H&R Block Deluxe 2018 doesn't include Schedule D?

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IowaFarmBoy
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H&R Block Deluxe 2018 doesn't include Schedule D?

Post by IowaFarmBoy » Sat Nov 17, 2018 8:25 am

I've used H&R Block software for several years. Last year I purchased the Deluxe version and it included Schedule D for capital gains. From what I see this year, it looks like I will need to buy the Premium version to get a Schedule D. Can anyone confirm this or correct me?

walmart.com had a pretty good price earlier in the week but I missed it because I wasn't sure which version to buy.

edited to add Deluxe to the title
Last edited by IowaFarmBoy on Sat Nov 17, 2018 9:32 am, edited 2 times in total.

Silk McCue
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Re: H&R Block 2018 doesn't include Schedule D?

Post by Silk McCue » Sat Nov 17, 2018 8:37 am

The website side by side functionality display shows that Premium is required for Schedule D. I also pulled up a PDF listing all forms available in Deluxe and Schedule D is not listed.

Seems to me it's more Mediocre than Deluxe.

Cheers

jebmke
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Re: H&R Block 2018 doesn't include Schedule D?

Post by jebmke » Sat Nov 17, 2018 8:56 am

from the product description on their web site
Investment Income Reporting

We’ll guide you through your sale of stocks, bonds and mutual funds, and help report income from your retirement plan and rollovers, payments from your IRAs, 401(k)s and more. (Schedule D)
https://www.hrblock.com/tax-software/de ... -software/
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nalor511
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Re: H&R Block 2018 doesn't include Schedule D?

Post by nalor511 » Sat Nov 17, 2018 9:22 am

Their website lists schedule D under deluxe for 2018, and the full list of supported forms is not yet available

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IowaFarmBoy
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Re: H&R Block 2018 doesn't include Schedule D?

Post by IowaFarmBoy » Sat Nov 17, 2018 9:31 am

op here.
Thanks silk and jeb. That is the problem- the really explicit sections that silk found indicate I need Premium this year. But jeb's link shows Schedule D mentioned for Deluxe but it feels like they may have forgotten to update a webpage.

I've posted a question to them via Facebook. I'll post back if/when I hear something.
Last edited by IowaFarmBoy on Sat Nov 17, 2018 9:41 am, edited 1 time in total.

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Re: H&R Block 2018 doesn't include Schedule D?

Post by Silk McCue » Sat Nov 17, 2018 9:36 am

IowaFarmBoy wrote:
Sat Nov 17, 2018 9:31 am
op here.
Thanks silk and jeb. That is the problem- the really explicit sections that silk found indicate I need Premium this year. But jeb's link shows Schedule D mentioned for Deluxe but it feels like they may have forgotten to update a webpad.

I've posted a question to them via Facebook. I'll post back if/when I hear something.
It is clear that H&R Blocks website is as clear as mud.

It will be interesting to get your feedback on what they say.

Cheers

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IowaFarmBoy
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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by IowaFarmBoy » Sat Nov 17, 2018 9:40 am

op here
I may have just found the answer on their website. At least it might explain the conflicting info. They offer both online and downloadable options. The online appears to not include the Schedule D.
https://www.hrblock.com/online-tax-filing/
The downloadable version appears to include it. I have always bought the downloadable versions.
https://www.hrblock.com/tax-software/

I'll post back if I hear from them

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by nisiprius » Sat Nov 17, 2018 9:41 am

The Mac application version I downloaded a couple of days ago includes Schedule D in "deluxe." I would hope they have parity across platforms with regard to what is in "deluxe." If not, shame on them. This is the exact version:

Image

The Schedule D is listed and it's really there, but I notice that everything says "final expected 1/16/2019"

I think it goes without saying that due to the huge... changes... in the tax code, and the haste with which they were implemented (giving the tax prep companies little time to prepare), that this year we are going to be in for a lot of problems, glitches, bugs, missed deadlines and delayed availability of software components, IRS nastygrams informing us of incorrect preparation despite using software, etc.
Last edited by nisiprius on Sat Nov 17, 2018 9:51 am, edited 2 times in total.
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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by HueyLD » Sat Nov 17, 2018 9:46 am

I agree with Nisiprius that we will have to be patient this tax season.

