This was a great deal. The software was very explanatory and thorough. And, very reasonably priced, and frequently updated for federal and state regulations. The option of utilizing on my laptop and storage on my external hard drive was a great feature for me.
I didn’t need the business software I paid for. Wasted a little money on products I didn’t need. There was an error in the processing between my son’s fathers and my claim over our son, so my stuff was denied. I have always claimed HH and he claims our son, this year they wouldn’t allow it. Weird.
H&R Block has made doing my taxes a zero stress endeavor. I love that it imports all of my data from the previous year and it's a breeze to just click through and verify info. No more filling in the same info year after year. Five star product. Thank you!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
As much as I like this program, it still fails to allow you to attach a file when uploading your tax return. Although the program suggests you can upload your qbi form, the program fails to explain how to do it. The program doesn’t prompt you to attach the file; thus; the return was sent with a missing document. Same problem last year and still not fixed. Otherwise, a good program as long as you are not attaching files.
Obvious problems go year after decades without being fixed. Form 1041 has several "traps": default "yes" radio buttons which should default to "no" or even default to none checked. Then when you revisit a page the radio button is re-defaulted to "yes" forcing one to carefully click through pages and repeatedly check "no" or else you trigger one of these "default traps" and get weird forms (especially foreign income or accounts or small business) included with your return.
I believe the H&R Block Tax Software is better than a human. I've only taken my taxes to a tax professional one time in my 40 years of doing my own taxes. The results proved that tax software is just as effective and efficient. I believe it's also more thorough. You don't have to wonder if the tax person thought of all the questions to ask. The software guarantees it. I always recommend H&R Tax Software.
The Business tax interview is not thorough enough. Its leaves you chasing warnings that just tell you to fill out the form and what is wrong but not where the info is entered on the form.