On the W-2 input, Box 12 should include the Code for Medical (Insurance).
On Rental Property input: The program should import prior years 1099-MISC Income Payer information for each house so it doesn’t need to be put in each year. On the Personal Use screen, it should default to “No” personal use as in prior years or value from prior year. The Rental Expense Results table should show a total so it can be easily be compared to financial statements.
On IRA’s, the program should ask for the value as of 12/31 so it doesn’t have to be put on Form 8606 manually.
Have used this program for many years. Easy to use, reliable, and will definitely continue to use. Our taxes are fairly complex but program allows me to take care of them at home
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
The 2018 tax relief law really made things complicated. Saved on Taxes but many new wrinkles. Tax Cut (hopefully) worked it out and made things more workable but still had a steep learning curve. Without it would have been significantly more difficult to navigate. Did 2 businesses plus personal. Have used TaxCut for over 10 years. Also can get support from HR Block local offices, unlike the other SW. Comment about ease of use is b/c nothing about IRS is easy to use.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I've been using this software for several consecutive years now. This year, i had some difficulties with the "interview" - duplications, for example (asking for the same figure in two places, like "Include internet costs here" -was explicitely indicated in two different places, so which place was the correct place? Either?). I definitey could not have completed my return this year without using the Chat help offered through the software. Be prepared to wait awhile for someone to answer. And it took several chats (many hours) on different days to get final (accurate) answers (be prepared to be persistent), but i succeeded eventually. Very grateful for this essential help, for a real person (tax expert) to ask these questions of (albeit via chat). I think i might just hire someone next year - this year's interview/return was just too unwieldy. (fyi, Self Employed, Sch C, business use of home, PayPal income, etc)
I have used H&R Block software for many years. Its format greatly aids the interview process. This time I had trouble with Form 1116 (foreign tax paid). Online problem resolution by live H&R Block agent rapidly and conveniently resolved my problem.
It was a great program for computing taxes for farm income. It made it easy, and clear. Unfortunately, I did not realize that you can only e-file with this program from January to tax day. E-file was a big part of why I chose this program.