Works well, but doesn't always match the IRS rules
on April 16, 2026
Posted by: thisisjjd
from Massachusetts
Verified Purchase:Yes
It worked mostly well, but I had to fight with form 5695, Residential Energy Credit.
I had a heat pump water heater installed at my non-primary home. Even though some parts of Form 5695 require that you have the work performed on your primary home, that's not true for all of it, specifically the heat pump water heater section.
However, the interview wouldn't let me enter the data once I told it that it wasn't my primary home.
Similarly, some of the items on this form require that you pay for a energy home audit. Again, when I said that I hadn't done that, it wouldn't let me fill in the rest of the form.
Cons: Hard to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Corrina, 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 entered my bank rtn and account number for direct deposit prior to efilng my federal tax forms, then i printed my California state tax forms to mail it in and saw that bank rtn and account numbers were not on the state forms. i was never asked during the state interview to enter this info or carry it over from the federal forms. i assumed it would be carried over. i don't appreciate it not being carried over, not being asked in the interview, having to hunt down the check box in a obscure background sheet to enable this information to be inserted into the proper location on my state form, wasting my time or wasting my paper
Response from HRBlockBy Ashley, Social Media Department, April 16, 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!
Ok, but more difficult to research specific problem tax issues than some other resources.
Pros: Easy to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Ashley, Social Media Department, April 16, 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 purchased the software last fall and was nervous about finding the link information and completing the download. The download went smoothly. I was able to do that and complete my federal and state returns in one morning.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Corrina, Social Media Department, April 17, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!