I have been using H&R Block Deluxe Software to prepare my taxes since 2015 and each year the process seems easier and every bit as thorough than the year before. I have never had any problems with either the Federal or State returns being accepted and have never been audited, so I couldn't be happier! I highly recommend H&R Block Software to anyone who prepares their own tax returns and I will continue to use their software every year also!!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
My daughter shares custody and pays a partion of child care. She is not the custodial Parent. Your software asked whether she was a dependent and I said no. I followed the instructions anda credit of $111 was determined, except theIrs would not accept the return until I deleted the child care deduction/.. Whats up? Is the software wrong?
I used to use TurboTax for many many years, but, I decided to try H & R Block Tax software for my 2017 returns as it was a little less expensive. I found the process with H & R Block a bit easier to use and a little bit friendlier interface. This is why I have used it again for my 2018 returns. Since the software imports data from the previous year, 2018 was a relative breeze even though my returns were more complicated this year. I look forward to doing the same for the 2019 returns next year.
My income is primarily from pensions, social security and investment income. The investment income, while modest, generates a lot of 1099s of various types. The H&R Block software ensures I don't miss any income items that I might overlook. It does a great job of making sure I don't miss out on any deductions or take ones that are no longer available under the new tax law. So, when I press the "send" button to e-file, I feel very confident that I've got the job done and done right.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
They need to add totals to summery pages so that you get a more complete picture of income and deductions. Also summary should contain key info such as Tax as a % of income and deductions needed to exceed standard decution.
I feel like the software did everything I needed, but there was not always a good path to get detailed information or help with a specific topic throughout the enire experience. If you did not have a pretty good background or know about streams of income, you are likely to have a number of situations where you do not know what to do to move forward. I found myself guessing at the correct entry, reviewing the final results and than doing it again, differently, to get the results I felt represented the income and expenses I incurred to make that income. I don't like the guessing part of that statement and any help did not match the situation I had. Most of this dealt with 1099 forms, and interest income form personal loans. All of this added significant time to preparing my return.