I have been using H&R software for years. The question/answer approach makes filling out tax forms easy. All info from current year is saved for future years.
Pros: Easy to prepare, Easy to import documents, Fast
I've used this program for years. I like that it imports last year's info, and even imports tax statements from my broker. But this year IRS rejected my return, because of a problem with Block's software. A fix is coming in a few days, and I'll try again. Otherwise, the program was easy to use.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Easy to use interview process and imports last year's HRB tax return. Lets you know when next update is due and what it's for. So we were able to file as early as possible. And it's accurate, unlike another vendors product used (many) years ago where we had to refile our federal return.
Pros: Easy to prepare, Easy to import documents, Fast
1. I got two mail adds and never could get the price advertised! 2. I have used your tax program for many years and found this harder to use then the past. 3. Hate the adds!
I had a significant problem that took me hours to solve. I imported data from 1099-R forms for myself and my husband. Both were traditional IRAs comprising deductible contributions and had $0 basis. Both IRAs had RMDs. I made QCDs with part of my RMD. The rest of the RMD should be taxable. When I went through the software interview process, a message told me that the remainder of the distribution was taxable (as expected). However, the software automatically created Form 8606 for my distribution and calculated that I had $0 tax liability for the remainder of the distribution. I checked my entries in the interview many times, and I found no error in my entries. After hours of checking, I finally manually deleted Form 8606. This fixed the problem. The software correctly calculated tax on the non-QCD portion of my distribution. This issue reduced my confidence in H&R Block tax preparation. Not sure if I will use your software next year.
This software takes you through tax preparation and answers questions along the way. It helps me through all my tax needs. I would highly recommend using this software. I’ve been using H&R Block software for 20+ years.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast