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H&R Block Tax Software Deluxe + State 2020 with 3.5% Refund Bonus Offer (Amazon Exclusive) [PC Download] [Old Version]

Platform : Windows 8.1, Windows 10
4.5 4.5 out of 5 stars 8,092 ratings

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After purchase, you can download this item any time from Your Games and Software Library. The number of computers eligible for installation may vary.
By placing your order, you agree to our Games and Software Terms of Use.
This product is non-returnable and non-refundable.
Note: Currently, this item is available only to customers located in the United States.
Download size: 49 MB
Download time: 7 seconds on broadband, 1 hours, 59 minutes, 28 seconds on dial-up
  • Step-by-step Q&A and guidance
  • Quickly import your W-2, 1099, 1098, and last year’s personal tax return, even from TurboTax and Quicken software
  • Accuracy Review checks for issues and assesses your audit risk
  • Five free federal e-files and unlimited federal preparation and printing
  • Reporting assistance on income from investments, stock options, home sales, and retirement
  • Guidance on maximizing mortgage interest and real estate tax deductions (Schedule A)
  • One state program download included — a $39.95 value (state e-file available for $19.95 per return)

Product details

  • Date First Available ‏ : ‎ October 16, 2020
  • Manufacturer ‏ : ‎ H&R Block
  • ASIN ‏ : ‎ B08L993RL3
  • Customer Reviews:
    4.5 4.5 out of 5 stars 8,092 ratings

Product Description

H&R Block Deluxe Tax Software helps tax filers maximize deductions on homes and other investments. It also gives them everything they need to easily file federal and state taxes and get their maximum refund — guaranteed. It includes step-by-step guidance on more than 350 credits and deductions, a help center with over 13,000 searchable articles, and in-person representation in the unlikely event of an audit.


From the manufacturer

Deluxe + State Box

H&R Block Deluxe + State Tax Software, Maximize Deductions

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Minimum System Requirements

  • Operating System: Windows - 8.1/10
  • Browser: Windows - Internet Explorer 11 or higher
  • Hard Disk Space: 170MB
  • Monitor: 1024x768 SVGA color monitor

H&R Block Deluxe + State Tax Software 2020 + Refund Bonus Offer

Maximize Deductions

H&R Block tax software helps you get your Maximum Refund, guaranteed. Deluxe + State tax software is designed to help you maximize your credits and deductions, including guidance for homeowners and investors.

  • Five free federal e-files for your personal return, and unlimited federal preparation and printing
  • One state program download included - a 39.95 dollars value (state e-file available for 19.95 dollars)
  • Step-by-step Q&A and guidance on credits and deductions
  • Quickly import your W-2, 1099, 1098, and last year's personal tax return, even from other software
  • Itemize deductions with Schedule A
  • Guidance on maximizing mortgage interest and real estate tax deductions
  • Reporting assistance on income from investments, stock options, home sales, and retirement

Includes:

  • 1 federal program with 5 FREE federal e-files
  • 1 state program (additional personal state programs are 39.95 dollars each)
    • Most personal state programs available in January; release dates vary by state
    • State e-file available for 19.95 dollars (state e-file not available in NH and fees do not apply to NY state returns)

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Refund Bonus Offer

Choose to put your refund on an Amazon gift card and you can get a 3.5% bonus. See below for offer details.

Switch In Seconds

Importing last year's tax information from other tax software providers is as easy as dragging and dropping.

Help Is Just A Click Away

Our help center has more than 13,000 articles, frequently asked questions, and tips in case you get stuck while preparing your taxes.

Here If You Need Us

In the unlikely event of an audit, H&R Block provides free in-person audit support. An H&R Block enrolled agent will help and represent you in person at no additional cost.

Refund Bonus Offer: Terms and Conditions

  • Amazon.com Gift Card offer is for federal refunds only.
  • Limits apply (2000 Dollars per e-card, maximum 5175 Dollars per customer).
  • Amazon.com Gift Cards "GCs" sold by H&R Block, an authorized and independent reseller of Amazon.com Gift Cards.
  • Except as required by law, GCs cannot be transferred for value or redeemed for cash.
  • GCs may be used only for purchase of eligible goods at Amazon.com or certain affiliated websites.
  • For complete terms and conditions, see www.amazon.com/gc-legal

Looking for specific info?

Customer reviews

4.5 out of 5 stars
4.5 out of 5
8,092 global ratings

Customers say

Customers like the ease of use and accuracy of the downloadable software. They mention that it's straightforward and intuitive. They appreciate the fact that it produces an accurate tax reporting result. That said, opinions are mixed on the quality, value, and ease of downloading.

AI-generated from the text of customer reviews

259 customers mention205 positive54 negative

Customers find the downloadable software easy to use. They mention it's intuitive, easy to research, and walks them through the process. They also say it'll help them enter information and learn about taxes. Customers also say the interview process is user-friendly and the software shows them step by step.

"...The software is easy to use, and the pricing is usually better than the competitors. Until this year, I have filed online using their website...." Read more

"...The interview process if fairly user-friendly...." Read more

"...HR Block is straight forward, easy to use. Our returns this year we’re fairly simple...." Read more

"...State downloaded easily and brought info in without an issue.Now the not so perfect,It did come up with an error on the names...." Read more

45 customers mention35 positive10 negative

Customers like the accuracy of the downloadable software. They say it checks for accuracy at each step and produces an accurate tax reporting result. Customers also mention that the UI is simple, clean, and consistent.

"...and find it logical and not difficult to use and produces an accurate tax reporting result...." Read more

"...I found this tax program to be very easy to use and I am confident in its accuracy...." Read more

"Been using this for 10+ years and find it easy to use and very accurate. However accessing tech support from a real person sucks...." Read more

"...However, manual entry allows for possible error. It isn't a huge deal, but it keeps it from being a true 5 star review...." Read more

275 customers mention180 positive95 negative

Customers are mixed about the quality of the downloadable software. Some mention that it works perfectly, has no problems, and correctly does the computation for them. However, others say that the state software is not available, the program summaries don't update, and the website continually pushes them into premium software.

"...been using this software for years so I personally have no trouble with the software itself. I use the Deluxe to report futures and options trading...." Read more

"...Overall, for our reasonably simple 2020 returns, HR Block worked perfectly. The best deals for this software are on Amazon." Read more

"...The state forms are not available as I write this review...." Read more

"...I just filed my son’s Federal return and all of the menus and calculations worked properly as did the connection to the internet and efile...." Read more

126 customers mention77 positive49 negative

Customers are mixed about the value of the tax software. Some mention that it has a reasonable price for the thoroughness it provides, and it saves them a lot of money. However, others say that the program is cheap for a reason, and the accuracy guarantees in the world won't help. The software simply defaults to $0, and you have to know what to expect.

"...of H&R Block because it covers the mutual fund's sales, cost basis calculations are included (Schedule D, capital gains and losses), the form for..." Read more

"...But the Block help system is appalling; I waited 2 hours for a chat representative with a very specific question about an error message...." Read more

"...The software is easy to use, and the pricing is usually better than the competitors. Until this year, I have filed online using their website...." Read more

"...HR Block is no easier and no harder than Turbotax but a lot cheaper." Read more

74 customers mention48 positive26 negative

Customers are mixed about the ease of downloading the software. Some mention that it downloaded quickly, while others say that it took forever to download. Some customers also report issues with constant glitches and errors while downloading.

"So easy to download and Amazon keeps track of the key code in case my computer crashes or is replaced...." Read more

"...The H&R Block software was unable to download my 1099 data from Charles Schwab & Co (one of the largest financial institutions in the country)...." Read more

"...E-file to the government was at no cost.State downloaded easily and brought info in without an issue.Now the not so perfect,..." Read more

"...Filing was quick, and I received a confirmation that IRS had accepted the return almost instantly...." Read more

Cost effective solution
5 Stars
Cost effective solution
I have been using H&R Block tax software for many years, and overall despite minor complaints here and there I find that it meets my needs best. I keep using H&RBlock because it does what I need and it has always been cheaper than TurboTax. I have been buying the Deluxe version of H&R Block because it covers the mutual fund's sales, cost basis calculations are included (Schedule D, capital gains and losses), the form for Foreign Tax Credit from mutual funds is present (Form 1116), as well as stock sales. It also includes Schedule C (profit or loss from business) and Schedule K1 (K-1 S Corps) if you are reporting gain or loss on your personal taxes. To get this functionality in TurboTax you need to buy the Premium version of the software.INSTALLATION~~~~~~~~~~~~~* If you are using a digital download you will need an activation code to install the software.The activation code is shown in the Amazon email with the subject line "Your Amazon.com order of "H&R Block Tax Software Del...". If needed you can also get it from Amazon Software downloads. To locate it you need to do this:1) Log into Amazon2) Select 'Your Account' and the section called 'Digital Content'3) Select 'Your Games and Software downloads'4) Then under H&R software entry, you will see activation code* Does H&R allow to install of the software on two PCs?No. The license agreement that one needs to accept during the install says this:“Software copies. You may only install and use the Software on one computer. You may copy the Software for backup and archival purposes only, as long as the original and each copy are kept in your possession and control.Upgrades. You must first acquire a valid License to the Software to receive and use any Software upgrades. After you acquire and install any Software upgrade, you may only use the upgraded version of the Software and you will no longer use the prior version of the Software other than for backup or archival purposes if you need to reinstall the Software."PRICE~~~~~~If you are looking for the best deal Amazon often runs very attractive promotions on Black Friday and a few other times between now and April. You can get notified about the price drops by checking camelcamelcamel site that can send you emails when the price drops by the amount you specify. During the last tax year season, the price fluctuated between $20 and the list price of $44.99, dipping below $30 a number of times. It also qualifies for digital credits for No-rush Prime shipping. However, it no longer qualifies for rewards from Prime Card rewards (this change started last year).* WHAT IS INCLUDED~~~~~~~~~~~~~Using tax software includes two fees - one to use the software and the second one to e-file the returns with IRS. This package includes the cost of using both the Federal tax return and State return for one state (if you need to file taxes in two states, you will need to buy the second state software at full price).This package also includes the cost of 5 free Federal e-files but it does NOT include the cost of e-file for the state return. Note that there is NO limit on how many returns can be printed on paper for either Federal or State returns, so you can print and mail any number of returns you desire.Note 1: New York State law prohibits additional charges for State e-file (NY residents still have to pay for using the software). There is an income limit to qualify for a totally free e-file. In 2018 the limit was $66,000. The limit for 2020 will be posted in January 2021 on the NY state website.Note 2: In the comments, I posted a full list of states that allow e-file, as well as the list of states that require the return to be printed and mailed.* The state forms are not available as I write this review. When I tried to install my state return I got a message that I will receive an email when state return will become available.When the state forms become available the state software can be downloaded directly from the H&R Block application from the first screen of the state tax preparation. There is no extra fee.All updates of both federal and state software are free.* GENERAL~~~~~~~~~~~~~* When you start the software, the first step (after validating your license) allows you to old your data from the previous year's return. You can load H&R Block software, TurboTax, or a PDF copy of the 2019 return.* Since many of my numbers are not final, I use the H&R feature that allows me to mark entries as “tentative” (right mouse click, then select “mark entry as tentative” from a drop-down list).H&R Block keeps track of all tentative entries and displays them during a "check" step which normally is invoked at the end of the interview, but can also be invoked by itself at any time. The check step lists all entries marked as tentative so it is easy to update them.* H&R Block starts the interview process with an annoying up-sell pitch, recommending an upgrade from Deluxe to Premium even when it is not necessary. In my opinion, they should have determined if the person would truly benefit from the Premium version first. That would have been useful. As it stands now it is just annoying.What is the difference between Premium and Deluxe? The Premium version offers advanced tools for self-employed and rental property owners: cost basis of home sales, dividends, gifts, and inheritance assets. It has advanced schedule C guidance to maximize deductions for self-employment income. And finally, it has guidance for rental property income and expenses. The rest of the Premium package is the same as Deluxe.Note that the Deluxe package has support for self-employed income as well as stock sale cost basis calculations. Schedule C is a complete schedule - expenses, depreciation, and all that through an interview process. The difference with the Premium version is that with Deluxe you are reporting gain or loss on your PERSONAL taxes.* To combat stolen-identity tax returns H&R Block now asks you to provide a state-issued ID number. It is not required but highly encouraged.* H&R Block provided me some guidance for completing Form 1116 (foreign tax credit, for example, foreign tax paid by a mutual fund). However, I needed to keep switching between the whole-form view and interview to enter data and then back to the interview to read the instructions. Even though the form where you can enter data is visible at the same time as instructions you cannot enter data into it until you switch into the whole-form view. This is cumbersome, but at least there is some guidance for this form.* I like DeductionPro which helps suggests reasonable prices based on the condition of the donated used clothing items. It is nice not to have to come up with what is reasonable on my own.* The final tax return can be saved in a PDF format for future reference. I always do that so I can re-print an old return without having to run an old copy of H&R Block (especially down the road when a new computer may not even have an old H&R Block installed).* H&R Block can print forms when an Ethernet connection is disconnected. In 2014 TurboTax introduced a requirement that the data had to be sent to Intuit's servers to be formatted for printing. H&R Block does not have this requirement.* If you owe taxes there are three options for payment: electronic withdrawal from your bank (free), mailing a check (free), and paying by credit card from a secure website (not free). IRS does not charge a fee but the sites that provide this service do. There are several web sites that provide this service with a "convenience" fee. If you search for "pay taxes by credit or debit" you will see the detailed fee schedule on the irs.gov website.* Is it possible to download an old version of H&R Block software purchased on Amazon?Yes. Amazon allows you to download the software purchased on Amazon as long as you have an Amazon account. There is no extra charge for downloading old software. The first download I bought on Amazon was in 2009 and I tested that I can still download it.Note that if you purchased the software directly from the H&RBlock site, they add on a charge for "extended download service". Amazon does not do that.To get an old digital download you go to "your orders", then "digital orders" and then select a year from the drop-down list. The list goes back to the year I opened my Amazon account.* Does the application provide a feature to confirm IRS/state agency tax acceptance status?Yes, once you submit your return there will be a button on the first page to request a status check. The resulting status will be displayed on the first page. You can request status updates multiple times.TROUBLESHOOTING TIPS~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~I ran into an issue trying to save my return as PDF995 (i.e. as PDF). Reinstalling PDF995 software (it comes with H&R Block software) did not help. When I looked under Print Settings it showed PDF995 as the default printer. I had to change the default printer to my real printer and then I was able to successfully save as PDF995. I wanted to share this tip in case someone else runs into this issue.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you have a question I have not covered leave a comment and I will do my best to answer it.Ali Julia review
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