I have used this software for years now. This year it was excepted like it usually is, but I received a letter from the IRS stating that I owed way more money. Not exceptable. When it is excepted it should be a done deal. Now I owe a lot more money. Disappointed and dissatisfied.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
My tax preparer is a Godsend! She has been able to help me work on my taxes for the past three years. She’s intelligent, professional and friendly. She is a “people person”.
2021 Software not supported on Windows 11. Therefore you had to start over. 2022 was supported but a real ordeal to move files from old Windows 10 platform to Windows 11.
Form 1040 program is very good, the "Business" program not as much. Documentation and support for external partnership K1 forms is lacking, and it still is not possible to eFile a Form 1041 for a complex Trust. Good support for importing realized gain-loss data to Form 8949, if you can find the well-hidden "import" button. Some of the error checking messages are cryptic. Federal eFile support works well for Form 1040, Form 1065, but not for Form 1041 returns.
Terribly disappointed that the business app doesn’t carry forward prior years information. Personal tax information does but numerous searches to find a solution for the business application turns up nothing and it appears H&R has no solution.
Personal works well and carries data from previous years. Business version sucks. Does not let you know where it stores data, fails to work the next year so you have to manually enter all prior years data. Be sure to save pdf backup with all the forms or you're screwed. Getting it to work again after tax season is a crapshoot