If you are not going straight through the questionnaire then navigation is confusing. I’ve been using this product for 10 years and still haven’t figured out navigation.
By far the HR Block tax preparation software is the best in the market. I have been using it since 2006 and I have never encountered any issues working with it. It has great support tools, it gets better and better each year and it answers in layman’s terms all my answers. It makes tax preparation so much better than TurboTax and I have never been at risk of auditing by the IRS. I definitely recommend it over other similar tax preparation software.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Positives: Consistent year over year. Interview process is easy. Obtaining data from prior year and downloads of W2, 1099, brokerage statements are good. Negatives: Always trying to charge for transmitting State Taxes. Just dumb. I paid already it should come with the product.
We've used H&R Block for many years, and always been satisfied with the results. I particularly like some of the new features to allow you to upload tax forms via PDF, or even phone. We will continue to use for our own taxes and will recommend to others.
Pros: Easy to prepare, Easy to import documents, Fast
The straight forward instructions and linked sections (and previous year) made it easy enough for a non-technical person to complete. Then the audit function helps check each element. If you have your information gathered and in order the same as you would need to give to someone else to do your taxes it becomes very straight forward.
Program works fine but is a bit cumbersome to use the forms directly and won't allow changes there. The state program I bought wouldn't work correctly....Arkansas. Since military retirement pay is exempt it should have removed it from the agi...it did not. I had to do taxes manually.