H&R Block at Home – Tax Preparation Software Review Part 2

Continuing the H&R Block At Home review I started writing a week ago. I’m comparing this program to TurboTax, that I’ve reviewed last year, and so far TurboTax is winning.

So, without further ado, to the topics left to be covered:

Deductions and Credits: Compared to TurboTax it was harder to reach individual items, and I didn’t have a chance to calculate credits on overpaid taxes and foreign taxes paid, as I did last year. It appears to be working in a similar fashion though, so I give it a tie.

Federal Filing Options: As with TurboTax, H&R Block at Home comes with 5 Federal e-Files, and unlimited prints. The printouts can be configured to include all the possible forms and worksheets (including mini-worksheets within forms, which is very convenient for auditing), and of course – you can configure it to only print out the forms necessary for filing. It’s a tie with TurboTax here.

State Filing Options: Same as TurboTax exactly – e-file for $19.95, or print for free. Another tie.

Archiving: Similarly to TurboTax, everything can be exported as PDF’s (which can later be imported into other programs), or saved in H&R at Home format (which, again, can be imported into this or other programs). Tie with TurboTax, as expected.

Audit Defense: TurboTax audit defense costs additional $39.99, while for H&R Block its included in the price of the software (except for the Basic lowest level). I don’t know how much this defense really worth, but the fact that its already included in the price is an additional point for H&R Block at Home.

Questions and Support: As mentioned before, the support and the Q&A site and its integration in the program is far more superior for TurboTax than H&R Block at Home.

Bottom Line: Both programs are comparable. H&R Block at Home is significantly cheaper, but lacks important functionalities. For me, for example, the ability to import 1099-B is definitely worth the additional $20-$30 the program costs. It would take me hours to type all that in, and I would certainly make mistakes. I didn’t try to do it with H&R Block at Home (maybe later as an exercise), as I have a professional to prepare my tax returns this year.

H&R Block at Home guarantees a refund if a competing software/online service (read: TurboTax) can prepare you returns with larger refunds/lower liability. That is assuming, of course, that the data provided to the software was exactly the same.

If you want to know my opinion which is better/more comfortable to use – I’d say go with TurboTax.

Happy Tax Season,

Your Little Advisor

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1 Response to H&R Block at Home – Tax Preparation Software Review Part 2

  1. Pingback: Getting ready to filing your taxes? | The Little Advisor

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