It is difficult to download mutual fund tax forms into the software, it took me dozens of trials to download one group. It kept shutting down while downloading.
Cons: Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Eva, Social Media Department, February 28, 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.
This is at least my sixth year using H&R Block tax software, and it has always been reliable. Most calculations are straightforward, although they don't explain how they calculated the taxable portion of pensions: I cannot find the Simplified Method Worksheet in their program.
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Max, Social Media Team, March 1, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!