If you are looking for downloadable desktop tax software that doesn’t require your Social Security Number and financial details to be stored in the cloud, here’s a solid deal on H&R Block Tax Software 2016. NewEgg has a 33% off H&R Block Tax Software sale going on through 1/23/17 for the download versions. Click on “Digital Delivery Available”. However, you can also stack the promotional code USAVE30 for another 30% off. Enter promo code during checkout to see these final prices:
- H&R Block Deluxe Federal Only $17.49 (Homeowner and Investments)
- H&R Block Deluxe Federal + State $20.99 (Homeowner and Investments)
- H&R Block Premium Federal + State $34.99 (Self-Employed and Rental Properties)
- H&R Block Premium & Business Federal + State $41.96
I would say the sweet spot for most would be H&R Block Deluxe Federal + State included for $21 after coupon. Deluxe includes guidance for stock gains and losses, home mortgage interest deduction, and other itemized deductions. See screenshot below. (Retail is $45 with 33% off = $30. Then $30 with 30% off = $21.) This matches the lowest price ever so far for the same H&R Block software on Amazon (which lasted for one day back in December). The lowest price ever on Amazon for the 2015 version was $19 during a flash sale, so you are getting very close to the lowest price you’ll see for this product.
Keep in mind that for these products 5 Federal e-Files are included but State e-File is extra ($19.95 for all I believe). I would personally just print the (usually shorter) state return out and snail mail it in.
As another price comparison data point, Costco is selling the boxed software version of TurboTax Deluxe Fed + State for $40. What’s annoying with TurboTax is that you have to upgrade to TurboTax Premier at $55 to get guidance for stock sales and dividends. It also includes 5 Fed e-Files but zero State e-Files.
See also: Credit Karma Tax review, a free tax software product but is advertising-supported and online-only.