I have a pretty complex return, with both a joint Federal return including long and short term capital gains, a loss carry forward, both qualified and non qualified dividends, investments that became worthless, etc. In addition, our state return works out better filing separately with itemized deductions. The software handled all this very well, but I had to figure out how to do it. I bought Block rather than a competitor because of the personal assistance if I were audited and the general help in using the program that it offered. It seemed more difficult than I expected . Of course two or three months have passed and my memory may be fuzzy on the details
The software talks you thru all important sections and keeps up to date with all new tax law changes. You also get free filings and your state tax return software as well.
This will work if you have some prior knowledge about the various schedules for Rental and Self-Employed incomes. It helps you fix things but only if you understand what it is asking for.
I have used the H&R Block Premium software for many, many years. I have been very happy with it and will likely continue to use it in the future. Being self-employed, I use the Premium software. Having to file in multiple states, the H&R Block software contained an error when carrying over my non-resident business income from the federal to the state return. After being alerted of the error by the state that received the return, I had to amend my return to reflect the proper information. This is the first time I have encountered a bug using the software. Needless to say this could have been avoided if the software worked properly.
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, June 14, 2024
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.