It would be more useful if you listed some additional information when listing all the categories. For example, when Income is clicked, all of the items are listed with "Go To" at the right side. It would be nice if this would show which categories were filled out last year (this would easily show the groups that need to be answered this year). It would also be nice to show which ones have been done this year (list in the "Take Me To" field). This would help to more easily see which has to be gone through this year especially if you did this last year in the H&R Block application.
The product is very thorough. It goes over everything so there’s no errors. I have used this product for years and the IRS has never contacted me about a mistake.
The federal return was clear and straight forward. My complaint is with the AZ State Form. The state allows for 5013c deductions but no state code exists for these charities. The form could not be electronically filed because of this and had to be mailed.Using the state provided form there is no such restriction. Also I would like to see assistance with calculating the amount of AZ dividend credit would be greatly appreciated.
Will not run on Windows 7, must use Windows 10 or better (had to run on my wife's laptop the last 3 years). For the price point, it beats the heck out of other tax prep software available. Easily downloads information from previous years returns. Been using this for 10 years now and am still satisfied. Would get 5 stars if it still worked on Windows 7. Have to transfer tax files via PDF loaded onto a memory stick, to my main power computer.
Pros: Easy to prepare, Maximizes refund, Easy to import documents