Had to wait until 3/25/2022 before I could import data from Schwab same problem did not exist with Turbo tax. This is the 2nd year in a row won’t be a user of your product next year
Except for issue with Schwab imports being delayed (Schwab issue), this is an easy way to complete Federal Income Tax filing. I haven't ever had an audit due to HR Block SW, I did have to prove I was required to pay alimony though(???).
after spending hours filling in forms, the software updated and would no longer save forms. I spent over 2 hours on the phone, got shuffled to four different people , none of whom helped, but kept trying to connect me to someone else. I finally had to log in to my account and start all over again. When my fed return was rejected the instructions were poor. I corrected the form and inadvertently resent the state form and got charged an additional 20 dollars
Cons: Time consuming, Hard to prepare, Hard to import documents
It would have been helpful to include a section about what changed in the HR Block software from 2020. It would have saved a lot of time for me. I have used HR Block software for many years, and this software was the most time consuming ever. It's usually very simple and straightforward.
I've been using the Deluxe version for years based on my need. It does a pretty good job of guiding you through the various topics. I do have two negative comments: (1) You can print the submission ID (which indicates the agency has accepted your return) for the Federal but does not print it out for the state (NYS). (2) I cannot find anyplace on their web site to provide detailed feedback on their product. There is supposed to be a chat function, but I saw no way to initiate it.