Federal and State Returns Easy to Prepare and File
on May 12, 2021
Posted by: Alastair Q
from Alabama
Verified Purchase:Yes
I have used H&R Block to file federal and state returns for over a decade. The Block software has gotten progressively easier to use. For the last couple of years data entry has become more transparent and this year I had little to think about beyond following the software’s guidance. Excellent product.
I was disappointed by how little explanations they gave and how difficult it was to move around between sections. I kept having to google for answers because I couldn't find it in the software.
All was well with the software until PDF995. The given instructions were total junk. Finally got it downloaded, but no interface with the H & R software.
This was my first time using tax software. It did speed up the process of preparing my taxes and electronic filing was convenient. I was expecting help with more confusing processes such as reporting of foreign taxes paid and foreign income earned within a mutual fund. The software referred me to the IRS rules to insure I entered the correct data. The software should simplify the process.
Awful. If I weren’t so vigilant about double-checking my numbers between the state and federal returns, I would not have caught the $600 added to my state income that was reflected as a -$600 business loss on my federal. I had to manually make an adjustment. Just surprisingly bad.