The tax code change is HUGE and there will be many glitches until at least April 15. For this reason, I will set up my own calculations and will verify the software calculations with mine.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by IowaFarmBoy » Sat Nov 17, 2018 9:54 am

I heard back from H&R Block. Nobody knows nothing....

Response:
"Good morning, we apologize for any inconvenience. It looks like we're in the process of updating some information for the next tax season. Currently, we don't have a list of supported forms for each product. The web site will go live for 2019 tax season on November 30, 2018."

At this point, I think that the downloadable Deluxe will have what I need- it did in the past and it looks like they intend to support that same functionality for 2018.

Thanks all!

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by UpperNwGuy » Sat Nov 17, 2018 10:14 am

It's too soon to be complaining about tax software. None of the vendors have a finished product yet.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by Silk McCue » Sat Nov 17, 2018 10:21 am

UpperNwGuy wrote:
Sat Nov 17, 2018 10:14 am
It's too soon to be complaining about tax software. None of the vendors have a finished product yet.
I don't see anyone complaining about tax software, just looking for clarification and the specifics of a particular package. You don't have to "have a finished product yet" to have a website that reflects the broad capabilities of your product offerings. Those are established well in advance.

Cheers

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by nisiprius » Sat Nov 17, 2018 10:25 am

UpperNwGuy wrote:
Sat Nov 17, 2018 10:14 am
It's too soon to be complaining about tax software. None of the vendors have a finished product yet.
I remember Ye Olde Days when I had a slowish internet connection, so I didn't want to deal with downloading anything too big. These were the days of modems with voice phone lines, and in addition to it just taking a long time, downloads taking more than half an hour or so would often error out and need to be re-done. In order to avoid a long download, I once bought tax software in a store, shrink-wrapped in a box, on a CD. And when I installed it from the CD, it wouldn't let me do anything at all except download an "update" that was actually a complete copy of the entire software package. In effect, the CD didn't really have "the software" on it, at all, it was just an access key that enabled you to download the software...
Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness; Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by b0B » Sat Nov 17, 2018 10:55 am

HueyLD wrote:
Sat Nov 17, 2018 9:46 am
I agree with Nisiprius that we will have to be patient this tax season.

The tax code change is HUGE and there will be many glitches until at least April 15. For this reason, I will set up my own calculations and will verify the software calculations with mine.
That appears to be an entirely separate issue from the standard every year practice of tax software sellers' calculated vagueness about their product levels to induce people to by a more expensive product than they need (or alternatively to entice them in at a cheaper level, then trap them into an upgrade).

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by EagleI » Sat Nov 17, 2018 11:49 am

I downloaded the H&R Block Deluxe 2018 version a few days ago. It has schedule D and related worksheets.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by F150HD » Fri Dec 28, 2018 10:22 am

I know this thread is over a month old, but see viewtopic.php?f=2&t=262899&start=200#p4225994

The online Deluxe version is different then the downloadable Deluxe version.
Not sure why but one does not contain Schedule D.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by livesoft » Fri Dec 28, 2018 10:24 am

Yes, Schedule D and all the rest or included in the version I downloaded to my laptop.

I got the desktop 2018 deluxe w/State for about $20 a few days ago.

I suppose the reviews of tax prep software will start appearing. Most of the them won't apply to people like me, but instead will discuss how well they work on a smart phone.
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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by Auream » Fri Dec 28, 2018 10:31 am

F150HD wrote:
Fri Dec 28, 2018 10:22 am
The online Deluxe version is different then the downloadable Deluxe version.
Not sure why but one does not contain Schedule D.
Looks like H&R Block is just taking a page from the TurboTax playbook. Intuit has been doing the "Cripple the online version" thing for at least a few years now. Similar to H&R Block, the download/CD version of Turbotax Deluxe has Schedule D as well as pretty much all the other forms you can ask for, it just lacks some extra guidance and handholding on some of these additional schedules.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by F150HD » Fri Dec 28, 2018 10:52 am

livesoft wrote:
Fri Dec 28, 2018 10:24 am
Yes, Schedule D and all the rest or included in the version I downloaded to my laptop.

