Overall experience was good I am disappointed that Robin Hood was removed from the list of banks after the update and I had to manually enter 40 stock sales.
I used H&R Block Software for several years and Its always work great for me What I really like is I help other Family Members and It allows me to process their returns
My wife has an LLC, so we automatically assumed we'd be better served having a pro do our taxes. The H&R Block software helped us find deductions I know have not been applied since we hired out this work. It was way easier than I expected and I don't think we'll be hiring out this work anytime soon.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Extremely frustrating to install and update. Even with a basic Windows 10 computer, had problems installing from the CD on TWO computers. Finally gave up and downloaded. Now I can't get them to update -- either from the app or by downloading. A very frustrating experience. After seven years with Block software, this will DEFINITELY be my last.
This software is very easy to use. I realized a made a mistake with a 1099_Misc and Schedule "C". I couldn't quite correct it, but deleting the Sched. "C" and starting that part over with the "Go To" function made it simple and fast enough to correct it! Of course the Importing and Drag n Drop of last year's forms is a great timesaver. I've been using this software of various flavors for about 5 years now, and I've never been disappointed.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I like HRB software better than Turbotax. One thing I wish HRB would work on is a system check for states that require state itemized deductions if federal is itemized. This program told me I should take the federal standard deduction, so Maryland state law required I must also take state standard deduction. I overroad the program and said to itemize both returns, and the net result was a loss of $200 on the federal return and a $800 gain on the state return! The HRB program didn't figure this out; I did! The method suggested by this software would NOT have given the maximum refund.