The software was clunky. It didn't allow me to deduct miles as a business expense. When I tried to input the information in Schedule C, it didn't let me. It required me to go to a mileage worksheet. That form was in my name and not my wives, which it needed to be in. In the end, I never calculated business miles as an expense because the software wouldn't allow it. I wound up pay more in taxes and getting a smaller refund. To top thing off, my code didn't work to e-file federal taxes and I had to go to tech support twice. The first time it was closed due to limited hours. I then had to go back the next day.
I used the e-file for the first time and was pleasantly surprised how easy it was to submit my tax info and the quick follow up showing my info had been received at the IRS office.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Works well. The state program need to be improved to handle K 1 data entry. It is confusing as our K 1 has two columns and the software is not clear on which to use nor which line to enter the data from and to.
Generally capable and easy enough to use. But this past year I bought an electric car and bought and had installed a level-2 home charger and enjoyed rebates and credits, except for the charger installation. H&RBlock did not include Form 8911 to claim the charger installation tax credit, which had been extended for this tax year. Online forums recounted efforts to have HR Block support Form 8911 without success, claiming it was not an individual credit but a business credit. The other major tax program DID include this form for individual returns. So disappointed about this omission.