I have been a regular TurboTax user and finally decided to make the switch to HRB and was mostly satisfied with the change. I liked the simple interview style and that the forms were always visible and easy to access. However, the number one issue/disappointment was that the displayed “tax owed” bottom line would update/change several minutes after making inputs, with no explanation or evidence of why/when it updated! This made it difficult/impossible to evaluate “what if” scenarios (e.g. increasing 401K contribution to lower tax owed). There were several other “nits” where HRB was different, and more “clunky” (I.e. navigating directly to a part of the interview) but most were not too bad. I did enjoy the lower cost of HRB over TT and filing was very easy. I was hoping I could say farewell to TT for good, but honestly not sure what I will do next year!
I tried to efile my return and it keeps getting rejected. The code is not human readable and doing a google search of this error does not help in deciphering the error. The information (SSN, PIN, etc) has not changed from previous years when I could efile with no issues.
What Makes H&R Block Premium Software Great for me is the person that's knowledgable who is preparing my taxes. If it wasn't for her knowing where to put the information and or knowing what info to put the software would be useless.