I have a rental property and weekend business as well as my day job, so my taxes are complicated. I have used H&R Block software for years. It makes the process much easier and saves time by carrying forward information from last year.
Pros: Easy to prepare, Easy to import documents, Fast
I have used the online product for five years. I am happy with the quality of the tax return and the price is reasonable. I will continue using next year.
My two areas of disappointment were the difficulty in resolving the alerts and data verifications flags when the accuracy review was dne (a couple were software issues which customer service quickly identified and fixed) and the Arizona state return product did not include all the Arizona specific tax credit worksheets which resulted in having to file the return via mail rather than efile. Not a big issue but an issue of inconvenience.
I've been using this software for 7 years it has always been easy to use and helpful. Copious notes to explain concepts and helpful comments along the way.
Software error and very difficult to get it corrected. No one seemed to know that you don't subtract capital losses from withholding amounts on line 25b 1040 SR. Even after it was rejected by the IRS
brand-new member. Purchasing from Newegg was a breeze. If you followed the directions, the download and implementation went without a hitch! The software runs smoothly! I've been using different programs. The finest H&R block.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I have been using this tax preparation software since first became available (under a different name) many years ago. I find it intuitive, easy to use and easy to understand. The interview questions are easy to follow and through the years the developers have removed a lot of unnecessary videos and demonstrations which used to take a lot of time. I have some complexity on my taxes because I’m self employed, yet I feel confident that my return is complete and accurate and it takes me about 4 hours to complete it. I can probably cut that time by at least one hour if I could find my documentation faster. Even when I’m well organized, the software will prompt me to a new deduction or a new qualify expense and I need to go find receipts etc. Again I finish my taxes including lots of schedules, including schedule C and self employment tax, in one afternoon, and I’m confident that my return is accurate and that I pay the eight amount of taxes each time. I have my return checked by my CPA once, by having him do the return from scratch and then compare it with the one I prepare with the software and he agree that the one I did was more complete and accurate and reflected the right amount of taxes I owed. It also helps me to calculate my safe harbor, estimated tax payments for the following year so I won’t incur any penalties. I highly recommend this software package.