Made my way thru this year's new Fed Tax forms... if I get sidetracked, I can always look at their checklist to see what I have or have not completed. This year I e-filed... got back the IRS acceptance in an hour or so!!!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I have used HR Block for several years and it worked fine this time UNTIL I was ready to file the returns. I opted to e-file both federal and state (Maine). The program responded that i could not e-file until I checked for updates. I then downloaded and installed both the federal and state updates and re-entered the filing information. It then again refused to complete filing until I checked for updates. I did and it showed the federal was complete but the state still had an update available, so I downloaded and installed the state update again, and went through the filing pages again, and AGAIN it refused to process the e-filing until I checked for updates. Two more times i went through the whole process of installing the state updates and going through the e-file process, and after four tries I gave up and changed my filing option to e-filing federal only and paper-filing the state. The program then processed the federal e-file.
I have found the program serves my needs much better than its' rivals. There are some questions in my state returns that have been answered in my Federal return but the data is not transferred. I owe money to one of my states that I have chosen to e-file. Prior to filing, I could not find information on exactly when and how to pay.
1. I e-filed my return and received an IRS acceptance at 9:25 am. You sent me an email at 10:20 am saying HR will file automatically, and will notify me when IRS accepted. 2. More importantly, your summary sheet of items to include in mail in return... left out an important 1099 Copy B. I realized the error and caught it before mailing return.
Been using H&R since2007, refereed & began using the software since 2013. The ease of use and software features (Return preparation, filing/extensions options, etc) keeps me returning each year.
Only feature [but very minor] request: For most current version to be able to open all previous returns; having to have each year-version of software installed is tedious, needing to open each individually at same time, having to go back & forth; have had problems with lost software during PC/hard-drive changes, [and memory consuming].