I have been using H&R Block Premium Software for many years and really like all the features. This year was the first time I've ever had a technical issue and a technician fixed the problem while online with me in a short amount of time.
Is it me or is this tax stuff getting even more complicated? After the returns have been filed, I really have no idea whether it’s right or not. The schedule C process is a nightmare. It only lets you see through a peephole when you need an overview of everything in order to sort out what goes where. It asks for some things several times, so I’m not sure whether it’s confused or both of us. I need a tax preparer in a box, but not one that is afraid of every deduction, like Block’s people!
Cons: Time consuming, Doesn't maximize refund, Hard to prepare
Several problems but the main one was not being able to download some investment accounts. PLEASE LET ME KNOW I CAN DOWNLOAD WELLS FARGO ADVISORS IN THE FUTURE. IT WAS NOT POSSIBLE IN 2018. ALSO FRANKLIN TEMPLETON INVESTMENTS. I WILL NOT PURCHASE H&R BLOCK AGAIN IF I DON'T KNOW THESE ARE INCLUDED. THANK YOU.
Used HR Block for a number of years, generally satisfied, but this year's version was a significant step back. Where is the check box to simply take the standard deduction and override the program's decision? Can't adjust autocalculations from home office expenses. Ok if you have the simplest situations. Not good for anything sophisticated. Don't mind that the program makes a decision, but the fact you can't fix or override without invalidating your entire return - making it a manual return with no value to the program - is a big thumbs down. Hard to navigate.
This product is easy to use; the questions were logical and flowed in sequence. I did find some of the explanations a little difficult to understand so I believe simpler language should be used whenever possible. On the whole, I was satisfied with the results.