The state would not accept my return electronically. Unspecified errors. The software simply directed me to fix the errors and resubmit, without identifying the errors. Not helpful.
I used to pay a tax professional to prepare my taxes since my tax situation is complicated, but never again. My income requires using extra forms that the average taxpayer doesn't need, but H&R Block software makes it very easy.
Pros: Easy to prepare, Easy to import documents, Fast
Consistently oriented in favor of the tax payer rather than IRS. Others do not orient their programs that way. It's the way H&R interprets the tax laws and the software reflects that.
Ask too many non relevant questions. Some state forms not available and so still need to be paper filed. Does not calculate the 2023 Estimated tax due by quarter.
Decent software that has all the forms and instructions I need to do a complete report. Disapointed with the efile this year as my return was rejected, redone, rejected, rechecked and rejected a third time. there ere no omissions , incomplete forms or problems found with the return. It appears to be due to a software glitch with either the H&R software, the transmission, or something on the IRS receiving correctly. In the end I had to print the forms, write a check, attach additional documentation of W-2s etc. and then go to the post office and mail it all in. First time that's happened in 6 years or more of using the software. Efile is one of the reasons I've liked this program and I hope that next year there's no problem. If there is I'll look to other options
For the second year in a row, my MacBook Pro crashed at several points while doing my taxes while using the most current OS. I was forced to use my older MacBook Pro to get it to work. I have used H&Rblock for more than 10 years. I'm disappointed they can't get this right.