I was unable to enter 1099's for non employee compensation without using the Q&A format and not entering directly into forms that would input directly into schedule C. This was very frustrating
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Some how Tax Year 2022 tax overpayment carried forward to tax year 2023 was deleted . System allowed me to electronically file & IRS acceped return. IRS found the error & wrote a letter to me.
We normally use Turbotax but it has gotten to be more expensive over the years so we decided to try HR Block. The software did not import our previous financial information and was a little confusing to use. I am retired and my wife still works, but the software mixed up the W-2’s. There was also no explanation for some of the information required so I was not clear if the software was “guiding” us in the correct direction. We will go to a human tax preparer to double check the results for accuracy. I would say that they need to make the program more user friendly.
Cons: Time consuming, Hard to prepare, Hard to import documents
I have used this software for years. It does not crash or cause other problems. It is easy to use and generally explains things well. If help is needed it is available.It brings last years information forward saving time/.