Customer Reviews for H&R Block - Tax Software Deluxe+State 26 Download - Windows, Mac OS
Customer Rating
4
Easy to use, but ? Child Care
on April 10, 2019
Posted by: DennyMichigan
My daughter shares custody and pays a partion of child care. She is not the custodial Parent. Your software asked whether she was a dependent and I said no. I followed the instructions anda credit of $111 was determined, except theIrs would not accept the return until I deleted the child care deduction/.. Whats up? Is the software wrong?
I used to use TurboTax for many many years, but, I decided to try H & R Block Tax software for my 2017 returns as it was a little less expensive. I found the process with H & R Block a bit easier to use and a little bit friendlier interface. This is why I have used it again for my 2018 returns. Since the software imports data from the previous year, 2018 was a relative breeze even though my returns were more complicated this year. I look forward to doing the same for the 2019 returns next year.
My income is primarily from pensions, social security and investment income. The investment income, while modest, generates a lot of 1099s of various types. The H&R Block software ensures I don't miss any income items that I might overlook. It does a great job of making sure I don't miss out on any deductions or take ones that are no longer available under the new tax law. So, when I press the "send" button to e-file, I feel very confident that I've got the job done and done right.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
They need to add totals to summery pages so that you get a more complete picture of income and deductions. Also summary should contain key info such as Tax as a % of income and deductions needed to exceed standard decution.
I feel like the software did everything I needed, but there was not always a good path to get detailed information or help with a specific topic throughout the enire experience. If you did not have a pretty good background or know about streams of income, you are likely to have a number of situations where you do not know what to do to move forward. I found myself guessing at the correct entry, reviewing the final results and than doing it again, differently, to get the results I felt represented the income and expenses I incurred to make that income. I don't like the guessing part of that statement and any help did not match the situation I had. Most of this dealt with 1099 forms, and interest income form personal loans. All of this added significant time to preparing my return.
I've been using H&R Block tax software for years. Very easy to import W-2 data and to set up direct deposit for my refund. I would say the only problem with this year's software is that some of the fields aren't big enough. For example, when trying to add in the city, state, and zip code on a field, I ran out of room and had to eliminate some spaces. I had to convert "San Luis Obispo, CA 93401" to "SanLuisObispo, CA 93401".
Pros: Easy to prepare, Easy to import documents, Fast
I was prevented from e-filing my state return as a result of some issues that I was unable to resolve. In the federal section for reporting data from my CSA1099R there was no box to record the state/payers state no. There was also an issue with the state distribution amount.