Update from Deluxe to Premium did not take as expected, took two calls to H&R Tech support to resolve - apparently needed to de-install Deluxe to apply Premium update. Confused that Print File screen appeared before completing E-file option - insutructions unclear, otherwise instructions adequate. Importing needs expanding (Wealthfront) but still a big plus.
Was fine until I tried to e-file my state return. Charged my charge card and then demanded I update the software. I updated the software and then it charged my charge card again when I tried to e-file my state return.
I have used H & R Block software for years and have always been pleased with it. I never could figure out how to include the scanned QBI Statement for Safe Harbor with my taxes.
I've been using H&R Block software for taxings since it first appeared and I have always been impressed with how straightforward and complete the software takes me through the necessary schedules and calculates my best options
This was the hardest program to use, but after 4 attempts, I finally got a wonderful lady helper on the phone who was very patient for 1 1/.2 hours with me.
I've used this software foe over 20 years(Kiplinger earlier). The software has not kept up with the market. It is little if any help on Limited Partnerships. As an example, a LP might conduct business in 20 states. That could require filing 20 state returns if the amount prorated earned in those states exceeded the threshold for state filling. HR knows those limits as they offer state software.The software does not help at all with this issue. Also they have late updates, as in a week before the April 15 deadline.