I find it diffiicult to directly input data. Also the 1040 form is a bunch of working forms and not the 1040. The data is all there but finding it is sometimes difficult. The 1041 display is much better. I also have problems with completeing the foreign tax form (1116). With trusts the progaram assumes that a K1 is needed. This leads to excess forms and in some cases errors for a form that was not required. With business I even got a form C which was not needed and since it was not filled out the review gave me errors. In general I find the software is good and I will continue to use it.
I've purchased this software for few years without problem. But the business side didn't work this year. I talked to several customer people, none of them knew anything about the software. At the end, I had to prepare my business tax return by hand.
Disappointed first time in 20 years. Federal and state return were not accepted by electronic transfer and had to send in. Did taxes 4 times and dumped files and re loaded program again before got the same refund amount result.
I have used HRB SW for 15 years. The personal tax stuff is pretty good except this year they cannot seem to get the efile to work right even after two sw fixes. This is my first year using the bus tax SW. I expected it to be as easy as the personal, but it is not. The interview process is basically, open the form and fill out the blanks. Really less than helpful and I gave up trying to efile the return as the SW was just not ready in Feb and just mailed it in.
The state software has no interview. You go through the forms and hope you fill in the necessary items. The “review “ for the most part worked for both state snd federal But it did produce some items that I couldn’t resolve. Bottom line is that I got the paperwork filled on time and as correct as I know how But the software seemed lacking.
HRBlock tax software makes it very easy to prepare my tax returns. And it's very reasonably priced compared to other software as well as compared to taking my tax info to an accountant to prepare.