I have used H & R Block software for the last several tax years. The software is very easy to use. The electronic filing speeds both the filing process and the receipt of your tax refund. I do not plan on using any other software to file my taxes.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
This software made it much easier to complete my federal & state tax returns, although with my NYS return I left off a couple of things I had to add in manually.
But also because neither the IRS or NYS would accept my e-filing I was forced to mail both returns. So for my NYS return before mailing it I was forced to copy everything manually onto a blank downloaded IT 201.
The software is mostly easy to use and understandable. However, I encountered one issue that I could resolve before submitting my return. The instructions stated that I should provide a letter to the irs explaining a certain issue, however they never told me how to do it. I could not find any information or directions on how to do it.
Worse software I have ever used. Support was of no help. Issuses were not resolved. Software would not install on Windows 10. I got it installed on Windows 7. Then I had issues with technical support which they were unable to resolve and they told me that the software was poorly designed.
Cons: Time consuming, Hard to prepare, Hard to import documents
Had a little problem with medical insurance said i was done but was kicked backed from the IRS. Had more to input. 2 years in a row i had to go back and figure out what was missing.
We have used H&R Block Deluxe since 2020. Excellent product and very easy to use. We followed the built-in instructions, step-by-step, to finish our tax turns.