Super easy and quick! When you use H & R Block one year, it automatically imports data from the past year. They also send you notifications when it is accepted and when your refund arrives in your account. We have been using this for 5 years, and like it MUCH better than TurboTax
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I am disappointed that I had to manually enter all my investment information. Quite a few of my investments are with well known companies so I feel they should have been an option. Another tax preparation service had no problems with inputting them for me.
Cons: Time consuming, Doesn't maximize refund, Hard to import documents
The software is good except there is a problem with form 1099-DIV, box 7 and 8. There was an amount entered in box 7 for foreign tax that was put in by the financial institution holding my mutual fund. Box 8 was left blank, which should be ok according to the form instructions. However, the H&R Block software kept coming up with an issue about leaving box 8 blank. It said I had to resolve the issue before I could submit the return. (This happened in 2 places for 2 different mutual funds.) I finally figured out that if I put "none" (or some other text) in box 8, the issues went away. I don't think they should have happened in the first place. That caused quite a bit of frustration to me, trying to get the issues to go away. If not for that problem, I would have given 5 stars in my rating.
Easy to use software with excellent search function. Instant tracking of how each entry changes the return and guidance in the software for each section. Also has automatic entry for forms by allowing the software to get it directly from the financial institution.
Pros: Easy to prepare, Easy to import documents, Fast