Software is clunky in comparison to the website. I pruchased the +state version and was welcome to the unpleasant surprise that I have to pay for e-file.
I found the review process painful. You directed us to review 8606 issues where there should have been none. Our total IRA holdings are large, but once you were told the amounts were OK you should not have continued to claim this was an issue. Then there were our address entries in these form that should have been automatically entered. Also the address entry panels were not clearly identified as to what went where so it took multiple guesses to figure out what was required. A continuing problem is the round off of the percentage of pretax contribution to IRAs. It does not include sufficient decimal places to be accurate for large IRA amounts.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare
I have used H & R Block in past years. This year I owed a significant amount of money and chose to pay with a credit card. The program does not inform tax payer that there is a 2.49% charge on the amount owed in order to process the credit card charge. I filed my return and now want to change payment method and there is no way in the program to do this change.
I have used H&R Block for many years. Would not use any other. Transfers last year’s info automatically, I fill in my info, and it’s done. Could not be simpler. Very good program.
Software stinks and no person to help you fix it. I had 2 data verification questions that come from my W2 and last years return and the software can not handle those!