Customer Reviews for H&R Block - Tax Software Deluxe 2026 - Windows, Mac OS
Customer Rating
4
Great but still some minor difficulties
on April 9, 2020
Posted by: axroppy
from Colorado
Stock sales requests date of acquisition and date of sale but in accuracy review it requires that entry be VAR-L or VAR-S??? Schedule A: Entry of local sales tax is entered as provided by city but program does not accept.
Pros: Maximizes refund, Easy to import documents, Fast
NY State Summary of Federal Form 1099-R Statements
on April 9, 2020
Posted by: Stephen Choi
from New York
After I finished the Federal return and the NY State return, when I checked the NY State return, I discovered IT-1099-R form in the state return was not generated for any Form 1099-R in the federal return that showed $0 for State tax withheld(box12). The state processing authority will hold up the refund for months until the information is provided and explained. I normally avoid efiling the state return; and print the state return and mail it in with the correct forms.
Great application, very easy to use. It was my first time filing my taxes and I must say that it was so easy that it felt like a fun learning experience. My mother used the program too and said it was much easier to use then Turbo Tax. And she's be doing her taxes for ages. :-)
Only Difficult area was including on my mother-in-laws return the form 1099-LTC for which there was no questions for this. Had to look the right form up on the IRS website and then click forms on H&R return and manually enter into form. No shortcut or advise in question section.
I had trouble with this year's tax software. I waited until 4/9/2020 to get the latest upgrades for both state and federal. I downloaded and installed and then ended up having to reenter EVERYTHING into all the forms. On the bright side, I ended up with a lower amount owed so I am praying nothing was missed the second time around. Did not eel as confident as in all the other years prior. Good but hope 2020 is a better package.