Program is fine for taxes, but has limited planning features. Specifically tax planning for IRAs where the RMD option of QCD and/or conversion to Roth requires some understanding of bracket limitations and impact on AGI on future medicare premiums. Also planning requires calculating standard deductions vs. grouping deductions to favor itemized deductions. Finally the model of 110% of prior year's tax for estimated taxes is too limited. The tax planning can be manually accomplished by creating multiple files/cases and arbitrarily inputting the increments.
I'd give H&R Block software a 4 or 5 but for one thing: printing a full return for my files is not doable this year. It's not my printer, cuz just trying to print to a PDF also shows the oversized font and overlapping words in THE PREVIEW window before it prints. Tried multiple fixes and work-arounds with no luck. Otherwise, software easy to understand and use, helpful, and has worked great since I began using it 3 years ago or so.
Pros: Easy to prepare, Easy to import documents, Fast
This year’s software is far less intuitive than last year’s version. It took more than twice as long to finish the same amount of data. Many areas were very unclear and vague what to do. This became frustrating.
This software is excellent. No hassle, no worry tax processing! Always fast and easy, I have been using it for years and it's always been a great experience!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast