This is two consecutive years when I purchased H&R Block tax software and my federal return was rejected by the IRS. This is very disappointing and I will not be purchasing H&R Block tax software again.
We trusted H&R Block software for many years & will continue using it for its reliability & accuracy. However, noticing last year's AGI showed "0" we replaced it with the actual value & had the return rejected by IRS. 3 hours of research outside the program helped us solve the problem & discover a trick for e-filing the corrected return. Certainly your experts knew of this issue but omitted adequate instruction. Two additional sentences would have saved hours: 1) If you didn't file last year's taxes during the last calendar year, the IRS default for AGI is "0" & we recommend you not change it for this year's filing. And 2) To file a corrected return you must first clear the program's memory of the rejected e-file attempt, which is done by a dummy run for paper filing (don't mail it), followed by a "new" e-file selection. This worked & was accepted by IRS.
Works well if you have a straightforward return without unusual items. You could do better with returns being prepared for a deceased taxpayer. I marked that box right at the beginning when I started my mother’s return, but you proceeded as if you were dealing with the live person including sending me an email that said “Dear Lorraine”. You should fix that.
One issue, after initial rejection of federal tax form, attempted to request extension and was charged a fee. What good are five free submissions if it doesn't cover what's needed.