The H&R Block tax software main window is divided into two sections; the main Interview pane and the FAQ pane located to the right of the Interview pane.
As you complete your federal and state returns, the program's Interview takes you through each possible question and offers you the maximum assistance. As you move through the Interview, you'll be answering different types of Interview questions.
The program's FAQs provide answers to commonly asked questions related to the Interview topic you are working on. Simply click the FAQ and the Help Central window opens with an answer to the question.
If the question asks you to enter information in one or more fields, type your response in the entry field or fields and then click Next. You can use the Tab key to tab from one field to the next.
If you imported data from last year or from a financial program, some fields in the Interview window might be filled in for you already. Imported information from your last year's return is shown as brown colored text. You can accept the imported information by selecting the Next button, or you can type new information in the fields, and then click Next to continue.
If the question asks you to choose an option, for example yes or no, select the option and then click Next.
When you begin a topic in the Interview, you maybe asked to choose the sections in that topic that you would like to complete, for example, the types of income you received. Simply click on the check boxes next to the appropriate items and then click Next. The program takes you only to the sections you selected. Or, you maybe asked to choose a single item from a list, for example your Filing Status. Click on the radio button next to the item that applies to you and then click Next.
You can go backwards and forwards through the questions by clicking the Back and Next buttons.
In some Interview topics you can skip a question by clicking the Skip button. At the end of each Interview section, the program will notify you as to which topics you skipped in case you need to go back and complete them.
Some Interview items are informational and do not request an entry from you. You should read the text carefully, and then click Next to go on to the next question.
Text that is underlined indicates that an explanation is available for that text. To display more information, click the underlined text that you want to know more about. Help Central opens and the information appears as Interview Help. You can read the text, then click the Close button to close Help Central. You can also print the contents of the window by clicking the Print button at the top of the Help Central window.
While you are working in either the federal or the state Interview, you can choose to display the associated form at the bottom of the main window. To display the partial form, click the Show Form button located at the bottom of the Interview pane. To display the whole form, click the Show Form button, and then click the Whole Form button located at the top of the partial form that is displayed. You can close the form and go back to the Interview by clicking the Interview button at the top of the form.
You can leave the federal or state Interview at any time by clicking any other tab or button. The program remembers your place, and returns you to the same topic the next time you click the Federal or state tab.