For federal tax it is fine, it linkage to NY state is not. If you have Taxable IRA income the program does not call it out and transfer to NY form. This is needed to qualify for the enhanced STAR program in NY. If you try to manually enter the correct number it says you cannot efile and more important it adds the amount to you total income for NY.
My tax preparation solution has been with H & R Block for many years. I am an octogenerian and the software has never failed me. It makes the preparation of my faarm income and expenses easy. It also handles investment finance reporting with little effort on my part. In all the years of using H&R Block software, my returns have never been questioned by the IRS.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
It is a good product, but nowadays there are many companies that provide this service. This year I worked in 3 states and did not purchase the additional state forms because of the cost. Each additional state purchase would have cost me the price of the package and the price of sending the forms. The payment of state taxes is enough so I obtained the forms from the specific states, completed the entries, and snailed mailed the forms. You should really consider the charges because I am starting to consider other products.
Value
2
Written by a customer while visiting HRBlock
Customer Rating
5
Very good explanation of lines in tax forms
on April 28, 2020
Posted by: MusicCityEngineer
from Nashville TN
This was my first time using the software this year and I found the interface to be easy and intuitive. The Help features really are helpful.