I have used this software to prepare both federal and state taxes for the past five years and have been satisfied until now. I had a new credit from the state that was due to me and although I entered the information on the appropriate state form, the software did not supply the complex form required as an explanation of the information to support the claim for the credit. When I decided to e-file the tax form and mail the support document, the software refused and gave me a note that I needed to file the entire tax return by mail but still did nothing to help with the necessary documentation.
Extremely easy to fill out and submit in no time. The prompts were easy to follow and you could go back and change things and not get lost. Quick download and install and able to take care of the whole family’s returns. Once finished there’s a final checking which caught a mistake but easy fix. Then straight forward download for the State and all done. The end prompts gave options for checks or bank accounts and a credit card to pay the state download. So easy! Within hours of submitting I got the IRS Accepted check mark and expecting my refund in 2-3 weeks. I’d highly recommend this product.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Believe you've misrepresented the tax help available with the software. Your rep refused to answer a tax question because they only could help with the program itself.
I have been using H&R Block Deluxe to prepare my taxes since 2015. I am an accountant and know where the numbers should go on the schedules so I double checked my numbers before I filed my taxes. I’m only giving the software 3 stars because some wording they use is either wrong or hard to understand and there’s no customer support to call for clarification. Google is your best friend. What I found to be wrong is their definition of California source income which says any income from a California employer. In the world where we now work remotely, it is not the case. I looked up the definition of California source income and the franchise tax board website says you have to do work physically in California to pay California state income tax. So now I will have to amend my 2021 California tax returns since I believed H&R Block definition and included all income from a California employer in my taxes even though I worked remotely in Florida.