Method of picking linked forms/lists is cumbersome. 'Copy 1', 'Copy 2' not very descriptive. Spent a lot of time on a Schedule C line 20 before I realised my entry was invalid. The software let me attach a list, but flagged as an override. I had to file VA taxes on the 15th. I had no option to file Federal at a different time so I had to pay my tax 4/15 instead of July.
The 1040 program was excellent, as always. But the 1065 program for partnerships was absolute chaos. The instructions were insufficient, and ultimately I found myself filling out schedules I did not need. Finally, when it got to the review process, error messages kept appearing, and several times the program would not allow me to make the changes and kept repeating the error message when I tried. Because I couldn't fix the errors, I could not even start the state program. In the end, I downloaded the forms from the IRS and Massachusetts DOR and filled them out by hand, finding them much easier to understand the old-fashioned way.
Here's the thing about H&R Block software...I've used it for several years (when TurboTax got too big for their britches and prices themselves out of my market). My business taxes are relatively simple; a couple of small LLCs and an S-Corporation. Import is smooth and easy year to year and the interview is straightforward. However it ins't idiot proof. You pretty much have to know what you're doing each step of the way, else you find yourself in an unrecoverable situation. Depreciation is complicated, and every year I find a glitch or two somewhere. This year, the program wouldn't take 'no' for the answer on producing a balance sheet. Is is perfect - no, not by far. Is it better than TurboTax - also no...but it's 1/2 the price and for one money I get personal premium and business software with enough prepaid e-files to do business, personal and both my kid's 1040EZ.
When I started working with this program I thought there were to many forms filled out. Some had no data. Printing the returns ment 20 to 30 pages which I felt was way too many forms, most of my tax returns were pretty simple with not much income. I guess I'll see how everything works out. If there are no audits then in the long run I'll be happy to use the program again. I had six returns to do, Federal and State.
Lot of bugs. Software is not user friendly and is stiff. Got IRS rejection code that HRBlock could not explain. I had to research to find answer. Product has declined yearly. I've been a user for 10+ years. Will be looking elsewhere for tax software.