Im Never using this again. Worst prep anf I need to hire someone to redo it all and also there are really simplistic bugs in the software that causes it to crash all the time
This was my first time using H&R Block's tax software. I've been a TurboTax user for almost twenty years and had no reason to change. I use Macs. I should note here that I had used the TurboTax software with both Windows and Mac operating systems and never had any issues with either one. However, the 2020 tax year changed that fact. I was unable to create or print a copy of my tax returns with TT on my Mac, and that was/is a huge problem. I tried using the software again at the start of the 2021 tax season, but the issue had not been fixed. So, upon recommendation from a friend I bought and used H&R Block's product. It essentially works similar to TT and got the job done--and, I was successfully able to print my returns. So, why the 4/5 stars? Two reasons: The UI (user interface) for the H&R Block program looks and feels a bit outdated, so the experience feels a bit less premium compared to TT. The second reason is that I had to print both the federal and the state returns as separate files. The TT software printed both the federal and state as one return, and the with a better looking and organized report. Will I use it again. Yes, because it got the job done and works well enough. If H&R Block cares enough to update their UI and print formatting aesthetics, then I'll gladly give a 5/5.
I am a retired CFO, and have been using this software for over 10 years to prepare and file personal returns for myself and others. The Deluxe version handles everything that I need very easily with its step by step question & answer format. I am able to automatically upload investment transactions from various institutions to avoid time consuming manual entry. Great product.
Pros: Easy to prepare, Maximizes refund, Easy to import documents