Have used HR Block tax software for 15 years without a problem during or after. Very easy to transfer date from previous years return as a starting point for current year's effort..
Pros: Easy to prepare, Easy to import documents, Fast
Solid product, got the job done. Only disappointment was trying to take a casualty loss from Hurricane Ian. Had to chase down the FEMA #, and get together the receipts for the work and only after putting in the information and closing out did I find out I saved nothing since the damage did not exceed 10% of AGI. Would have been nice to know that when I opened the form, not after all the hassle of getting the information.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
3
Very easy to use but some issues
on March 15, 2023
Posted by: Davey J
I couldn’t download information from Charles Schwab so I had to input manually.
I love the software capabilities and have been using it for many years. I have some concerns. 1. This year, for the first time, I was not able to submit my return for over 3 weeks due to admitted process difficulties. I had to resubmit 3 times, the last one finally worked. I wonder if my free filing count of 5 will be impacted by this. 2. This year you forced me to use Windows 10. I wonder if my submitting difficulties resulted from this requirement. 3. When printing my return, I am not able to deselect forms that I do not want to print.
Qualified Dividends and Capital Gain Tax Worksheet
on March 15, 2023
Posted by: Glen Dinwiddie
from Kenner, Louisiana
Verified Purchase:Yes
I had a capital gain on my tax return for 2022 which was correctly reported on line 7 of my 1040 form with an "X" in the box on this line indicating that schedule D was not required. The tax due as reported on line 16 was based on the "Qualified Dividends and Capital Gain Tax Worksheet - Line 16". I was able to come up with the tax due reported on line 16 by printing out a copy of this worksheet and filling in the appropriate numbers on the lines on this worksheet but it would have been preferred if I could have printed out this filled out worksheet but when I said to print out my tax return with all applicable forms and worksheets, this worksheet was not included.