Sorry this wasn't a good filing year using your software. Had numerous problems with the doing and filing the Form 1041 as it couldn't be accepted by the IRS. Similar problems with one of the 1040 returns - had to end up mailing them instead of electric filing. I have used H&R for years this is my first year with all the problems.
Expectations were met, but consider my expectations for HR Block tax software is high - expecting flawless execution and tax deductions. No tax software is perfect, but in my case as an Independent Consultant (1099), this software covered 98% of my needs. Had to dig a little into the tax code, but a bit of that is always expected with the ever changing tax laws.
Pros: Easy to install, Easy to fix issues, Easy to prepare, Maximizes refund, Fast
I have been using H&R Block for as long as I can remember -- perhaps 25 years or more... I have found the interview process to be very thorough and helpful.
Pros: Easy to install, Easy to prepare, Easy to import
I e-filed California three times before it was accepted. Each time H&R Block's audit found no problems, but California did. H&R Bock software instructs: "California Worksheets correspond to the federal Worksheets". Not true! There is no California #6. Federal #3 = California #2. Federal #5 = California #4. Federal #6 = California #5. The incorrect H&R instruction provided in the software resulted in the California e-file rejections. If the California software handled Passive Activity Loss Limitations as completely as the Federal software does, there would have been no problem. At the very least, the H&R Block software should state which Federal worksheet numbers correspond to which California worksheet numbers. I have used H&R Block software for years and have e-filed since the capability became available, but I have never previously had an e-file rejection.