Solid as usual with easy to follow instructions if you stay with the step by step process. Weaknesses include difficulty in getting clear explanations of some terms, and extreme difficulty in switching the secondary filer’s information to do a comparison of married jointly bc and married separately. I have used this software for decades and will continue to do so
Sound product, easy to use. Directly handles K1 statements too. Sometimes the quantity of different items presented is many that do not apply, but that only shows it handles a very wide range of different user situations.
Overall, excellent, and have been using HRB for years. Feature request: I'm on ACA, and I'd like a planning assist for the next year to help me understand the sliding scale of ACA. Example: I have to estimate my income for next year, and my ACA premium is based on that, if I error in the estimate, I owe the difference. I'd like to see a table of income vs premium so I can plan better.
Pros: Easy to prepare, Easy to import documents, Fast
No, I would not recommend this to a friend.
Value
4
Written by a customer while visiting HRBlock
Customer Rating
3
Inexpensive and easy BUT still has bug in April 23
on April 7, 2023
Posted by: don1az
from AZ
Have used for years and like it but there are a myriad of updates and it still has bugs when I need to file (relating to underpayment penalty). Penalty IS/ISN'T there, math incorrect on bottom line, won't let me explain underpayment to IRS.
Ease of use is the most appealing aspect of this product. I have used this product for over ten years and have never experienced any difficulties whatsoever!