The federal went well. The state (KY) tried to charge me for an underpayment of my estimated taxes. It did not import my last year's tax - it showed zero. Even so, this year's estimated payments were greater than zero, so it should not have charged me for the penalty. When I manually entered last year's tax, it corrected the error and removed the charge. If I hadn't manually reviewed the documents, it would have been submitted with the error. I would like the program to ask for estimates of deductible items (taxed, donations, healthcare, etc.) for both state and federal to determine if itemizing is feasible, rather than having you go through the tedious process of entering everything, then finding out you wasted your time.
Pros: Easy to prepare, Easy to import documents, Fast
SAVED ALL RELATED TAX DOCS AND CARVED OUT 2 HRS ON A SATURDAY TO DO MY FAMILY'S TAXES AND WAS HAPPY I HAD HR BLOCK SOFTWARE TO GUIDE ME THROUGH AGAIN...5 YRS RUNNING AND NO COMPLAINTS!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Have used this software for many years. Had gone away and let a friend do my taxes during a family illness, but I've returned and I've found it still meets my needs and answers my questions. This year, with the new tax laws and with some financial dealings done by broker, I had received some documents I wasn't familiar with but was able to import them with ease. I thought I had made an error and redid the entire return and re-imported. All was good. Last year, I received a free review at one of their local offices with my return just to ease my mind. Thanks H&R.
Pros: Easy to prepare, Easy to import documents, Fast
This is the 4th or 5th year I have used this version and it gets better all the time. It downloaded my investment information and filled out the necessary forms I had. Some new stuff and was a little worried on how to handle the transactions but it was a breeze to this great program.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I liked how the program worked for the most part. But it was confusing when I had to report an over contribution of $115 that I paid into my HSA account. The program had two sections where this was asked about. In the second section, it was lumped in with retirement account distributions. The program kept asking me if I received the minimum distribution from my retirement account, when I had received no retirement account distributions. In future editions of the software, I think HSA's should be handled completely separately from retirement account distributions. I did receive a refund for the $115 HSA overage, but I was still concerned that the program was recording the overage.