The software is much easier than filing my taxes on my own. But it didn't on its own in the questionaire provide the right forms for handling my Roth withdrawal. The withdrawal was non-taxable, as it was less than my basis in the Roth. The simple, correct way to show this to the IRS is to convey the basis in the Roth on Form 8606 in part III. But the software didn't ask me about my basis or have me fill out the form. It was going to have me pay tax on my withdrawal. Instead, I had to figure out on my own (go Reddit!) what I was supposed to do. Then I manually inputted my basis in the correct place on the form. Only after that did the software pick up on what was going on. One other complaint: one question in the questionaire said it was ok to answer both yes and no!
Pros: Easy to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 9, 2024
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help. Your feedback is important to us!
Your service failed when it mattered most. You need to scale up! Also, add support for Crypto.
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy H&R Block Social Media Department, May 9, 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 use H&R Block for my personal tax preparation every year. I find the interview system very easy to follow and very through. Even better is e-filing right from your laptop with the included e-filing code saving you time and effort. I highly recommend this tax software.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 9, 2024
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help. Your feedback is important to us!
The submission failing on the crucial days prior to deadline day is something that will make me stop using your product.
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy H&R Block Social Media Department, May 9, 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 used HRB software for a number of years and never fails me. The support I received when I upgraded computers was extra special. They keep up with tax law changes beautifully.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, May 9, 2024
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!