The software did not know how to handle an rmd that was transferred between two ira accounts at different custodian Banks. It charged the wrong tax. Then, the system was unable to properly respond when I removed data related to the rmd transfer. Ultimately, I had to start an entire new return from scratch to bypass the problem. Fortunately, a web page on the IRS website clearly showed that the transfer was non-taxable. It seems like the h&r block software should have known this and been able to calculate correctly.
I use H&R every year and noticed that when it’s time get help the software is not helpful at all. The built-in help (knowledge base) can’t cover all aspects but it’s quick to kick you out without a resolution. Getting help on the phone is simply impossible. Giving the appearance of having support in place is not the same as actually providing a useful help option.
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Social Media Team, H&R Block, May 17, 2024
Thank you for taking the time to give us feedback! We truly appreciate your business. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. Please feel free to contact our support team at 1-800-472-5625 if we can assist in any way.
I followed program but still got noticed by IRS that amount I paid was short.
Pros: Easy to prepare
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy H&R Block Social Media Department, May 22, 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.