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Turbotax vs h r block9/27/2023 Because I am a NYS resident, they give me the state efile for free.) (I wait until BH or Camel Camel Camel alerts me that it's on sale and usually snag it for under $25. It is inexpensive if strategically purchased. Compared to TT, I like the way it allows me to switch between forms view and interview mode. I use the downloaded version of HRB Deluxe. It imported what I needed in the years when I needed it (a bunch of TLH transactions on a 1099-B that would have been a pain to enter by hand.) (I had multiple part-time students in the family and it wouldn't allow me to choose the optimal combination of tuition deduction and lifetime learning credit.) I switched from TT to HRB for tax year 2014 because TT was giving me an intractable problem with its paternalistic but suboptimal "optimizer" for education benefits. But they offer no guidance whatsoever and unless you carefully peruse the publication from the state taxing authority you could miss out on all sorts of credits and debits - and other kinds of adjustments. Used OLT (On-Line Taxes) instead.īTW, I have found that the state programs (H&RB, TT and OLT) are nothing but interactive forms that auto-fill from the fed forms and let you fill in numbers. Then (shades of TT) it would not let me enter some info that was needed for my state taxes. Even though my previous year's taxes were on the H&RB website, it messed up the import. One that was available through United Way turned out to be based on H&RB, so I figured it would be simple to use. This year I decided that since my income is currently almost non-existent (awaiting SS and no Roth conversions) I would try one of the free s/w options. The following year I switched back to TT, but when they started playing games with the pricing and which forms you could access, I switched to H&RB and used it for the next couple of years, quite happily. A few years ago I got frustrated by TT because it would not let me enter some information I had and knew on which form it belonged so I switched to H&RB.
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