The 2019 program instructions related to average cost basis when selling mutual funds was not as clear as in previous years. The program caught the issue upon review and the fix was easy.
Been using H&R Block software for years, but was disappointed this year that the age limit for the RMD was not updated. This forced me to do research to make sure the software was really wrong. But would still recommend the software as we have been happy with it.
I'm spoiled! Taxes are never fun to do, but H&R block software makes it a lot less painful. I ran into a little glitch with trying to e-file and got quick, efficient and very caring assistance. I was done in a day. (I learned a long time that doing your filing in a shoe-box, is not the way to go.) Having each year's info carried over to the new software saves me hours and less chance I'll miss something.
My friend has done our taxes for years. She was able to complete without any issues. Seems like this year was the easiest. Definitely recommend this product.
I was satisfied with H&R Block in previous years, but this year I had forms 1099-Q and 1098-T and was very disappointed in the instructions provided by H&R Block for QTP (529) distributions. I had to research publication 970 myself and search specific questions on the internet in order to know what needed to be done. It makes me wonder if H&R Block is lacking in other areas, too.