Customer Reviews for H&R Block - Tax Software Deluxe+State 26 Download - Windows, Mac OS
Customer Rating
4
Good features
on October 15, 2019
Posted by: donaldc
from Chicago
I've used this product for years and generally very happy. Have a bit of trouble understanding the dos and don'ts for calculating allowable IRA deductions and, with new tax law, what to do with new details on K-1s from trusts and partnerships. May not apply to many users
The 2018 edition was great, as usual, except for a bug in the federal and a significant bug in the SC state edition.. The federal had a problem where the 1099 had an address (to which the employer mailed it) which is different from the legal address I am using. This applies when one has a temporary job in another state, for example. I could have faked the 1099 address in Block but it was important to preserve it for records. It required an OVER-RIDE. not good. When it came to transferring the amount reported in federal as gross workers comp 1099 income to the SC state (where the entire amount is exempt) Block "lost" $5000 (or so) and this required a manual over-ride, else SC would expect that $5000 was taxable. I hoope that this is not an indicateor of corporate saving on testing.
This is our fifth year of using H&R Block software for our family returns. It has been a good experience. This year, with all the tax changes, it was more of a challenge. There were a few kinks that need to be fixed. It also would be nice to click on a cell and see what makes up that total.
The status for owed vs refund was not always correct. The page where you could apply part of the refund to next year's withholdings did not show correct values if the return updated to new values. Finally, I had to find and manually enter HSA contributions using Form 8889. I hope it was complete as I did not find the form to report distributions from the HSA.