Customer Reviews for H&R Block - Tax Software Deluxe+State 26 - Windows, Mac OS
Customer Rating
4
Not user freindly to track down data problems.
on February 24, 2018
Posted by: Printing problems
My cover page showed only 3 of 4 TIAA-CREF 1099-Rs; but did show # 5 Merrill Lynch 1099-R. 1 Data Verification was displayed. I went to the 1099-R section and clicked "Print" it printed 35 pages of Boiler Plate with no data and finally 5 pages that showed box 13 data was my problem. You can't compare forms for the error?
Pros: Easy to install, Easy to prepare, Maximizes refund, Easy to import
I have used this for several years. This year, when it verified the return at the end, It found an entry that it did not know what to do with. I created an H&R Block account to get advice via the live chat, but it never worked. I finally found the answer to my problem, but with great difficulty.
Pros: Easy to install, Easy to prepare, Easy to import, Fast
Bought the end of 2016 and used today to complete my Federal and State taxes. Pretty easy to get done with guided questions. Had many 1099's this year so it was much more complicated than past years but got through it in less than an hour.
Pros: Easy to install, Easy to prepare, Maximizes refund, Fast
I have always used a Tax Pro for my previous year(s) tax preparations. This year I decided to use H&R Block Deluxe given my situation includes married filing jointly, W2s, IRA deductions and 1099-INT. I was confused between H&R Block and TurboTax but then I did some comparison and decided to go with H&R Block because at the time when I purchased this software, H&R Block was cheaper than TurboTax, it has in-person audit support for desktop version and in case of audit, I can go to its nationwide brick-and-mortar locations for help as opposed to talking to someone over the phone (offshore) with TurboTax.
Using the software: It was super easy to import my W2 using its "Import from Employer" feature. However, my wifes' payroll provider does not work with H&R Block so I tried to upload PDF of W2 but PDF upload was unsuccessful. So, I had to type in all information manually which took no more than 10 minutes. Its not a big deal for me but I wish H&R Block improves this feature in future. I highly recommend this software for someone whose Tax filing situation is straight forward because all you need is about an hour to prepare and file your return with this software.
Pros: Easy to install, Easy to fix issues, Easy to prepare, Maximizes refund, Easy to import, Fast
I downloaded the software and was done with my 2017 taxes in about an hour. The software was easy to use and navigate through. My return is relatively simple to do. If you have a lot of rental properties or foreign properties / accounts, you may be better off having your taxes done.
Pros: Easy to install, Easy to prepare, Easy to import, Fast