Very clear, straightforward program... If you just go step by step, read the instructions carefully and don't rush, you will have no trouble. As it happens, some years back I worked tech support for a different tax software, also very good, and I developed a mantra "just go step by step by step, let the software do the work." It was good advice then, and it's good advice now.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Written by a customer while visiting HRBlock
Customer Rating
4
Instructions are unclear and tax forms unavailable
on July 11, 2020
Posted by: AshN
from Great Falls, VS
The information related to IRA conversion are not clear. Not sure whether the tax related calculations are accurate or not. The DC tax software did not include necessary form. The company should provide the refund the price of DC tax package.
It mostly works. But there are a number of annoyances. On a Mac, with the latest OS, if appearance is set to "dark mode", then typing in itemized lists is invisible. After years of complaints, the program has still not provided the function it used to have a few decades ago, when one could click on an entry that had an itemized list, and open that list. It seems strange that, after entering itemized deductions and learning that the standard deduction is better, the program was unable to automatically move a mortgage interest deduction to the correct place, from being partially attributed to a home office.
The software makes filing taxes easy, with clear instructions, and corrections as you go along to avoid errors. I would recommend it to anyone who wants to file and avoid the cost, inconvenience, and time necessary to have taxes filed by a third party.
Terrible job of guiding me to recording crypto gain/losses. Call help desk twice and they had no idea and worse yet provided me with inaccurate information
H and R is very good, but they did miss the fact that since I worked as a freelancer for a company located in NC, I should file an income tax in that state, although I am not a resident of the state.
Written by a customer while visiting HRBlock
Customer Rating
5
Easy to use. Reasonable price.
on July 12, 2020
Posted by: Betsy2358
from Fort Myers, FL
It asks you all the questions you want it to and then some. It walks you through every step of the way. It provides a audit check to be sure you did not miss any items. I love it!
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
4
Excellent except for one annoying feature
on July 12, 2020
Posted by: Joska31
from Rockville, MD
I have used the product for several years with excellent results. This year a new feature was added: the "X" checkbox next to most numeric entries. After several rounds of experimentation and repetition - without receiving any explanation - you realize that striking "X" means "accept the entry." But then suddenly you realize that next to an entry already entered, striking "X" means "delete the entry." Most confusing!