Yes, I would recommend this to others. It's easy to use. It's full of extra information that answered questions I had. And my refund has already come in.
Pros: Easy to prepare, Easy to import documents, Fast
The automatic review of the return shouldn't repeatedly warn about option positions whose dates of sale precede their dates of acquisition, viz. short sales (option writing) need better processing. Due to shortcomings on the brokers' part, it WOULD be helpful for HR Block software to warn about any investment whose sales and acquisition dates are the same (I sometimes have to correct those by hand).
Payment for state that was suppose to be included.
on May 24, 2021
Posted by: Matuszewski
from IL
Verified Purchase:Yes
The software is great the ONLY problem I have is I was suppose to get (1) Illinois Taxes submitted as part of the package but when I submitted it we were charged which I think should be refunded back to us.
I used this software for years but this year I had a few odd tax issues and the software was not able to assist me in determining what to do. I ended up calling a tax accountant and together we were able to complete my taxes using the software.