Customer Reviews for H&R Block - Tax Software Deluxe+State 26 - Windows, Mac OS
Customer Rating
5
Great Interview process again this year.
on March 1, 2018
Posted by: Midnight Rider
from West Chicago, IL, USA
Overall the interview process works very well. The import of financial institution data works well too, except that there is no partnership with JPM Chase Bank. One minor problem: The interview is a little weak on how to handle tax-exempt bond Accrued Interest, tax-exempt Bond Premium Amortization, and especially tax-exempt 1099-OID (boxes 11 and 6). Otherwise, GREAT!!!
Pros: Easy to install, Easy to prepare, Maximizes refund, Easy to import, Fast
The only thing that concerned me was that I got a warning that boxes 1,2,3 normally are not the same if there were entries in box 12. I think mine were the same due to 401K contributions being "roth" but I could not find any additional info on this?
First time doing taxes, was very helpful, but upset that I had to pay to file my taxes after buying the program. I didn’t want to pay a representative, and even though it was way cheaper, it still bothered me.
I have used Taxcut for the past 15+ years. The program makes my tax filing process easy with greatly reduced stress knowing that I'll get a completed return with the best outcome possible.
Pros: Easy to install, Easy to prepare, Maximizes refund, Fast
I had to keep going back because the software changed some of my selections. In fact, upon printing the return, I found that my personal info, including my name wasn't on the return. I used the program last year where I had to take an energy tax credit and while everything worked on the Federal return, it completely botched the State. I spent the better part of 4 months last year going back and forth because the State did not help me because certain forms weren't defaulted with the H & R software.