This product is UNUSABLE if you have a lot of investment transaction imported from your financial institution. The IRS allows "like" transactions to be grouped together. For example, selling a mutual fund on one date where the buy dates for Var-Long transactions can be grouped together and Var-Short transactions can be grouped together. This software does not do this. I have to manually scroll and review over 300 investment transactions when, in reality, I could hand enter 10.
Good interview dialogue. Helpful throughout the process
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
4
Filing
on March 21, 2020
Posted by: dm7777
from Michigan
I have been happy with the software and have used it for years, however, I have complained every year that it does not include e-file for state.I don't need 5 fed e-files. I copy and mail my state return every year.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
3
Written by a customer while visiting HRBlock
Customer Rating
4
Filing
on March 21, 2020
Posted by: dm7777
from Michigan
I have been happy with the software and have used it for years, however, I have complained every year that it does not include e-file for state.I don't need 5 fed e-files. I copy and mail my state return every year.
App was downloaded in minutes and I completed both Fed and State within 40 minutes. Very easy to use and understand. Additionally I like the ability to e-file both forms.