I trust H&R Block software completely. For a reasonable price, it walks you through the process, even downloading investment statements, with ease. The only caveat on the state tax is that, while it does transfer data from federal, it costs an additional fee to file. The state also did not handle a 1099-R with 2 codes correctly.
So, five stars for Federal but 3 for State.
Pros: Easy to prepare, Easy to import documents, Fast
I've been using this software for several years. However this year I had a couple problems and had to ask for help from a friend who is a retired H & R tax professional.
I bought H&R Block Deluxe + State 2023 Software this year as I do every year. The data entry process as well as all the help and guidance from H&R Block was great. I was able to complete my taxes quickly and accurately and got my refund quickly as well.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, May 22, 2024
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
If you want to "look ahead" into a potential deduction / credit H&R Block Deluxe is MUCH easier to use than TurboTax Deluxe. I used TurboTax Deluxe the past 3 years - I'll be using H&R Block's Deluxe package from now on.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, May 20, 2024
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!