I have used H & R Block Software to file my taxes for many years. I find it quite easy to use, but hit a snag when I was entering my 1099-R info. I turned 70-1/2 in 2024 so I was eligible to start making charitable contributions from my traditional IRA. I was glad that I was aware that some of my IRA withdrawal was not subject to taxation, because on my first pass through, I did not see the reduction based on the Qualified Charitable Distribution (QCD). It did not help that the government does not break that amount out on the 1099-R. I spent a fair bit of time finding out how to enter the QCD amount (finally editing the 1099-R to enter the QCD). It was far from obvious on how to do that. My brother had the same issue. This is definitely an area that could be improved, It would be very easy to overlook this reduction in taxable income.
Pros: Easy to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Eva, Social Media Team, February 27, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
I’ve been using this software for almost 20 years and will continue to do so.
Pros: Easy to prepare, Maximizes refund, Fast
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Andrea, Social Media Team, February 26, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to serve you again soon!
3rd or 4th year I have used this software. I switched to H&R because T____ T___ would not load on my antique PC. No problems loading H&R. Thanks for making my tax season easy.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Andrea, Social Media Team, February 26, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to serve you again soon!
I have bought a tax program for almost 30 years. They are aways user friendly. This year was a bit different. There were difficulties with 2 of the returns. Those 2 were not accepted by the state at first. According to the program, everything was fine. I paid for e-file, but since they weren't accepted the first time, I had to double pay for the e-file on one of the returns and triple pay on the other. That was disapointing.
Cons: Hard to import documents
Value
3
Response from HRBlockBy Eva, Social Media Team, February 27, 2025
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.