After receiving the greenlight with the “accuracy review“ and getting the pop up that stated my return was “low risk” I entered some information incorrectly 3 weeks ago and still do not have my federal refund probably because I’ll have to fix something. Clearly whatever mistake I made was not caught. “Accuracy review” not ACCURATE.
I have used this software for many years with no problems. I moved to Kentucky last year and found TWO errors in their software on my state schedule A. I found the SAME errors this year (2017) after reporting the 2016 errors. I had to override their entries. I shouldn't have to check their math! I won't buy this again. I also got a lot of errors which using the Deductions Pro and when installing the state.
The software showed the incorrect "last year's AGI" and my electronic return was rejected by the IRS; thus forcing me to file Fed and state by paper. There was no way to contact H&R help or customer service to find out how to override the AGI figure..Made a usually seamless process VERY FRUSTRATING and elongated the time to get my refund.
Pros: Easy to install, Maximizes refund, Easy to import, Fast
Skip this software if you intend to use form 8888 to receive part of your refund in I-Bonds. The software comes with the form, but it won't actually let you save it. Perhaps it is a bug. Good luck with the help support as it is non existent.
I was very unhappy as my return was rejected. H & R Block put an incorrect amount for my last year's adjusted gross income, and I found it very difficult to change it to the correct amount. The incorrect figure should not have happened in the first place.
I've been using TaxCut for over 20 years and this is the first time I had to use their Support staff because of filing bug in their software and to put it bluntly it was horrible. I spent over 3 hours on the phone explaining the issue to 2 different people and they just had no clue. Fortunately I was able to resolve on my own.
After buying this software and creating my return, I found I had to amend it due to post office slow delivery. I have never had so many problems getting to the section I need to be in. Trouble finding the Amend a Return form. Still not sure if I am ready to file the amended return.
Pros: Easy to import
Cons: Time consuming, Hard to fix issues, Hard to prepare