... purchased CD for 2017 Fed & NYS returns ... Fed return worked, NYS return was a disaster ... numerous S/W errors ranging from erroneous entries (entries I did not enter, calculated & entered by HRB program into various places in return) ... accuracy check failed to catch errors ... (still in dispute w/NYS tax returns to resolve actual problem) ... I'll stop here, but additional errors exist ... all errors could not be corrected via HRB program CD - had to mail via USPS NYS return ...
It did not recalculate all forms when I did a change in dependents. Most all it did , but did not recalculate the form for Medical Assitance payments on the affordable care act , resulting in a letter from the IRS and me having to pay more and a penalty!!!
I have been using H&R Block software to do my taxes for a few years now. It works very well and it's easy to use. Makes navigating the complicated tax world a lot easier.
Pros: Easy to install, Easy to fix issues, Easy to prepare
I have been a long, long time customer. Overall I am satisfied with the product. It can't handle K-1s very well, but now I no longer need it to. The state programs are well done. I had to file a WI return this year and would have been lost without the state program for WI as I don't live there and have little experience with filing a WI return. It was so goofy how they allocate the income, but I just followed the interview and Taxcut hid all the nonsense from me. In the end, it made what would have been a really difficult return easy.
Same good Tax Cut product I've used for about 15 years, EXCEPT FOR (1 No Longer printed MAIL TO addresses for Est'd Tax Payment coupons, and 2) Assumed I would NOT make Est'd pymts by check (Had to delete form to File !!!)
I followed the instructions on the Cover Page and submitted all the forms as instructed. On May 14, I received notice from the IRS that I had failed to file a Form 8962, along with a copy of my Form 1095-A. Not a happy camper.
Pros: Easy to install, Easy to fix issues, Easy to prepare, Maximizes refund, Easy to import