The software was easy to install, I have used H&R software for the last 5 years so importing last years information was a breeze. The software walked me through each step. When I would save it for a break the software took me right where I left off.
Pros: Easy to prepare, Easy to import documents, Fast
Estimated tax planning could be clearer. Add a block for projected withholding from retirement pensions as they are not job income so I put them in the second column.
There are some areas in the program that should be clearer!
The overall tax calculations work well BUT there are to many software cliches, particularly with Windows 10. Support services are not able to solve these. H&R still have my confidence however more attention to the software interface between H&R and Windows 10 would be advised. Oddly some computers are more affected than others. The affected computers have no problems with other software. Odd.
Does everything well, especially if you know your way around a tax form. Big failure is the continued lack of K1 support, same tired message from program every time you do a K1, that it can't help with certain aspects of the K1. What's the recourse - go into an office?? Most Tax Pros don't have K1 training.
I've been using H&R Block tax software for over 10 years and have always found it to be easy to use, with accurate results, and seamless integration with previous years' returns. I've never had a problem with incorrect filings and am completely confident in the accuracy of the filed returns. Starting a new return from year to year is very easy because the software imports the previous year's automatically saving time and keystrokes. I highly recommend both the federal and state versions since they can handle the simplest as well as more complex returns.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast