It was ok but have had better success with Turbo Tax. Due to the software not catching a schedule variation, I had to redo the schedule after the fact, send back to the IRS, and now my return is gravely delayed with a significant refund pending.
I'm signed up for the annual update and submission, very convenient, always comes. I find the software very easy to use and I'm not an accountant by any means. Appreciate the questions that come up during the completion of the return, helps avoid potential errors. Always recommend to my friends and family when they are selecting the software. I've used the other large company that I won't include but find the H&R software easier to use and very accurate.
I used a competitor product in the past, but H&R costs less and is just as good. I use the download version. Importing last year's return and connecting to financial institutions for dividend, capital gains, etc. are huge time saving features. Dealing with HSA accounts could be improved, especially for couples with 2 HSA accounts and catch-up contributions. For sure H&R takes the complexity out of filing Federal and State returns.
I submitted my tax return with a $200 refund exactly as directed; IRS corrected it to owe $1800. No good way to find out why. No correction in HRB process. Not happy.
It is so easy to use and it covers everything I need to report to the IRS. I complete my returns very quickly and I like how it fills in a lot of information from the previous year. Also, the price is very reasonable.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast