Time to switch to HR Block

Investigate this decision thoroughly would be my suggestion. H&R Block is fine, generally, but there are a few areas that are problematic compared to TurboTax.

For example, check out your import options if you have investment accounts and make sure you can import your transactions from your financial institution.

Users have been posting here (for weeks) about the lack of import capability from Merrill Edge with TurboTax. This has now been fixed in TurboTax but NOT in H&R Block and some folks on another board are actually switching from H&R Block, that they've used for years and years, to TurboTax as a result. H&R Block is also missing a few institutions that are import partners with TurboTax but not, apparently, with H&R Block.

You should also note that in the event you have any issue with their software, H&R Block does NOT have a forum like this one where you can report your issue(s), report bugs, ask tax questions, etc. Good luck!