I got the desktop 2018 deluxe w/State for about $20 a few days ago.

I suppose the reviews of tax prep software will start appearing. Most of the them won't apply to people like me, but instead will discuss how well they work on a smart phone.
Some of the commercials on TV show a young person just 'snapping' a photo of their W2, then their taxes are filed and they then go buy a latte!

LOL....if only life were that easy.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by AstroJohn » Fri Dec 28, 2018 11:07 am

Every year I buy and download H&R Block Basic. Every year, including this year, it includes Schedule D (as well as the dreaded Form 1116). I just fired up the copy I bought and it indicates the final version Schedule D will not be available until 1/16/2019. It has always baffled me that the folks here with all their expertise seem to always buy the more expensive product, which just seems to do more hand holding.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by F150HD » Fri Dec 28, 2018 11:37 am

AstroJohn wrote:
Fri Dec 28, 2018 11:07 am
Every year I buy and download H&R Block Basic. Every year, including this year, it includes Schedule D (as well as the dreaded Form 1116). I just fired up the copy I bought and it indicates the final version Schedule D will not be available until 1/16/2019. It has always baffled me that the folks here with all their expertise seem to always buy the more expensive product, which just seems to do more hand holding.
Which STATE program came with your software purchase?

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by jebmke » Fri Dec 28, 2018 11:49 am

F150HD wrote:
Fri Dec 28, 2018 10:52 am
livesoft wrote:
Fri Dec 28, 2018 10:24 am
Yes, Schedule D and all the rest or included in the version I downloaded to my laptop.

I got the desktop 2018 deluxe w/State for about $20 a few days ago.

I suppose the reviews of tax prep software will start appearing. Most of the them won't apply to people like me, but instead will discuss how well they work on a smart phone.
Some of the commercials on TV show a young person just 'snapping' a photo of their W2, then their taxes are filed and they then go buy a latte!

LOL....if only life were that easy.
One year I had a young woman come into my TaxAide site. She explained her situation to me like this.

"My federal taxes were filed on a smartphone but there is no way to file my state taxes on the phone."

Me: "Who filed your federal tax - do you have a copy?"

"No, my boyfriend filed them before I knew it. Check that, my former boy friend filed them."

I felt sorry for her so I re-did her Federal return, filed the state return and gave her a paper copy of the whole thing.
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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by AstroJohn » Fri Dec 28, 2018 11:59 am

F150HD wrote:
Fri Dec 28, 2018 11:37 am
AstroJohn wrote:
Fri Dec 28, 2018 11:07 am
Every year I buy and download H&R Block Basic. Every year, including this year, it includes Schedule D (as well as the dreaded Form 1116). I just fired up the copy I bought and it indicates the final version Schedule D will not be available until 1/16/2019. It has always baffled me that the folks here with all their expertise seem to always buy the more expensive product, which just seems to do more hand holding.
Which STATE program came with your software purchase?
I live in Virginia and the state has a reasonably easy to use site for doing the taxes online, so I do not buy the state form. Would be interesting to look at the added cost of combining that with Basic vs higher end options. My impression is that many states offer online filing, but perhaps I am just spoiled by VA.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by F150HD » Fri Dec 28, 2018 12:56 pm

jebmke wrote:
Fri Dec 28, 2018 11:49 am
One year I had a young woman come into my TaxAide site. She explained her situation to me like this.

"My federal taxes were filed on a smartphone but there is no way to file my state taxes on the phone."

Me: "Who filed your federal tax - do you have a copy?"

"No, my boyfriend filed them before I knew it. Check that, my former boy friend filed them."

I felt sorry for her so I re-did her Federal return, filed the state return and gave her a paper copy of the whole thing.
Yikes. Yea those commercials always make it look so 'easy' like one is done in 5 mins.

