I've used H&R Block Deluxe software for years and on a few occasions I was easily able to save my work and copy the file and then experiment with the copied file by switching between Married filing jointly vs separately to see which was more advantageous for us. I tried this with the 2023 software and was sorely disappointed to find that it was no longer able to handle it easily and efficiently. The software kept using my W-2 numbers for my wife's calculation. I was forced to have to enter just my wife's W-2 numbers into a whole new form in order to correctly get my wife's Married filing separately results.
With Block providing download capability for 1099s, I am very pleased in general. Their inability to handle 199A dividends on a 10-K was disappointing and resulted in a higher tax amount. The program's suggestion to consult a paid preparer (when they handle 199A dividends from a 1040-Div was inappropriate.) Requiring additional payment for efiling one state return is petty.
I’ve been using H&R Block tax programs to do my own taxes for several years. I’m impressed with the ease, the speed, the overall accuracy in preparing and submitting to the IRS and State. I will remain an H&R Block customer for many years to come.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast