I started doing my tax preparation with H & R BLOCK until now, it’s easy to follow instructions and you are guided until you finish your tax return. I am very satisfied! Thanks Frank
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I’ve been using HRB for several years. This year I only gave four stars as compared to the five in prior years.
First: I order the Deluxe federal and state. For some of the family, no state is required. I check the interview prompt to skip state, but when done the federal software goes to state page one. Second: One of my nieces has to use an IRS provided ID PIN. The interview never brings this question up. I found through the help menu. Third: I wanted to estimate the impact of capital gains and losses. Entered on that menu guesstimates for two brokerage accounts. When 1099’s came in I edited both with the correct figures. The result was that the total on the 1040 for that line appeared incorrect to me. I verified the interview prompts were answered correctly. I than went to forms and brought up the supporting documents. Both the estimated and the 1099 figures were accumulated. I deleted all worksheets and reentered the 1099’s. That worked but that definitely needs to be corrected.
(1) Interview process could be improved. I didn't see a question such as "Did you receive a state refund last year". Only a question if i received a 1099-G (which I did not..), so the process missed this part of my income. (2) When finishing, when there is a data verification problem, the software does not link you to the location of the problem, and certainly not the problematic part of the interview. (3) When doing an Amended Return, the software awkwardly causes the user to fill in the entire data column from the original return and provides not guidance on where that data is located (it's not often obvious). This data should AUTO-FILL as it comes from the return which is being edited.. There's no excuse for this..
Clear, easy to use, love the import of outside account statements. Review for errors and needed edits prior to filing is excellent. Electronic submission went flawlessly for Federal and State. I have used H&R Block for over a decade and never been disappointed.
I have used H&R Block software to prepare my taxes for the past few years, switching over from TurboTax. A unwanted change made by TurboTax resulted in my switching, and I've been happy enough with H&R Block to stay. A problem with downloading the tax information from my brokerage site was inconvenient for the past two years, but thankfully it was resolved this past year.
Easy to use software, but needs updating. I have always done my own taxes and have used this software for years. Now that I am older, most screen texts are difficult to read. Text size is too small and has a poorly chosen background. An example is the window that shows when the next program update is scheduled. The text is so faint that I have to adjust the angle of my laptop screen to barely read the text. Easy to use adjustable text size is needed snd better contrasting background.
I do like the automatic loading of information from the previous year. It also preloads data from the previous year into the new return.
I used to mail my return. Now I have used efile the last 2 years. It is very easy to use and it greatly increases the processing of the state and federal returns!
Price keeps going up and what is included in the purchase keeps going down. Also, the directions for filling in our tax information become less and less clear and logical.