I have been using this SW for years for the most part It's pretty easy but I find the help topics a little thin. This year I made a mistake and mixed up my stimulus reporting amounts which caused Me to get an economic recovery credit payment which I should not get. The IRS says they will fix that for me with no repercussions. The HR SW had all the information necessary to catch and flag that mistake but it did not (SW Bug). Over all I have been satisfied with HR Block SW over the years I have been using it.
It does what it's supposed to do and makes it easy since it imports previous year's data as a guide for what needs to be filled in. Easy to get help if needed but don't need help most of the time. Great product for the IRS and my state taxes.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Make sure you Mac version is compatible. This was a huge pain for me to upgrade my Mac. And I was unable to download the State software that I paid for.
This is the second year I have had trouble loading the program on my desktop computer running Win 10 Pro. The original program ran fine, but when I went to update it, it would not install. It ran fine on my laptop, but not on my computer. Contacted support, who tried, but got cut off and they never called me back. I didn't have time to call them. Still not sure where the problem was...
Not very user-friendly, and could be doing a lot better (such as noticing the imported return was an amended one). Support wasn't helpful. If the software is rounding up/down numbers, should be able to be decide whether to include the relevant forms.
Good tax software but it has at least one Bug in PA State Return. If you have trust income that is interest and dividends, the HRB software reports that income in Dividends and Interest. So far so good. But in PA, you are supposed to fill out PA Trust forms as part of your return. If you do that, HRB reports that trust income, even though it has already reported it, as ADDITIONAL INCOME, in point of fact double reporting that income. I have commented on this for the past 4 years in reviews and no action has been taken to repair this problem. The software should just fill in the PA Trust forms from the Federal ones and NOT report interest and dividend income twice.