Over the past decade, I have relied upon H&R Block’s Deluxe Tax Software to import Form 1099-B from Merrill Lynch to compile my taxes; however, this year, I had to input the data into that form without the ability to download via your software because it did not accommodate a link to Merrill Lynch—hence—I will never purchase your product again!
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
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.
This year went smoothly and quickly. During the review process I was asked about a few forms that supposedly had errors, none of which I needed for my case (such as declaration of various odd earnings). That is a minor bug to correct. I deleted the forms and proceeded and everything went well. Refunds were the largest ever. One prediction: you will need to lower your prices to compete with AI next year. AI will do taxes either free or as part of a minimal subscription. Could that NOT happen?
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Response from HRBlockBy Max, Social Media Team, April 21, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I use this software every year. It does everything I need, including investments. It imports all the relevant data from the year before and is relatively intuitive and easy to learn.
Pros: Easy to prepare, Maximizes refund
I would recommend this to a friend!
Value
5
Response from HRBlockBy Max, Social Media Team, April 21, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Overall, very good product with two exceptions: 1) Downloaded stock transactions. (1099B). I was happy with the download process but I was asked to verify the accuracy of the transactions but had absolutely no idea how to do so. I ended up trusting that the download and assumed it was correct. 2) I would have happily paid for an H&R Block person to review but there was no phone number to contact, and you "virtual assistant" was of no help for this particular problem
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Max, Social Media Team, April 21, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
Easy, saving hours and avoiding mistakes. Automatically starts with last year's return, downloads information from financial institutions, and, then, after answering several questions, the return is prepared and filed electronically.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Max, Social Media Team, April 21, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I liked the software but is not quite as smooth to use as turbo tax. I found it to be a bit more reliant on the user knowing which parameters need to have entries made but I had no problems working my way through the data entry. I did have a problem importing a W2 form since the form was easily found but the state withholding was not entered. I found this out when I went looking for why my state tax owed was too high. When I corrected the W2 form the tax owed was then corrected.
Response from HRBlockBy Max, Social Media Team, April 21, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
I have been using the program for quite a few years, and this version was more troublesome than any of the previous versions.
I would recommend this to a friend!
Value
3
Response from HRBlockBy Sierra, 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.