The product is good for most forms. However, the instructions for form 1116 are lacking. So are the instructions on the IRS website for that matter. Answering the questions for most forms are easy and go quickly. It was only when getting to form 1116 that I ran into issues. I spent hours deciphering the IRS instructions and scouring the internet for answers and examples. Then when the form was finally filed out, I was unable to attach the required statements, forcing me to print the return and mail it instead of e-filing.
After over ten years using TurboTax, their tedious password reset procedure got to me (I would have to wait until a business day - but I only do taxes on Saturdays!), so I switched to H&R Block. I actually found H&R Block easier to use than TurboTax. It explained that I had an option of whether to claim my daughter’s college expenses or let her claim them.
One feature I especially liked was when I reached the end of entering my income, it asked if we missed any sources of income. I knew I had, but didn’t know which category it was supposed to go under. The software listed a bunch of income categories, I picked the relevant category and was sent to the proper form. Were I still using TurboTax, I would have had to go through the entire interview again and try to guess which screen it should be entered.
One feature I would like to see is a more detailed summary of the things I input. When I am done, before I file, I want to check that I have accounted for all my random pieces of paper. It would be good to see the name of every company I got a W-2 or 1099 from and the total income from it, plus a charity list, mortgage list, property tax number, excise tax list, Soc Sec income, child tax credit, etc. Then I can go through all those slips of paper and forms and see if I missed any. Going through all the tax forms to check this is tedious.
Another thing that would be helpful has to do with the Drivers License entry. Does my state require it? What other forms of id are permitted, if any? Can I use my passport instead? I was not alerted until I tried to E-file at the end that I cannot use an expired license. (I have been delayed in renewing my license due to clerical problems.)
Overall, the experience was smooth and the instructions clear. I will definitely use H&R Block again next year.
I have used your product for a decade. I’d never switch. It has improvements that keep me confident the product evolves to keep with the times. I trust this product.
I have used H&R tax program for 20 years. It is straightforward and easy to use. I particularly like the capability to import the relevant portions of the previous years tax return, such as names, addresses, etc.
Pros: Easy to prepare, Easy to import documents, Fast