Better than 2023 edition but still needs work. This year added the 8606 form for retirement accounts but that part was an update 2/7. For some reason it keep saying I had to pay for excess distributions. When I first filled out forms it calculated everything right but after the update it did not. I finally figured out the issue. Even though I had said I had qcds and a conversion of xx amount, the update treated the conversion as extra distribution that I needed to pay tax on. Finally embedded in the download file from my ira company (y I u have topen up the form), there is a line that you must enter the amount of the conversion.
Pros: Maximizes refund, Fast
Cons: Time consuming
Value
4
Response from HRBlockBy Sean, Social Media Team, February 12, 2025
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.
Been using H&R for years. Only questionable area was RMD for DBP. Needs better explanation/direction.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sean, Social Media Team, February 12, 2025
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.
We have been using H&R Block for approx. 9 years now. I really like how it compares an itemized return vs the standard deduction return. It gives you a chance to choose the best return for you.
Pros: Easy to prepare, Maximizes refund
Value
5
Response from HRBlockBy Sean, Social Media Team, February 12, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I have found the software to be accurate, but at times some of the terms and explanations of what to do need better clarification for the lay person.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sean, Social Media Team, February 12, 2025
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.