More cumbersome this year,but overall, pretty good
on June 11, 2018
Posted by: SOB1
from South Haven, MN
Verified Purchase:Yes
Questions walk you through all necessary questions. This year seemed to be more difficult in relation to the exemptions portion. In addition, making corrections and modifications was noticeably more difficult for 2017. Editing answers/entries is not easy.
Pros: Easy to install, Easy to prepare, Maximizes refund, Easy to import
Good program. I've used it for many years and it works fine except for one area -- the entry of oil Royalty data is not intuitive like the rest of the program. Entry requires two times thorough a similar looking table and the second table doesn't indicate it has the information from the first table. Took a couple of years to learn the idiosyncrasies of this. Would be nice to have it fixed.
Pros: Easy to install, Easy to prepare, Easy to import
I was informed by the Irs I would get a refund of $1600 because of miscalculations. line 23 of Mn income tax . The line states mini worksheet for state estimated tax. The state est tax come from the Federal deduction section. Line 24 asks for the estimated tax but I read according to line 23 it was an automatic transfer.
In my limited range of experience, all of the electronic tax prep programs are good and excellent value compared to the alternatives (an tax service or do it yourself). That said, compared to the state of the art, H&R Block is average. 2 issues for me: 1. I didn't find the way to calculate estimated state payments. I couldn't even find blank vouchers to print out for next year. 2. I only have mutural funds, nothing exotic. Still I have foreign tax payment for credit more than the bare minimum. The foreign tax payment section is confusing and difficult to work with.
I have e-filed several times since 5/29 and continue to get rejection notices. I overrode the AGI for 2016 today leaving out commas and putting in the correct figure and still get a rejection. Can you assist or file?