This is approximately the seventh consecutive year that I purchased a version of H&R Block's Premium Software package to complete our household's Federal and State taxes. As such, this specific review pertains to the 2023 tax year.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
One of my sons used the "Back door" Roth contribution this year because his traditional IRA contribution would not have been deductible. In order to get the 8606 form withdrawal non taxable because the money went in and came out on the same day, I had to work around your software. Fortunately I am a retired CPA, Your software instructions do not cover that situation.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I have been using H&R Block tax programs for twenty plus years. The interface and ease of use is wonderful. The ability to make changes and change line items to evaluate their impact is great. I’m a committed customer.
Been using this software since its first release (TaxCut). Very easy to navigate and search for forms. The explanations for how to enter info is excellent. I have to file a Schedule C also, but I can get my federal entered in a day.
I have been using you Tax Prep software for 5 years. The first year it was simpler and easier than TurboTax which I was using. Since then the interface has become more cluttered and actually less informative. I am really on the fence about using it again. The price increases don't help but are not the deciding factor.