Your system would not file by efile because it stated I had issues with form 5695, stating that I had more than one copy of form 5695, you could not have a form 5695 for each spouse. I went back to the form and found no problems. The system do not explain what the statement meant about the forms. I was totally confused and did not know what to do. So I hit the print button to mail it in myself. Secondly, I owed my state for taxes, but was not explained to why, I never had to pay state taxes, I am a 70% disabled vet. I will not buy this product again.
Cons: Time consuming, Doesn't maximize refund, Hard to fix issues, Hard to prepare
The software for preparing individual tax returns is great, HOWEVER, Block really, really needs to fix the updating process for the Mac. Every update hangs up saying it is updating, but it never does, so we have to call Block and have a complete new program sent to us by email. Why doesn't this get fixed??
Have been using the software for thepast 23 years with total success. Just follow the step by step instructions and use the guide it portions of the software. Will continue using it always!!!!
Pros: Easy to fix issues, Easy to prepare, Maximizes refund, Fast
Failure to pull all data from previous year return
on April 13, 2018
Posted by: Richard 7779
I have been using your income tax program for the past several years. When I filed my 2016 return, I elected to assign part of my 2016 refund to my 2017 tax year liability. I forgot I choose this option when I filed my 2017 return. Even though your 2017 program pulled data from the 2016 return as a starting point for the 2017 return, it failed to pull the portion of the 2016 return refund carried to 2017 for both the federal or the state returns. This failure has delayed my refunds for 2017 in both cases. I don't understand why your program does not pull this important data when it pulls all the other data from the previous year.