Overall, I found the product to do as advertised. I've used TaxAct to file my returns in the past. This was the first year I used the H&R Block product and I found it was comparable; however, I do have at least two complaints. The worksheet for the charitable cash/check contributions limited the number of specific charities I could list while TaxAct allowed me to list as many as needed. Unless I'm missing something, the other weakness I found was the fact that no category exists in the deductions section that correlates with line 8 (Other taxes) on Schedule A. This line was simple to input in the TaxAct software. I'm assessed per capita taxes & flat taxes by my community and these normally go on line 8 of Schedule A. I could find no where to add these miscellaneous taxes (they don't belong under state & local income or sales tax) so I had to include them with real estate taxes to get my deduction.
We used the H&R Block software for the last 3 or 4 years. Although it was always fairly easy to use, this year it is super simple. I had no questions and was finished with both federal and state returns in less than one hour.
Pros: Easy to prepare, Maximizes refund, Easy to import, Fast
Sorry I purchased the program. Purchased mainly for the MLP Schedule K-1 portion of the program. Gave a big head ache. When I went to e-file I kept getting the message I needed to enter a number in the non-passive column. The investment was passive. I could not e-mail the tax forms until the error was corrected. Came back the next day, and apparently the error had corrected itself. But, I still could not e-file kept getting the message I needed to update the program. No way to update the program. Finally gave up and downloaded the state and federal forms, and mailed them. Spent several hours trying to correct the problems. John
Overall, the program worked very well. In the Delaware State form, there were a couple of glitches with a special tax credit for Neighborhood Improvement. I had to exnter the number in 2 different places. Seems the software should take care of that. Also, program does not contain form 700. Odd.
Pros: Easy to install, Easy to prepare, Easy to import