I've been using this software package for several years and have been pretty happy with it. However, this year I ran into a glitch. The "T" code on a 1099R Roth IRA withdrawl didn't post into the Form 86** Where it's needed to correctly compute your Federal Taxable income. Had to spend a couple hours figuring out why my taxable income was so much until I found the box on the Form and put the "x" in then everything worked better.
Pros: Maximizes refund, Easy to import documents, Fast
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Abbie, Social Media, February 23, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
When entering my license information for direct deposit, it caught that my license had expired. Neither federal or I had seen that. Saved me a large fine from the law since I got stopped a week later.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sean, Social Media Team, February 24, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!