I’m not in a complicated enough position to spend the money on a professional but also can’t get away with a 1040EZ. I typically need to do a Schedule A and B, sometimes a C. Just enough that I prefer to let a machine do all the calculations and keep track of what I’m allowed and not allowed to do.
I’ve used Turbo Tax and H&R Block’s over the past years, and, at times, sworn never to use them again. But I still do. I appreciate the convenience of the program over learning tax codes.
So, again this year, I will probably buy one or the other. Or maybe something I’ve not yet discovered. I’m hoping for the informed consensus of the membership here to sway me to something based on your personal experiences. What do you like and why?
To sweeten the pot, I just got a free copy of the H&R Block program in the mail. What’s the catch here? What can they upsell to me if they gave me the full program and free filing?
BTW, one question: Turbo Tax allows me to create PDFs as I go, and when I’m finished. This is a deal breaker for me. If I can’t save a PDF of all the forms and worksheets for future reference, then I don’t want the product. Does the H&R program allow for this? It seems missing from their website.