Excellent product and very well priced. Was able to process retirement, regular and capital gains income without additional upgrades or charges. Also was able to enter partnership income without upgrading.
The questions were clear and easy to understand. I completed my own forms, my daughter’s and granddaughter’s each with different circumstances. The program took me through each phase. I have recommended H&R Block to friends and family.
It was unclear about the stimulus payment so I claimed it and got smacked by the IRS. Also it did not guide me about posting an IRA charitable withdrawal. So I am thinking i won't be back I had issues last year too.
I've been using H&R Block tax prep software since the late 90's when it was called TaxCut. I've always found it useful, and fairly easy to use. My situation has changes several times in this period, but the interview questions covered every situation. I oce itemized deductions during a year with several large purchases, and found it quite simple (it was keeping and finding receipts that was hard!) - - but it's also easy to choose whether to itemize or take the standard deduction (nearly always the best option for most folks). I got married, and my wife had been paying a tax preparer, so it was good to show her I could do it all myself and save us money. We've had our situation changed a few times with kids in college and bouts of unemployment, self employment and retiring. The software always comes through with the right questions. Year after year you pass some questions by, but then comes the year you answer differently due to a life or financial situation change, and you can be assured that the software will ask the right question and take you down the right path to file properly. I've also had to get support at times. I've met with H&R Block professionals who helped me and did not charge me. I can't say I always get the least tax bill because sometimes the IRS informs me I made an error, credits me and lowers my bill - - leaving me wondering how it was I did not (or the software did not) catch this - - but all-in-all I'm satisfied. Some software companies or web sites promise you the maximum tax return, but a you should never get a return if you're smart: you want to pay, but as little as possible. Ideally, your bill would be zero. If your tax situation can be handled by some free web site, then you do not need this software. However, when you do, and you are ready to learn about how to save yourself time and money each year, this package is a good place to start.