Great software, clearly documented, easy to understand and follow, very intuitive, imports all common financial records easily....we've been using it for years.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Product is merely adequate for a competent user. While requiring the user to do the FULL "interview" the first time through the preparation makes sense, it is very difficult to make revisions to the already-entered data without redoing full sections of the interview. I would like ability to jump directly to the "input section" to change a value.
Continues (several years in a row) to not perfectly copy the New York state forms into the software. Last year (2020) the program made errors due to this. This year (2021) the forms were mistaken but at least the arithmetic was correct. However, to realize this, I had to dig extensively and to calculations by hand. (I bought the program to NOT have to do these hand calculations.)
HR Block tech support is nearly impossible to reach. In previous years when I reached them, they were helpless at investigating or fixing the software bugs I identified to them.
It is only because NY law requires free e-filing from software companies that this product is barely worth the lowest discount price you can find. If I had to pay the HR Block fee for state filing, it would fall into the "rip-off" category.