H&R Block Tax Software Basic

Basic Basic tax preparation for simple federal returns and first-time filers

$

Federal only

Fees for State and State E-file when filing with Basic

State Software

$39.95

State E-file

$19.95 ea.

All prices are subject to change without notice.

Software Requirements

Windows 7 / 8.1 / 10
Internet Explorer® 9.0 or higher

OS 10.9.5 or higher
Safari 9.1.3 and higher

Supported Forms

Federal Tax Forms
State Tax Forms

Hardware Requirements

INTERNET CONNECTION REQUIRED for updates, state downloads, e–file
170 MB of hard disk space
2X CD-ROM drive
1024 x 768, SVGA color monitor
Compatible ink jet or laser printer
Speaker and Sound Card: For videos / animations

Supported Forms

Federal Tax Forms
State Tax Forms

Get your maximum refund – guaranteed with Basic Tax Software from Block.

If you have a simple tax situation, our standard tax software has everything you need to file flawlessly. We'll start by guiding you through the easy import of your W–2 and last year's return, and then walk you step–by–step through the filing process. Taxpayers can import their prior returns from virtually any tax software using our drag and drop feature.

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. And when you've completed your basic tax preparation, we'll double check for accuracy and assess your audit risk, so you can have peace of mind knowing you've filed correctly and that you'll get the most money back–guaranteed.

Basic Tax Software – Product Features:

Convenience

Drag and Drop Makes It Easier Than Ever

Save time and easily import last year’s tax return data from any tax software. And we’ll automatically import your W-2, 1099, 1098, and last year’s tax data. Basic tax preparation has never been so easy.

Itemized Deductions

Our standard tax software comes with Schedule A, so you can itemize your deductions at no extra cost.

Expert Guidance & Support

Step-by-Step Guidance

We’ll make sure you’re well informed and confident every step of the way, with answers to commonly asked questions and direction on all available credits and deductions.

PRODUCT SUPPORT CHAT

Free live product help via chat – or get tax help from a tax expert for a fee with Software Assist℠.

TRANSPARENCY & PEACE OF MIND

Refund Reveal

We’re taking the uncertainty out of filing with our Basic Tax Software, by letting you know exactly how and why your refund goes up and down throughout the process.

H&R Block Exclusive

Free In-Person Audit RepresentationDisclaimer number2. Scroll to bottom of page.

We stand by our work, so in the unlikely event of an audit, we’ll be there for you with in-person representation to help make things right.

All H&R Block Tax Filing Software Products Include:

  • Drag & drop last year’s personal return
  • Free in-person Audit Representation2
  • Step-by-step guidance on every credit and deduction
  • 5 Free Federal E-files
  • Data Security
  • Free Earned Income Tax Credit
Compare our Tax software
Additional Benefits & Features:Basic Deluxe Premium Premium
& Business
Step-by-step Q&A and guidance on all available credits and deductions Included Included Included Included
Quickly import your W-2, 1099, and 1098 Included Included Included Included
Drag & drop last year's personal return from TurboTax®, Quicken®, or any tax provider Included Included Included Included
Itemize deductions with Schedule A Included Included Included Included
Accuracy Review™ checks for issues and assesses your audit riskDisclaimer number 11. Scroll to bottom of page. Included Included Included Included
Five free federal e-files for your personal return, and unlimited federal preparation and printing Included Included Included Included
Reporting assistance on income from investments, stock options, home sales, and retirement Not Included Included Included Included
Guidance on maximizing mortgage interest and real estate tax deductions Not Included Included Included Included
H&R Block DeductionPro® values and optimizes charitable donations Not Included Included Included Included
One personal state program download included — a valueDisclaimer number 42. Scroll to bottom of page. (State e-file available for $19.95 per return)Disclaimer number40. Scroll to bottom of page. Not Included Included Included Included
Tax calculators to help determine the cost basis of sale, dividend, gift, and inheritance assets Not Included Not Included Included Included
Advanced Schedule C guidance to maximize deductions for self-employment income Not Included Not Included Included Included
Schedule E guidance for rental property income and expenses Not Included Not Included Included Included
Get guidance for, prepare and file corporate and S corporation tax returns (Forms 1120, 1120S), partnership and LLC tax returns (Form 1065), estate and trust tax returns (Form 1041), nonprofit tax returns (Form 990) Not Included Not Included Not Included Included
Create payroll (940 & 941) and employer (W‑2 & 1099) forms Not Included Not Included Not Included Included
Maximize your tax benefits for vehicle deductions, depreciation, and business expenses Not Included Not Included Not Included Included
Unlimited business state programs included Not Included Not Included Not Included Included

H&R Block Guarantees

Maximum Refund Guarantee

No one gets you more than Block. Get the maximum refund you’re entitled to or your return is free.Disclaimer number6. Scroll to bottom of page.

100% Satisfaction Guarantee

If you are dissatisfied with our software for any reason, H&R Block will refund the full purchase price you paid.

100% Accuracy Guarantee

We stand by our calculations and guarantee that your return is 100% accurate, or we'll reimburse you for any IRS penalties you paid. Get Tax Help and Tax Answers from H&R Block.

View All H&R Block Guarantees

Explore Other H&R Block Software Tax Filing Solutions

Deluxe

Best for homeowners or investors

Premium

Best for self-employed
or rental property owners

Premium & Business

Best for small business owners

Compare Software Filing Options