Been using H&R Block Tax software for over 20 years and feel it helps me get through tax season the quickest with mortgage, investments, kids in school, etc. I count on it and will continue to use it in the foreseeable future for our family.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
The H&R Block Deluxe tax prep covers everything I need. It's pretty easy and straight forward to use. It does a good job of importing my financial and investment data from banks and investment firms. It would be nice if it did a better job of including definitions and explanations of terms. Adding a few more "click here for more info" buttons would have been useful at times. Often, I know the information but wasn't sure I understood the term or the question, and a link to a definition would have helped. While I did fine with searching the internet for an answers, having it built into the tax software would have been more convenient.
I purchased the Deluxe + State. Had major issues updating the Federal version and received error messages when attempting to install the state program. Never had these issues in the past.
We had no problems with the program and found the help menus easy to navigate. Our return had some complexity with investment and real estate sales issues. Thanks
Fairly simple this year. Imports necessary data nicely from previous year. More questions about KY Form than federal (as usual). e.g. Were deductions imported from fed to state - and used in state, since not used on fed? // Suggestion: put 1099-R on first list of income forms