My 2 adult children and myself used the software for our 2021 returns and all of us had our tax refund reduced by the IRS because they said the calculation eas wrong. This happen even though the software was updated before transmitting the returns to the IRS. My refund went from $2300 to $300. Very disappointed!!!
My brokerage house is Charles Schwab. The software would not import 1099s from them. Took about a month to be fixed. In the meantime, HR Block support kept telling me to enter them manually. What is the point of paying for automated software just to spend hours typing in 1099s? I have used Block for over a decade, but may try a competitor next year.
The software is accurate, easy-to-use, connects with the previous year's files for an easy import of data, and uploads easy to boththe federal and state tax programs.
Pros: Easy to prepare, Easy to import documents, Fast
Straight forward guidance along the way. Reference tools to explain most questions, a review at the end to let me know if there were items missed and needing revision.
Pros: Easy to prepare, Maximizes refund, Easy to import documents