- Ideal for homeowners as well as investors, H&R Block At Home Deluxe includes all we need to simply finish your sovereign as well as state taxes, as well as 5 giveaway sovereign e-files
- Customized talk routine helps we simply finish your sovereign as well as state taxes
- Easily import W-2, 1099, as well as interpretation from final year’s return; fast import interpretation from TaxCut, TurboTax, Quicken, as well as Microsoft Money software
- Automatically double-checks earnings for errors; built-in imagination as well as review await with guidance
- Guidance for stating investments, dividends, home sales, as well as early retirement income; H&R Block DeductionPro module to show off tax assets from donations
Product Description
Guidance for all your personal tax situations. Federal forms as well as State forms. Step-by-step interviews beam we by the customized knowledge applicable to your tax situation. Everything we need to hope for your sovereign as well as state taxes in the single finish program.Amazon.com Product Description
H&R Block At Home Deluxe includes all we need to simply finish your sovereign as well as state taxes, as well as 5 giveaway sovereign e-files. With the new, easy-to-use interface,… More >>
H&R Block At Home 2009 Deluxe Federal + State + eFile




(Note: This review also shows up in the reviews for the download version. Don’t ask me why Amazon doesn’t show the reviews in both places for what’s really the same product, with just different delivery mechanisms. I bought the box version, if you want to know.)
This part written Dec 9, 2009 (see updated comments below)
This is of course a preliminary review (written Dec 9 based on use in the last few days). At this time one can’t do more than a rough cut estimate of the tax return — the IRS forms aren’t finalized, the state forms aren’t available, and of course the various income reports (W2, 1099, etc.) aren’t out yet.
I don’t have a super complicated tax situation this year: it just requires some things that a good tax program should handle easily. So far this program seems to do just fine. I found it easy to use, and found that imports from Quicken and from TXF files worked without any problems. Schedules A, B, and D worked just fine, and the related screens were easy to use and understand. Excess FICA was calculated correctly, as was the child tax credit. The AMT calculation does of course remain weirdly complicated (once a year I mutter to myself about all politicians in DC), but the program does take care of it with no apparent problems.
I used TaxCut last year — chose it over TurboTax just because of cost, and was quite satisfied. I’m not convinced this year either that you get value for the extra you pay for TT. (Incidentally, note that if you have investment income you probably need to get TT Premium, so the price would be nearly double that of HRB Deluxe.)
A warning I wrote in my review last year seems worth repeating: Don’t expect a tax program to apply tax laws correctly in all circumstances; for anything at all out of the ordinary, make sure you double-check against an IRS guide or another guide like JK Lasser’s. The folks who design and write and test the programs make mistakes, too. And for the same reason, give the calculations a sanity check, don’t just use the program blindly, or you could get tripped up by a software bug that wasn’t caught.
I will update this review in Jan/Feb when I’ve had a chance to do more with it.
Update Jan 29, 2010:
I have now done a first complete pass on my taxes, based on W2s, 1099s, and some projected 1099s. I also have had an opportunity to use TurboTax Deluxe (I got a free copy, legally), so have been able to compare the two products.
I continue to like HRB Deluxe. It’s easy to use, and has been trouble-free. There are a couple of things I particularly like, that might be worth mentioning. (1) They show you when the next update is expected, so you don’t waste your time running the update check until there is something. (2) Entering info from interest paying mutual funds that might have muni income (tax-free for Fed) is simple: HRB gives you a simple way to enter the amount that’s tax-free in your state, and takes care of it without hassle. TT can also deal with this, but I don’t like their way as much (they create a separate 1099 to split the income into two parts).
Interestingly, TTD is also noticeably slower starting up than HRBD. Don’t know why.
The one advantage TT does have over HRB is on coverage of automated downloads: TT can download your 1099 info from a larger set of institutions than can HRB. W2 downloads look the same between the two. This does save some time, and could be sufficient to be a decider for some. Not for me.
Rating: 4 / 5
I’ve used H&R Block’s tax software for the last four years and haven’t had a problem until the 2009′s version. In general, the software is comparable to others in its simplicity and user-friendliness. This year, I bought the Deluxe Home Edition which comes with a state; however, when I tried downloading my free state program, it was indicated that I had to pay $29.95. To make a long story short, I spent 45 minutes speaking with a customer representative before she finally sent me the state link. I was very disappointed as the person initially told me she could not help me because I did not purchase the software directly from H&R Block. When I asked to speak to the manager, I was put on hold for long periods of time. For an issue that has occurred on multiple occasions (as indicated from these reviews), I was highly disappointed with the length of time it took the representative to come up with a solution. Also, had I not insisted on speaking with a superior (who apparently didn’t think my issue was worthy of attention) the representative had originally asked me to go ahead and pay for the state and submit paperwork for a refund. It’s odd that the program would encounter such a problem and I am very disappointed with the way the situation was handled.
Rating: 2 / 5
I have used H&R Block’s tax software every year since 2004. It’s always adequate and slightly annoying. There are always a few poorly worded parts, even though most of it is excellent.
The amazon price bounces around between 19 and 39 buckss between late January and April. I do 3 tax returns with it. Good value!
** Update 2-10-2010; I find the 2009 version clearer and cleaner than prior years. Very few annoyances on my moderately complex return. Their privacy policy is hard to view and hard to understand. You can’t copy…paste or print the interview screens, which sometimes would be handy. Judging from reviews of the competition (TurboTax), I think H&R Block is the better product, and I don’t feel ripped off.
Rating: 4 / 5
I have just installed this year’s program, and have yet to enter much data. I use this product over others since becoming unhappy with TT several years ago. I find the new look of At Home attractive and not at all distracting.
In reference to the previous reviewer’s complaint about telemarketing, I have two thoughts:
1: Hang up immediately in response to any call as soon as a recorded message begins;
2: Don’t register the software. Never give any personal data you don’t have to, to anyone.
Rating: 5 / 5
I have used TurboTax for years, but was fed up this year when I saw the prices for the Deluxe version. I had thought about using HR Block At Home (or TaxCut) for several years and decided to try it. Unlike other users, I had a no problem install on my Windows 7 computer. Super easy to use and understand.
I highly recommend this product especially given that it is $20 cheaper than TurboTax.
Rating: 5 / 5