Customer Reviews for H&R Block - Tax Software Deluxe+State 26 Download - Windows, Mac OS
Customer Rating
5
Amount of refund to apply to next year.
on March 24, 2020
Posted by: Steve1941
from North Carolina
I've been using this software for a long time and have found it to be great. There is one improvement I'd like to suggest. I completed making all data entries except for one 1099 that always comes late. When I got to the part on "How much of refund do you want to apply to next years payments?" the total amount of the refund was already filled in (in blue background). That's what I wanted so I clicked on "next." Later, when I received the missing 1099 and added the data, I discovered that, although the amount of my refund had decreased, the dollar amount of what I wanted applied to next year's taxes had not changed. There was nothing in the "review" section that informed me that the amount of refund to be applied to next years taxes was greater than the amount of refund. The H&RB person I discussed this with on the phone said this might cause problems with the IRS and that I should make the manual change. Although I probably should have caught this myself, I would suggest that a notification for this situation be incorporated into the software.
Good program, easier to navigate than Turbo Tax this year. Was disappointed that I had to pay to efile my state return on the deluxe program. I didn't know that until I completed my state return, then went back to look at the box. It's written on the back in a very subtle way so never noticed it before purchase.
Nothing is fun about doing a tax return. We normally use a CPA but decided to use H & R Block instead. It was easy to follow the instructions and had the federal and state returns done in one morning. I recommend it to anyone considering doing their own taxes.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I bought the H&R Block Deluxe in Nov 9, 2018, very early as I usually do. The program immediately captures from previous filings relevant general info, including banks and charity organisations for one to edit, remove or ad new ones. The program makes it easy for you to add deductions and check for you if it is better to use the standard deduction or the itemized deduction. You have the option to stick to the itemized deductions at this point to see if it will be advantageous to go this way taking into account your your state taxes. Some would probably appreciate some help in the program regarding that last issue.
Pros: Easy to prepare, Easy to import documents, Fast
I have been using H&R Block tax software to prepare and file tax returns for myself and for my adult children for many years. Recently I decided to take the IRS Volunteer tax preparer certification exam which mandated that I use Tax Slayer product. The difference between the two products was sufficient to cause me to withdrawal from the volunteer program entirely. H&R Block simplifies a very complex tax code so that most people can comply with ease.