I bought this not knowing what I was getting in to. I was very surprised at how easy it was with the step by step instructions. Did my state and federal returns in less than an hour. Great product!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I've used this product to file my taxes for years. This year the state file would not down load. I had to purchase state again. It took me 6 try's to get the required update to install. Charged me state filling fee 3 times. Very frustrated with this product this year. Probably the last time I'll use it.
We ran into several problems this year where the interview ended up NOT creating the correct results. We found at least 4 different places where we had to go into the forms to correct the results of the interview. We will not use H&R Block next year.
The 1099-INT was the only weak spot this year. If you had both regular interest as well as OID interest, you could not enter both types of interest by toggling between them without losing the information for the other one you already entered. As a result, I had to re-enter the information for the 1099-OID in a separate entry. You should modify the logic in the program so that you if you have both types of interest, you should not have to create a whole separate entry (including the broker's name and account number) before entering in the second type of interest.
Pros: Easy to prepare, Easy to import documents, Fast
I've used H&R Block tax software for longer than I can remember--never a single issue, year after year. Automatic passing of last year's data to this year's return saves a lot of work. I would say every now and then I would like just a bit more help or info, but that is seldom. I'll use it again next year for sure......very happy with it.
There were two issues with this software on the Mac. 1. Unable to close the program without force quitting. I called about this and the rep said "it was a known issue"! 2. When trying to import financial information from brokerages the program crashed.