Customer Reviews for H&R Block - Tax Software Deluxe+State 26 Download - Windows, Mac OS
Customer Rating
4
Download limitations
on March 5, 2019
Posted by: Bob0061
from Rochester NY
The software overall is easy to use. I have some minor difficulties trying to find where to make changes to driver license info but that may be just me. Worksheet information truncates driver license dates. The biggest issues I had is that it down download investment 1099's from J.P. Morgan Inc. One must manually key in the stock sale information, interest, and dividends. Turbotax does handle the downloads. For that one reason, I will go back to Turbotax.
First time in years that I didn't use tax act. Saving the money was not worth the headaches. Will definitely be switching back to Tax Act next year. Would charge for filling then say you have to update. Took time refunding the money for filling. Would not import Tax Act. I should have spent the money and ordered Tax Act.
I have been using Block's software for many years and am very satisfied with the results. I encountered one problem in the 2018 tax year NJ State Tax. 'Veteran Status' did not carry forward from 2017 data and was not shown in the dialog.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Software worked but I first did my federal taxes itemizing my deductions and was told I owed $563. Went through the process but decided before I wrote the check to the IRS I would go back and do my taxes using the standard deduction. When I finish I was getting a refund of $463. I would have like to have the software alert me of this next time. Just a suggestion.
I bought this as soon as I received it. I been using the H & R tax program even before it was H & R. Originally it was a software company in IA. H & R kept the good things on their program and have improved it each year, making everything easy to use.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast