For my current situation, this product was a challenge to get through. It took way too long, & was not at all necessary. HRB should evaluate client's current situation BEFORE providing a product. PRO - I did learn a few things NEW about the HRB Deluxe software! CON - HRB locked me out of the main HRB website and would not accept my ID Confirmation. Why? Don't know.
I'm a return customer; I've used this tax prep service for a number of years now. For the most part I'm very satisfied, BUT, during the final actions there's a new requirement about attaching PDF doc's that's UTTERLY CONFUSING. I do NOT like this final step, and I hope I've not made a mistake in my actions. Why it's required, and how it should be used, should be explained MUCH better than it currently is.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Got good tax re turn coming back. Return help up because form 5329 isn't going to be ready until Feb 13. Sucks to buy products that aren't finished before you sell them