Even with the premium version, as soon as things start getting a little complicated, the default action of the software is to tell you which form you need to get from somewhere and fill it out yourself - without ANY assistance from the software - and plug in the numbers. And after running the error check at the end, it MISSES key errors that cause your return to get rejected, forcing you go back in and manually find the problem and fix it yourself. Probably time for Turbo Tax.
I've used H&R Block tax software for a number of years which indicates my general satisfaction. This year is an exception. It is loaded with miscues. I'll give a couple of examples. I am not an expert tax preparer nor am I fluent in their language or jargon. Therefore I use the "interview" in completing the forms. When I ran into questions as to what was required and sought answers and then tried to return to the spot of interruption I was returned to the beginning not where I had been. This required a number of clicks to get where I had been. The final flaw was when I was informed in a final review I had cleared all errors and could proceed to file my forms with the IRS. I selected e-file. I was immediately hit with two more errors! Without a thing I went from error free to "must correct errors". How can that be? You can imagine my consternation.
I like the software I think it is really good I do not like the price I think there should be a discount for people that buy the product years in a row
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Great tax software; would have given 5 stars but the state tax preparation software has limited "help".in terms of a federal taxable income which is not taxable by a particular state (i,e, income from pensions which I knew was exempt from state tax, but I had to gain that knowledge independently from sources other than H&R Block tax software.
Pros: Easy to prepare, Easy to import documents, Fast