Customer Reviews for H&R Block - Tax Software Deluxe+State 26 - Windows, Mac OS
Customer Rating
4
Software Quality has Slipped
on February 19, 2018
Posted by: Grampsh
This is the third year I’ve used this software. It crashed often. I was almost ready to use another vendor’s product before I finished the tax return.
It based it’s auditing of my charitable contribution % on my adjusted income instead of my gross income. I had to manually eliminate deductions to reduce my contributions enough to stay out of the red on the audit. This adjustment reduced my refund.
I have a side self-employment job and it handled the schedule C okay with two wrong assumptions. I receive 1099s from the companies I do work for. It assumed I was a material owner in those businesses. It was not intuitively obvious how to change the box for material owner to no.
Second, it warned that I would not have enough taxes to cover my estimated 2018 self-employment income (which it never asked me). It used my net 2017 tax liability amount as my 2018 taxes, which is $1,500 less than the actual taxes. I was not asked if I will have enough taxes taken out from my other income to cover any 2018 self-employment income taxes.
I HAVE BEEN USING THE H&R BLOCK TAX SOFTWARE FOR YEARS. I WOULD SAY I WILL NEVER CHANGE. IT ALWAYS GIVES ME WHAT I NEED. THANKS GUYS KEEP UP THE GOOD WORK
Pros: Easy to install, Easy to prepare, Easy to import
Expected state cost to have been included in deluxe edition. Having been a Block employee until this season, the software was fairly easy to use. Not sure a novice could use it.
Pros: Easy to install, Easy to prepare, Maximizes refund, Easy to import, Fast
Everything went well until dealing with investment pensions, rollovers and minimum distributions. The section isn't very helpful in determining how to deal with each individually. Instead, all must be grouped together and then you're on you own figuring how to deal with each. I finally got the program to work as needed but it was very time consuming.