I was extremely disappointed with the software product 2019. There appeared to be malware attached to it and tried to force me to make an additional purchase before I could file. I have trusted them for years but think I will go elsewhere when it comes time to file next year!
I have used this taxware for a few years, I was going to switch to Turbo Tax to compare, however Turbo would not work on my current windows operating system. I have had to go into the program and manually override some portions of the state program (Michigan) to insure that I received the correct credits. I would say that it does save a lot of typing and it's easy to get printouts and copies for your records. and it's convenient to file electronically. I will be looking into doing an online program next year.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
3
Written by a customer while visiting HRBlock
Customer Rating
4
Frustrating
on February 8, 2020
Posted by: HenryK
from Fairview, TX
I have been using H&R Block Tax Preparation software for over 5 years, but lost all my previous data files when my computer crashed and burned. I am a retiree with pensions and social security (1099-R forms, no W-2s). Initially the program would not let me enter the 1099 information. Phone calls did not work. I let it sit for a day. Went back the next day and it worked! I suppose all's well that ends well -- but it was very frustrating.
The H&R Block Deluxe Tax program is the best value for the money of the various tax programs I have used before. It is intuitive to use and covers all the bases that most average users would need. The one thing that could use improvement is the tax estimator for the following year. As I write this (February 8th), that section does state that the interview is not final, which may be the issue. If not, what I would like to see is a separate input line for social security earnings, as otherwise you have to calculate the taxable amount of them yourself, and add it into a catch all of "other taxable income". This is especially tedious if you want to try adjusting other income categories in order to see the impact of changing IRA withdrawal amounts as an example. In lieu of this I have set up a dummy tax form in addition to my real tax input in order to try out various income scenarios. The tax calculator should also take into account any known changes in tax laws for the following year, as the makeshift way I am doing it uses the current year rules and rates by necessity.