Easy to use, BUT: 1. It does not handle QCD's well. It does not capture a list of the charities and amounts and, as a result, I have been audited 2 years in a row challenging the QCD deduction. It was easily cleared up with the IRS by then sending the information that should have been included with the tax return. 2. Related to this, there was no way (at least that I could figure out) to attach an explanation sheet that could explain and provide evidence for what I was claiming.
The program itself is really easy to follow and accomplish. The ONLY complaint I have: when downloading the program, alert the consumer they HAVE TO KEEP THE ASSIGNED CODE to use later when attempting to send to the IRS. That is one problem that could easily have been avoided.
I have used this program for many years. I really appreciate the ability to have the program input the previous year's information. I depend on the accuracy of the program's calculations and the guarantee that it is correct. Since I use it to prepare my family's returns, I like that I can e-file several returns. There were a few problems I encountered with a few of the drop-down lists this year. That was unusual.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
This is my fourth year using H&R Block software and I couldn’t be happier. From the downloading to the filing is a pleasure to work with, I like every single feature. This software gives me the confidence that my tax return is complete and accurate.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
State software left lots to be expected. NY. Does not share the difference between itemizing and standard deduction. Just does without transparency. Sometimes both federal and state share.., do not uncheck box.. We the software will decide. Wasted my time I knew not to take that path.
Pros: Maximizes refund, Easy to import documents, Fast