Customer Reviews for H&R Block - Tax Software Deluxe+State 26 Download - Windows, Mac OS
Customer Rating
4
Pretty good
on March 9, 2019
Posted by: Mike RW
from Milwaukee, WI
I liked how the program worked for the most part. But it was confusing when I had to report an over contribution of $115 that I paid into my HSA account. The program had two sections where this was asked about. In the second section, it was lumped in with retirement account distributions. The program kept asking me if I received the minimum distribution from my retirement account, when I had received no retirement account distributions. In future editions of the software, I think HSA's should be handled completely separately from retirement account distributions. I did receive a refund for the $115 HSA overage, but I was still concerned that the program was recording the overage.
I am retired and thought my taxes would be simple this year. I still bought H&R block and I am glad I did. Every aspect of health insurance, income, and Medicare was covered. The process was clear and easy to follow.
1. When, in frustration at IRS rejecting my e-file, I chose to print and mail my return. On the COVER PAGE when it listed the forms I needed to attach to the front of the first page, the 1099-R forms listed started with 2nd..... The first attachment was OMITTED. 2. It would have helped to have some reference to where on the IRS transcript to look for the AGI.
The software was unable to efilemy PA state return. When the net gain from stock sales is negative number the program was unable to exile. HR should fix this