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But review the terms of the no-surprise guarantee carefully before you commit, because some exclusions may apply.

“No Surprise Guarantee.” H&R Block tries to avoid unexpected fees with its “No Surprise Guarantee.” If the company doesn’t deliver transparent pricing up front and explain any price changes during the process, you receive a coupon for a 20% discount on next year’s tax preparation from H&R Block.

Now let’s look at the pluses and minuses of using H&R Block to file your return. In 2018, the company began allowing customers to upload documents and answer questions about their tax situations online, then have a tax professional prepare and file returns on their behalf.

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In the early 1990s, H&R Block released tax software that allowed customers to do their own taxes from home in 2004, it added the option of live review by a tax professional. H&R Block was founded in 1955 by brothers Henry and Richard Bloch, who soon began franchising their tax preparation business.įor decades, the company was known primarily for its retail tax-preparation storefronts, where customers could make an appointment or drop in to have their taxes handled by a trained tax preparer. H&R Block’s history dates back further than TurboTax, although DIY tax filing hasn’t always been a part of the business. On Intuit's Website A Quick Look at H&R Block

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When using TurboTax software, be prepared for near-constant offers to upgrade to a more expensive version, get help from a TurboTax Live expert or add other features for additional fees. This can mean wasted time if you decide you want to find a cheaper alternative. You could go through the entire tax-prep process, only to find you don’t qualify for the free or lower-price version of the software and must pay a hefty fee to file. If you’re unfamiliar with all of the tax forms, deductions, and credits that apply to your tax situation, it can be tough to know which version of TurboTax you need. TurboTax makes tax filing easy by walking you through the process with interview-style questions and lots of plain-language definitions and explanations. The TurboTax “ItsDeductible” app helps you track the value of items donated to charity. Now that we’ve laid out how H&R Block and TurboTax are similar, let’s look at some positives and negatives of using TurboTax.

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And in 2020, the company introduced TurboTax Live Full Service, which lets customers hand off their tax filing to an expert. TurboTax Live launched in 2017, allowing customers to reach out for help from a credentialed tax expert if they get stuck or have questions while preparing their returns.

It’s an approach that TurboTax competitors, including H&R Block, have tried to emulate. Users can select topics relevant to them-such as marriage, children, a new job or selling stock-and skip sections of the software that don’t apply to their situation. Back when other tax software options were asking the same series of questions to all users regardless of their tax situation, TurboTax pioneered a “click here if this applies to you” format. TurboTax has been the most popular DIY tax software option for decades, thanks to the company’s focus on design and user experience. TurboTax, a product of the financial, tax and accounting software provider Intuit, is practically synonymous with do-it-yourself tax preparation, partly because it’s been around for nearly 40 years. TurboTax, to help you find the best tax software for you.

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H&R Block, both offer an easy way to file your taxes online by yourself-and call in some help from a tax pro if needed. Ready to file a tax return but not sure which do-it-yourself tax preparation software to use? If it’s a question of TurboTax vs.