 I worked as a contractor, and I received a 1099-NEC. Unfortunately, the total reported in the 1099-NEC included both wages and mileage reimbursement. The program would not allow me to split the total according to what was actually paid to me. The program's approach made me overstate the wages (costing me more in taxes) and understate the mileage reimbursement.
Cons: Doesn't maximize refund, Hard to import documents