I used the software for returns with W2, 1099R, Interest, Dividend, Capital Gains, Sch C, and Rental income which was handled very well. The only issue was with retired ministry income being considered housing allowance and not considered taxable income. Also, when an efiled return rejects, the creditcard payment isn't reversed and I get charged again when the corrections are efiled. Making changes is somewhat combersome since I have to go thru the whole dialogue for each little change. But I did get the job done and it found items that I would have missed.
H&R Block is the ONLY software that will actually give you customer service, especially if you have complex or difficult tax situations. I’ve used the others and they pale in comparison to H&R.
Recommend but if new, prepare for a learning curve
on May 4, 2021
Posted by: Anonymous
Verified Purchase:Yes
We've always done a paper return. Using this software has a learning curve. Making corrections was difficult because it was unclear how to find the worksheet where the error had occurred. (It's in Forms not all Forms) Fortunately my brother has used H&R Block software for 15 years (and recommended it) and was able to help, because the H&R Block help section didn't clarify how to fix errors. I do like the clear language the software generally uses, and the hints, for example, saying that certain circumstances are uncommon. Next year should be much easier.
The reason I bought the premium version is because it claims that the software covers form K1. When I started working on my return, it told me it does not cover publicly traded partnerships, which defeats the whole point of purchasing the premium version. I hope this will be clear in the description in the future.
This software version is easier to use than the previous version I have been using, but The location of independent contractors car repairs and maintenance is still a bit foggy.