I've used H&R Block tax prep software for many years (with an occasional stray toward TurboTax) but after this year, I think it's time to bag it. There are multiple glitches in the software including the 1099-B implementation (conflict with form 8495) and I spent hours in queues and chat modes trying to make it work. It is missing many state forms (including Arizona charitable credit forms) which means it can't be used for state e-filing. It crashes periodically and overall, just plain unsatisfying. The interviews are lackluster and cursory at best which leaves lots of opportunity for omissions. The questions and tax code explanations are often poor requiring visits to the IRS website to get dependable guidance. Bottom line - if you have investments or other significant tax factors, walk away.
I've used HRB software for many years now. It makes it so easy to do our tax return and helps me overcome my procrastination that I had before using the program!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
The state software is incomplete. After going through entering all my data about my state tax return and getting ready to mail my state tax return. The final checklist list tells me to include the following forms if necessary, Hawaii State Tax form N158, Federal Tax form 8283, Hawaii State Tax form CR, Hawaii State Tax form 342. Isn't that what the tax software is supposed to do.