The program works well I just wish that the information for each question had a more detailed explanation. this would help with tough questions like inheritance of IRA. or K1 question and answers.
I have used H&R Block Deluxe for many years. It has easily handled the sale of a home and many different types of stock market transactions. Installation, program operation, and updates have been flawless on various computers. Data importing from the previous year has always been reliable. Printing and e-filing is very easy. It is an excellent program that makes Fed and State tax return as easy to complete as possible.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Deluxe pakkage is sufficient for my tax reporting needs. Step-by-step questions are thorough and follow through logically. Updates are available as they are issued. A very satisfactory product.
I like the product but had one problem with it. I received a dividend that was funded originally by US government securities, so that income wasn't taxable at the state level. But I couldn't figure out how to get it out of my income for state tax purposes. Finally, I just called it interest rather than a dividend and got around the software that way. But perhaps there's a better way to handle that, if so it should be explained somewhere.
I like the product but had one problem with it. I received a dividend that was funded originally by US government securities, so that income wasn't taxable at the state level. But I couldn't figure out how to get it out of my income for state tax purposes. Finally, I just called it interest rather than a dividend and got around the software that way. But perhaps there's a better way to handle that, if so it should be explained somewhere.