Unacceptable that I had to call to get my return filed. They would not even let my wife verify when she got the email because I was primary taxpayer. Unacceptable and waster my time!
I have used H&R Block software for over 10 years to prepare my 1040 but also a 5227 and a 990 PF for other, considerably more complicated, reports. The failure this year is because they omitted to program for the exception to the rule in the case of Form 8962. For instance if a family member turns 65 during the year they leave the Marketplace and segue into Medicare. So far, so good. But two dependents who had to re-enroll on the Marketplace as individuals. The result was three different 1095-A forms to reconcile into the 8962. I have always loved the narrative in the past because of its user friendly interface. This time it failed because there seemed no way to conflate three 1095-A's to come up with totals that accurately sums for the columns required on the form. With all the other worksheets available in the software, it would not be a challenge to offer one for extraordinary scenarios like this one. Finishing the final return required much more time and research to produce using IRS online forms and instructions to complete. One other line was misdirected in the software, Line 14 on Schedule A did not warn of the exception to the IRS instruction to "Add lines 11 through 13" which would leave a 0 on that line unless digging into the instructions to research the real formula. I hope you do better next year. Feel free to contact me for more suggestions, GUI included!
I purchased the program and started to use it and found 2 areas that did not show up when doing the tax. #1 Had to get an IT person to set up for updates of the program
#2 Form for Heating Credit did not show up that is MI1040CR7 Had to go to the IRS menu to get form and fill form out by hand. I will have to consider to purchase this program next year.