Also makes me think of Steve Forbes and his 'flat tax' platform in the 1990s.....which of course never came to fruition.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by F150HD » Fri Dec 28, 2018 1:01 pm

AstroJohn wrote:
Fri Dec 28, 2018 11:59 am
F150HD wrote:
Fri Dec 28, 2018 11:37 am
AstroJohn wrote:
Fri Dec 28, 2018 11:07 am
Every year I buy and download H&R Block Basic. Every year, including this year, it includes Schedule D (as well as the dreaded Form 1116). I just fired up the copy I bought and it indicates the final version Schedule D will not be available until 1/16/2019. It has always baffled me that the folks here with all their expertise seem to always buy the more expensive product, which just seems to do more hand holding.
Which STATE program came with your software purchase?
I live in Virginia and the state has a reasonably easy to use site for doing the taxes online, so I do not buy the state form. Would be interesting to look at the added cost of combining that with Basic vs higher end options. My impression is that many states offer online filing, but perhaps I am just spoiled by VA.
Does 'basic' even include 'state'? Not sure (?) it does and is maybe one reason people buy the higher level software package. Its just nice to have it all encapsulated in one program. I'd personally rather 'overbuy' and be prepared then try to backtrack and have to purchase something I needed to begin with!

Not cool to have a party and run out of beer ya know :beer

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by MisterBill » Fri Dec 28, 2018 1:46 pm

Auream wrote:
Fri Dec 28, 2018 10:31 am
Looks like H&R Block is just taking a page from the TurboTax playbook. Intuit has been doing the "Cripple the online version" thing for at least a few years now. Similar to H&R Block, the download/CD version of Turbotax Deluxe has Schedule D as well as pretty much all the other forms you can ask for, it just lacks some extra guidance and handholding on some of these additional schedules.
But you may recall that Turbotax TRIED to take schedule D out of the download/CD version of Deluxe a few years ago, to have it match the functionality of the online version (as opposed to adding it to the online version, of course). That was met with a great outcry and resulted in them giving a free upgrade to Premier for many customers and a pledge to include schedule D in the Deluxe version the following year.

Obviously it's confusing.
Last edited by MisterBill on Fri Dec 28, 2018 3:05 pm, edited 1 time in total.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by MisterBill » Fri Dec 28, 2018 1:49 pm

F150HD wrote:
Fri Dec 28, 2018 10:52 am
Some of the commercials on TV show a young person just 'snapping' a photo of their W2, then their taxes are filed and they then go buy a latte!

LOL....if only life were that easy.
Well, if you don't have any interest or taxable investments and just pay rent, it could be.

Hey, Trump said we'd be able to file on a postcard with the new tax law.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by Kenkat » Fri Dec 28, 2018 1:56 pm

AstroJohn wrote:
Fri Dec 28, 2018 11:59 am
F150HD wrote:
Fri Dec 28, 2018 11:37 am
AstroJohn wrote:
Fri Dec 28, 2018 11:07 am
Every year I buy and download H&R Block Basic. Every year, including this year, it includes Schedule D (as well as the dreaded Form 1116). I just fired up the copy I bought and it indicates the final version Schedule D will not be available until 1/16/2019. It has always baffled me that the folks here with all their expertise seem to always buy the more expensive product, which just seems to do more hand holding.
Which STATE program came with your software purchase?
I live in Virginia and the state has a reasonably easy to use site for doing the taxes online, so I do not buy the state form. Would be interesting to look at the added cost of combining that with Basic vs higher end options. My impression is that many states offer online filing, but perhaps I am just spoiled by VA.
I do the same thing in Ohio. Bought H&R Block basic and will use Ohio’s online system to file state electronically.

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by AstroJohn » Fri Dec 28, 2018 3:43 pm

F150HD wrote:
Fri Dec 28, 2018 1:01 pm
AstroJohn wrote:
Fri Dec 28, 2018 11:59 am
F150HD wrote:
Fri Dec 28, 2018 11:37 am
AstroJohn wrote:
Fri Dec 28, 2018 11:07 am
Every year I buy and download H&R Block Basic. Every year, including this year, it includes Schedule D (as well as the dreaded Form 1116). I just fired up the copy I bought and it indicates the final version Schedule D will not be available until 1/16/2019. It has always baffled me that the folks here with all their expertise seem to always buy the more expensive product, which just seems to do more hand holding.
Which STATE program came with your software purchase?
I live in Virginia and the state has a reasonably easy to use site for doing the taxes online, so I do not buy the state form. Would be interesting to look at the added cost of combining that with Basic vs higher end options. My impression is that many states offer online filing, but perhaps I am just spoiled by VA.
Does 'basic' even include 'state'? Not sure (?) it does and is maybe one reason people buy the higher level software package. Its just nice to have it all encapsulated in one program. I'd personally rather 'overbuy' and be prepared then try to backtrack and have to purchase something I needed to begin with!

