The main things I get the program for are so I can import info from my investment account and let the program put the numbers where they belong, mainly capital gains and losses., and also let it organize and compute things. In 2025, my wife passed away. I knew I could file a joint return, but I wish there was more information as to how exactly I needed to sign the return. All I saw was to write "surviving spouse" after my name. There was no comment about what, if anything, I needed to write in her signature space. Do I leave it blank? Do I sign her name with some notation about signing for her? There should be something said. This was especially true for the state return (California) because your program said I could not e-file it and had to print it out and mail it. Sometimes a number is not clear as to where it came from. It would be nice to be able to click on any number and go to a schedule that shows how it is computed, not a general discussion of what goes into it. A prime example is the tax computation when you have qualifying dividends and capital gains. Your program puts in the correct tax, but I would like to see a schedule of how it is computed instead of having to find the schedule in the instructions on the IRS web site and then copy it and do a manual computation.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sydney, Social Media Department, March 9, 2026
We are so very sorry for your loss, and we truly appreciate you taking the time to share your feedback with us. We’re also sorry to hear that your experience did not meet your expectations. At H&R Block, we strive to provide 5‑star service for every client, and we regret that we fell short for you. We would value the opportunity to address your concerns. If you would like, please reach out to our support team at 1‑800‑472‑5625, and we will be here to help.
Been using H & R for over 10 years. Always satisfied, easy to use. Wish they would include e-file for state at a reasonable cost.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Eva, Social Media Department, March 7, 2026
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
Did not appreciate getting letter from IRS wanting banking info for refund. Your program allowed me to ask for check for refund even though I efiled. Now have to wait over 10 weeks for refund. You should have known you couldn't do that anymore with efiling (as of Oct 2025). Very dissappointed
Value
3
Response from HRBlockBy Eva, Social Media Department, March 7, 2026
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
Instructions don't match app: When importing financial data from Vanguard the instructions differentiate between Vanguard Brokerage and Vanguard Mutual Funds, describing how to select the right one. But only Vanguard Brokerage appeared in the drop-down menu.
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Eva, Social Media Department, March 7, 2026
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800- 472-5625 at your earliest convenience.
Always a great job Easy to follow and the error checks are much better this year
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Eva, Social Media Department, March 7, 2026
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!
I have used the software for several years and never been bothered by the IRS! Easy to use and navigate!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Value
5
Response from HRBlockBy Eva, Social Media Department, March 7, 2026
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!