There are still a few things like explaining a few basic details surrounding things like declaring a Net Operating Loss and how is must be carried forward every year without a break. and how it is calculated.
I’ve been using H&R Block/Tax Cut for a very long time and it has been easy to use. From download to file, all very straight forward and I felt comfortable with the program and liked the audit tools.
Steps you through all federal items. One error on the NJ state tax. Computes the option for property tax deduction or property tax credit for everyone. This is not available to homeowners who receive a homestead rebate.
Actual software download, update and adding prior year data went fine. Entry of my 2019 information went fine. But final steps were confusing. During preparation, was not asked for refund instructions. I opened the form and entered my bank info. Then during the filing phase, Surprise! the refund instructions appeared, and I then reentered the bank info. REALLY !!
It fills out the extra schedules and worksheets needed, except.... I have a 1099R. I filled out the program where it asks for the 1099R and what is in the boxes. Box 2A was empty on mine, and that is how I filled out the program. The Fed 1040 instructions has a 'Simplified Methods Worksheet, Lines 4c and 4d', that needs to be filled out. The H&R Block software does not cover or explain this adequately. It does go through the steps and the last step it asks you if you have a number to add to box 2A, but no explanation and no help pops up on the screen. This could have been a "big" miss, if I had not questioned the programs results and dug into why it seemed out of normal for my returns.