This form went from easy years ago to harder requiring additional tax knowledge. I had several doubts and questions on how to answer some questions.attempts to improve have backfired and requires more thought for the taxpayer.
Cons: Hard to prepare
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, June 14, 2024
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.
The amount for pensions and annuities, line 5A, has not been getting filled. The 5B line showing the taxable amount (same amount as 5A for us last year) is filled and allows for the correct computation of our tax liability. But, this year the IRS held up our refund for over 2 months because of the line 5A omission. I had to mail in my income statements (I hand carried it to the P.O. and paid to track it) and wait several more weeks for my refund. If I’m doing something wrong while entering my information I’d like to know. I will check for this next year before sending it.
You pay for a state filing, but doesn't have all the forms and won't allow electronic state filing because of the missing form.
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Social Media Department, June 14, 2024
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.
I have stuck with Taxcut over the years because it is user friendly, gives me tax savings, and reliable. They will stand behind me if audited which is a great feature, but they have kept me from being audited all these years which is another reason I use Taxcut. Why change with this many positives.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Have been using this program for the past several years and found it easy to complete data entry because previous years data with payee information was carried over. Made minor edits where needed and entered current dollar amounts. Used federal e-file and mailed in state (Massachusetts). Received state refund before Federal refund. Someone told me to enter itemized data so charitable contributions would be carried over to state even though standard deduction was applied by program to Federal because it was larger.