Customer Reviews for H&R Block - Tax Software Deluxe+State 26 Download - Windows, Mac OS
Customer Rating
3
Fine program, but found a bug in PA State forms
on March 23, 2019
Posted by: PA Taxpayer
from Pennsylvania
Have used H&R block for many years and have found it acceptable software. But this year I found a problem with PA return. It does not have input option for excluding dividend income from Federal sources and thus exempt from PA taxes (e.g. a % of mutual fund dividends). (It has this option for interest income.) Had to do a manual override (and is that ever hard to figure out!!). But when I printed for filing, it only printed the taxpayer copy of the Schedule B (taxpayer had the dividend exclusion override). I had to print the spouse copy of Schedule B separately from the Forms menu.
I HAVE BEEN USING HR BLOCK FOR MORE THAN 10 YEARS. I HAVE NEVER HAD ANY GLITCHES OR ISSUES AND ALWAYS GOT MY REFUND QUICKLY. KNOWING THAT THEY ARE THERE TO HELP ANSWER QUESTIONS AND IF YOU SHOULD GET AUDITED THEY WILL HELP IS A GREAT COMFORT. BUT...I HAVE NEVER NEEDED TO ASK A QUESTION AND I HAVE NOT BEEN AUDITED
Pros: Easy to prepare, Easy to import documents, Fast
This is the first time we have used Federal and State efile. We followed the instructions step by step and the process went very smoothly. We had one very minor data error that needed correction and the status notices were very clear so that both returns were accepted the same day.
Overall the software is pretty easy to use and go through the process. The biggest issue I had with the software is that for dependent care expenses, you can only have 4 providers. I use multiple summer camps and have more than that, which meant I couldn't e-file the forms.
The software worked well but hung me up on the Form 2210. I tried to use the estimated taxes software due to semiretirement, investment income, 4th quarter capital gains distributions, and a 4th quarter job - but the system was so confusing I couldn't figure it out. So I will use the feds' estimated taxes stuff.
The software is fairly simple to follow when it takes you through every step, but if you want to go back to just one step, you have to click all the way through that section to get to where you want to go.
I e-filed Federal and State, but when I go back to check the status, it only shows State, and I do not know how to check the status of the Federal return. It's nice for filing, not so great for following up afterwards.
When I purchased the Deluxe, it said it included the state, but it did not say that I would have to pay a separate fee to e-file the state, so that is a bit misleading.
Pros: Easy to prepare, Maximizes refund, Easy to import documents