I have been using H&R Block Deluxe software for several years with great satisfaction. The program makes completing tax forms much easier than on paper & less expensive than hiring a tax expert.. Highly recommended.
For the last few years, H&R Block's software has had deficiencies that they don't fix: For instance, form 1116 is not in interview style. Worse. when there are multiple forms, the foreign tax credit does not add up correctly. Furthermore, copies of form 1116 disappeared from 2017 file. Also, K-1 is extremely user-unfriendly. Also, W-2 form box 12W does not make distinction employer/employee contribution in interview. Also, line 21 (other income) does not work correctly.
Returned to H&R after a few years absence and glad I did. Simple, logical review of my financial situation made getting taxes done a pretty quick and mostly painless effort.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Did Not Include State - Past Years - Doubled Price
on April 13, 2019
Posted by: BonnieSUtah
from UT
Did Not Include State as in Past Years. Did not notice until purchase was made. Adding State after nearly Doubled the Price. Sneaky Trick. Program problem on Utah Mineral Production Withholding form numbers ending WTH, WMP.
Has problems calculating stock options from IMPORT
on April 13, 2019
Posted by: Supertimm
from Myrtle Beach
I buy this product every year but this is that last year. I had to spend many hours reentering all the stock option trades that this software failed to calculate correctly from IMPORT from TDAmeritrade. Otherwise the software functioned properly. Also needed Form 990EZ and was not available in the Deluxe version.
This is a great product because it is so easy to use and navigate through! The only negative thing I have to say is on the section that gives you options to use a state DL or other ID to verify your identity, it doesn’t include an IRS PIN option!