The software is effective for a basic tax return. When I tried to do more complex things, such as looking at information on individual forms, the program quit spontaneously a few times. I use a Mac (High Sierra). In the end, however, I was able to complete my tax rerturn and e-file successfully.
Pros: Easy to install, Easy to prepare, Easy to import
I get a reminder in my email every year around tax season to buy the program, which I do as normal. This year when I selected the link to buy the program it all went like normal except after buying the program I was sent had to the h&r blocks web site. So I thought I was good to do my taxes at the web site but no I wasn't because the two entities didn't communicate with each other that was frustrating because I had finished my taxes and the web site was wanting me to pay all over again. Very frustrting
I bought both Turbo Tax for 2017 (and previously used T-Tax 2015 & 2016) but used H&R Block to eFile my 2017 taxes. They both came up with very similar results. I found H&R Block's program more difficult and less intuitive to use than turbo tax. With turbo tax I could have multiple forms open with tabs to go back and forth. H&R Block made me close any open form to view another form which, since sometimes I needed to go back and forth between related forms, was a pain. Block's forms, like for schedule A with embedded worksheets, made for difficult reading of the form. A Schedule-A is a relatively simple reading one-page form to submit but Block's version goes on and on and on with the embedded worksheets. Turbo tax keeps the worksheets separate and view-able with a click next to a field. I also found that my downloaded information from brokerage accounts were treated differently in each program. Block seems to round everything downloaded which led to several one dollar difference on transactions. For example - I have a stock sale proceeds of 23,794.53 with a cost basis of 6,148.49 which yields a gain of 17,646.04 which when rounded on the Sch D shows a gain of 17,646 in Turbo Tax. In HR Block this transaction shows the proceeds of 23,795 (rounded up) minus a cost of 6,148 (rounded down) yielding a gain of 17,647 - $1 more gain with HR Block. I found this in several places which added up to 3 or 4 dollars extra gain in HR Block. It appears that HR Block rounds the downloaded transaction at the time of download which works to the detriment of the taxpayer. One can enter decimal places on a capital gains worksheet but Block chooses not to do it. While, admittedly, the amounts are small and rather inconsequential I noticed it only because I was trying to reconcile why Turbo Tax and H&R Block came up with different numbers for the same transaction. I ultimately submitted my return with HR Block because Turbo Tax had a problem with a real estate investment reported on a form 8949 that I had to report causing its accuracy check mechanism to reject it and probably would not have allowed me to eFile. HR Block had no problem with this long term transaction not reported on a 1099-B (code F).
Pros: Easy to install, Easy to import
Cons: Time consuming, Doesn't maximize refund, Hard to fix issues
Been using H&R Block/At Home/Tax Cut/Kiplingers for 20+ years. It consistently prepares accurate Fed and State tax returns. State program is included unlike other software. I enter my information in Forms, not the interview, so I'm not opining on that. Occasionally there is some confusion about where to enter information and the instructions (esp. state) could be clearer. Overall, great program.
Pros: Easy to install, Easy to prepare, Easy to import, Fast