I found the ability of the software insufficient for applying data from investments through JP Morgan and Schwab. Errors were seen with 1099Bs and some investments were missed entirely. The product works okay with basic W2s and interest from bank statements, but is limited when working with investment (brokerages) tax information.
Cons: Hard to import documents
Value
3
Response from HRBlockBy Sierra, Social Media Department, April 20, 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.
I’ve used H&R Block tax software for decades and always trusted its accuracy, but this year’s experience was unacceptable.
The software failed to inform me about the SLCSP health insurance premium calculator, which is critical since the 1095-A often lists zero in that field and requires manual adjustment. Because of this, I owed taxes last year when I should have received a refund.
I had to file an amended return to fix the issue, and the software would not allow me to e-file it, even though the IRS permits electronic filing of amendments. This created unnecessary time and frustration to correct a problem the software should have helped prevent.
Additionally, the software did not prompt me to remove tips from my gig income until a late-season update, causing further confusion and rework.
Due to these issues, I’ve lost confidence in the product and will be using TaxSlayer going forward.
Cons: Time consuming, Doesn't maximize refund
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Maria, Social Media Team, April 20, 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.
You have no idea what your ITS form will look like.
I would recommend this to a friend!
Value
2
Response from HRBlockBy Corrina, Social Media Department, April 20, 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.
Support sucked I cannot get any actual verbal person on the phone to be able to assist me with my questions that the software program AI could not answer
Cons: Doesn't maximize refund, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Maria, Social Media Team, April 20, 2026
Scott, 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.
I've been using your softwhere for many years and will continue to use it as long as I do my own taxes.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sierra, Social Media Department, April 20, 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 bought this a couple of months ago and I have been using it ever sense.
Pros: Maximizes refund
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sierra, Social Media Department, April 20, 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 find the fees for buying and submitting state taxes very expensive, especially for very low income tax returns. Also, my federal return was rejected and it should have been caught by your program. Firm 5695 part b, if an and b are no, then address should be blank. A and b were no, address was filled in and that caused it to be rejected. Your program should have caught this.
The double negatives that you use to ask questions should be made simpler to answer. Not necessary.
I would recommend this to a friend!
Response from HRBlockBy Sierra, Social Media Department, April 20, 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.
I have used this program for years. I was very disappointed that a known problem was allowed to remain and not fixed in any update or revealed to users. The link to upload 1099-DIVs was incorrect and therefore did not work. I found out the workaround from another user during an internet search after wasting two days. The link had letters and numbers at the beginning that needed to be edited out.
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Sierra, Social Media Department, April 20, 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.