Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
First experience with HRB tax SW
Old 01-25-2015, 03:42 PM   #1
Moderator
MichaelB's Avatar
 
Join Date: Jan 2008
Location: Rocky Inlets
Posts: 24,424
First experience with HRB tax SW

DD's taxes were just filed using H&R Block tax SW. There have been quite a few questions about how HRB compares with TT, so I thought I'd share a few observations and my general impression.

The bottom line is this was simpler than last year's effort using TT (for DD). Fewer clicks, and the questions were easy to answer. My recollection of TT is many clicks, and even with simple returns some questions are more complex than necessary. For the most part, a breeze to complete.

Three irritations. First, to create a PDF copy of the filed return I had to install a 3rd party program (pdf995) supplied by HRB. I'll remove it when all the returns have been filed, but I prefer to keep this type of SW off my machine.

Second bug - after completing the return, during the review stage, it reports a "needs verification" item (Roth 401(k) contribution), in this case, incorrectly. (I'm attaching a screenshot).

Finally, when setting up the refund, it offers an option for gift cards with an additional 10%, in lieu of cash. To reject this option and have the cash refunded one must click on a line that reads "Choose this option if you're not getting a refund". That was a real disappointment. (also attaching screenshot)

DD's return is easy, we'll see how it goes with others that have lots more input. Anyone else switch from TT to HRB this year?
.
.
Attached Images
File Type: jpg HR Block.jpg (67.2 KB, 30 views)
File Type: jpg HR Block warning.jpg (41.7 KB, 25 views)
__________________

__________________
MichaelB is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 01-25-2015, 06:27 PM   #2
Recycles dryer sheets
thefinancebuff's Avatar
 
Join Date: Dec 2008
Posts: 262
You don't need pdf995 if you have other PDF printing software on your machine. I use CutePDF. The data verification warning is just something for you to double check. It said right there the flagged item may or may not be a problem. The "Choose this option if you're not getting a refund" perhaps should read "Also choose this option if you're not getting a refund." That's how I read it.
__________________

__________________
thefinancebuff is offline   Reply With Quote
Old 01-26-2015, 12:49 PM   #3
Thinks s/he gets paid by the post
Live And Learn's Avatar
 
Join Date: Feb 2012
Location: Tampa Bay Area
Posts: 1,689
I've used the PDF995 software as my PDF creator ever since I installed it 4 or 5 years ago when I started using H&B Block tax software. Nothing to fear.
__________________
"For the time being no discipline brings joy, but seems grievous and painful; but afterwards it yields a peaceable fruit of righteousness to those who have been trained by it." ~
Hebrews 12:11

ER'd in June 2015 at age 52. Initial WR 3%. 50/40/10 (Equity/Bond/Short Term) AA.
Live And Learn is offline   Reply With Quote
Old 01-26-2015, 12:55 PM   #4
Thinks s/he gets paid by the post
Katsmeow's Avatar
 
Join Date: Jul 2009
Posts: 3,395
Quote:
Originally Posted by thefinancebuff View Post
You don't need pdf995 if you have other PDF printing software on your machine. I use CutePDF.
How do you get around pdf995 then? I just opened up HRB Tax software and tried to save to PDF a return I'm working on. It said I needed pdf995. However, I have the full Adobe Acrobat software on my computer so I shouldn't need pdf995 or CutePDF or anything else. But, I didn't see any option to bypass using pdf995>
__________________
Katsmeow is offline   Reply With Quote
Old 01-26-2015, 01:29 PM   #5
Recycles dryer sheets
shortstop14's Avatar
 
Join Date: Aug 2012
Posts: 220
I've used the HRB software for a few years - switched from Turbo Tax years back because of some privacy issues at the time with Turbo Tax. I've never seen the 'refund bonus' thing before, and it's pretty annoying. I'm not sure it will help, but I'll be sure to send them an opinion about it.
__________________
shortstop14 is offline   Reply With Quote
Old 01-26-2015, 01:33 PM   #6
Thinks s/he gets paid by the post
Live And Learn's Avatar
 
Join Date: Feb 2012
Location: Tampa Bay Area
Posts: 1,689
Quote:
Originally Posted by shortstop14 View Post
I've used the HRB software for a few years - switched from Turbo Tax years back because of some privacy issues at the time with Turbo Tax. I've never seen the 'refund bonus' thing before, and it's pretty annoying. I'm not sure it will help, but I'll be sure to send them an opinion about it.
+1 !
__________________
"For the time being no discipline brings joy, but seems grievous and painful; but afterwards it yields a peaceable fruit of righteousness to those who have been trained by it." ~
Hebrews 12:11

ER'd in June 2015 at age 52. Initial WR 3%. 50/40/10 (Equity/Bond/Short Term) AA.
Live And Learn is offline   Reply With Quote
Old 01-26-2015, 11:32 PM   #7
Recycles dryer sheets
thefinancebuff's Avatar
 
Join Date: Dec 2008
Posts: 262
Quote:
Originally Posted by Katsmeow View Post
How do you get around pdf995 then? I just opened up HRB Tax software and tried to save to PDF a return I'm working on. It said I needed pdf995. However, I have the full Adobe Acrobat software on my computer so I shouldn't need pdf995 or CutePDF or anything else. But, I didn't see any option to bypass using pdf995>
Just print and select the printer created by your full Adobe Acrobat software instead of a hardware printer.
__________________
thefinancebuff is offline   Reply With Quote
Old 01-27-2015, 12:08 AM   #8
Thinks s/he gets paid by the post
Katsmeow's Avatar
 
Join Date: Jul 2009
Posts: 3,395
Quote:
Originally Posted by shortstop14 View Post
I've used the HRB software for a few years - switched from Turbo Tax years back because of some privacy issues at the time with Turbo Tax. I've never seen the 'refund bonus' thing before, and it's pretty annoying. I'm not sure it will help, but I'll be sure to send them an opinion about it.
I don't see what is annoying about it. It seems like it is an option which you are free to accept or not. I use Turbo Tax last year and got a small refund. There was an option to get an Amazon gift card and get an extra 10%. We spend a lot of money at Amazon so I was happy to get the extra 10%. (There was a cap on how much of a refund bonus you could get, don't recall what it was).

I haven't finished my HR Block tax return yet, but I am also getting a refund this year and I will likely be happy to get a refund bonus for a store that I regularly patronize.
__________________
Katsmeow is offline   Reply With Quote
Old 01-27-2015, 02:03 AM   #9
Recycles dryer sheets
shortstop14's Avatar
 
Join Date: Aug 2012
Posts: 220
It's more the wording and navigation of the screen, rather than the offer itself (see the screen shot). Looks like the option to skip it is in tiny and poorly worded print at the bottom, seemingly forcing you into the choice of taking the offer. I really dislike that type of user interface dialog, purposefully misleading. I also dislike being advertised to in a product that I've purchased.
__________________

__________________
shortstop14 is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
First off season travel experience. jambo101 Travel Information 5 03-29-2013 08:29 AM
Tax Question: In-Plan Rollover?, First Year of Contribution? TromboneAl FIRE and Money 9 04-04-2012 12:25 PM
First time....First Post...Am I seeing the Forest through the Trees lovinglife1 Hi, I am... 26 12-27-2010 11:31 AM
post or pre tax first ? swodo FIRE and Money 5 11-09-2010 08:46 PM
My Experience with TAX ACT tax prep software samclem Other topics 23 04-19-2009 08:34 PM

 

 
All times are GMT -6. The time now is 05:28 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.