I have been happy with the software and have used it for years, however, I have complained every year that it does not include e-file for state.I don't need 5 fed e-files. I copy and mail my state return every year.
I have been happy with the software and have used it for years, however, I have complained every year that it does not include e-file for state.I don't need 5 fed e-files. I copy and mail my state return every year.
This product is UNUSABLE if you have a lot of investment transaction imported from your financial institution. The IRS allows "like" transactions to be grouped together. For example, selling a mutual fund on one date where the buy dates for Var-Long transactions can be grouped together and Var-Short transactions can be grouped together. This software does not do this. I have to manually scroll and review over 300 investment transactions when, in reality, I could hand enter 10.
I've been using H&R Block tax software for over 10 years and have always found it to be easy to use, with accurate results, and seamless integration with previous years' returns. I've never had a problem with incorrect filings and am completely confident in the accuracy of the filed returns. Starting a new return from year to year is very easy because the software imports the previous year's automatically saving time and keystrokes. I highly recommend both the federal and state versions since they can handle the simplest as well as more complex returns.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast