It works generally well, however it is very frustrating that certain important calculations aren't included. Calculating a "required minimum distribution" is an example--I spent an hour or more digging through IRS publications to figure out how to properly calculate my RMD when the software could have handled it with just a few questions. Over the years, it seems like there is always 1-2 things that come up like that, where I end up spending hours digesting IRS publication information to get an answer to something (and, often, the answer is rather inconsequential to my personal results (i.e., I took out WAY more than my RMD and knew that--but calculating the actual RMD was laborious).
I’ve used this product for many years for simple reasons: (1) clean, fast and trouble-free installations; (2) thorough, accurate and easy to use and understand — very user friendly and intuitive; (3) excellent support and follow up; and (4) attractively priced and affordable.
In summary, I have a lot of confidence that my taxes will be handled in an accurate and professional manner and that I’ll be apprised of all relevant provisions to keep my tax liability legal and low.
H&R Block Deluxe Software is user friendly. Improvement in the 2019 version made the filing process more straightforward. I have already recommended the software to a few friends of mine.
Pros: Easy to prepare
Cons: Doesn't maximize refund, Hard to import documents