Taxes are easy with H&R Block software! For a fraction of the cost of having your taxes done by a professional, you can do your own taxes. It's only a small amount of extra work, and you get great guidance in simple steps. E-filing is free, and your refund (if you're getting one) can be direct deposited into your bank account, usually in a couple of weeks. And you don't need an appointment!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
The software works well and does as intended. Purchase allows you to electronically file several returns (I think 5) so it is good for a household with adult kids. It allows you to download financial info directly which is very easy and good. I would be happier if it had a better help menu. I needed to add an IRS security code and passed over the input during the interview. The help menu was NO help. I had to google it which took me directly to the answer and the fix. Why not the help menu?
First time bump in the road. I changed filing status this year and there seemed to be a glitch carrying over data from last year. The AGI was wrong, plus the Pin was lost. Everything else checked out fine. Due to the error the IRS kept rejecting my return. That data from last year is only used for electronic filing for identification purposes. Mail in returns don’t need it. I mailed my return I only have a very small refund in no rush to get it.
I have been using tax software for many years and have settled into using the H&R Basic. Year to year I find the program very dependable and simple to use with confidence. In retirement, my financial position much simpler, reporting to the IRS is fast and completed in minutes after receiving all of our documentation for the various institutions. The program references the previous years entries prompting us for possible missing documentation. The final review even offers the opportunity to consider alternate filling methods and any probable tax savings that can be had if used. Very smart program!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I have used H&R Block software for years, even when it was called TaxCut. It is simple to use, and I have never had any issues. I use the Basic version because I live in a state with no income tax and am comfortable filing tax returns and do not need any assistance. Having said that, I believe anyone could easily use this to file their returns with its easy input formats. It's a low-cost way to quickly complete and file your federal return. I don't understand why you would purchase the competitor's version which is way more expensive and does the same thing.
I have used H&R Block s/w for several years and used efile with great success. My return is not extremely complicated, but at my elderly age this process is a huge time and money saver.