I have used H&R Block tax software for many years, beginning back when it was called Taxcut. Never a problem. However, this year there was an error in calculations on my State tax return which resulted in me receiving a notice of adjustment from my State AND in a drastic difference in the State refund expected & received. A figure from the 1040ME should have transferred over to Schedule NR and it did not. The State caught this error and it resulted in us receiving $1214 LESS refund than what the H&R Block form calculated. That is unacceptable and very disappointing. Plus, now I am not sure if I will trust the software in future years.
This product is difficult to use and contradictory.
on May 15, 2014
Posted by: ebelh8
At several points (e.g.. K1) you are on your own as far as trying to figure out what information to enter, where to enter it, and how it should be entered.
While preparing my federal return in April, I chose not to e-file. While printing a copy for my records, the program said I could not print and mail my state return. My Virginia return was not due until 15 May; Virginia requires e-filing. Since I owe Virginia money, I delayed filing my state return until 15 May. When I tried to e-file the Virginia return, I keep getting "you must e-file your federal return before you e-file your state return." Since I already filed my federal return by mail, and am expecting a small refund, e-filing now will be filing a duplicate return, and claiming 2 refunds - a federal felony. Not e-filing my Virginia return is a violation of state law, subjecting me (at a minimum) to fines, penalties, and prolonged harassment. Last year, using HRBlock's program, I mailed my federal form in April and e-filed my Virginia one in May without any problem. The change in this year's program was not disclosed during the process of preparing my returns in April or when I filed my federal return. To find out about it at this late date is absurd.
Cons: Hard to import, Hard to prepare, Hard to fix issues, does not disclose need to efile federal return if, you want to file a state return