I've been using H&R Block for the past 5 years and I can honestly say that their software is the best. The money spent on it is well worth it. I truly recommend anyone that's never done or doing your taxes for the first time try it, they walk you through it step by step and if it finds an error it helps you to fix it.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
The problem with this program ( which I been using for 5 years) is it doesn't automatically go to a form to fill out or guilde u to fill out if off the beaten path.. example: state under payment form. No walk through on filling out..Just a form u have to figure out to use yourself.
I didn't understand If when reporting Social Security Part D deduction if that pertained to only that deducted from SS check, or should I enter what was paid to a 3rd party like Humana? If it's supposed to be only what deducted from SS check make it clear like you do w/ Part B, otherwise say to enter all Part D payments. In my case I don't think it made any diff.
The program did not enter all of my RMD amounts (2 amounts) in the proper columns even though I furnished all of the proper info. Now I have to file an amended return to the IRS to explain what lines need to be changed. Otherwise the IRS may nor know I satisfied my RMD for 2019.
I've used the H&R Block software to prepare my taxes for several years now, and it seems to get better every year. It's extremely easy to use and there's great guidance every step of the way. My wife and I itemize to ensure that we receive the maximum return, so we have to complete many additional forms in order to do so. The H & R Block software guides you through this process by asking very basic questions and offering advice as you complete each additional form. It even provides you with a comparison of the benefit that you may have created as a result of using that deduction or itemization. Its like having a personal tax advisor sitting on your desktop.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast