H&R Block 2018 Tax Software (Deluxe + State Digital Download) Expired

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CAREFUL ON WHAT VERSION YOU BUY

NOTE: ALL THIS APPLIES TO THE DOWNLOADABLE OR CD VERSIONS. THE ONLINE PAID VERSION OF DELUXE APPEARS NOT TO HAVE SCHEDULE C

Block is doing some shady marketing to push people to the more expensive versions they may not need. Basically ignore the comparison chart go to the version page and see what forms it supports for the true picture. If it has all the forms listed you need, it will do your taxes. . See below for more detailed explanation.

Every year we get good intentioned members here on SD that do not understand this recommending higher versions based on the chart. It costs other members unnecessary expense
Lot of misinformation on what version will do what bouncing around and I hope I can clear it up a little.

H&R Black is doing a little semi shady marketing to try to get you to get use a higher level version. The Chart comparing versions is almost worthless. Forget the chart they show, instead on the version comparison chart page, click on the different versions and see the supported forms link to get a true picture of what each version will handle. If it supports the forms you need it will work for you. The higher versions may add some feature or guidance that they stress in the chart. The chart makes it appear you may need the next higher version when you don't.

A good example of this is that the chart is causing the confusion and makes it seem Deluxe will not do Schedule C or self employment income.

From the chart for the Premium version this is checked.
Maximize deductions for self-employment income (Schedule C)
This feature is unchecked on the chart for Deluxe.

This makes it appear that Deluxe does't do Schedule C and Premium does. Not true, it is just an added feature that will make it easier for you to find deductions supposedly. May be another interview section, or ask you some questions along the line of did you spend anything on this type of expense. It's generally not very useful, if you have any idea of what your deductions are, the Deluxe Schedule C walk-through is included and will guide you right through.

From the supported forms page. for the Deluxe version we see it does do Schedule C
Quote :
Form 1040 Individual Income Tax Return
Form W-2 Wage and Tax Statement
Form 1098 Mortgage Interest Statement
Form 1098-E Student Loan Interest
Form 1098-T Tuition Payment
Form 1099-DIV Dividends and Distributions Income
Form 1099-G Certain Government Payments
Form 1099-INT Interest Income
Form 1099-MISC Miscellaneous Income
Form 1099-R Distributions from Pensions, Annuities, Retirement, or Profit Sharing
Form 2441 Child and Dependent Care Credit
Form 8863 Education Credits
Form 8917 Tuition and Fees Deduction
Schedule A Itemized Deductions
Schedule B Interest and Dividends
Schedule C Profit or Loss from Business
Schedule C-EZ Net Profit from Business
Schedule D Capital Gains and Losses
Schedule EIC Earned Income Credit
Schedule SE Self-Employment Tax
Schedule 8812 Additional Child Tax Credit
NOTE: THIS IS NOT THE FULL LIST. See below for the FULL LIST

Schedule C is handled fine by Deluxe

Deluxe works fine for me. I itemize, am self employed and file a Schedule C, wife receives a W2 from her company, have capital gains, IRA, SEP 401K, stocks etc. In other words a fairly complicated return and Deluxe handles my situation.

Here is the full list of supported forms and you will see that unless you have a very complicated return or some obscure form that is needed Deluxe will most likely work for you. Don't fall for shady marketing and save some money.
Quote :
Form 1040 and Schedules 1-6: US Individual Income Tax
Background Worksheet: Background Information Worksheet
Dependents Worksheet: Worksheet for Dependents
Dependents Att Worksheet: Dependents Attachment Worksheet
Child Tax Credit Worksheet: Child Tax Credit Worksheet
W-2 Worksheet: Wage and Tax Statement
Non-W2 Wages: Worksheet for Wages Not on a W-2
IRA Contributions: IRA Contribution Worksheet
Keogh/SEP/SIMPLE Contributions: Keogh/SEP/SIMPLE and Other Contributions
Form 1098-E: Student Loan Interest
Form 1099-G: Certain Government Payments
1099-R Worksheet: Distributions from Pensions, etc.
Social Security Worksheet: Worksheet for Social Security Income
1099-MISC Worksheet: Miscellaneous Income
1099-K Worksheet: Payment Card Network Transactions
QBI Worksheet: Qualified Business Income Worksheet
Attachments Worksheet: Form 1040 Attachments Worksheet
Last Year's Data Worksheet: Last Year's Data Worksheet
W-2G Worksheet: Statement of Gambling Income
Incentive Stock Option Worksheet: Incentive Stock Option Worksheet
Self-Employed Health Insurance: Self-Employed Health Insurance
Self-Employed Health Iterative: Self-Employed Health Iterative
Self-Employed Health Refigure: Self-Employed Health Refigure
Foreign Wages Not on a W-2: Foreign Wages Not on a W-2
Schedule 8812: Additional Child Tax Credit
Schedule A: Itemized Deductions
Home Mortgage Interest Worksheet: Home Mortgage Interest Worksheet
Charitable Worksheet: Charitable Donations Worksheet
Noncash or Item Donations: Noncash or Item Donations
State and Local Income Tax: State and Local Income Tax Payments Worksheet
Schedule B: Interest and Dividends
Interest Summary: Interest Income Summary
Form 1099-INT/OID: Interest Income Worksheet
Dividend Summary: Dividend Income Summary
Form 1099-DIV: Dividends and Distributions
Form 8938: Statement of Specified Financial Assets
Schedule C: Profit or Loss from Business
Schedule C-EZ: Net Profit From Business
Schedule D: Capital Gains and Losses
Form 1099-B Account: Form 1099-B Account
Capital Gains and Losses Worksheet: Capital Gains and Losses
Sale of Home Worksheet: Sale of Home Worksheet
Form 8949: Dispositions of Capital Assets
Schedule E: Rents, Royalties, Partnerships, Etc.
Schedule E Part I Attachment: Schedule E Part I Attachment
Schedule E Part II Attachment: Schedule E Part II Attachment
Schedule E Part III Attachment: Schedule E Part III Attachment
Rentals and Royalties: Rentals and Royalties Worksheet
K-1 Partnership/S Corporation: K-1 (Partnership/S Corporation) Worksheet
K-1 Estate/Trust: K-1 (Estate/Trust) Worksheet
Schedule EIC: Earned Income Credit
Schedule F: Profit or Loss from Farming
Schedule H: Household Employment Taxes
Schedule J: Income Averaging for Farmers & Fishermen
Schedule R: Credit for Elderly or Disabled
Elderly/Disabled Credit: Worksheet for Elderly or Disabled Credit
Schedule SE: Self-Employment Tax
Form 982: Reduction of Tax Attributes Due to Discharge of Indebtedness
Form 1116: Computation of Foreign Tax Credit
Form 1310: Refund Due a Deceased Taxpayer
Form 2106: Employee Business Expenses
Form 2120: Multiple Support Declaration
Form 2210: Underpayment Penalty
Form 2210, Schedule AI: Underpayment of Estimated Tax--Sch.
Form 2439: Undistributed Long-Term Capital Gains
Form 2441: Child and Dependent Care Credit
Child/Dependent Care: Child/Dependent Care Worksheet
Form W-10: Dependent Care Provider
Form 2555: Foreign Earned Income
Form 2555-EZ: Foreign Earned Income Exclusion
Form 3468: Investment Credit
Form 3800: General Business Credit
Form 3903: Moving Expenses
Form 4137: Social Security Tax on Unreported Tips
Form 4562: Depreciation and Amortization
Depreciation Summary: Summary of Assets
Depreciation Worksheet: Depreciation Worksheet
Vehicle Worksheet: Vehicle Expense Worksheet
Bonus Depreciation Election Out: Bonus Depreciation Election Out
Form 4684: Casualties and Thefts
Form 4797: Sales of Business Property
Form 4835: Farm Rental Income and Expenses
Form 4868: Automatic Extension of Time to File
Form 4952: Investment Interest Expense
Form 4972: Tax on Lump-Sum Distributions
Form 5329: Return for IRA and Retirement Plan Tax
Form 5405: Repayment of First-Time Homebuyer Credit
Form 5695: Residential Energy Credits
Form 6198: At Risk Limitations
Form 6251: Alternative Minimum Tax
Form 6252: Installment Sale Income
Form 6781: Section 1256 Contracts
Form 8283: Noncash Charitable Contributions
Form 8332: Release of Claim to Exemption
Form 8379: Injured Spouse Allocation
Form 8396: Mortgage Interest Credit
Form 8453: US Individual Transmittal for On-Line Filing
Form 8582 - Page 1: Passive Activity Loss Limitations
Form 8582 Page 2 (Regular Tax): Passive Activity Loss Limitations
Form 8582 Page 3 (Regular Tax): Passive Activity Loss Limitations
Form 8582 Page 2 (AMT): Passive Activity Loss Limitations
Form 8582 Page 3 (AMT): Passive Activity Loss Limitations
Form 8586: Low-Income Housing Credit
Form 8606: Nondeductible IRAs
8606 Worksheet: Form 8606 Worksheet
Returned IRA Contributions: Returned IRA Contributions
Form 8609-A: Annual Statement for Low-Income Housing Credit
Form 8615: Child With Unearned Income
Form 8801: Credit for Prior Year Minimum Tax
Form 8814: Parents' Election for Child's Income
Form 8815: Exclusion of Interest from Savings Bonds
Form 8818: Redemption of EE and I US Savings Bonds
Form 8822: Change of Address
Form 8822-B: Change of Address - Business
Form 8824: Like-Kind Exchanges
Form 8829: Expenses for Business Use of Your Home
Form 8839: Qualified Adoption Expenses
Form 8853: MSA Deduction
Form 8859: District of Columbia First-Time Homebuyer Credit
Form 8862: Information to Claim Certain Credits
Form 8863: Education Credits
Tuition Payments: Tuition Payments Worksheet
Form 8880: Credit for Qualified Retirement Savings Contributions
Form 8885: Health Coverage Tax Credit
Form 8888: Allocation of Refund (Including Savings Bond Purchases)
Form 8889: Health Savings Accounts (HSAs)
Form 8936: Qualified Plug-in Electric Drive Motor Vehicle Credit
Form 8958: Allocation of Tax Amounts in Community Property States
Form 8959: Additional Medicare Tax
Form 8960: Net Investment Income Tax
Form 8962: Premium Tax Credit
Form 8962 Information: Form 8962 Information
Form 1095-A: Health Insurance Marketplace Statement
Form 8962 Part IV Attachment: Form 8962 Part IV Attachment
Form 8965: Health Coverage Exemptions
Nondependents Worksheet: Nondependents Worksheet
Modified Income Worksheet: Modified Income Worksheet
Household Income: Household Income
Health Care Coverage: Health Care Coverage
Marketplace Exemption: Marketplace Exemption
Affordability Exemption: Affordability Exemption
Tax Return Exemption: Tax Return Exemption
Health Care Summary: Health Care Summary
Shared Responsibility Payment: Shared Responsibility Payment
Form 8965 Part I Attachment: Form 8965 Part I Attachment
Form 8965 Part III Attachment: Form 8965 Part III Attachment
Form 9465: Installment Payments of Tax
Form 1040-V: Payment Voucher
Form 1040X: Amended U.S. Individual Income Tax Return
Form 1040-ES: Estimated Tax
Form SS-4: Application for Employer Identification Number
W-4 Worksheet: Employee's Withholding Allowance Certificate
H&R Block Tax Payment Planner: H&R Block Tax Payment Planner
Roth Conversions: Roth Conversion Worksheet
Roth Contributions: Roth Contribution Worksheet
Filing Status Calculator: Married Filing Joint vs. Separate Calculator
State Information: State Information Worksheet
Other State Tax Credit: Other State Tax Credit Worksheet
De Minimis Safe Harbor: De Minimis Safe Harbor
Small Taxpayer Safe Harbor: Small Taxpayer Safe Harbor
Clergy Worksheet 1: Clergy Worksheet 1
Clergy Worksheet 2: Clergy Worksheet 2
Clergy Worksheet 4: Clergy Worksheet 4

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