Have been using this for many years and it has met my needs. Sadly there was a slight bug in the 2023 version. Sadly had a bad experience with the phone system for support that kept dropping my calls.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Easier navigation within the software than older versions. I got an unexpected result (big refund) so can't rate accuracy until the government responds.
Software bug with 1099-NEC income affected 2 federal returns. In one, we had to delete and reenter the 1099-NEC before it would pass the accuracy test. In the other, many of the business income and expenses records were corrupted. and had to be redone.
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Team, H & R Block, April 18, 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 did not like the software. Poor instructions and explanations regarding features and overall use of the software. Will not use this next year
Cons: Time consuming, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Team, H & R Block, April 18, 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.
Firstly, the exe would not download (did not appear in download folder) using Mozilla Firefox even though it completed properly. I lost 2 download attempts doing that. Fortunately, I reached a terrific rep right away who assisted me in successfully downloading it via Microsoft Edge. When entering certain tax-exenpt portions of INT and DIV income, instead of subtracting from the total shown when complete, it added, implying more income was generated instead of less (taxable). I would like better explanations when the interview simply directs the user to fill out the underlying form. In particular, when identifying an estimated tax penalty, it would be extremely helpful to identify the quarter(s) that did not confotm. This took me a long time to figure out because one payment was 2 days late. Finally, I'd like to see page or Form selection on printouts of official returns to allow for minor changes limited to a subset of forms to be printed instead of having to reprint the entire return.
I am a long time user and after what happened this weekend and the anxiety you created I will never use your program again. In fact, it has been 4 days and I still don't have an answer on my state programs that you say are pending.
Cons: Time consuming
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Team, H & R Block, April 18, 2024
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.