Customer Reviews for H&R Block - Tax Software Deluxe+State 26 Download - Windows, Mac OS
Customer Rating
3
LITTLE HELP WITH EDUCATION TAX
on April 10, 2019
Posted by: MikeNixie
from New York
Directed me to read IRS Publication 970 and figure out the 529 tax and all the jargon myself. Also I could not import my Schwab information because I use a special character in my password (doesn't everyone?).
Overall, I was impressed with the convenience and thoroughness of my HRB tax package. That is, until I went to file electronically. Then, issues with my 1099R data inputs were highlighted and had to be addressed. I feel these 1099R issues *should* have been verified/validated and highlighted at the time the data was entered in the forms, rather than delaying this verification/validation to the point of electronic filing. This, IMHO, is a significant flaw in an otherwise fine product.
I have used H&R Block software for over 10 years. I made a simple typo this year 1st time. I was alerted by an e-mail that my filings were rejected and why- I was able to correct and resubmitted. Appreciate the help provided in the e-mail
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I found a serious error in the program for 2017 and 2018 and only caught it this year. NJ requires you to report interest from a K-1 together with any dividends on line 26. In the past the program would ask and then remove the interest from Federal interest total and sum it up in the worksheet with your K-1 dividends. For 2017 and 2018 it removed the interest from line 16a but only reported the K-1 Dividend total..excluding the interest on line 26. I had to manually make the change and it took me hours to figure out what was wrong. I went back to my 2014 and 2015 versions and they all worked correctly. Seems like a glitch which is not being reported properly and therefore under reporting NJ revenue unless you manually change it. I spent 45 minutes on the phone but it was a waste of my time.
The system is great - even with the darn tax changes. I have been doing this now for almost 4 years with HR block and never have been disappointed. Gets a little tricky in the past but the program knows the path...!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I used turbotax for years and 2yrs ago I had forgotten to buy it and walked by HR Block in a store. I bought it and it was even easier to follow and use. So I tried it again and worked great.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast