Each year now the interviews are less and less helpful. Not all situations are listed. The guidance is not clear. For example, the interview to input Schedule K-1s is so lame, I sure hope what I filled out is right! And I gave up on trying to understand the rental of my home and all that's involved with it. If I hadn't been doing my own taxes for years, I'd be clueless as to what to do. I do NOT intend to ever use this program again.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
It's getting harder to use every year. Had to install without MAC external drive support this year. In addition, stock sales are hard to enter and the one account I could import was double imported. There needs to be a way to review all 1099B imports by account and approve not have to go through each transaction and verify one at a time.
Cons: Time consuming, Hard to prepare, Hard to import documents
My wife has a successful business that she enjoys and that I help with occasionally as needed since I am retired. This makes for a complicated tax return. I had no software glitches, and the software led me through the entire complicated process to successful submission and acceptance of both my federal and NC state returns for nine years running, Thank you to H&R Block.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I have used HRblock for years and it has always worked for me, this time, I found that it is no longer as intuitive and there was specific information that was put into the Federal portion of the program that didn't transfer to the State program, then it didn't allow us to add this to the state program. Specifically, it was the est taxes paid to the state and the details on my brother length of living with my mom as a dependent.
Pros: Easy to import documents
Cons: Time consuming, Doesn't maximize refund, Hard to prepare
When saving a file in PDF format, I always get "Not Responding". The files saves, but the not responding message is annoying. I've used this software for four years, and this annoying message has always been there when saving in PDF. I wish you could resolve this issue.