I always buy HRB in November to do end of year tax planning. Of course the forms are not finalized so I always expect some glitches around tax law changes, but the 2023 version couldn't handle inherited IRAs, something it's done correctly in past years. This issue wasn't fixed until March - not good if you like to prepare your taxes in February! A few other annoyances that escape my mind at the moment have made me decide to look at alternatives for next year. Too bad a good product has declined in quality so much.
No, I would not recommend this to a friend.
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 23, 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.
Because I have portfolio gains & losses, IRA mandatory withdrawals, and other things that keep me ineligible for "short form" free filing; I have used the Deluxe version for many years and have avoided paying taxes through carefully managing investments & withdrawals
Each year they improve on something. This year I discovered the software could import all of my capital gains/losses and calculates everything for me. That was always the part I dreaded doing but now it is a breeze.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 23, 2024
Thank you for leaving a review, and for providing positive feedback.
I have used the software for many years, and have been very satisfied. This year I received a notice of error on the state return, the amount of tax paid was incorrect. Apparently there is a glitch in the software.
Software lost data after update. Attempted to contact support with no success.
Pros: Easy to prepare
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy H&R Block Social Media Department, May 23, 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 been using H&R block for the past 12 years and the software is easy to use. The software asks correct questions to be answered to file taxes. However, there are too many updates until April, which make me wonder, whether one should wait until april to file taxes so that nothing is missed.
Pros: Easy to prepare, Easy to import documents, Fast