Program is good for basic tax returns. Anything a little different and the program wants you to figure out what to do. It doesn’t support stocks of public partnerships. I’ve been using the program for over 15 years so know it’s strengths and limitations.
After completing fed return, the software would not accept my code for e-filing. Called customer service and was advised that I would get a call within 15-30minutes. Call happened and rep fixed the code problem immediately. Great person and very helpful!
Navigation is clumsy and insufficient, worksheets are scarce and nearly useless (with a persistent error), printing formats are awful (using Mac and Firefox), multiple tries at importing documents curious and frustrating, and on and on. H&R Block was less expensive than TurboTax but far less in features and intuitiveness. Never again.
Cons: Time consuming, Hard to prepare, Hard to import documents
Almost 20 year user of H&R Block tax software. Very disappointed this year. It took three times (and almost a month after all said and done) for the govt. to accept my return because (paraphrasing H&R Block) "we're experiencing problems with our e-file system, update the software on X date, and re-file." As a Mac user, I'm also not pleased with the built-in update feature. Sometimes it works, sometimes it doesn't. When it doesn't work, I am forced to go to the H&R Block help center, search for the page where updates can be downloaded, and install the update outside the actual software. This has happened for two-years in a row. The icing on the cake for me this year was that when I bought the deluxe + state + file software, the state software package did not install (instead it kept asking me to "buy" the state software). This required help-desk interaction and provision of a download link by the help-desk after verifying that I indeed had originally purchased the state software. I think next year that I'll give TurboTax a try again.
H&R Block's tax preparation software makes many tasks easier than TurboTax (whose interface has not been updated in years). Importing my 1099 forms from Fidelity and Vanguard was a breeze and did not require me to enter my credentials, which greatly increases my sense of security.
I do wish that H&R's handling of 1099-Q and 1099-R forms was easier. (I should not need to calculate the taxable portion manually when H&R could do it easily.) Computing "foreign tax paid" on Form 1116 is also unnecessarily manual and difficult.