H&R Block At Home 2009 Premium & Business Federal + State + eFile

2 Responses to “H&R Block At Home 2009 Premium & Business Federal + State + eFile”

1. Tuyet says:

   February 11, 2010 at 6:45 pm

   Amazon Verified Purchase(What’s this?)

   I’ve used TaxCut’s Deluxe or Premium software to do my personal taxes for several years without any complaints. Before that I used Turbo Tax for several years and only switched because TaxCut was less expensive to do the same thing. This year my husband and I started a small business, so I purchased the H&R Block At Home 2009 Premium & Business software. After loading the software, the federal interviews would not run for a corporation (1120/1120S forms and supporting forms).

   I waited until Jan 4, checked for updates and had the same problem. So, after calling their customer support center three times, I finally got a support person who told me their business interviews were not yet available and they did not have a tentative date for their availability. The main forms have been approved by the IRS, but H&R Block hasn’t finished the interview portion of the software.

   I had hope to use the product to complete our W-2 and W-3 forms which are due by Jan 31, 2010. But, now I have no way of knowing whether to return the product since the business portion is inoperable and buy TurboTax, or wait it out and hope the updates are available in time.

   I hope this is helpful in reducing anyone else’s frustration who might have a small business and want to use this to complete their W-2 forms.
2. Taban says:

   February 11, 2010 at 9:05 pm

   Amazon Verified Purchase(What’s this?)

   Ok, I knew H&R was a little more primitive than TurboTax (which I used for 10 years or so), based on my experience with their personal tax package for 2008 taxes, but it was adequate. So this year I tried the Business software (S corp), the only part of this combo-burrito I’ve tried so far. It is REALLY primitive:

   1. First, don’t necessarily expect to be able to make sense of the display! The program may show up on your monitor with the check boxes bearing NO spacial relationship to the actual choices. So you call the help desk, and someone tells you to reset your monitor properties to display 1024×768. Oh and make sure that under “Advanced” the dpi resolution is set to 96. The is the only software I’ve ever used that couldn’t recognize my monitor and display correctly. Massive lameness — and it took 2 long tech support calls to fix it.

   1.5. For a while, tech support thought the software was corrupt. I had registered it but BECAUSE I BOUGHT THE SOFTWARE FROM AMAZON, H&R BLOCK HAD NO RECORD OF MY REGISTRATION. So if the software had actually been bad, they could not have downloaded a clean version — I would have had to return the box to Amazon for a refund and reorder it!! And the tech support person noted that Amazon would probably not take it back because it had been opened! Be warned — if you really want this stuff, pay the man and download it from H&R Block.

   2. Recognize that tech support people have just been hired and will not really know anything, tho they will be friendly and eager to help. Plan to spend an hour or two with vague directions trying to get where you’re trying to go. Cultivate a Zen state of mind…

   3. Expect the “interview” questions to be something like: “Did you have any 53(c) sect 89 reclaimable charge-backs loss amortizations for deductible klefnabulator expenses?” When you look for more information, there isn’t any. When you check out the IRS instructions, they say (surprise!) exactly what the “interview” question said. TurboTax asks you in English, tells you what the amount applies to, and even tells you how commonly this item is entered.

   4. Don’t expect the program to be smart about anything. TurboTax figures out that if you don’t have deduction A, you can’t possibly have B or C, but H&R Block asks you every question.

   5. Don’t expect to be able to import from QuickBooks or last year’s taxes produced by TurboTax. Generate those reports and type in your numbers.

   6. Don’t expect all the forms to be there — and don’t expect the software to let you know. I tried and tried to get to Form 4562, Amortization and Depreciation, and ended up at several different dead-ends. I again called tech support and talked at length with a guy who took me through more dead-ends before finally discovering that the form “hadn’t been released by the IRS yet.” You might think the software itself would let you know, but you’d be wrong.

   7. To switch between your 1120S and filling out a 1099-misc for a contractor is not intuitive. Another call to tech support. For 20 minutes or so, the guy didn’t seem to understand what a 1099 was, or even understand that I was working on an S-Corp return and not a 1040(!). More dead ends. Finally, he got help and told me to close the program and reopen it to get where I wanted to go.

   8. I then gave up. I should say that I did all this stuff on Jan 15, which I admit is early in the year. So if things improve markedly, I’ll update this review.

   9. Meanwhile, based on this experience, I would say that the fact this combination package is about half the price of the separate TurboTax business and personal packages, does NOT make it a good deal! It is easy for me to loath Intuit, but next year I’ll most likely be doing business with them again. Sigh.