Customer Reviews for H&R Block - Tax Software Deluxe+State 26 Download - Windows, Mac OS
Customer Rating
4
Easy bunny trail except part about med insurance
on April 9, 2019
Posted by: BobB62
from NC
The Software works well in general. However, I'm a Religious Healthshare subscriber (as are millions of American's that decided to save $30K a year vs. Obama Bronze, Really!) They should have an up front question relative to the Healthshare exemption. Instead, it's the last question on the bunny trail, after they've already tacked on the $5K "no freedom for you" individual mandate fine, which it then removes. It caused me a little Obama Care PTSD. It felt like a third of the Obama Care annual deductible; or, even 2 months of premiums getting sucked out of my pocket. But, after 5 minutes of torture it was over.
Too many error messages that said it unexpectedly closed and I had to reopen it. Doesn't seem very compatible this year with my Mac which might cause me to switch to another software program. Instructions for part-time residents not very complete and the program doesn't compute numbers easily for you.
The state return for MN missed M15 form and I have to calculate by hand or let state to figure out penalty. Also, my state return was rejected twice and the software does not provide enough information on where to fix it. Then, I have to file state return on paper.
This is my 3rd year using H&R Block tax software and I have been very satisfied with it. I've used the live chat and found the program to be easy to use.
Pros: Easy to prepare, Easy to import documents, Fast
Overall, I've gotten accustomed to your software, but you're sometimes weak on the details. Case in point: I could not take a deduction of $130 for a REIT dividend distribution, for which there IS a 2018 Qualified Business Income Deduction. The standard 1040 Instruction Manual contains a Worksheet for this, and your program said I was not qualified this year to take the deduction. NOT TRUE. Further, it was almost impossible to find where I could have taken the deduction in your software, as the K-1 Form interview did not direct the user to the deduction area of your program.. PLEASE, work on this this year, as many people have investments in REIT Index Funds. And, some of us have to report on the K-1.
Handled Federal and Maine taxes and filing without a problem. Interview process is somewhat awkward, but it is thorough and covered everything I needed to do to file my taxes.