Great software - have used it for many years. had major problem with support. Telephone and chat access. My verification code was not being accepted. I hadn't used it and was trying to file my return. I tried for three days to talk to a human to no avail.I ended up paying vis credit card to file. an unnecessary expense for me.
This used to be a good product. Completing a return is now a chore due to all the effort needed to skip advertisements and various other opt-out questions that appear during the process. I can understand this if I paid NOTHING for the product - but I did not.
What an upsetting disaster. As I was submitting my tax forms and $ to the IRS and State, the Block system recalculated my taxes adding thousands more to what the software calculated minutes before. Minutes before the Block software said I was audit proof and things were OK. Now I have to buy another brand of software and submit and amended return.
Pros: Easy to prepare
Cons: Doesn't maximize refund, Hard to import documents
I have been using H&R Block tax software for the last 7 years. It is excellent and user-friendly. It imports all my Charles Schwab transactions seamlessly. It makes filing my taxes less stressful because I know they are accurate.
I have been happily using H&R Block software for at least 20 years and do taxes for relatives besides my own. This year was horrid. The bugs found were:
For the IRS, couldn't report a QCD taken from an Inherited IRA. :(
For Calif, couldn't enter the excess over-payment from 2018 to be carried over to 2019. :(
For Calif, couldn't report dividends that were taxable federally but tax-free for Calif. (It only allowed fed tax-exempt to be carried over to the state.) :(
When the Capital Gains carryover is different federally and for the state, I could enter the California carry-over from 2018 but it wouldn't show me the calculations for how much carry-over is left for next year. I have to dig out paper forms to calculate it. (This is for a return where the AGI is less than the Standard deduction) so all of the $3,000 is not used.)
In addition, I used the "Help" section to search for about 10 different keywords, but none were found. So, why even have a "Help" section?
I ended up re-doing the whole state return by hand and mailing it thru the Post Office.
Next year, I will likely move to a competitor for whom my friends give good reviews.