Customer Reviews for H&R Block - Tax Software Deluxe 2024 - Windows, Mac OS
Customer Rating
4
Good but
on March 19, 2017
Posted by: Ron tax
from Maryland, United States
Marital status:Married
I have used this software for many years. However, this software did not handle my retirement income properly. It grid not give me a hint about entering the nontaxable portion of my annuity? I was able to make a direct entry into the form.
I have used tax preparation software for many years and have found H&R Block's product to be the best available. My wife has two businesses and this software allows me to confidently prepare all the necessary forms required for self employed people. Great product!
Pros: Easy to install, Easy to prepare, Maximizes refund, Easy to import, Fast
I continue to enjoy, if it is possible to say that, the functionality and learning tools on the application. I'd be sunk if I wasn't able to upload activity too. Fantastic feature.
Cons: Time consuming
Pros: Easy to install, Easy to fix issues, Easy to prepare, Easy to import
I had two problems with this year's return -- the software found one (GOOD JOB) when I tabbed one extra time before entering data and showed qualified dividends and capital gain instead of ordinary dividends and qualified dividends on schedule D. This was found during the audit before filing. After filing, the return was rejected because I had changed to put all of the excess payment for 2016 into 2017 and the form had a check mark to direct deposit any refund. The program should have removed the check mark after I elected to put all of the excess money into next year's tax payment.
In terms of use, I find it difficult to verify large amounts of information that were down loaded into my return. After the first page, the program always returns to the first line of the information when I want to do the next item to be verified.
When filling out the New York State return you have to include your drivers license information (if you have one) for the first time this year. BUT when you are eligible for a NY State refund, you have to re-enter the same identification information. The information should be automatically repeated once you have entered it.
The interview and sections don't change which is good. I needed to look at my 2015 return and I could follow the same sections on a side by side comparison.
The one issue the need to fix is the 8889 and 1099-SA.
Have been using H&R Block for years and it keeps getting better and better every year. I have full confidence that I have submitted the most accurate return I could, with your guidance.
Pros: Easy to install, Easy to prepare, Maximizes refund, Easy to import, Fast