Not cool to have a party and run out of beer ya know :beer
In Basic, when you finish Federal they offer to sell you state. I'm just not sure what the price is. Walmart has Basic for $14.07. So the question is when you add whatever they eventually charge to add the state software, it the total less than buying one of the more expensive versions?

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by Saving$ » Fri Dec 28, 2018 8:57 pm

livesoft wrote:
Fri Dec 28, 2018 10:24 am
Yes, Schedule D and all the rest or included in the version I downloaded to my laptop.

I got the desktop 2018 deluxe w/State for about $20 a few days ago.

I suppose the reviews of tax prep software will start appearing. Most of the them won't apply to people like me, but instead will discuss how well they work on a smart phone.
Where is this available for $20?
With state paper filing, H&R Block $20 is the best deal.
However, with state e-file, H&R Block would be $20 + $40 for state efile = $60 for one; $100 for two
eta: Without the $20 deal, H&R Deluxe with State is $27 right now, so each of the above is $7 more.

Best deal for state efiling seems to be TT Deluxe + State for net of $30 ($40-$10 Amazon gc) + $28 for state efile = $58 for one; $86 for two

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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by livesoft » Fri Dec 28, 2018 9:16 pm

Saving$ wrote:
Fri Dec 28, 2018 8:57 pm
Where is this available for $20?
HRBlock sent me an unsolicited CD and a $25 off code, set net $19.95 + tax. I file a NY tax return and NY law says no one can charge for e-filing a NY tax return. I know others got something similar last year, so it much be going around again this year.
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Re: H&R Block Deluxs 2018 doesn't include Schedule D?

Post by diy60 » Fri Dec 28, 2018 9:34 pm

Saving$ wrote:
Fri Dec 28, 2018 8:57 pm
Where is this available for $20?
Amazon currently has H&R Block Tax Software Deluxe + State 2018 with 5% Refund Bonus Offer [PC Download] for $26.99. Not quite $20 but close enough I would bite (got mine for $19 on Black Friday).

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Re: H&R Block Deluxe 2018 doesn't include Schedule D?

Post by hudson » Sat Dec 29, 2018 8:02 pm

I didn't read all the other replies but I "test printed" my return; schedule D is there. I have HR BLOCK DELUXE....2018.

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Re: H&R Block Deluxe 2018 doesn't include Schedule D?

Post by nalor511 » Sat Dec 29, 2018 8:08 pm

Don't state e-file, print and mail for just the cost of postage.

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Re: H&R Block Deluxe 2018 doesn't include Schedule D?

Post by RudyS » Sat Dec 29, 2018 10:35 pm

nalor511 wrote:
Sat Dec 29, 2018 8:08 pm
Don't state e-file, print and mail for just the cost of postage.
TurboTax state e-file gets more expensive each year. I am about to go over to mailing the return, despite the fact that Michigan virtually begs everyone to e-file. If you have a refund coming, it will be SLOW if you file on paper.

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Re: H&R Block Deluxe 2018 doesn't include Schedule D?

Post by MisterBill » Sun Dec 30, 2018 8:17 pm

RudyS wrote:
Sat Dec 29, 2018 10:35 pm
TurboTax state e-file gets more expensive each year. I am about to go over to mailing the return, despite the fact that Michigan virtually begs everyone to e-file. If you have a refund coming, it will be SLOW if you file on paper.
They should pass a law like in NY saying that you have to e-file and can't be charged for it.

The problem for many with mailing a state return is that you need to include copies of many schedules from the federal return, and those can be lengthy. Still cheaper than paying TT's ridiculous prices, of course.

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