I've been using this software package for a number of years to prepare my personal taxes and those of my housemate. I have always had good results. The help screens are informative, and always answer my questions. Importing of data from outside services has been a great help.
Software works well enough. I have issues with lack of state credit forms. Also program KNOWS a federal Schedule A is needed, it even states steps to print it. So, why doesn't the program print the federal Schedule A with the other state forms needed to file?
Pros: Easy to prepare, Easy to import documents, Fast
I have used H&R Delux for 10 years and have always been very satisfied with the product. I find it esy to use and quite intuituve. The process order takes you to all the items that are needed and also has an easy way to go back to areas which were not available initially, or have been corrected, as often happens with brokerage accounts (1099-B). I have never had a problem with the accuracy of the returns. This is a good value for the money especially compared to other similar products on the market.
The federal software is great. The state leaves a lot to be desired, specifically: 1. It's too expensive. 2. It doesn't include e-file. 3. As nearly as i can tell, if you take the standard deduction on the federal return, the software does not transfer your itemized deductions to the state return where they might be used.
I had issues with my Minnesota return and could not file it electronically. One issue was that I needed to enter a state income amount for payer State of MN Retirement on my federal form, but there was no place to do so. The second issue was that I was to enter a 7-digit Payer State ID for payer MN. Dept. of Unemployment. I had it entered, but the program did not recognize it. Each year I am having more and more issues with the MN state program. If I can't e file federal and state together, there is no sense buying the program. The state and federal programs need to be compatible.
Have used this software for years to do my taxes and now my children's. Good price, easy to use and intuitive sequencing of questions to complete my taxes.
Pros: Easy to prepare, Easy to import documents, Fast
Been using for 5 years. Usually buy online late in the season for the best price. Very easy to use even for a 75 year old. Get the Delux with State for the best deal.