Almost every issue that I was worried about was handled well by the software.The only area that I can think of that was not quite handled easily was the RMD vs. excessive accumulation info. Both of us have retirement plans that we get RMDs from and 1099-Rs as well of course. But there was no info anywhere about what excessive accumulations we might get from these plans..Is there a form for that and if so, should we be expecting a form from the plans about this? Luckily, we have set up all of our plans to be sure that they automatically withdraw all of year's RMD before year end. So we finally figured out that we didn't have any excessive accumulations at all because the plans had withdrawn all of that year's RMD automatically. But nothing was said about that truism in the software or even where to find what your excessive accumulations were if you had any. You might put an explanation about all that in next year's software.
Pros: Easy to prepare
Cons: Time consuming
I would recommend this to a friend!
Value
4
Written by a customer while visiting HRBlock
Customer Rating
5
Great features.
on February 1, 2020
Posted by: Alfi
from Indiana
Instructions are easily followed especially if you used their software last year. This is my third year to use the tax package and I will use it again next year if they send me the disc.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
2
Not so great....
on February 1, 2020
Posted by: Anonymous
from Charlotte NC
You spend your money buying this sofware that make you wait one or two months to submit your taxes and get your refund becuase they need an update>>>>>>
No, I would not recommend this to a friend.
Value
2
Written by a customer while visiting HRBlock
Customer Rating
4
Mostly a good and easy to use program.
on February 1, 2020
Posted by: Murf47
from SC
Though I have been using this for several years there are some small issues. For example, the state forms were not ready when the state was accepting returns. The second, in order to save the documents as a PDF, you must add additional software. Why? Don't have that issue with other products. You can then just use adobe.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Written by a customer while visiting HRBlock
Customer Rating
5
Great way to file
on February 1, 2020
Posted by: Wayward
from South Carolina
Have used H&R Block efile for several years now, no more agony, easy to use and I get motivated to file early every year.