Purchased from promotion received by e-mail. Have used the software several times over the years. The software gives clear instruction and is easy to navigate.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I've used H&R Block for decades. This is the first year I've run into multiple problems with all sorts of things. The importing function didn't work at all this year; I had to enter all stock sales individually.
Cons: Time consuming, Hard to prepare, Hard to import documents
I have used H&R tax software for four years. The only problems I have had are errors that I made my self. After checking over my returns and correcting my mistakes, I have had no problems. My tax forms have been accepted by both the federal and state.
The short term / long term capital loss USED in previous year gets imported to current year capital loss CARRYOVER line year after year. I have experienced this repeatedly. Don't want to double count a loss- in the year where 1099's provided, and the next year too, because of H&R Block software progrm imported last year's "loss used' into a currect year's "carryover line" wihich enables you to use it again.
I have been the victim of tax return fraud and so I'd like to see the IRS PIN detail both highlighted so it's more prominent along with the software being written to recognize the use of the PIN from a previous year's return, even if it was submitted by a competitor. Now that the standard deduction is so large, the benefits of making a charitable contribution have diminished when considering that most people won't be itemizing their returns. I could have saved several hours had this fact been flagged more prominently.