Almost every issue that I was worried about was handled well by the software.The only area that I can think of that was not quite handled easily was the RMD vs. excessive accumulation info. Both of us have retirement plans that we get RMDs from and 1099-Rs as well of course. But there was no info anywhere about what excessive accumulations we might get from these plans..Is there a form for that and if so, should we be expecting a form from the plans about this? Luckily, we have set up all of our plans to be sure that they automatically withdraw all of year's RMD before year end. So we finally figured out that we didn't have any excessive accumulations at all because the plans had withdrawn all of that year's RMD automatically. But nothing was said about that truism in the software or even where to find what your excessive accumulations were if you had any. You might put an explanation about all that in next year's software.
Guides you through step-by-step and finds the best return you can get. I've used H&R Block software for many years and have always felt confident in the results.
I've been using H&R Block for years and would never consider the other guys. I know exactly what I need to enter and how to answer the questions provided. Simple, easy to use and powerful!
Pros: Easy to prepare, Maximizes refund, Easy to import documents
This year I had my first problem with the program. It sent all my RRB 1099 info into the general 1099 R forms which when checking kept asking for a code in Box 7 and there are no Box 7 codes in the RRB forms and I could not clear this before filing. Also it did not transfer my AGI from previous year to the new form.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I highly recommend using H&R block tax software. I've been using it for eight years now. And find it to be easy, straight forward, economical and trustworthy.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast